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Past Project Name Filtering in Project Settings
Problem Summary Upgrade, Inc. completes client questionnaires year over year that contain largely the same questions. In many cases, answers remain unchanged from previous years. To improve efficiency and answer reuse, they want more precise control over which past project AI Assistant and Answer Library Search reference.…
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Allow Enhanced Auto-Respond to function in the same instance where AI is active.
State Street has requirements to have auto-respond take the first pass at answering questions then have AI provide additional responses after. After testing, they have found that the enhanced auto-respond features provides better results than the legacy version. Currently, we are not able to have AI and enhanced auto…
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Enhancement Request: Highlight “Answer Not Found” in AI Draft
When AI Draft generates responses for multi-part questions (one main question with multiple sub-questions), it may successfully answer some sub-parts while inserting placeholder text like “Answer not found” for others. Currently, this placeholder text appears the same as the rest of the generated response, making it easy…
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Review and Moderation warning in AI Draft/Assistant
When AI Draft or AI Assistant gives an answer, it shows the sources. But if a source is review or moderation, it does not give us this warning. Ideally, it should let you know that it is in review or there are some updates in moderation currently.
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Saving AI prompts
A few customers have asked if it is possible to find their previous AI prompts. Currently it is possible only to save AI prompts in project settings and at section level. But if you I run AI Draft with a prompt in a section that does not have any saved AI filters, you will not be able to get the same prompt again if you…
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AI - Eliminate source from AI generated answer AND re-generate answer
Haworth has requested the ability to exclude specific sources from AI generated responses AFTER the initial response has been generated and then re-generate a response without the excluded source.
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Misleading message in AI Draft 'Discard Answers' pop-up window
In ticket TKT-210124, customer mentioned that the message that we see when closing AI Draft window is confusing and misleading. The message says, "One or more questions from the following sections will be discarded. However, answers that are applied will be saved". It first says, "One or more questions". Then in the next…
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Being able to see the past instructions given in AI Draft
I had two customers asking me if it is possible to see the instructions given while searching in AI Draft. I am unable to find the tickets now. I told them that it is not possible now. Currently this is possible only if you add an instruction in the 'AI Assistant Filter' for a section. But I think we should have a way by…
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AI Draft Enhancements for Attachment-Heavy Q/A Workflows
Problem summaryUpgrade, Inc relies on attachments in Q/A pairs. AI Draft currently: doesn't reliably include attachments from source Q/A pairs into drafted answers, and doesn't consistently resolve merge-tags that should display attachment filenames in the preview (but filenames sometimes appear after apply→revert). They…
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Honor Project-Level Answer Library Search Settings in Responsive AI (Draft)
Enhance Responsive AI (Draft) to respect and align with the existing project-level Answer Library search settings, similar to how AI Assist currently functions. When AI is enabled at the project level, the system should consistently apply configured Answer Library controls (e.g., scoped collections, filtered sources, or…
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Verbatim Flag/Icon on Answering Page
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AI to show Verbatim wording ends and where generated response begins
For a single question with Multi parts: If AI is going to answer as completely as possible, the reader needs to know where Verbatim starts/stops. Otherwise, how will they know.