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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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Projects: Add User Control and Prompts for Auto-Attached Q&A Pair Exhibits
Per Manjula Gnanaguruswamy's request, I’m submitting this enhancement idea on behalf of our strategic client Optum. Overview When users apply responses from the Recommendations pane in Projects, all attachments associated with the selected Q&A pair are automatically added to the project response. While this behavior is…
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Request to manage formatting and manuall number assignment in Project create/edit Questions view
Current behavior: When a question is added the system is created to autogenerate and create each question as a separate line item. Once the questions are generated, users have the flexibility to manually edit them as needed, including adjusting the numbering format (for example, changing from 1, 2, 3 to 1.1, 1.2, 1.3).…
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Batch exports for multiple projects
ZKB have a use case for being able to export bulk projects. Currently, projects can only be exported individually, requiring users to navigate into each project to export it. Adding a batch export option would streamline the process by allowing multiple projects to be exported simultaneously.
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Allow Super Admin/Admins to Edit review and sync to Library
Summary Enable Super Admins/Admins to edit a record while it is in Review and have those changes immediately reflected in the Library, regardless of whether the Owner has completed their review. Current Challenge At present, updates made during the Review stage cannot move back to the Library until the Owner completes…
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Adding Compare and Merge to the Duplicate Check feature
As of now, customers only have the ability to decide whether ot not to bring the duplicate into the library at the duplicate check screen, but they cannot compare, merge, or even alter the Q&A pairs. To add some more context, from what I see working with customers under the scaled team umbrella, which is 70% of Responsive…
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Notifications of each Q&A completion to be sent to Primary Project Owner
Seismic would like to have an option to turn on email notifications for all completed projects tasks to be sent to the Primary Project Owner. Currently the Primary Project owner received notifications about the section being completed and they would like to received emails when each Q&A or Section description is completed.…
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Saved Searches should carry over to Moderation, Review, & Dashboard
Client Fortrea finds a lot of value in the Saved Searches feature, however, current behavior does not carry over the saved searches to all areas of the library. Fortrea content admins would find it helpful if the same saved searches from the main content library could also be applied in Moderation, the Review Queue, and…
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Non AI Trace Score
From State Street - Trace score for non AI generated responses - we populate an RFP with information from database. Can we get a trace score for items that come directly from content library/database instead of just on AI answers
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Option to prevent guest user from making edits in project answer
When sending questions in a project to a guest user, there should be an option to prevent the guest from making any changes in the answer and be able to only add comments. This is basically like a view permission and edit permission. This is so that the guest's inputs are vetted before it goes into the answer. Or else, the…