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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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Feature Request: Prioritization Order for AI Content Sources
Client: Team Tailor ARR: 39,393 Request: Allow customers to define a prioritization order for the content sources Responsive AI uses when generating answers. Current Behavior: Customers can use the Content Type filter to select a specific source, such as External Data Sources. However, once a content type is selected,…
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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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Ability to have a first draft in responses
Via Optum. Workable in its current form with flags, but some users are interested in the ability to have users mark their work as answered while still seeing that SME involvement is needed. Really a "first draft" option Thanks, Bruce
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Apply Verbatim at the Individual Source Level in Ask and AI Draft
Current Behavior When Ask or AI Draft retrieves multiple sources, one Q&A pair marked Verbatim causes all retrieved sources to be returned verbatim. This includes non-Verbatim Q&A pairs and documents—even though documents do not have a Verbatim setting. As a result, document content may be copied exactly as stored,…
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Improve Documents for AI workflow transparency, confidence, and usability
Comment from Federated Herms about Documents for AI feature. @Khalees V I have been experimenting with AI Documents and I’ve noticed some things that I think are confusing. Since this feature is still in beta, I wanted to give feedback to help improve the process and/or the help info. Please let me know if this is…
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Ability to use & reuse AI Instructions in multiple ways
Team, this is something that could eventually become a common ask wherein customers would want to; Reuse previously applied user instructions or Use an instructions template or Point to a certain Tag or Collection (either Q&A pairs or Docs) that stores instructions related to how AI must respond to the customer's content.…
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Documents for Projects - additional filtering
New feature is really welcomed by Amundi team. They are v appreciative of it but have asked if there could be an enhancement which would allow you to filter for specific document you have added per section?
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Make AI Assistant Filters Sticky
Dayforce would like an option to make filters in AI Assistant sticky when set at the question level. They understand that filters can be set at the section or project level but they believe there should be parity with how the recommendation engine filters currently work as it is what their team is used to.