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Thanks for joining our April Coffee Chat!
🌟 A big thank you to everyone who joined us on our Beyond the Basics Coffee Chat last week to wrap up a busy April! If you missed the session or want to revisit the discussion, the recording and deck are now available in Academy! We had a great Q/A, but if you have additional questions, feel free to comment. Thank you…
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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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Question level filtering for AI draft - Cognite
The Problem Currently, AI Draft apply a library filters to an entire project/sectios. Large clients like Cognite often require segmented sources for a single RFP (e.g., 10 questions from the Technical Collection and 10 from the Legal Collection). Current Workaround: Manual, repetitive editing or running multiple drafts,…
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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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Content Library Applied Filters should be considered by AI Assistant
Optum S4 request from Smriti: Business Problem: As a user searching in the content library when I apply filters to the content using the facets or advance filters , and then ask AI to generate a response the AI generated response is outside the content boundary I have set. Test Data: Optum Rx Standard Collection selected…
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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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February '26 Product Release Recap
Thanks to everyone who joined today's February Product Update! We covered features now in General Availability, then we moved into advanced capabilities available in select AI packages, and Trust Center. The session ended with a live Q&A, and a special March Academy promotional announcement. Missed it? The full recording…
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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…