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Automating, editing, and collaborating on responses

How to edit responses and collaborate with your team

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Written by Chris Chan
Updated over 11 months ago

After you have selected your source documents and clicked the "Automate my questionnaire!" button, Intent begins generating responses to your questionnaire.

If your questionnaire has more than 50 questions:

Your responses will be generated asynchronously and you will receive an email when the questionnaire is complete. Projects that are processing responses asynchronously will have a "Processing" status until the responses are complete.

An example of an email notification generated when asynchronous responses are complete and ready for review

If your questionnaire has less than 50 questions:

Your responses should be generated within a couple minutes.

Once your responses have been generated, you can view, edit or assign SMEs in the table below:

Each row will show the question, response, and source document(s) from which the AI-generated response was derived.

Editing a response

To edit an AI-generated response, click on the pencil icon

Clicking on the pencil icon will bring up the response remediation modal:

Ways to edit a response:

  1. Manual - Manually edit a response by clicking into the text field and changing the response.

  2. Quick edit - Intent provides two pre-generated versions of the original response to quickly choose from. A short, concise response and a more elaborate version.

  3. Adjusting the prompt - Instruct the prompt the way you would instruct ChatGPT.

Once you're done remediating a response, click "Save" and your changed response will overwrite the original response.

Assigning a question

To assign a response to someone from your team, click the icon, which will bring up the assignment modal.

Start typing a teammate's name or email address and click on their name in the dropdown to assign the question. Only individuals with an Intent account in your company will appear in the dropdown.

Once assigned, their initials will be appended to the assigned question.

When someone is assigned a question, they will also receive an email notification that a question has been assigned to them in Intent. The email will provide a direct link to the project where they have assigned questions.

Reassigning or cancelling an assignment

If a question has been assigned to someone by mistake, or needs to be reassigned, simply click on the initials icon (e.g., )

This will bring up the reassignment modal where you can either cancel or reassign the question to a different teammate.

Completing a response

When you or an assigned teammate is finished responding to a question, click on the icon to mark the question as complete.

You can also filter the list of questions in the project by questions that are "Complete" or "Incomplete".

Frequently Asked Questions

How does Intent's AI response generation work?

Intent leverages Large Language Models (LLM) and a Retrieval-Augmentation-Generation (RAG) framework to generate responses. With this framework, responses stay contextually relevant only to the source documentation uploaded into Intent, lessening the risk of AI hallucinations and false responses.

Why are there responses with "N/A"?

We understand that when responding to RFPs and enterprise B2B questionnaires, writing an inaccurate or false response could potentially disqualify you and cost the deal. Therefore, for questions that have no contextually relevant material from the source documentation provided, we provide an "N/A" value in the response.
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This ensures that we are generating only the most relevant and effective responses for your questionnaires.

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