Smart Response is a first-of-its-kind generative AI solution to revolutionize the risk and diligence process. This feature enhances a responding team's ability in the assessment completion process by automatically applying answers from previously completed assessments, Answer Library, and AI-generated, and related documents.
Smart Response automatically delivers precise answers, as well as the rationale and referenced resources for each generated answer. Feedback on the generated response and rationale can then be provided to help improve the accuracy of answers.
Once enabled for your organization, Smart Response will only be accessible by users with the specific Smart Response permission enabled. Please see our full help article on Smart Response permissions for your reference:
For information on how to generate answers from past assessments, please refer to the article below:
This article covers the following topics:
Navigate to the Portal Assessments Module, Active Assessments screen, and select an active assessment as shown below.
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From an Assessment Answering Screen, click the Auto Answering button as shown below. Click on the Select button as displayed below.
Note: Users will need to have Smart Response permissions enabled to see this option. If you are unable to view the option to generate answers using Smart Response, please reach out to your system administrator.
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From the Smart Response window, you will have the option to use answers from your Answer Library to match answers from your questionnaires and filter options to specify which content to match for Smart Response to generate answers. To enable, click on the Toggle Switch as shown below.
Note: Using Answer Library will be enabled by default.
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Click on the Generate Answers button to run Smart Response. Users can optionally click on the checkbox button in the bottom right corner to receive responses directly from the source material and not have AI creatively interpret and generate answers.
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The Smart Response Window will prompt you to return to the Active Assessments Screen while Smart Response generates. Click on the Back to Assessments button to do so. You will see a Padlock icon next to the assessment in the Active Assessments tableview.
From the Smart Response Window, you may upload documents for the AI to extract data from by clicking the + Add Documents option.
From the Add Documents Window, drag & drop files from the Upload Files Screen as shown below.
Note: Currently, only .pdf, .docx, .xlsx files are supported to source Smart Response. For more information on uploading files to assessments, please see our help article below:
Once a Smart Response generation is complete, answers generated from strong Q&A record matches will automatically be populated in the answer box. Any additional AI-generated suggested answers along with their rationale can be reviewed and applied as well. Answers will indicate whether they were sourced from a string Q&A record match or AI-generated.
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From an Assessment Answering Screen, answers populated from strong Q&A record matches will be populated in the answer box and be indicated by the Answer Library Match banner as shown below. Users can review the match within the Answer Library by clicking the View in Answer Library button.
Note: Smart Response will prioritize populating an answer from the Answer Library. However, if a strong Q&A record match is not detected for a question or you are not satisfied by an existing one, you have the ability to view suggested AI-generated answers and apply them. The rationale for the suggested answers can also be reviewed.
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From the Assessment Answering Screen, you can view and apply suggested answers populated by Smart Response by clicking the Suggestions bar, and selecting a suggested answer as shown below.
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The selected suggested answer will populate in the question card and be indicated by the AI-generated banner as shown below.
Note: If the Verbatim checkbox button was selected when running Smart Response, our platform will display this banner as AI Generated (Verbatim).
To view sources of the AI-generated answer, click the View Sources button.
Once Smart Response has been run and the assessment has been populated by responses, users have the option to clear their answers.
For more information on clearing answers, please review our full article on this here:
Users have the ability to view the references for each AI-generated response, gaining more insight on which resources were utilized in the generation of the suggestions.
Within a question card, click on View Suggestions and then View References. This will display a summary of the reference along with its source.
Smart Response can be re-run on assessments with additional resources if required.
Note: We recommend running Smart Response first before applying any manual responses if you intend to re-run Smart Response at a later time.
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From an Assessment Answering Screen, select the Smart Response button as shown below.
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In the Smart Response Window, select which configuration you intend to re-run Smart Response for.
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Run Smart Response on unanswered questions: The new generation of Smart Response can only affect unanswered questions.
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Run Smart Response on all questions: All questions can potentially be affected by the new generation of Smart Response.
Click the Continue button to confirm, as shown below.
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In the Smart Response Window, review and reconfigure the resources provided in the original Smart Response generation. You can optionally add more resources using the respective links. Select Run Smart Response to confirm.
Reference the remaining steps from the Run Smart Response section above.