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: Roles & Permissions
This article covers the following topics:
Run Smart Response
- Navigate to the Portal Assessments Module, Assessments screen, and select an assessment.
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From an Assessment Answering Screen, click the Auto Answering button as shown below. Click the Select button next to "Generate answers from your content".
- From the Select Questions window, choose whether Smart Response should apply to Unanswered questions only or to All questions (if the questionnaire has zero answered questions, this window is skipped automatically).
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From the Select Sources Window, configure your sources:
- Answer Library: Toggle this on to match answers from your past questionnaires. You can also filter options to specify which content to match for Smart Response to generate answers. Users select the "Generate AI answers when no Answer Library match is found" option to have AI fill in any remaining gaps after Answer Library matches are applied.
- Supporting Documents: Use the + Add Files to upload files (locally or from File Library), or connect to SharePoint to browse and attach files from a connected site. For more information on this topic, please see our article: SharePoint Integration
Note: Questions may remain unanswered if no Answer Library match is found and no sufficiently confident AI-generated or verbatim answer is available.
- Once your sources are selected, click the Run Smart Response button to run Smart Response.
- The window will prompt you to return to the Assessments screen while Smart Response works. Click on the Back to Assessments button to do so.
- You'll see a Padlock icon next to the assessment in the Active Assessments tableview. While Smart Response is running, the progress page heading reads "Populating Answers with Smart Responses".
Viewing Smart Response
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.
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.
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.
The selected suggested answer will populate in the question card and be indicated by the AI-generated banner. To view sources of the AI-generated answer, click the View Sources button.
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. We recommend running Smart Response first before applying any manual responses if you intend to re-run Smart Response at a later time. Reference the remaining steps from the Run Smart Response section above.