Overview

This feature is part of our Early Access Program, which allows select customers to try upcoming beta features that are clearly labeled in the product. As part of this program, you can explore new capabilities, provide feedback, and help shape their development. To join the Early Access Program, contact your Customer Success Manager (CSM) or Account Manager (AM) to request access.

The Answering Agent is an interactive AI-powered tool that simplifies how teams respond to complex questionnaires such as RFPs, RFIs, and DDQs. You can use it in Slack to generate responses by simply uploading a document and prompting the Responsive bot.

See Responsive LookUp for Slack for setup help.

Permissions

• Only Admins can enable Responsive AI.
• Only authenticated Responsive users can trigger the Answering Agent in Slack; non-Responsive users are restricted by default.
• Users can only access and search collections based on their existing permissions.

Using Answering Agent in Slack (Responsive bot)

1. In any Slack channel that has the Responsive bot enabled, use the + menu to upload your RFP or questionnaire file.

2. After uploading, @mention the Responsive bot with a natural language prompt like: 

   @Responsive generate answers

   or

   @Responsive respond to the questionnaire

3. If your organization has datasets configured, the bot prompts you to choose one.
   Note: You can skip this step if you want to proceed without utilizing datasets.
4. The File Mapping Agent identifies and extracts questions from the document. Once completed, select one of the two offered options:
   1. Review identified questions: Opens a Guided Project where you can review and edit questions.
   2. Generate responses: Proceeds to answer all identified questions using the Answering Agent.
5. Once the answers are generated, the bot responds in the same Slack thread with:
   • A summary of the total, answered, and skipped questions.
   • A link to view and edit the responses in the associated Guided Project.
   • A downloadable version of the updated file with responses.