Working with Respond within portal on third-party portals

This article explains how to use the Respond within portal option in Responsive LookUp extension to answer third-party portal questionnaires.

Respond within portal

You can use Respond within portal option to automatically generate and apply answers to multiple questions within a portal using the Answering Agent.

How does it work?

When triggered, the Answering Agent scans the portal, identifies questions and sections, and fills in responses using data from the Content Library. You can monitor progress in real time and stop the process at any point.

Permissions

Only AI Business Users with Responsive AI > Auto Fill permission enabled can initiate the process.

Notes

• The Answering Agent processes questions one section at a time.

• You can continue working or navigate between tabs while responses are being applied. A notification will be sent once the process is complete.

• Always review auto-filled responses before finalizing your submission.

Using Respond within portal

1. Open the portal and launch the Responsive LookUp Chrome/Edge extension.

2. Click Respond within portal to initiate the process.

3. (Optional) Provide additional instructions to guide how responses should be generated.

4. (Optional) Apply filters by selecting collections or tags to refine the responses.
   

5. Click Send icon to begin discovering and applying answers.

Tracking Progress in Real Time

• The panel displays Finding and applying answers.

• Sections and questions appear as they are processed.

• A checkmark appears next to successfully answered questions.

  

Reviewing Responses

• Fields are automatically populated with relevant answers.

• If no answer is found, the field remains unfilled or is flagged accordingly.

Additional Actions

• Click Stop at any time to halt the process.

• Click Details to view comprehensive information for each question.

• Attachments, if available, can be downloaded and added manually.

• Conditional questions are automatically identified and answered during the process.

• Multiple answer types are supported.

• Clicking a question in the extension highlights the corresponding question in the portal.