Overview

Note: Contact support@responsive.io to access this feature or request enablement.

Guided Projects is an AI-powered workflow within the Responsive Platform designed to help teams independently manage and complete RFPs, RFIs, security questionnaires, DDQs, and other document-based requests without requiring hands-on support from proposal teams.

See the Guided Projects Academy course for more information.

Creating Guided Projects

1. Select Guided Projects from the 9-dot menu and click Add New Project.

2. Click Upload File, or drag a file onto the canvas, and select a document (such as an RFP, RFI, Security Questionnaire, DDQ, or any other request file).

3. Complete the Project Name, Customer Name, Project Value, and Due Date fields, then click Proceed.

4. Answering Agent generates a high level summary, including key requirements, of the information extracted from the uploaded RFx. Review the information, then click Proceed.
   Note: Extraction may take a few minutes based on the size of your file.

5. The File Mapping Agent analyzes your document and maps the questions, sections, and requirements. Click Review Mapped Labels.
   Note: You can click Skip Review to skip the review process.

6. The Labeling Guide page displays the identified sections, questions, and potential answer fields. Review, update, and refine the content as needed. You can:
   

   • Select and label content as [H] Header, [S] Section, [Q] Question, or [A] Answer. See Mapping labels to content for more information.

   • Click Clear Sheet to delete all mapped labels from the sheet.

   • Click Switch Freeform Mode to manually define the document structure by selecting and mapping individual cells. The Table of Contents (TOC) view shows sections and their questions.

   • Click Switch Guided Mode to make quick adjustments, such as manually assigning labels to content.
     Note: This is the default mode of Labeling Guide page.

   • Hover over the label and click the Trash icon to delete a specific mapped label.

7. Click Proceed.

8. Apply filters to help generate the most relevant answers from your Content Library.

   • Grouped Filters/Datasets: Use predefined sets of filters mapped to specific content in your library.

     • Project Level: Select this option for broad coverage. 

     • Section Level: Select this option for more precision options.

   • Individual Filters: Select specific filters (such as collections or tags) to target precise content.

9. Click Proceed.

10. Answering Agent generates a complete first draft, including TRACE Score™ (if enabled for your organization). Click Get Started to review the draft. You can:

    • Navigate through each section to view and refine the questions and their corresponding answers.

    • View source content, flag content, and assign collaborators.

11. Click Export after completing the answers.

    • You can export the responses back into the original source file (along with any attachments, sources, and citations) or choose to export them into a preferred template.

    • The exported file is downloaded to your computer in zipped format.