Using AI Assistant

Overview

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

AI Assistant is our generative AI based assistance tool that can help you find the right response, or help craft one. It provides the following options:

• Find a Response: Generate a response by adding clarifying information
• Rewrite: Rephrase the existing answer
• Elaborate: Expand the existing answer
• Concise: Reduce the existing answer by taking out potentially extraneous information
• Make More Readable: Create a version of the text that is easier to understand
• Make it Plain: Remove jargon from the text
• Passive to Active: Change the text from passive voice to active

If you do not see all of these options it is because they have been turned off in Organization Settings.

AI Assistant DOES NOT use your content for other responses available to the general public. See AI Assistant FAQs for more information.

AI Assistant Recommendations

AI Assistant makes answer recommendations based on Q&A pairs and documents (not sections or catalogs) from the Content Library, and you can rewrite the recommendations by providing additional prompts. For example, when using Concise, you can specify Keep the answer under 100 words.

• Any documents you want to use as source material must be uploaded to the Content Library.
• When crafting a response, AI Assistant looks at your content first. If it doesn't find a good match, it then uses the internet-based language model to write a response. However, your content is still safe since AI Assistant DOES NOT use it to generate other responses available to the general public.
• You can specify the tags and collections that AI Assistant should fetch the content from on the AI Assistant tab of the Project Settings pop-up.
  • For companies with Business Units (BUs) enabled, only the tags and collections associated with the project's primary BU are listed.
  • For other companies, all tags and collections that a user has access to are listed.
• AI Assistant only shows you the content you're allowed to see. For example, if you only have access to a single collection, AI Assistant generates content using information from that collection only.

See the Introduction to AI Assistant Academy course for more information.

AI Assistant icons and prompts

Understanding what the icons and prompts mean and how to engage with them is crucial to receiving the full benefit of AI Assistant. 

• There are two user experiences for Projects in AI Assistant; the classic user experience operates in the Response card only and the new user experience operates in the Response card and the AI Assistant tab of the right-hand pane.
• The prompts and icons for both experiences are similar but will vary based on what version you're using. See Setting Up AI Assistant for information on enabling the new user experience.

For a visual walkthrough of the new experience, click through the following:

Using AI Assistant for responses in projects

Classic user experience

1. On the Answering page, click into the Response card and type / to access AI Assistant.
2. Enter a few words to help create the most appropriate response (optional), then press Enter. AI Assistant creates an answer for you to review.
   
3. Edit the results manually, or select one of the menu options at the bottom to refine them.
   Important: You must read the text carefully before using it.
   
   Note: You can also click the AI Assistant icon to see the menu options (the First Draft option is only available if the field is currently empty).
   
4. When you have the results you want, click Accept to accept them or Discard to reject them.
5. Click Apply to Response when you are finished.

New user experience

1. On the Answering page, click into the Response card and do one of the following to open AI Assistant:
   • For help creating a section section description, type something in the section description and then click the AI Assistant icon on the toolbar.
     Note: AI Assistant is disabled when the response contains just a date field, or when no section description is available (AI Assistant can only modify existing section descriptions, not create them).
     
   • To modify a response, click the AI Assistant icon or the AI Assistant tab on the right-hand pane.
     
2. The default option appears highlighted in purple in the prompt window. Click it and select the option that would help create the most appropriate response, then enter your prompt and press Enter or click Send.
3. Once the response has been generated review it carefully, then do the following as necessary:
   • Click Attachments to preview any attachments.
   • Click Source to view the sources.
     Note: You can click the Show Properties tab in the Preview window to view the source properties.
   • Click the Copy icon to copy the response.
   • Edit the response manually, or click the Edit icon or the highlighted option in the prompt box and select a new menu option to refine it.
4. When you have the results you want click Apply to apply the response, then click Save or Save and Next on the Response card to save it.
   Note: When the question has multiple response fields, the Copy and Apply buttons appear next to each individual response. You can apply the responses individually or scroll to the bottom of the pane and click Apply All.
   Important: You must read the text carefully before using it.

For a visual walkthrough, click through the following:

Using AI Assistant in the Content Library

1. Click the Edit icon to edit the Q&A pair, then click the AI Assistant icon and select an option to refine the results.
   Note: You can also edit the text manually.
   
2. When the window opens, use the Additional Information field and additional options to help you refine the answer as necessary.
   
3. Click Apply to Response when you are finished.
   Important: You must read the text carefully before saving it.
   • When you search the Content Library and copy an AI Assistant-generated response, the used count is updated. It also appears on the Activities with the AI CL Search Copy type.
   • It also appears on the Content Usage report if the Q&A pair has a 90% or higher score, and on the Content Library Usage report when you export it.

For a visual walkthrough, click through the following:

Using AI Assistant to search the Content Library

When using AI Assistant to search the Content Library you can see where the content was pulled from.

• All the references are shown below the generated draft.
• If the first reference is copied (either by clicking the Copy button or by selecting part of the content), the Used Count is increased and it is tracked in the Content Usage report. This applies for both Q&A Pairs and documents.
• You can filter the Content Usage Report to look for content generated specifically by AI Assistant searches in the Content Library.
  

You can use Content Library filters to refine the source materials AI Assistant uses when creating responses. Use filters, facets, and advanced search criteria for the following:

• Tags
• Collections
• Languages

You can use the Exclude, Include and All options for Advanced Search as well.

Some filters are not supported by AI Assistant, and AI Assistant will ignore them in its searches. Supported filters include the following:

• System-defined custom fields
• User-defined Content Library custom fields where:
  • Preference is Searchable
  • Category is All
  • Type is any non-text type

When the Content Library displays the content you want to use, invoke AI Assistant and enter your request.

Using section-level filters to constrain AI Assistant

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

You can set filters at the section level to refine the source materials AI Assistant will use when generating content for that section.

1. Click the three-dot Menu and select AI Assistant Filter.
   
2. Specify the instructions, tags, collections, languages and custom fields you want to use when AI Assistant generates content for the section.
   
3. Click Save.