Using Guided Projects

Overview

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.

It delivers a structured, step-by-step experience that automates document setup, content mapping, response drafting, and quality control. By leveraging your organization’s Content Library, Guided Projects ensures that responses are fast, accurate, and aligned with approved messaging.

Benefits

Responding to questionnaires is often time-consuming, manual, and reliant on centralized teams. Guided Projects addresses this by enabling field teams and other non-expert users to autonomously handle document responses. The key benefits of this feature include:

• Faster turnaround times
• Fewer bottlenecks
• More consistent, on-brand responses at scale

Key Capabilities

• Structured Workflow Guides users through every step—from document upload and content mapping to review and export.
• Autonomous Drafting AI automatically generates draft responses using approved content from your Library.
• Content Governance Responses are sourced from trusted content, ensuring consistency, accuracy, and compliance.
• Increased Scalability Empowers field teams and other users to manage responses independently, reducing reliance on proposal teams.
• Significant Time Savings Built-in automation dramatically cuts down on setup, mapping, and editing time.

Getting Started with Guided Projects

1. From the Guided Projects main page, click Add New Project.
2. Click Upload File and select a document (such as an RFP, RFI, Security Questionnaire, DDQ, or any other request file).
3. Complete the Project Name, Customer Name, Opportunity Value, and Due Date fields, then click Proceed.
4. The summary and key requirements extracted from the uploaded document display. Review the information, then click Proceed to continue.
5. The File Mapping Agent page displays the identified sections, questions, and potential answer fields. Do the following as necessary:
   
   • Click Review Mapped Labels to manually review, update, and refine how content is labeled. You can:
     • Label content as [H] Header, [S] Section, [Q] Question, [A] Answer.
     • Click Clear Sheet to delete all mapped labels from the sheet.
     • Click Switch Freeform Mode to manually define document structure by selecting and mapping individual cells. The Table of Contents view shows Sections and their Questions.
     • Click Switch Guided Mode to use the Labeling Guide to manually assign labels to content.
     • Hover over the label and click the Trash icon to delete a specific mapped label.
   • Click Skip Review to skip the review and accept the mapped labels.
6. Click Proceed to continue.
7. Apply filters to help generate the most relevant answers from your Content Library.
   
   • Saved Filter Set: Use predefined sets of filters mapped to specific content in your library.
   • Individual Filters: Select specific filters such as Collections or Tags to target precise content.
8. Click Proceed. The Auto-Draft Agent matches the response in your library, assigns the answers to the questions in the document, and displays the number of answered and unanswered questions.
9. Click Get Started to review and respond to the questions. You can:
   • Navigate through each section to view and edit the questions and their corresponding answers.
   • Use AI to generate professionally worded responses for any unanswered questions.
   • Attach supporting files to your answers as needed.
10. 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.