Once you've completed mapping your questionnaire, you can choose which sources you'd like to use as references for the AI-generated questionnaire responses.
Uploading a new source document
To upload a new source document, click on the "Upload documents" button
Clicking on the "Upload documents" button will bring up a modal where you can upload a source document. Intent accepts a wide variety of formats for source documentations, including .csv, .xlsx, .pdf, .docx, and .txt.
Once you have uploaded your file, you can assign a category and add a description. The default categories for source documents are:
Historical RFP
Support Documentation
Product Documentation
Compliance/Security Documentation
Other
Once you have finished assigning a category and description to the document, click the "Upload" button to complete the document upload.
Using your Q&A bank as a source
To utilize your Q&A bank as a source for generating responses, select the toggle "Use Q&A bank."
If toggled on, Intent's AI will use your populated Q&A bank as a source for generating responses.
Searching for and choosing the right source document
To find the right source document to use, begin typing any relevant name or key words of the document in the search bar.
Additionally, use the "Filter" button to narrow down the list of documents in the table by category.
Once you are ready to automate your responses, select each source document you use to use by clicking on the check boxes. You can select multiple documents and even the Q&A bank together.
Once selected, click on the green "Automate my questionnaire!" button to generate your responses.