Using the Auto Respond Feature

Overview

As questionnaires are completed in Responsive, the Answer Library will continue to grow and develop, eventually including numerous Q&A pairs. As your response team continues to receive RFPs, questions will start to overlap. This is where our Auto Respond feature comes in.

Use Case: You want to automatically respond to questions that are similar to questions you have answered previously, or bulk complete questions from multiple sections at once.

How Auto Respond Works in Responsive

The Auto Respond feature can function differently depending on several characteristics:

• The user's access to the Answer Library content
• Similar or alternate questions in the Answer Library
• Matching response headers
• Answer types
• The content match percentage with similar or alternate questions in the Answer Library
• Criteria selected in the Auto Respond advanced filter
• A relevance score will be added based on the combinations below. The content with the highest relevance score will be used for auto respond:
  • Presence of a section name in the Answer Library
  • Star rating
  • Number of times content is used in projects
  • Last used date
  • Last updated date
  • If multiple keywords are present, then proximity (distance) of words from each other
  • Exact words/phrases are present in the content with and without stemming words

Best Practices for Using Auto Respond

The following recommendations will help you get the most out of using auto respond:

• The more content you upload, the more options will be available for auto responses. However, avoid uploading old or outdated content as it will skew the results.
• Alternate questions will help with auto respond accuracy, but make sure all questions and their alternate content are actually related to each other.
• Advanced filtering and using the filter to guide your search will help the system drill down to the content you need to find. Tags, custom fields, and similar past projects will help produce optimal search results.
• As mentioned above star rating and use count will yield better results.
• Keep your content up to date by utilizing review cycles.

Auto-Responding at the Project Level

To use auto-respond with a project, follow the steps below:

1. Go to Projects on the main navigation menu.

   

2. Select a project. Click Menu, then Auto Respond.

   

3. Select from All Sections, Select Sections, or Select Selection Range, then use the slider to select a question match percentage.

   

4. To filter the content included in auto respond, select Advanced Filter.

   

5. Once the content match percentage is selected, and filters are included as needed, click Preview.

   

6. A few options will appear. Select Show Full Match to view the list of questions that can be answered using auto respond. Select specific questions to auto-respond by selecting the checkbox adjacent to a question. Review the responses, then click Apply.

   

Note: Questions that have already been answered will be excluded from auto respond.

Auto-Responding at the Section Level

Auto respond can also be performed at the section level:

• From the Sections tab within a project.

  

• Within an individual section.

  

Note: If Projects are imported via the Standard SIG Response Template and saved to the Answer Library, the parent questions will not be prefixed to sub-questions.