Overview

This process involves extracting and answering questions from an uploaded questionnaire (e.g. an request for proposal questionnaire), ensuring that each response is thorough and well-supported by documents available in the Knowledge Center. The model utilizes advanced natural language processing to review and integrate relevant information from various documents, creating comprehensive and precise answers.

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1. as an output in a chat interface, featuring clickable links to the source materials,

2. as a comprehensive list in a final Excel document. This document compiles all the responses alongside their respective document references for easy review and verification.

3. as a Word document. Same information as above in a Word file.

Steps to setup the Questionnaire

1. Create a space with the example AI assistant config file

   1. Adjust the scopeIds parameter if the questions should be answered on a limited number of documents

2. Activate the Upload in Chat button

3. Add suitable Suggested Prompts:

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4. Publish space

Steps to run the Questionnaire

1. Upload an excel that follows the same structure as the example file below

2. Trigger the questionnaire with a prompt: Answer all questions from the uploaded file

3. Once all questions are answered, the generated word and excel file can be downloaded

Required and optional modules

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Example AI Assistant Configuration

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Download the provided TXT file and upload it into a new space as an AI Assistant configuration.

❗ The parameter scopeIds needs to be adjusted . It if the questions should be answered on a limited number of document in the knowledge center. This parameter is a list of all scopes that should be included to answer the questions.scopes ids, e.g. scopeIds = ["scope_id_1", "scope_id_2"]

 

View file
name ai-assistant-questionnaire.txt

Example Excel File

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Upload the word file into the space and trigger the extraction with the prompt:

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