Import it
- In Questionnaires, press Import questionnaire and choose the .xlsx or .csv file. It is scanned and read, but nothing is kept until you confirm.
- Under Check the columns, say which column holds the question, and if there are any, the section and reference.
Answer it
- Draft from my records drafts one answer; Draft the unanswered drafts them all. Each draft lists the records it was built from.
- Read each one, change what needs changing, and press Approve. Only approved answers are ready to send.
- Add to answer library keeps a good answer for next time.
What AI Assist sends, and what it checks
- For an answer, it sends the question and the records it cites to a model hosted in the EU, in France, with training switched off. On the AI Assist page, the (i) next to the model says exactly what each kind of draft sends.
- It only uses records the person asking may read. An answer is checked against its sources, and one that claims what your records do not support is thrown away.
- A person approves every answer. Nothing is sent to your customer by AI Assist.
Each business has a monthly AI allowance, and a limit per hour. When the month’s allowance is used up, the page says so and when it renews.
Send it back
Press Export: into the Excel file you were sent, as a new sheet, or as CSV. Drafts are left out unless you include them, and then they are marked as drafts.
Not what you were looking for? Write to hello@trusterio.com.