Questionnaires Module

Questionnaires Module Walkthrough

Link to the full training Loom video

https://loom.com/share/880842c586fc41f1bc252fa248647906

1. Introduction to the Questionnaires Module 0:02

• Overview of the questionnaire phases: 

  • Submit questionnaire

  • Accept

  • Begin AI

  • Begin review

  • Mark as approved

  • Mark as complete

• Supported formats: Microsoft Word, Excel, and web portal questionnaires.

2. Accessing the Questionnaires Module 0:37

• Navigate to the admin console.

• Access the questionnaires module via: 

  • Quick links

  • Left side menu.

3. Viewing Requests 1:09

• First tab: All requests in your queue.

• Second tab: Requests waiting for acceptance.

4. Adding a New Request 1:18

• Click 'Upload Files' to create a new request.

• Complete the form: 

  • Auto-populated fields if Salesforce integration is saved.

  • Choose environment for customer provisioning.

  • Select NDA (Yes or No).

  • Add comments.

  • Set a due date.

5. Submitting the Request 3:04

• Click 'Submit' to create the request.

• Example request ID: 0032.

6. Accepting the Request 3:20

• Click on the request ID to view details.

• Confirm file accuracy and click 'Accept Request'.

7. Starting AI Processing 4:09

• Click 'Start AI' to begin processing.

• Choose source files for Zeni, the AI agent.

8. Reviewing Knowledge Base 4:40

• Access knowledge base files under questionnaires.

• Option to use web-based knowledge base if enabled.

9. Mapping for Excel Files 5:34

• For Excel files, map the following columns: 

  • Question column

  • Answer column

  • Options column

  • Response column

• Click 'Continue' after mapping.

10. Generating Responses 6:08

• Zeni generates responses for the questionnaire.

11. Reviewing AI Responses 6:37

• Click 'Begin Review' to review AI-generated responses.

• Review screen includes: 

  • Request ID, status, file name, due date.

  • Comments section, review logs, download option, approval option.

12. Approving Responses 7:39

• Human expertise required to review and approve responses.

• Option to approve all responses at once.

13. Assigning Questions for Expert Review 8:08

• Select questions for a different subject matter expert.

• Assign due date if needed and click 'Submit'.

14. Final Approval and Completion 9:07

• Click 'Mark as Approved' to lock responses.

• Click 'Mark as Complete' to finalize the questionnaire.

15. Notifications and Support 10:24

• Email updates on key statuses sent to request owner and go-to-market team.

• Option to submit a support ticket for assistance.

16. Conclusion 10:59

• Summary of the walkthrough and thank you message.

Link to Loom

https://loom.com/share/880842c586fc41f1bc252fa248647906