This feature intelligently scans the data points used in your template’s questionnaire and, based on the context in which each data point appears, suggests relevant question text to include.
For instance, if the system detects a data point related to the Company Name, it may suggest a question like:
“Please provide the name of the company, as registered at Companies House.”
These AI-generated suggestions help ensure that your questionnaires are clear, contextually accurate, and tailored to the information being collected.
How to Use the AI Questionnaire Refinement Tool:
1. Navigate to the Questionnaire Section
Start by heading to the Questionnaire section via the left-hand sidebar of your template. This is where all the questions related to your document are managed.
2. Launch the Smart Automation Tool
Once you're on the questionnaire page, look at the top blue toolbar and click on the “
” icon located next to the settings icon. This will open up the AI refinement questionnaire tool interface.
3. Start the Refinement Process
A new screen will appear showing all the attributes which can have their questions generated or refined by AI. Click “Start” to initiate the tool. The AI will analyse each data point and generate a set of corresponding questions tailored to the context of the template.
4. Review and Edit Suggestions
Once the AI finishes processing, you’ll see a list of generated questions matched to each attribute. If you'd like to make any manual edits, simply click on a question to modify its wording directly.
5. Select or Deselect Questions
You have full control over which questions are applied. If there are any suggestions you’d prefer not to use, just uncheck them from the list.
6. Apply the Changes
When you're happy with the suggestions and any manual adjustments you’ve made, click “Apply Selected Changes”. The updated questions will now be applied directly to your questionnaire.
This tool not only saves time but also ensures your questionnaire is clear, relevant, and aligned with your document’s logic. By automatically generating context-aware questions, it helps make your templates more user-friendly and professional—without requiring extensive manual input.