There are four different ways to answer Questions in a Project:
- Run Magic
- Search your Library for a Project Entry Answer
- Answer Questions manually
- Assign Questions out to be answered by other Users
If you are working on a Project Entry and are not ready to submit it, you can click the blue “Save” checkmark to save any of your changes without having to submit:
1. Run Magic
What is Magic?
Magic is Loopio's automation tool to automatically populate Questions in your Project by finding the best content from your Library.
Magic searches your Library for matches to any Project Entry that is unanswered, or in a Pending state. When Magic finds a strong match, the Project Entries will automatically be populated with the best response.
After Magic populates results, the Project Entries will remain in a Pending state. Loopio encourages you to review your answers after they have been populated by Magic. Click the green checkmark to confirm that the Project Entry has been reviewed and is in a Complete State.
Permissions Required: Platform-wide Project Admin, Level 2 Project Permissions (Creator), or higher is required to use Magic. Learn more: Project versus platform permissions.
Note: Magic will only run on unanswered, unassigned Project Entries in a Grey (pending) state. Magic is intended as a first pass at answering your Questions, before you have assigned any Entries out or begun answering them using the other options below. Find out more: Magic best practices
To run Magic for your entire Project:
Click Magic From within a Project
You can choose to restrict your search to a particular Category and Sub-category.
Note: By default, the Question being asked in your Project is only searched against Questions and Alternate Questions that currently exist in your Library.Magic will not pull in any Library Entries that are currently flagged as Under Review. This helps ensure that the best answers are being pulled in with the highest match.
You can also click on “Show Advanced Options”. To search more than your Questions text, select the check boxes for Answers, Tags, or both. You can also adjust the Match Strength to specify the threshold of how strong of a match Magic will consider for an Answer.
To preview the number of results found by Magic without populating Project Entries with answers, click on the green arrow beside Run Magic and click Preview Results
You will be shown the number of Entries that would be Matched by Magic:
Click "Run Magic"
To run Magic for a specific Section:
Click the wand icon to the right of the Section name
I want to clear the results Magic brought in.
If you would like to clear your Magic results for your entire Project, click on the arrow beside your Magic button in your sub-navigation bar and select "Clear Magic Results"
If you would like to clear your Magic results for a particular Section, click on the Magic wand the Section and select Clear Magic Results
Learn more: Magic Best Practices
2. Search My Library For a Project Entry Answer
You can search your Library from directly within a Project Entry to quickly leverage your existing content for the most relevant response to a Question. A magnifying glass icon will appear in the top left corner of any Project Entries that are populated with Search.
Permissions Required: Library, Level 1 (Read Only) permissions or higher are required to search the Library from within a Project.
From a Project Entry:
- Click the magnifying glass icon to search your Library
- By default, the Project Entry question will be automatically populated in the search bar. This can be adjusted as needed.
- To replace the current answer in your Entry, click "Replace Answer". To add the search result under the existing answer, click "Append Answer"
3. Answer Questions Manually
To answer Questions manually, click anywhere within the Project Entry Answer field and type your Answer text.