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Can I Generate Answers from Standalone Files in My Document Library?

Updated
 

Note: Generative AI features must be enabled before use. Start here: How Can I Set Up Generative AI Features?

Yes, you can generate answers in a Project from files uploaded directly to your Loopio Document Library.

Generate an Answer Using a Document and Generative AI

 

Permissions Required:
Generating an Answer requires:

  • Generative AI: Level 1 permissions
  • Stack Level 1 (Read Only) permissions or higher to at least one Stack
  • The General Admin: Documents View Document Library permission

Uploading a new document to the Document Library also requires:

  • The General Admin: Documents Manage Documents permission

When using the Generative AI feature to generate an Answer in a Project, you can select a document as the information source:

  1. Open the Project Workspace
  2. Locate an eligible question
     

    Tip: Questions eligible for Generative AI meet following criteria:

    • They are not currently in review
    • They have not been answered
    • They have not been marked as completed
  3. Click Generate Answer
  4. In the Generate an Answer popup, under Information Sources, select Loopio Library Documents
    Generate an answer pop up with Lupio library documents selected.png
  5. Select the source of the document you want to use:
    • To use a document that is already in your Loopio Document Library, click the Search Library Documents button
       

      Note: At this time, only standalone documents in your Document Library can be used as an information source.

    • To upload a new document to use, click the Upload Documents button
       

      Tip: When uploading a new document, it will also be added to your Document Library for future use. Supported filetypes are .doc, .docx, .pdf, .ppt and .pptx.

  6. Once you have selected all the document sources you want to use, select any writing preferences, or add additional instructions
     

    Learn more: What Are the Options When Generating an Answer?

  7. Click Generate Answer

AI will generate an answer, and you will see a flag indicating that the Answer was Composed with AI.

Bulk Generate Answers Using a Document and Generative AI

 

Permissions Required:
Generating an Answer requires:

  • Generative AI: Level 1 permissions
  • Stack Level 1 (Read Only) permissions or higher to at least one Stack
  • The General Admin: Documents View Document Library permission

Uploading a new document to the Document Library also requires:

  • The General Admin: Documents Manage Documents permission

In order to use the Generative AI feature to generate up to 20 Answers in a Project using the same document source(s):

  1. Open the Project Workspace
  2. Select between one and twenty Entries using the checkbox to the left of the Question
  3. At the top of your Project, click Generate Answers
    Generate Answers button.png
  4. In the Generate an Answer popup, under Information Sources, select Loopio Library Documents
    Generate an answer pop up with Lupio library documents selected.png
  5. Select the source of the document you want to use:
    • To use a document that is already in your Loopio Document Library, click the Search Library Documents button
       

      Note: At this time, only standalone documents in your Document Library can be used as an information source.

    • To upload a new document to use, click the Upload Documents button
       

      Tip: When uploading a new document, it will also be added to your Document Library for future use. Supported filetypes are .doc, .docx, .pdf, .ppt and .pptx.

  6. Once you have selected all the document sources you want to use, select any writing preferences, or add additional instructions
     

    Learn more: What Are the Options When Generating an Answer?

  7. Click Generate Answer

AI will generate answers, and you will see a flag indicating that the Answer was Composed with AI.

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