Table of Contents
Summary
Instead of hunting through questionnaire responses and documents to find specific answers to your questions about that vendor, let Whistic AI do the heavy lifting.
Steps
- Enable Smart Search for the Vendor by clicking the toggle located near the top right corner of a Vendor Details page
Note: This process will take a few minutes. Whistic is pre-processing the documents
and questionnaires you have collected for this vendor, including those found on Whistic Profiles that have been shared with you or Profiles you have imported from Trust Catalog, so Whistic AI knows how to read them.
As you add new sources of evidence for this vendor in the future, they will automatically be processed for AI to use. Because this takes some time, answers from newly added information will not be available immediately.
File types supported as sources:
.xls, .xlsx, .xlsm, .csv, .docx, .pdf
- A new search bar appears at the top of that Vendor Details page.
- By default, Smart Search looks for answers in both questionnaire responses and documents, however, you can use the filter to the left side of the search bar to narrow your search.
- Ask a question and press enter or click Search.
Tip: You will get better answers if you phrase your request as a question, rather than just typing in keywords. (The question allows Whistic AI to understand better the answer you specifically need)
- Whistic AI searches ONLY the documents and questionnaires associated with this specific vendor, returns a number of sources where the answer may be found, and generates a definitive answer based on those sources (if it can provide one).
If you would like the AI to explain its answer in more detail, click the Answer Explanation button.
You can review the same Sources Whistic AI used to formulate the answer by clicking on a Source “line” to see the Source Details (in the side panel). From there, you can click to View the source document, with the relevant text highlighted, or navigate directly to a previous answer in a questionnaire (if desired).
- To copy the text of the answer to use it somewhere else, simply hover over the text of the AI answer and click to copy it to your clipboard.
- When you are finished, you can ask another question, or click the X in the corner of the AI answer panel to dismiss it until you need to ask another question.