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Getting started with Guided Projects
Updated 3 months ago

Overview

Note: Contact support@responsive.io to access this feature or request enablement.

Guided Projects is an AI-powered workflow within the Responsive Platform designed to help teams independently manage and complete RFPs, RFIs, security questionnaires, DDQs, and other document-based requests without requiring hands-on support from proposal teams.

It delivers a structured, step-by-step experience that automates document setup, content mapping, response drafting, and quality control. By leveraging your organization’s Content Library, Guided Projects ensures that responses are fast, accurate, and aligned with approved messaging.

Benefits

Responding to questionnaires is often time-consuming, manual, and reliant on centralized teams. Guided Projects addresses this by enabling field teams and other non-expert users to autonomously handle document responses. The key benefits of this feature include:

  • Faster turnaround times
  • Fewer bottlenecks
  • More consistent, on-brand responses at scale

Key capabilities

  • Structured workflow: Guides users through every step — from document upload and content mapping to review and export.
  • Autonomous Drafting: Responsive AI automatically generates draft responses using approved content from your Content Library.
  • Content governance: Responses are sourced from trusted content to ensure consistency, accuracy, and compliance.
  • Increased scalability: Empowers field teams and other users to manage responses independently, reducing reliance on proposal teams.
  • Significant time savings: Built-in automation dramatically cuts down on setup, mapping, and editing time.

See Creating Guided Projects to get started.

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