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Proactive AiDA in Q&A

Use AiDA to help you draft answers to bidder questions based on your room's documents, then review and disclose them in one step.

Written by Valeriia Litvinova

AiDA now tells the sell-side Q&A Administrator which open questions the room's own content can answer. It then drafts grounded, cited answers from the room's PDFs and earlier answers, which the Administrator can review and act on in one place without opening each question.

How it works

When bidders submit questions, AiDA looks for answers in your room and prepares a suggested answer where it can. You don't have to open each question and ask for one. You can see all the questions AiDA can answer in the View Questions section.

  • Drafts come from your room. Suggested answers are based on the documents and similar questions in your room. AiDA doesn't use outside sources, and the review screen shows the source each answer is based on.

  • You stay in control. A draft is a starting point. Nothing is sent to the bidder until you review it and choose to disclose.

How to review all drafts in one place (Q&A Administrators only)

[I will upload the gif on Monday]

Step 1: Log in to the Ansarada Data Room

Step 2: Navigate to the Q&A tool

  • Go to the Left menu.

  • Under View, select Q&A.

Step 3: Use the banner

  • Look for the green banner at the top of the question list: "I can help draft answers to X questions." Click the link in the banner to open AiDA Answers.

Step 4: Find the drafted questions

  • On the AiDA Answers page, you'll see each question AiDA has a draft for, with its subject, the question itself, and which bidder asked it. Click the arrow next to a question to see the drafted answer.

Step 5: Review AiDA's answer

  • Read AiDA's Answer. The Related items under it list the sources the answer is based on, so you can check it against them.

  • To change the answer, click the pencil icon. To have AiDA generate a new answer, click the refresh icon.

Step 6: Choose what to do with the answer

  • When you're ready, choose one of three options:

    • Answer and disclose to send the answer to the bidder.

    • Save as draft to come back to it later, to add or edit related items before you disclose it, or to forward it to someone else.

    • Dismiss answer if you don't want to use AiDA's answer.

Step 7: Close AiDA Answers

  • Click Close when you're done.

How to use AiDA's draft to answer a question

This works for Q&A Administrators, Answer Drafters, Answer Authors, Answer Approvers and Q&A Observers - Full Control.

[I will upload the gif on Monday]

Step 1: Log in to the Ansarada Data Room

Step 2: Navigate to the Q&A tool

  • Go to the Left menu.

  • Under View, select Q&A.

Step 3: Look for questions with a draft

  • Look for questions with a green note under them: "AiDA can help draft an answer for this question."

Step 4: Open the question

  • Click the green note to open the question with the draft. AiDA's draft appears in a panel next to it, with a line saying which sources it used.

Step 5: Check the draft

  • Read the draft and check it against the Sources listed under it. The documents AiDA found are also added to Related items on the question.

Step 6: Copy the draft into your answer

  • Click Copy, paste the draft into the Answer field, and edit it as needed.

Step 7: Answer the question

  • Answer the question and send it for approval or disclosure as you normally would.

FAQs

Who can use Proactive AiDA?

Proactive AiDA is available to Q&A Administrators, Answer Drafters, Answer Authors, Answer Approvers and Q&A Observers - Full Control. Q&A Administrators also get a banner and an AiDA Answers page, which lists every question AiDA has drafted an answer for in one place.

Does AiDA send answers to bidders on its own?

No. AiDA only prepares a draft. Nothing reaches the bidder until a Q&A administrator reviews it and discloses the answer.

Where does AiDA get its answers?

Only from the documents and similar questions in your room. The related items under each answer show which sources it's based on.

Why can AiDA answer some questions and not others?

AiDA drafts an answer when it can find the information in your room's documents. If your documents don't cover the question, or the question is too broad or unclear, AiDA won't be able to answer it.

Does the green note under a question mean it's been answered?

No. The note under the question only means a draft is ready for you to review. The question stays open until you action it.

Why can't I see the AiDA banner?

The banner and the AiDA Answers page are only shown to Q&A Administrators. With any other Q&A role, look for the green note under each question in the question list instead.

Is my room's data used to train AI?

No. AiDA only uses the content of your room to draft answers, and we don't use your data to train it.

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