Managing Responses

Managing Responses

After Iris generates responses, you can refine and finalize them to ensure the highest accuracy and relevance for your project.

Reviewing Responses

1. Open the Project:
   Navigate to the specific project you want to review.

2. Check Answers:

   • Evaluate each response for accuracy and relevance to the corresponding question.

   • Make necessary adjustments or edits directly within the interface.

3. Approve Responses:

   • Approve responses individually or in bulk to confirm they are ready for use.

Collaborating

1. Add Collaborators:

   • Invite collaborators to review and provide additional input on the responses.

   • Reference the user documentation for step-by-step instructions on adding collaborators.

2. Assign Questions:

   • Delegate specific questions to team members for their expertise or input.

3. Comment and Chat:

   • For detailed collaboration on individual questions, click the Question Details section to:

     • Add comments.

     • Engage in real-time chats with team members.

     • Review the full history and details of the question.

Bulk Actions

Efficiently manage multiple responses at once using the Bulk Actions feature:

1. Access Bulk Actions:

   • Click the Bulk Actions button.

   • Select specific questions or choose to apply actions to all questions in the project.

2. Available Actions:

   • Approve: Confirm multiple responses simultaneously.

   • Revise: Send selected responses back to the "Needs Approval" state for further editing.

   • Reassign: Delegate multiple questions to different team members.

   • Regenerate: Use Iris to generate new responses for the selected questions.

   • Delete: Remove irrelevant or outdated responses from the project.

Finalizing the Project

1. Approve All Questions:

   • Once all responses are reviewed and approved, click Approve Project to lock the project.

2. Important Notes:

   • Approving the project is irreversible, so verify all details before completing this step.

   • Once your project is approved your Knowledge Map wil be updated with the approved answers. 

Exporting

1. Export Project:

   • Export the finalized project and all referenced files in a ZIP format.

     1. Projects can be exported in the following formats:

        1. Excel

           1. When you export in Excel, Iris maps questions and answers back into the original format of the uploaded Excel file.

        2. Word

           1. When you export in Word, Iris formats an easy to read document with each question and answer, along with your logo in the header of the document.

        3. CSV

           1. When you export in CSV, Iris provides a file with the questions in the first column and the answers in the second column.