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150 results found

  1. Loopio support for MCP (Model Context Protocol) for answerign questions

    Loopio to allow connections with MCP (Model Context Protocol) that can help customers generate answers inside the Loopio Project space. This can allow customers to use their own data and context for answering questions in Loopio.

    3 votes

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    0 comments  ·  Generative AI  ·  Admin →
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  2. ai composed filter

    Generative AI filters in project. AI Composed Entries and Edited with AI entries.

    2 votes

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    1 comment  ·  Generative AI  ·  Admin →
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  3. Sub-Questions for Excel

    The new Loopio Sub-Questions feature is currently only available for Word questionnaires, not Excel.

    17 votes

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    0 comments  ·  Project Import/Export  ·  Admin →
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  4. Merge Imported Documents

    merge' two documents imported to the project space, move around questions / sections between the two and ultimately download one single consolidated version?

    3 votes

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    1 comment  ·  Project Import/Export  ·  Admin →
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  5. Tags for Document Library

    Tags for Document Library

    4 votes

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    1 comment  ·  Library  ·  Admin →
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  6. Project Word Import Edit Text Selection by character

    2 votes

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    1 comment  ·  Project Import/Export  ·  Admin →
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  7. Return to project entry after adding to library

    2 votes

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    0 comments  ·  Library  ·  Admin →
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  8. Add the ability to set a custom tone of voice as a standard option in the Generate Answer modal

    They'd like to use custom instructions to apply Datacom's unique tonality (e.g. “Simplify this answer for a non-technical audience while keeping the key details). In order to do that they would need to copy and paste, and there would be difficult in standardizing desired tone of voice across submissions due to manual process.

    2 votes

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    0 comments  ·  Generative AI  ·  Admin →
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  9. Translate PDF

    4 votes

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    0 comments  ·  Project Import/Export  ·  Admin →
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  10. API Export theme

    2 votes

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    0 comments  ·  Content Styles & Export Theme  ·  Admin →
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  11. Salesforce Quote Object usage

    Is it possible to use the Quote object or any other custom Salesforce object?

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Include all Custom Project Fields in Salesforce even if they are unlinked

    After creating a project in SFDC, include all Custom Project Fields (CPF) responses inside Salesforce for visibility.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Increase Character Limit

    2 votes

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    1 comment  ·  Project Workspace  ·  Admin →
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  14. Library duplicate - Highlight the possible differences

    When reviewing duplicates in the duplicate library, is there any way to highlight the possible differences in the entries in the possible duplicates?

    3 votes

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    0 comments  ·  Library  ·  Admin →
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  15. Hyperlink report

    have a built-in report that can extract hidden hyperlinks across Library content

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  16. Ability to search hyperlink in Library search

    Users should be able to search for hyperlinks in the Library, including the underlying hyperlink URLs even if the URL is hidden behind display text.

    2 votes

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    0 comments  ·  Library  ·  Admin →
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  17. Show Suggestions for Library for entries not yet marked as complete

    Changes to suggest or omit - can this show entries that have been suggested but not yet marked complete? This would help us to manage the workflow for getting new content back to the library

    2 votes

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    0 comments  ·  Reviews From Project  ·  Admin →
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  18. Select Multiple Options for Project Type

    Is it possible to select more than one option when filtering on projects, like you can for the project owner? For example, being able to select both RFP and RFI. Only able to select one at a time currently.

    2 votes

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    0 comments  ·  Project Dashboard  ·  Admin →
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  19. Improve Edit with AI Prompts

    2 votes

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    0 comments  ·  Generative AI  ·  Admin →
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  20. Automatically pull Salesforce Opportunity Owner field as Loopio Project Owner

    Ability to fill Loopio Project Owner as the SFDC Opportunity/Account owner.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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