140 results found
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Export Loopio Project to Salesforce
Export Loopio Project directly to the Salesforce Opportunity / Account that was associated with the project
3 votes -
Project Attachments
Be able to see all attachments used/attached in a project in one place. This way admins working on the project can have a list/itemized view
3 votes -
2 votes
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Project Milestones API endpoint
Create API endpoints to create, update and delete Loopio Project Milestones.
2 votes -
Polish Translations
Client would like to have polish language added to our list of languages for project translations
6 votes -
Standard Additional instructions Generative AI
The ability to have standard/default "additional instructions/prompts" saved for use in the project space
3 votes -
Export Document Library
Customer is looking to export entirety of document library.
2 votes -
Exporting all projects to one PDF with visible attachments.
Customer wants to be able to export all due diligence reports into one PDF file showcasing all the different attachments in the same style as our Loopio Trust Package.
2 votes -
Gen AI Search 'Submitted Documents'
Gen AI should search the 'submitted documents' in other projects as well as the source document of the project.
3 votes -
Support Excel files with 100+ columns
Support Excel files with 100+ columns
4 votes -
Increase the 20-entry limit to run Gen AI on all entries in a project
Salsify would like to be able to run gen AI on all the entries in a project. They would prefer to select all entries, walk away and wait for it to run, then come back and edit, understanding that running Gen AI on all entries would take time. Their project size ranges between 200-500 questions.
5 votes -
AI Composed Gen AI Retain Sources Everywhere
- When using Generate Answer, in most cases, users are now able to see the source the AI program used in order to generate that answer.
- However, when an AI-composed answer is edited by appending additional content from users' Loopio library, this additional source text disappears, leaving only an "AI composed" button.
- Manual edits to AI-composed answers are not affected, as the full source text is still visible. User would like to the ability to retain the full source text of AI composed answers across the entire platform.
4 votes -
Sequential review that preserves the history of the review cycle between review steps
Need to see and report on all changes made and by whom during a multi-step library review, in addition to the final saved review.
2 votes -
Export Loopio Projects to Dynamics
Export Loopio project to Dynamics. Same way as it exports to Seismic and Highspot
2 votes -
Hide/Collapse Search Results (Library + Projects)
Customer would like to see search functionality when searching library/projects for answer while in Projects. I know you can hide/show questions/answer pairs…but if I am searching the library in Projects trying to find an answer, I still have to scroll through all available search results and can’t ‘hide’ content the same way as if you were doing just a library search.
1 vote -
Improve library search capabilities of Seismic
Improve search results when searching for Loopio content in Seismic
2 votes -
2 votes
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Page Count
Some questions or responses have requirements to be answered in x amount of pages for each answer. We only have the character count but not the page count and are unable to determine how many pages our answer is taking till we export
6 votes -
Report on number of times a question has been asked
Would like to be able to search or report on how many times a question has been asked across all projects created in Loopio.
2 votes -
Reporting on search metrics on alternate questions
Customer looking to get data on whether they need to change the primary question to alternate question to optimize search results
3 votes
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