Skip to main content

Dasseti Engage – AI Features Overview

Updated
Dasseti Engage includes several AI‑powered tools designed to help you work faster and maintain accurate, consistent responses when completing RFPs, DDQs, and other investor requests. These tools assist with drafting responses, extracting information from documents, improving written answers, and locating relevant historical content.

 
This article provides a central overview of all the AI features in the platform and explains where you can access them.
 
For detailed instructions on each feature, please refer to the linked articles.

 

AI Features at a Glance

  • Autofill – draft answers from content library (Requests and the QA Bank)
  • Chat with Docs – ask questions and extract information from documents in the Files module
  • Smart Docs – extract content from your documents (via upload or Files module)
  • Smart Search – find similar content in Requests and the QA Bank while responding
  • Smart Writer – rewrite, summarize, or polish answers

 

Quick Comparison Table (Alphabetical Order)

Feature What It Helps With Where to Access It
Autofill Draft answers from your content library Autofill button in QA Bank and Requests
Chat with Docs Ask natural‑language questions and extract information from one or two uploaded documents Files Module
Smart Docs Extract content from uploaded documents for faster questionnaire completion Autofill button in QA Bank and Requests
Smart Search Find similar past answers and relevant content while responding Requests, QA Bank, Add‑in
Smart Writer Rewrite, summarize, resize, or polish responses Answer editor (Requests & QA Bank)

More About Each Feature

Autofill

Autofill uses your existing content library to draft answers automatically when responding to questionnaires. It identifies similar questions and fills responses based on approved past submissions.

Note: Autofill suggestions are based on matched content from your QA Bank and past Requests.

Where to use it:

  • Autofill button in Requests
  • Autofill button in the QA Bank

Chat with Docs

Chat with Docs lets you ask natural‑language questions about one or two uploaded documents at a time—such as “Does this document mention ESG?” or “What is the inception date?”
You can explore references or start a threaded conversation with the documents.

Note: Scanned or image‑based PDFs may produce limited results.
Tip: Chat with Docs works best with text-based PDFs, Word files, and Excel files.

Where to use it:

  • Requests or QA Bank → See References → Start Conversation
  • Files Module

Smart Docs

Smart Docs extracts content from your uploaded documents, allowing you to populate questionnaire answers with the most recent organizational information. It analyzes documents such as policy files, marketing materials, and presentations to locate answers for DDQs and RFPs.

Smart Docs helps reduce the need to manually maintain a QA Bank by keeping responses aligned with your latest documentation

Where to use it:

  • Autofill in Requests
  • Autofill in the QA Bank

Smart Search

Smart Search finds contextually similar content from your QA Bank or previous submissions—not just keyword matches. This helps you quickly locate the best starting point for an answer.

Tip: Use Smart Search early when drafting answers to see multiple suggested matches.

Where to use it:

  • Requests
  • QA Bank
  • Office Add‑in

Smart Writer

Smart Writer rewrites, summarizes, formalizes, or shortens your responses. It can also adjust content to meet specific character or word limits.

Where to use it:

  • Any Rich Text Box, most notable in the Answer editor for Request & QA Bank modules.

Related Articles

Related to

Comments

0 comments

Please sign in to leave a comment.