Complete a Questionnaire using the Trustpage Extension

  • Updated

Once you’ve installed the Trustpage Extension, you can use it immediately!

 

Using the Trustpage Extension

  • Navigate to where your questionnaire needs to be filled out or open the questionnaire in a web-based editor like Google Docs/Sheets or Office 365.
  • Click on the Trustpage Extension icon to the right of your browser’s address bar, then log in to your Trust Center or Questionnaire Automation account.
  • Highlight a question on the page.
  • Copy the correct answer to the question and paste it into the designated answer space. The Trustpage Extension suggests answers based on the following:
    • The content in your Trust Center or Questionnaire Automation account.
    • Answers you have previously selected or written for that particular question.
  • Additionally, new answers can be generated using AI. More information on AI-generated answers is provided below.
  • Repeat this process until you have answered all the questions in the questionnaire.

How do I filter by tag?

When searching using the Extension, you can filter the results in the Answer Library by tags. To do this, follow the instructions below: 

  • Navigate to where you need to fill out a questionnaire or open the questionnaire in a web-based editor like Google Docs/Sheets or Office 365.
  • Click on the Trustpage Extension icon to the right of your browser’s address bar and log in to your Trust Center or Questionnaire Automation account.
  • Highlight a question on the page.
  • Select Answer Library.
  • Click the filter option next to Filter by Tag.
  • Select the tags you want to filter by selecting the checkboxes on the left-hand side.

 

AI-Generated Answers (Beta)

Optionally, you can leverage the power of AI to generate answers to new questions. These AI-generated answers are generated based on the content in your Answer Library and Resources.

 

How do I get AI-generated answers? 

  • Accept the opt-in agreement for AI-generated answers. 
  • After opting in, AI answers will automatically generate as you continue highlighting new questions.
    NOTE: An answer may not be generated if there is insufficient context from your Answer Library or Resources.

How does the AI work?

  • AI answers are produced by taking the most relevant information from your Answer Library items and Resource content and creating a new answer that incorporates this context into a concise answer tailored to the specific question.  

Can I edit the generated answers?

  • Yes! You can edit the AI-generated answer text by clicking Edit on the AI-generated answer box. After editing, you can save the answer to your Answer Library. 

Are AI-generated answers automatically saved to my Answer Library?

No, AI-generated answers are not automatically saved to your Answer Library. Click Save to Answer Library on the AI-generated answer text box to save AI-generated answers.

How can I provide feedback on the generated answers?

  • You can provide feedback about AI-generated answers by clicking the thumbs-up (indicating a “good” answer) or thumbs-down (meaning a “bad” answer) icons in the upper-right-hand corner of the AI-generated answer box. 

How can I see what content is being used to generate the answer?

  • To see the content contextualizing the AI-generated answer, click the References dropdown menu in the AI-generated box. Additionally, you can deselect references and click Regenerate Answer to refine the context used to generate the answer.