Complete a Questionnaire using the Trustpage Extension

  • Updated

On July 31, 2024 we will be sunsetting Trustpage functionality, and utilizing Vanta's Trust Centers and Questionnaire automation. Please reach out to your Customer Success Manager if you have questions

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.