Agents & Features

Eight specialised AI agents handle every stage of the questionnaire workflow, from drafting answers to maintaining the knowledge base they rely on. Below the agents you will find the full platform feature set.

AI Agents

Each agent is purpose-built for a distinct part of the compliance workflow. Click any card to read the full detail.

Platform Features

Everything your team needs, from first import to final export.

Questionnaire Workflow

Excel importA spreadsheet file is mapped into questionnaire question and answer columns.

Excel Import

Import Excel questionnaires from almost any layout. Map question and answer columns, support single or multi-sheet files, and keep module grouping ready for review.

Automated answersA questionnaire question is drafted into a sourced answer for review.

Automated Answers

Import a questionnaire and let AI draft answers from your approved knowledge base. Every question gets a sourced first draft ready for human review.

Question assignmentA questionnaire task is assigned from a question list to a teammate.

Question Assignment

Assign individual questions to team members. Assignees see open tasks on their dashboard, so ownership and review progress stay clear.

Approval workflowA reviewer approves an answer before the questionnaire can be exported.

Approval Workflow

Each question has its own approval state. Reviewers sign off answer by answer, so nothing gets exported without a human confirming it first.

Flags and notesA flagged questionnaire item includes a private reviewer note.

Flags & Notes

Flag questions as needs review, attention, missing, or important, and attach a private note so reviewers know exactly what needs a second look.

Excel exportApproved answers are exported back into a spreadsheet file.

Excel Export

Download the reviewed questionnaire as an Excel file with approved answers, original columns, and sheet structure preserved, ready to send back.

Module organisationQuestionnaire items are grouped into topic modules for review and export.

Module Organisation

Group questions into modules that match the questionnaire's topics. Keep navigation, AI context, and export structure aligned section by section.

Knowledge Base

Q and A libraryReusable question and answer cards are stored in a shared knowledge library.

Q&A Library

Write reusable answers to questions your team handles repeatedly. Each entry can include alternative phrasings, module tags, and a reviewer assignment for periodic review.

File uploadsUploaded compliance files are extracted and indexed for AI search.

File Uploads

Upload policies, certifications, audit reports, and any other documents. The platform extracts and indexes the text so AI can reference specific passages when drafting answers.

AI file recommendationsA question is matched to a recommended evidence file for attachment.

AI File Recommendations

For each question, the platform recommends the most relevant certificates, policies, and reports from your knowledge base as supporting evidence, ready to attach with one click.

Web linksA web page URL is indexed as a knowledge source with citations.

Web Links

Add URLs to public compliance pages, trust centres, or documentation portals. The platform fetches and indexes the content alongside your uploaded files.

Tags and scopingTagged knowledge items filter which sources are available to a questionnaire module.

Tags & Scoping

Tag knowledge base items and questionnaire modules to control which context is available for each topic area. Exclude irrelevant content from AI searches automatically.

Bulk library importMany spreadsheet rows are imported into the Q and A library with progress tracking.

Bulk Library Import

Import hundreds of Q&A entries at once from an Excel file. Progress is tracked in real time, and bulk imports can be rolled back if needed.

AI-assisted library improvementsAI improves a Q and A entry with clearer wording, tags, and module classification.

AI-Assisted Library Improvements

Generate titles, suggest alternative phrasings, improve answer clarity, and auto-classify entries into modules and tags, all with a single AI action per entry. Powered by LibraryCurator.

AI Tools

Integrations & Access

Reporting & Audit

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