Basic Concepts
Questionnaires - documents with questions your prospects and customers have sent you. (this is not active for all customers)
Deals - are collections of customer requests, such as questionnaires (this is not active for all customers)
Sources - what our AI will search to find evidence and justifications for answers.
Documents - security or privacy policies, soc2 reports, pentest reports, sales decks, presentations or any other document related to questions you get from customers.
Knowledge Base - previously answered questions that have been submitted to clients.
Step 0: Upload past questionnaires, policies and other documents to the platform
The platform needs information about your company to be able to answer questionnaires. If you've filled these in before add them, if not add whatever information you have about the questionnaire you want to upload. You don't need to transform this information into a specific format as the platform will do that for you.
Upload folders
If you want to upload a folder (e.g. from Google Drive), you can download it as a zip file and upload by clicking New > Upload multiple documents > Upload your documents > continue.
Upload past questionnaires
If you use the "Upload multiple documents" feature above, Privasee will automatically detect the type of document it is, and if a past questionnaire is detected, it will ask if you want to save the questions and answers found into your knowledge base.
Upload links (coming soon)
You will soon be able to add links and we will scrape the information on those links.
Step 1: Upload your questionnaire
Go to Questionnaires on the Navigation Bar and click on "+ New" on the top right. Upload your file and select:
Automated Import - our AI will extract the questions, sections and filled answers automatically. We will then generate answers to unanswered questions using the information in your knowledge base and documents. This takes around 5 minutes for a questionnaire with 100 questions.
Create a blank questionnaire where you will questions and sections manually but you will still be able to use our AI features to generate answers. Available instantly.
Step 2: Extraction
Step 3: Extraction
Step 4: Editing & Collaborating
