Creating survey templates with AI
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Prerequisites
- SoftExpert Suite environment hosted in the cloud.
- SoftExpert Survey as part of the solutions acquired by the organization.
- Access to the File > Survey template (SV004) menu.
- Previously configured generative AI and NLP API.
- ''AI features'' permission enabled in Configuration > Access group (CM011) > Other permissions > AI features.
Introduction
SoftExpert Survey allows creating survey templates with the help of Artificial Intelligence (AI).
With this feature, it is possible to add a template from an existing course with an attached PDF or from the import of a .pdf file.
This article will demonstrate how AI operates in SoftExpert Survey.
Create survey templates with AI
1. Access the File > Survey template (SV004) menu.
2. Expand the Create button and then select the Using AI option.
3. On the screen that will open, indicate which type of content will be used to create the template:
- From an existing one: the template can be created from an existing course that has PDF content. To do so, select the desired course and the PDF content, if there is more than one .pdf file associated with the course.
- By import: the template will be created from a .pdf file imported from your computer. To do so, drag the file to the available space.
4. Define the types and quantities of questions:
- For the AI to configure this information, enable the Automatically generate question types and quantities with AI option. This eliminates the need to manually configure the Question type and Number of questions fields.
- To configure it manually, select the question type, which can be multiple choice or single choice, and enter the quantity.
- To add another question type in the same template, click on Add more and configure the new type.
5. After parameterizing the content type, click on Generate test and wait.
6. In the review step, the generated questions will be displayed. At this point, it will be possible to use the buttons available below the questions to delete the questions or request that they be generated again. It is also possible to click on the Generate new test button to restart the process.
7. With the questions reviewed and approved, click on the Next button.
8. In the creation step, enter the survey type, the ID #, the name of the template, and the team responsible for it.
9. To finish the creation, click on the Add test button.
10. Lastly, the system will display the survey template data screen. Now, it will be possible to review and modify the template data, if necessary.
Conclusion
This way, survey templates can be created in an agile and efficient manner, based on the content of PDF files.