FloQast is excited to introduce Smart Response - a FloQast AI process that reviews incoming ReMind responses, determines if the original request was fulfilled, and assists you with follow-up steps if necessary.
Rather than all responses from your recipients being automatically marked as complete, FloQast AI will review the original request and the responses. If FloQast AI determines the request is not fulfilled, the incomplete responses are flagged for review.
On the ReMind Dashboard, a purple button will appear next to the corresponding request if an incomplete response is identified:
This button notifies you that a response was kept as incomplete and can also be used to quickly access the flagged response in Inbox View.
The types of issues that FloQast AI can identify with responses are those missing the requested data, responses requesting an extended deadline, responses that indicate the request should go to a different recipient, and many others.
Follow-up actions are taken manually by the requester, but FloQast AI provides ready-to-go options for any flagged responses.
Requesters can choose to 1. Mark as complete, 2. Reply manually, or 3. Reply with FloQast AI.
Replying with FloQast AI will generate an email based on the original request and the incoming message, and it will specify how the response did not satisfy the request. This is a draft that can be proofread and then sent manually.
Opt in to our Beta program by reaching out to Support or your Accounting Success Manager!