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When a customer, prospect, or partner sends you a security questionnaire, you can answer it in Trust Center instead of filling it out by hand. Upload the file or paste the questions. Artifact Intelligence then drafts an answer to each question from the artifacts in your Knowledge base. Each answer includes a confidence level and source citations. You review the answers, edit or flag the ones that need work, mark the questionnaire complete, and export the results.

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When to use it

Use this workflow when another organization sends you a questionnaire directly (e.g., a spreadsheet emailed by a prospect) rather than through a VISO TRUST collection request. Typical inputs:
  • A vendor security questionnaire from a prospect
  • A CAIQ, SIG, or custom spreadsheet
  • A short list of ad-hoc questions you want answered from your existing documentation
For questionnaires included in a VISO TRUST vendor assessment, each questionnaire’s Answer with AI or Require vendor response setting determines whether AI or the vendor answers it. When another organization assesses you, VISO AI answers from the artifacts on that relationship, which include your public Knowledge base artifacts. See Answering Questionnaires for that workflow.

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Prerequisites

  • Trust Center enabled for your organization. VISO TRUST turns Trust Center on per organization.
  • At least one artifact in your Knowledge base. You can’t start a new questionnaire while your Knowledge base is empty or while artifacts are still being analyzed. The Questionnaires header shows Analyzing artifacts… until analysis finishes.
  • The Admin, Program Manager, or Contributor role to create a questionnaire. See Who can do what.

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Creating a questionnaire

Go to Trust Center → Questionnaire answering and click New questionnaire. The dialog walks you through three steps.
1

Add questionnaire

Select how to add your questions:
  • Upload file: drag and drop or select a .xlsx, .xls, .xlsm, or .csv file.
  • Paste questions: paste your questions into the text area, one per line.
Click Continue.
2

Define scope

Select which Knowledge base artifacts Artifact Intelligence can use to answer:
  • Select All artifacts in knowledge base to use every included artifact.
  • Clear it, then select one or more Folders to limit answers to the artifacts in those folders.
Each option shows how many artifacts it contains. A folder with no usable artifacts shows its count in red. Use folders to keep answers focused, for example on a single product line or region. See Organizing artifacts with folders.
3

Details

Enter a Questionnaire name. VISO TRUST suggests one based on the file name or the date you pasted the questions. You can also add:
  • Due date
  • Requesting organization: the organization that sent the questionnaire
  • Description
  • External links: up to 10 links to related resources, like an RFP portal or CRM opportunity
Click Answer questionnaire to start answering.
The questionnaire appears in the Questionnaires table. While answering runs, its status reads Answering with a count of answered questions (e.g., 12 / 40).

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Managing questionnaires

The Questionnaires table lists every questionnaire in your organization with its progress, status, owner, requesting organization, due date, and upload date. Search by name, filter by Status, or sort by any column header. Open a row’s actions menu to Rename, Download original, Download answers (CSV), or Delete questionnaire. Download answers (CSV) is available at any status once Artifact Intelligence has extracted the questionnaire’s questions.

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Reviewing answers

Click a questionnaire name to open it. The Answers tab lists every question and its answer. Filter toggles at the top narrow the view to All, Answered, or Needs review. Each row shows:
  • Question: the extracted question text
  • Answer: the AI-drafted answer, or your edited answer
  • Answered by: the AI confidence level (High confidence, Medium confidence, or Low confidence) for AI answers, or the name of the person who last edited the answer
Hover over the confidence level to read the AI’s explanation for its answer.

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Needs review

A question lands in Needs review when any of these are true:
  • The AI answered with low confidence.
  • The AI couldn’t find supporting evidence. The answer reads Unable to answer with provided artifacts. or gives the AI’s reason.
  • Someone on your team flagged the answer.
Click the flag icon on a row to flag an answer for review or clear its flag. You can’t clear the flag on an unanswered question until it has an answer.

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Source citations

Click the expand arrow on a row to see the evidence behind an AI answer. Each citation shows the source artifact name, the page number when available, and the quoted passage. Use citations to verify an answer before you rely on it.

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Editing answers

  • Click the edit icon to change the question text, the answer, or both, then click the check mark to save. Your edited answer replaces the AI answer, and your name appears under Answered by.
  • To restore the AI answer, open the row’s More actions menu, select Revert to AI answer, then click Revert to confirm. Your edits are replaced and can’t be recovered.
  • To have the AI try again on a single AI answer, select Regenerate answer from the More actions menu.
  • To remove a question, select Delete question. Deleting the last question also deletes the questionnaire.

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Regenerating or aborting a run

  • Regenerate answers clears every current answer and answers the whole questionnaire again from your current scope. Any edits you made are lost.
  • Abort answering appears while a regenerate run is in progress. It stops the run and keeps the answers you already have.
Regenerate after you add or replace artifacts in your Knowledge base, or after you change the questionnaire’s scope.

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Questionnaire details and scope

Open the Details tab to see the questionnaire’s creation date, owner, due date, requesting organization, external links, and description. Click the edit icon to change them. The Knowledge base scope section lists the artifacts used to answer the questionnaire. Filter the list by folder, or click the edit icon to change the scope. If artifacts were removed from your Knowledge base since the questionnaire was last answered, an error icon tells you how many. Update the scope and regenerate answers to answer from your current artifacts.

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Completing a questionnaire

1

Click Review + complete

The Complete questionnaire dialog opens. If any questions are still flagged for review, the dialog tells you how many.
2

Add a comment (optional)

Add a note for your team, such as who approved the answers.
3

Click Mark complete

The questionnaire status changes to Completed. No one can edit its answers or details until it moves back to review.
The Details tab shows who completed the questionnaire, when, and their comment. To make changes again, click Move back to review.

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Exporting answers

Click the Download answers icon on the questionnaire page, or select Download answers (CSV) from the questionnaire’s row menu. You can export at any status, so you can share a draft before you mark the questionnaire complete. The CSV file is named after the questionnaire and includes every question, answer, status, confidence score, and source citation. Use the export to return the completed questionnaire to the requesting organization. Each AI answer includes its source citations in a Source column, formatted as fileName (p.N). When an answer has more than one citation, the first appears on the answer’s row and each additional source appears on its own row below it. Manually authored answers leave the Source column empty.

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Who can do what

The person who creates a questionnaire is its owner.

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Improving answer quality

Answer quality depends on what’s in your Knowledge base and the scope you choose. If too many questions land in Needs review, or confidence is consistently low:
  • Add missing documents (policies, SOC 2, DPAs, sub-processor lists) to your Knowledge base
  • Replace outdated artifacts so the AI doesn’t cite expired evidence
  • Include URLs to your public security and privacy pages
  • Widen the questionnaire’s scope if the right artifacts sit outside the selected folders
See Trust Center for guidance on keeping your Knowledge base current.