Getting started
Everything you need to get ResponseHub working for your organisation, from starting a trial to answering your first questionnaire.
Your trial
Section titled “Your trial”ResponseHub starts with a seven-day free trial. You enter a credit card to begin, but your card is not charged during the trial.
At the end of seven days the trial converts into a paid subscription unless you cancel. You can cancel at any point during the trial from billing.
Setting up your organisation
Section titled “Setting up your organisation”Once your trial is set up, onboarding walks you through the rest. None of it is permanent — you can change any of it later.
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Organization Profile
A set of questions about your organisation: how you work, the kind of work you do, and who your customers are. ResponseHub uses this to tailor answers and to judge which questionnaire questions apply to you.
Fill it in as well as you can — it is worth the time, and you can come back and edit it whenever things change.
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Upload Policies
Your policy documents become sources, the material answers are drawn from. Upload up to 10 files at a time, and add more later as you go.
Access control, information security, disaster recovery and similar policies are the ones that do the most work. See what are sources? for what else is worth adding.
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Preferences
Set your organisation name, whether answers are written in US or British English, and how your organisation should be referred to in answers. See account settings.
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Generate Knowledge Base
ResponseHub can build you a starter knowledge base, working out which questions apply to you and answering them from the policies you just uploaded.
You can skip this and come back to it later.
Choosing a knowledge base template
Section titled “Choosing a knowledge base template”Three sizes are offered. We recommend Essential — 60 questions for almost every organisation.
| Template | Suits |
|---|---|
| Essential — 60 questions | Almost everyone. Covers the ground that comes up most. |
| Medium — 200 questions | Larger, security-focused organisations |
| Large — 389 questions | Organisations with a dedicated security team |
The larger templates are comprehensive, but comprehensiveness has a cost: they generate far more items than most teams can review properly, and unreviewed items tend to be deleted or ignored later. They suit organisations with people whose job is to answer them well.
Generating takes a few minutes. When it finishes, the items are Auto Answered or Needs Input — none of them are approved yet, and only approved items are used to answer questionnaires and RFPs. Working through and approving them is the next job.
Invite your team
Section titled “Invite your team”Add the colleagues who will work on questionnaires with you. Inviting sends them an email to set up their own login — see invites.
Everyone you invite gets one of three roles:
- Admin — full access, including billing and managing people
- Member — full use of the app, but not billing or account settings
- Viewer — read-only, plus the ability to ask individual questions. Viewers are free and unlimited
Viewers suit anyone who needs to look answers up without doing the work of filling questionnaires in — customer success and account executives, typically. See roles for the full breakdown.
Questionnaires in a portal
Section titled “Questionnaires in a portal”If a customer sends you a link to their own portal rather than a spreadsheet, the Chrome extension brings ResponseHub into the portal so you can answer it in place.
Getting help
Section titled “Getting help”Contact support@responsehub.ai with anything — setup questions, a portal the extension struggles with, or a billing problem.
Next steps
Section titled “Next steps”- What are sources? — the material behind your answers
- What is a questionnaire?
- What is the knowledge base?