Responses

Save answers from a response into your Answers Library, add or edit entries by hand, and let the AI suggest them when filling out future forms.

Open the AI chat drawer on the responses list or a response's detail page to ask questions about responses, scores, and forms, and confirm any answer updates it proposes before they're saved.

Use AI to fill in a response you're submitting — deterministic fills from your property, profile, and organization, then AI-proposed answers for what's left, with provenance you can review or change afterward.

Lay every response to one form out in a single table — the overall score, each scoring criterion, and every answer as rows, one column per response — from the responses list or straight from an opportunity's Responses tab.

Upload a document from the responses list to have it turned into an answerable form, fill it in, and get the answers written back into the original document.

What Incenti creates in your CRM when someone submits a form, how contacts, organizations, and properties are matched, why submitted values are sometimes kept out, and how to retry a failed sync.

Change a response's saved answers from either side, understand what an edit does and does not trigger, and correct a question whose answer type was detected wrongly.

Download one response as a CSV or PDF, download the completed copy of a document response, and know what each file contains before you send it on.

Understand the Received and Submitted tabs on the responses list, what lands in each, what every column means, and how to search, filter, sort, and act on responses in bulk.

What every response status means, who sets it, which transitions are possible, how the Received tab filters them by default, and what Incenti records when a status changes.

Open a response's detail page to read its answers, change its status, connect it to an opportunity, check its CRM sync, export it, or remove it.

Find scores on the responses list and a response's detail page, run AI scoring on one or many responses, understand how the percentage is worked out, and filter by score.

Upload an application you already filled out as a PDF, Word, or Excel file so its answers are read into a response you can search, link, and reuse.

Attach a completed copy of one of your published forms that an applicant sent back as a file, so it joins that form's responses, gets scored, and is recorded as theirs.