Q&A for seller - subject matter experts | DealCentre AI

Applies to: Sellers, third party users

Q&A administrators can delegate questions to subject matter experts (SMEs) on the sell side including third party users. The delegation can be done either individually or through groups defined for the deal. These experts support the Q&A workflow by reviewing delegated questions and proposing answers for review by Q&A administrators.

Delegation can be manual by a Q&A administrator or automatically based on category rules configured for the deal. The way a question is delegated does not change the actions you can take as an SME.

As a seller - subject matter expert (SME) or a third party user, you can:

• View questions delegated to you by Q&A administrators. 
• Propose answers directly to Q&A administrators for review.
• View answers proposed by other subject matter experts.
• View final responses submitted by the Q&A administrator for the questions delegated to you. 
• View follow-up question submitted for the question delegated to you by Q&A administrators.
• Receive email and in-app notifications whenever a new question is delegated to you by a Q&A administrator.

Note: If the delegation is modified and you are removed as an SME, you will not be able to see the question and responses submitted by the Q&A administrator.

Video - Q&A SME overview

Watch this tutorial to understand how to use Q&A as a subject matter expert who has been delegated questions within DealCentre AI.

How to propose an answer as subject matter expert

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Diligence icon on the left side of the screen. The Documents tab should be displayed.
4. Click Q&A. 
5. Click the question with Action Status as Delegated to view it in the right panel on the screen.
6. Click Propose Answer in the right panel.
7. Enter your response in the answer text box.
8. (Optional.) Click Save As Draft to save your answer without submitting it. You can modify the draft later.
9. Click Propose to send your proposed answer to the Q&A administrator.

After you propose an answer, the Action Status changes from Delegated to Proposed. The Q&A administrator is notified by email and in-app notification for DealCentre AI. It is the Q&A administrator's responsibility to review the proposed answers, finalize, and publish the answer to the buyer group.

How to collaborate with Q&A administrators using comments

 Subject matter experts (SMEs) can discuss responses with Q&A administrators using comments.
 This helps you reach consensus on responses before Q&A administrators can submit them to buyers.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Diligence icon on the left side of the screen. The Documents tab should be displayed.
4. Click Q&A. 
5. Click the question that you want to discuss with the Q&A administrator.
6. Select the Internal Collaboration tab in the right panel.
7. Enter your comment in the Comments text box.
8. (Optional.) To tag specific Q&A administrators or subject matter experts including yourself, use @mention.
9. Click the blue arrow to submit your response. 

Action statuses

Q&A administrators can delegate questions to subject matter experts (SMEs). The Action Status column for the question shows two statuses:

Delegated: The question is assigned to an SME. 

Follow-up: A follow-up question is submitted to the Q&A administrators.

Proposed: The SME has proposed an answer to the Q&A administrators. 

Additional information

• Q&A for Buyers