Anvi Chat - What You Need to Know

1. Use Cases 

AdaptiveWork Anvi supports a large range of use cases:

• Real-time Project Health Assessment & Insights: Query your project(s) data and be offered with insights that are not readily visible, driving efficiency.
• Risk Analysis & Mitigation: Draw your attention to problem areas and suggest actions, helping to de-risk strategic bets & increase revenue.
• Automated Status Communication: Segment & summarize your project(s) data that can be shared with your stakeholders.
• User Onboarding & Adoption: Query CSC  for product documentation, helping you to improve product engagement & adoption.
• Document-Guided Process Compliance: Query custom documentation to follow company specific governance & guidelines

2. Capabilities & Permissions

Entities	Read	Update	Create	Anvi Subscription Required?	Requires PV Admin?	Comments
Product Documentation (CSC)		-	-			All Users
Customer Documentation (Knowledge Library)		-	-			All Users
Portfolios > Programs > Projects > Milestones > Tasks						Portfolio Managers, Owners and Users who have specifically been granted with Viewer or Editor rights on Portfolio
Programs > Projects > Milestones > Tasks						Program Managers, Managers, Owners and Users who have specifically been granted with Viewer or Editor rights on Program
Projects > Sub Projects > Milestones > Tasks						Project Managers, Managers, Owners and Users who have specifically been granted with Editor rights on Projects
Milestones > Tasks						Portfolio Managers, Program Managers, Project Managers, Managers, (Program, Project, Milestone) Owners, Resources
Tasks						Portfolio Managers, Program Managers, Project Managers, Managers, (Program, Project, Task) Owners, Resources
Assigned Resources						Portfolio Managers, Program Managers, Project Managers, Managers, (Program, Project, Milestone, Task) Owners, Resources
Resource Assignments (time-phased data)						Portfolio Managers, Program Managers, Project Managers, Managers, (Program, Project, Milestone, Task) Owners, Resources
User Capacity (time-phased data)						Portfolio Managers, Program Managers, Project Managers, Managers, (Program, Project, Milestone, Task) Owners, Resources
Timesheets						Portfolio Managers, Program Managers, Project Managers, Managers, (Program, Project, Milestone, Task) Owners, Resources
Cases (Risks, Requests, Issues, Bugs)						Portfolio Managers, Program Managers, Project Managers, Managers, (Program, Project, Milestone, Task) Owners, Case Owners
Objectives						Portfolio Managers, Program Managers, Project Managers, Managers, (Program, Project) Owners
Targets						Portfolio Managers, Program Managers, Project Managers, Managers, (Program, Project) Owners
Contributions						Portfolio Managers, Program Managers, Project Managers, Managers, (Program, Project) Owners
Action Items						Portfolio Managers, Program Managers, Project Managers, Managers, (Program, Project, Milestone, Task) Owners
Discussion Posts						Managers / Owners / Editors / Viewers of associated entity
Create Emails	-	-		-
Create PPT slides	-	-		-

3. Anvi Filter Capabilities

If you have a large number of records (potentially more than 200 at it's current limitation), you can only narrow down the list by using the set of standard fields as listed below. At this stage it is not possible to apply other fields like "show me only project where custom field X = value Y" to reduce the result set before retrieving data.

4. Anvi Chat Interface Structure & Key Features

Anvi can be accessed by clicking the Anvi icon  that is located in the top right menu bar, next to the user's display name.

4.1 Welcome to Anvi

Anvi summarizes for you what it can do for you.

You can remove this by clicking X.

4.2 Settings

3 dots on the menu bar - allow you to:

• set your preferences in regards to

  • Font Size (normal / large)
  • Color Mode (light / dark)
• access your Knowledge Library to view the list of your governance & process documents that are intended for Anvi query. You can upload up to 50MB sized files. Supported document types are: 
  • Plain Text (.txt)
  • Markdown (.md)
  • HTML (.html)
  • Word (.doc, .docx)
  • CSV (.csv)
  • Excel (.xls, .xlsx)
  • PDF (.pdf)
• personalize your interaction with Anvi via About me
  • Profile
  • Role & Experience
  • Language & Style
  • Terminology & Acronyms 
• read more About Anvi
• Chat Details, allowing to get details that are important for Support team to debug potential issues:
  • Session ID
  • Host Application
  • Application Page
  • Region

4.3 Predefined Prompts

Predefined initial & follow-up Prompts - displaying rotating prompts that can be used by any user in the organization

4.4 Conversational Interface

Conversational Interface: A User can ask Anvi for information by either:

1. selecting  one of the predefined prompts
2. typing a prompt
3. selecting one of the personal favorite prompts

4. Cancel the Anvi query process where required to submit a new prompt, by clicking the Stop button

4.5 Favorites

• Up to 50 individual prompts can be marked & saved as favorites, by clicking the star button on the left of the question and adding the same to the list of favorites. 
• The list of favorites can be managed         

4.6 Agents

• Sequencing multi step prompts (up to 5 prompts) and have them automatically run for you, is referred to as an Agent. 
• To create a new Agent,
  • click on the Favorites button > Manage Favorites > click the Agents tab > select + Create an agent
  • Give your agent a name, so it can easily retrieved in the list of Favorites
  • Type in your prompts (for each additional prompt click the + Add Step button)
  • Prompts can be dragged up or down to change the sequence or deleted to make room for a different prompt
  • If your Agent includes an action-based step, that requires your confirmation (e.g. Compose Email) - please check the Automate Steps toggle 
  • Click Save

• To run an Agent, go to Favorites and click the Agent from the list of Favorite Agents

• Schedule an Agent
  • Agents can run on a schedule, just define on what date it should run the first time, define whether it should be a recurring event  and set the time of day 
  • Agent Report content can then be automatically sent to an Email recipient                                                                    
  • Anvi stores the history of agents that ran on schedule                                                                                                           

4.7 Prompt Library

• The Library is a list of Prompts and Agents that have been collected for your convenience
• You can mark those Prompts and Agents that you would like to add to your list of Favorites:
  1. click on the names of the same 
  2. the checkbox for each item gets checked
  3. click the Copy to Favorites
  4. close the window

4.8 Anvi Response Generation

• when submitting a prompt, Anvi analyzes the question and directs it to the relevant data agent. 
• the thought process is displayed in the UI, while Anvi is generating the response                                                                                                                                                                                                             
• when the response is generated, the thought process is stored and can be retrieved by clicking the  beneath the response                     
• Anvi structures the response into paragraphs, summarizing data, categorizing data by highlights, key observations, recommendations, etc. as per context. Anvi segments/ groups the responses when specifically asked for, e.g.:   
  • Which project have a 100K$ profit or less with due date in 2025 and group them by month of due date                                                                      
• Anvi offers action button when triggering the Email Generator agent, allowing the local Email server to create an Email draft out of the previous response

4.9 Deeper Mode of Reasoning

Use a deeper mode of reasoning toggle

• when unchecked, Anvi will provide swift & concise response (using Haiku 4.5 LLM)

• when checked, Anvi will provide a more elaborate and detailed response (using Sonnet 4.5 LLM)

5. Anvi Architecture

AdaptiveWork Anvi leverages Planview Anvi and GenAI capabilities and is built on the following architecture:

6. Security & Compliance 

Information on security & compliance in view of AI, please visit the Trust site.

7. List of Sample Prompts & Agents

7.1 Real-Time Project Health Assessment & Insights (Prompts)

7.2 Risk Analysis & Mitigation (Prompts)

7.3 Automated Status Communication (Prompts)

7.4 User Onboarding & Adoption (Prompts)

7.5 Document-Guided Process Compliance (Prompts)

7.6 Monday Routine Check (Agent)

8. Recommendations & FAQs

8.1 Learn How to Use

Watch our intro video here

or

Check out Introduction to Planview Anvi, our latest course on University of Planview to learn how to best use AI.

8.2 Prefer to Opt-Out?

If you'd rather not enable AI at this time, simply contact your Customer Success Manager/Digital Customer Success team to submit a support ticket, and the feature will be disabled for your organization

8.3 Privacy Policy

To know about our data privacy policy and related documentation visit our Trust Center. Our team is here to help you get the most from AdaptiveWork. Reach out to your Customer Success Manager or write to us customer@planview.com

8.4 Information for IT Teams

Domains

Ensure that following domains are whitelisted in your organization:

1. for customers on US datacenter: 

• aicopilot.planview.com

2. for customers on EU datacenter:

• aicopilot.planview.eu

Protocols

• HTTPS (port 443) for API endpoints