Anvi Chat

Introduction

Anvi (formerly known as Copilot) is an AI-powered assistant integrated directly into AdaptiveWork that acts as your personal project guide and analyst. It is always ready to help you find information, analyze project data, and providing recommendations.

Anvi saves hours of manual work by automating information discovery, data analysis, and reporting tasks. Whether you're looking to understand product features, analyze project health, or identify areas needing attention, Anvi serves as your always-available project assistant, helping teams work more efficiently and make better decisions. 

https://planview-video.hubs.vidyard.com/watch/ZwjkKZgkm6gCPndPqHghE6

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

Security & Compliance

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

Accessibility

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.

Permissions

• All Users can query: 
  • Product Documentation in CSC
  • Customer Documentation in Knowledge Library
  • Compose Email
• Project Managers, Project Owners and Users who have specifically been granted with Editor rights can query:
  • Programs
  • Projects
  • Project Sub Items (Sub Projects, Milestones, Tasks)
  • Resource

*Standard & custom fields

Data Agents & Capabilities

Anvi prompts are routed to different data agents to process the relevant responses:

Anvi Interface Structure & Key Features

• Welcome to Anvi - summarizing what Anvi can do for your (this window can be removed by clicking X) 
• Settings - 3 dots on the menu bar - allow you to
  • set your preferences in regards to
    • Font Size (normal / large)
    • Color Mode (light / dark)
  • 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)
  • read more About Anvi

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

• 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                                                                                                                                               
  • Favorites
    • Individual prompts can be marked 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                                                                                              
  • 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
• Please Note: Scheduled Agents will become available for AdaptiveWork with the connection to PV Admin.

• 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

• 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

• Use a deeper mode of reasoning toggle
  • when unchecked, Anvi will provide swift & concise response (using Haiku LLM)
  • when checked, Anvi will provide a more elaborate and detailed response (using Sonnet 4 LLM)

Anvi Architecture

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

List of Sample Prompts 

Sample Agent

Recommendations & FAQs