Anvi Chat - Getting Started
Getting Started with Planview Anvi™ Chat
A Quick Start Guide
You can download this Anvi Quick Start Guide here
STEP 1: TRY ANVI CHAT
Open Anvi Chat and ask it “What can you do for me?”. You’ll see that it responds with some ideas of what it can
help you with.
STEP 2: BROWSE THE PROMPT LIBRARY
In the Prompt Library you can find many curated prompts that solve common questions to get you started.
STEP 3: COPY PROMPTS FROM THE PROMPT LIBRARY TO YOUR FAVORITES
While you’re in the Prompt Library, you can copy as many as you like over to your favorites to make your own
DAY 1-2: EXPLORE
Have a couple of conversations with the Anvi Chat about your projects, ask it about best practice recommendations
it can have to manage current issues your team is facing or risks your project has.
DAY 3: COME UP WITH A FEW OF YOUR FAVORITE PROMPTS
Now that you know what it can do for you, browse the Prompt Library or create your own prompts from scratch
and save them to your favorites for future use.
DAY 4-5: CREATE YOUR OWN AGENTS
You’re likely running some of these prompts periodically. Create your own agent to run these prompts for you and
get the results via email.
REAL-TIME PROJECT HEALTH ASSESSMENT & INSIGHTS
Query project(s) data and be offered with insights that are not readily visible, driving efficiency.
Sample Questions
• What are the 3 most important projects to look at today?
• Which projects are due next month?
• Which projects are upcoming for review in the next month?
• What is the current budget status for project <insert name>
• What are the items that on the critical path of my top 3 concerning projects?
• List the resources that are most overloaded next month
RISK ANALYSIS & MITIGATION
Draw your attention to problem areas and suggest actions, helping to de-risk strategic bets & increase revenue.
Sample Questions
• Which projects at risks are most concerning?
• Which amber/off track projects should I deliver first? Rank them and explain why.
• What are the top three projects with high risk of going off track and how do I get them back on track?
• What can I do to bring project <insert name> back on track?
• What are my highest risks and how can I mitigate them?
AUTOMATED STATUS COMMUNICATION
Segment & summarize your project(s) data that can be shared with your stakeholders.
Sample Questions
• What is the status of project <insert name>
• Summarize the status of my projects and put in Email format
• Write an executive summary of project <insert name>
• Summarize the latest updates for project <insert name>
USER ONBOARDING & ADOPTION
Query Planview Customer Success Center for product documentation, helping you to improve product engagement
& adoption.
Sample Questions
• How do I save a project baseline?
• What is Slide Publisher?
DOCUMENT-GUIDED PROCESS COMPLIANCE
Query custom documentation to follow company specific governance & guidelines
Sample Questions
• How do we do <insert topic> in our organization?