Anvi Chat (formerly known as Copilot)

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. 

<The above video is being updated to reflect the new branding to Anvi>

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 icon  (soon to be replaced with the new Anvi icon ) that is located in the top right menu bar, next to the user's display name.

Permissions

*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. 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 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
    • Up to 5 prompts marked as favorites (or new prompts) can be sequenced through the creation of Agents and then triggered at your convenience: 

• Please Note: Scheduled Agents will become available for AdaptiveWork with the connection to PV Admin.

• 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
  • when checked, Anvi will provide a more elaborate and detailed response

Anvi Architecture

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

Recommendations & FAQs