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
Content:
- Use Cases
- Capabilities & Permissions
- Anvi Interface Structure & Key Features
- Anvi Architecture
- Security & Compliance
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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
- All Users can query:
- Product Documentation in CSC
- Customer Documentation in Knowledge Library
- Compose Email
- Program Managers, Owners and Users who have specifically been granted with Editor rights can query:
- Programs
- Program Sub Items (Projects, Milestones, Tasks)
- Resources
- Project Managers, Project Owners and Users who have specifically been granted with Editor rights can query:
- Project Parent Program
- Projects
- Project Sub Items (Projects, Milestones, Tasks)
- Resource
|
CSC |
Customer Documents |
AdaptiveWork Data |
Actions |
|
| All Users | Yes | Yes | No | Generate Email |
|
Program Manager, Owner, Editor Permissions |
Yes |
Yes |
Programs Program Sub Items (Projects, Milestones, Tasks) + Resources |
Generate Email |
|
Project Manager, Owner, Editor Permissions |
Yes |
Yes |
Project Parent Programs Projects Project Sub Items (Projects, Milestones, Tasks) + Resources |
Generate Email |
| Suggested Prompts | Examples | Examples | List of suggested prompts | - |
*Standard & custom fields
Anvi prompts are routed to different data agents to process the relevant responses:

3. 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.
3.1 Welcome to Anvi - summarizing what Anvi can do for your (this window can be removed by clicking X)
3.2 Settings - 3 dots on the menu bar - allow you to
- set your preferences in regards to
- Font Size (normal / large)
- Color Mode (light / dark)
- 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
3.3 Predefined initial & follow-up Prompts - displaying rotating prompts that can be used by any user in the organization
3.4 Conversational Interface: A User can ask Anvi for information by either:
-
- selecting one of the predefined prompts
- typing a prompt
- selecting one of the personal favorite prompts

3.5 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
3.6 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
- Please Note: Scheduled Agents will become available for AdaptiveWork with the connection to PV Admin.
3.7 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:
- click on the names of the same
- the checkbox for each item gets checked
- click the Copy to Favorites
- close the window

3.8 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

- 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

3.9 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)

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

5. Security & Compliance
Information on security & compliance in view of AI, please visit the Trust site.
6. List of Sample Prompts
| Source | Real-Time Project Health Assessment & Insights | Persona |
| AdaptiveWork Data | What are the 3 most important projects to look at today? | Project Manager |
| AdaptiveWork Data | Which projects are due next month? | Project Manager |
| AdaptiveWork Data | Which projects are upcoming for review in the next month? | Project Manager |
| AdaptiveWork Data | What is the current budget status for project <insert name> | Project Manager |
| AdaptiveWork Data | What are the items that on the critical path of my top 3 concerning projects? | Project Manager |
| AdaptiveWork Data | Which projects in my program should I focus on this week? | Program Manager |
| Source | Risk Analysis & Mitigation | Persona |
| AdaptiveWork Data | Which projects at risks are most concerning? | Project Manager |
| AdaptiveWork Data | Which amber/off track projects should I deliver first? Rank them and explain why. | Project Manager |
| AdaptiveWork Data | What are the top three projects with high risk of going off track and how do I get them back on track? | Project Manager |
| AdaptiveWork Data | What can I do to bring project <insert name> back on track? | Project Manager |
| AdaptiveWork Data | What are my highest risks and how can I mitigate them? | Project Manager |
| Source | Automated Status Communication | Persona |
| AdaptiveWork Data | What is the status of project <insert name> | Project Manager |
| AdaptiveWork Data | Summarize the status of my projects and put in Email format | Project Manager |
| AdaptiveWork Data | Write an executive summary of project <insert name> | Project Manager |
| AdaptiveWork Data | Summarize the latest updates for project <insert name> | Project Manager |
| AdaptiveWork Data | Create me a status summary for each of my programs | Program Manager |
| Source | User Onboarding & Adoption | Persona |
| CSC | How do I create a project from template? | All Users |
| CSC | How do I save a project baseline? | All Users |
| CSC | What is Slide Publisher? | All Users |
| Source | Document-Guided Process Compliance | Persona |
| Customer Documentation | How do we do <insert topic> in our organization? | All Users |
Sample Agent
| My Monday Routine Check |
| 1. List me my top priority projects |
| 2. Which projects should I focus on this week by which priority and why? |
| 3. Which actions should I take this week on my high priority projects? |
| 4. Produce me a 5-line summary for each of these projects |
Recommendations & FAQs
| 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. |
| 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. |
| 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 |
| Information for IT Teams |
Domains Ensure that following domains are whitelisted in your organization: 1. for customers on US datacenter:
2. for customers on EU datacenter:
Protocols
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