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Planview Customer Success Center

Overview

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What is Planview Anvi™ and why should I use it?

Planview Anvi is your personal data analytics guide and teammate, a generative AI assistant designed to access, connect, and provide visibility into your organization’s unique data intelligence. Powered by deep real-world expertise and industry best practices and proven across thousands of enterprise teams and projects, Planview Anvi empowers you with trusted guidance, practical next steps, and proven methodologies to tackle challenges and drive real results. Planview Anvi can spots risks, recommend actions, and coordinate initiatives to keep your strategic goals connected to real deliverables that are happening across your organization.

You can easily hold conversations with Planview Anvi using Planview Anvi Chat, Planview's conversational AI chat window, to ask questions about your enterprise data using natural language, providing insights and recommendations that help you make confident, informed, and fast strategic decisions.

Planview Anvi can help all levels of an organization, from teams to executives, achieve the following goals:

  • Accelerate delivery speed.
  • Boost productivity.
  • Reduce business risk.

The following table provides an overview of the ways in which you can use Planview Anvi. Click a link in the Anvi experience column topic for more information on each.

Anvi experience Description
Planview Anvi Chat A conversational AI chat window that can help your team work smarter, decide faster, and achieve more.
Planview Anvi agents Collections of up to five Anvi Chat prompts that you can run manually or on a schedule that you can create and save in Anvi Chat.

           

IMPORTANT

Planview Anvi usage is limited to 1,000 questions or agent execution steps per day per user. Usage that significantly exceeds this use or impacts system performance may be subject to additional review and restrictions as determined by Planview in its sole discretion.

           

           

TIPS

           

Supported products

You can use Anvi in the following Planview products and shared capabilities:

           

Anvi pricing

Contact your Planview account representative for more details.

           

           

Staying informed

  • Webinars: Learn about features releasing in our monthly releases or upcoming features on our roadmap. You will also learn about other activities and timelines such as active Inner Circles or Planview Labs programs. Look for upcoming webinars or browse the Planview Webinar archive.
  • Planview Inner Circles: The Planview Inner Circle program is one of the key ways that Planview Product Management collaborates with customers to deliver great products. As part of the Inner Circle program, you work with the Product Manager and other customers through the design and development process to understand scope, contribute to priorities and provide feedback. Look through and register for the Active Inner Circle(s) that are right for you.
  • Planview Labs Program: Planview Labs is an early access program for testing and providing feedback about new, potential capabilities that the Planview product teams are considering for the future. Look through and register for the active Labs Program that you are interested to try.
  • Planview UX Research Labs: UX research studies help us learn directly from you about your pain points so we can develop features that best meet the needs of you and your teams. You also get to check out the latest features being considered for our products, give feedback, and help us shape the next iteration of the Planview platform.
  • Online community: Engage in conversations, discover solutions, exchange product concepts, and foster cooperation within our growing Planview customer community.

           

           

Reporting an issue with Planview Anvi

To report an issue with current Planview Anvi capabilities, you can open a Planview Customer Care support case. Be sure to include details about the affected Anvi feature and the steps needed to reproduce the issue.

           

           

Data security and privacy with Planview Anvi

The following links contain details about data security and privacy policies and practices with Planview Anvi: