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Planview Customer Success Center

Planview Anvi Chat

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What is Planview Anvi™ Chat?

Planview Anvi Chat is a conversational AI chat window that can help your team work smarter, decide faster, and achieve more. You can ask questions using natural language to uncover insights, get best-practice recommendations, and inform strategic decisions. Planview’s conversational AI gives everyone—from teams to executives—easy access to organizational data and the intelligence hidden within.

Anvi Chat can support your daily job in the following ways:

  • Conversational access to your data: Anvi Chat empowers users to interact with your organization's data using natural language—no technical expertise required. Just ask a question and get instant insights without the need for complex queries or reports.

  • Strategic decision support: Make smarter decisions with AI-generated recommendations grounded in industry best practices. Anvi Chat helps guide your strategy.

  • Personalized experience: Tailor the chat interface to your preferences. Save your favorite prompts and agents (formerly called workflows) for quick access and reuse, streamlining your daily tasks.

  • Integrated Knowledge Library: Upload your curated content and get guidance and insights directly within the chat. Share responses via email to keep your team aligned and informed.

  • Designed for all roles: From team members to executives, Anvi Chat is intuitive and accessible. The template library includes sample prompts and pre-built agents help users get started quickly and confidently.

  • Security and access control: Built with enterprise-grade security in mind.

  • Transparent AI reasoning: Understand how Anvi Chat arrives at its answers. Use the deeper reasoning option and provide feedback to continuously improve response quality.

Supported Planview products

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

           

Using Planview Anvi Chat

To set preferences and other options for personalizing the Anvi Chat experience, see Setting Planview Anvi Chat options.

To use Planview Anvi Chat:

  1. Near the top-right corner of your supported Planview product, click Anvi button.
  2. In the What can I do for you? box, take one of the following actions:
    1. Send a new prompt: Enter the text you want to send to Anvi Chat. Then click Send.
    2. Send a favorite prompt: In the bottom left corner of the Anvi Chat pane, click Manage Favorites icon and select a prompt from the Favorite Prompts list. Modify the text that automatically populates the chat box if necessary. Then click Send.
    3. Run a favorite agent: In the bottom left corner of the Anvi Chat pane, click Manage Favorites icon and select an agent from the Favorite Agents list. The agent runs immediately.
  3. If you are not satisfied with the Anvi Chat response, you can take any of the following steps:
    1. Ask Anvi Chat for a more detailed answer by enabling the Use a deeper mode of reasoning answer switch.
    2. Provide feedback on the response.
    3. Report an issue to Planview Customer Care.
  4. (Optional) To save a copy of the response, take any of the following steps:
    1. To copy the response text you receive, click squares_copy_dk_gray_CC.png in the lower-right of the chat window. You can then paste the copied response into other documents or messages.
    2. For an emailed copy of the response, send Anvi Chat a prompt such as Send the response in email.  Then click the Compose Email button when it appears in the chat window. Anvi starts the email for you; you can then add the addresses you want and send the email.

           

           

Supported languages 

Anvi Chat supports the following languages:

  • English
  • French
  • German
  • Spanish

           

           

Anvi’s response structure

  • Anvi response is structured into paragraphs that summarize and categorize data by highlights, key observations, recommendations, and more depending on the context.
  • Anvi can help format the response when specifically asked for, e.g.: “Analyze my portfolios and highlight all those projects due in 2025 with over $300K ROI and at risk meeting finish schedule date? Group them by month of schedule date"   

clipboard_ed81b407659a04591c3c352b80a9b3bb5.png            

           

           

Anvi Chat’s thinking process

  • 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.

           

           

Asking Anvi Chat for more detailed answers

By default, Anvi Chat returns faster and more concise responses. If you want a more elaborate and detailed response, you can enable the Use a deeper mode of reasoning option in the bottom right corner of the Anvi Chat pane, shown in the following example:

clipboard_e686ff193cf5b3ab7e98caf3383109e47.png

           

           

Using the Knowledge Library

Anvi Chat's Knowledge Library can help you upload reference material from your internal SharePoint or document library, saving you from a time-consuming process that can take more than a few steps, require reading through long content, and may rely on your administrators or champions to help you understand the content and precise steps you need to follow. The Knowledge Library helps organizations avoid support and help bottlenecks on administrators, and champions. You can also use this tool to train internal users and guide them as they interact with customized Planview products and integrations.

By using the Knowledge Library in Anvi Chat, you can get guidance and instructions quickly in just two steps, by sending a prompt in Anvi Chat and then following the steps in the response, as shown in the following example:

           

clipboard_e388fe01603805ed1f18b37970aeb272e.png

           

The Knowledge Library supports the following file types:

  • Plain Text (.txt)
  • Markdown (.md)
  • HTML (.html)
  • Word (.doc, .docx)
  • CSV (.csv)
  • Excel (.xls, .xlsx)
  • PDF (.pdf)

           

NOTE

Only administrators can upload documents to the Knowledge Library.

           

To view the list of documents in the Knowledge Library:

  1. In the top-right corner of the Anvi Chat pane, click action menu > Your Knowledge Library.

           

           

Providing feedback on Anvi Chat responses

If you are happy with an Anvi Chat response, you can indicate that the answer was good by providing positive feedback. On the other hand, if you are not fully satisfied with an Anvi Chat response, whether you think the response is inaccurate, unexpected, or questionable, you can also send detailed feedback about the issues with the response.

To send feedback:

  1. In the bottom right corner of the Anvi Chat response within the chat conversation, click like icon or dislike icon.
  2. Click Tell us more to provide detailed feedback.
  3. In the screen that appears, enter the feedback you want to provide to the Anvi team about the response you received.
  4. Select any of the listed options that apply to your feedback.
  5. Click Send.

Reporting an issue to Planview Customer Care

You can also send feedback to Planview Customer Care. 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.