Planview Anvi Chat

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 .
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 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 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 switch in the bottom-right corner of the chat window.
   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 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.

Anvi Chat screen basics

The following table describes the icons and switches on the Anvi Chat screen.

Element	Description
	In the product toolbar or secondary navigation bar: Opens the Anvi Chat window. In the Anvi Chat window: Indicates the time the chat was started.
	Closes the Anvi Chat window.
	The Anvi action menu, which shows the following options: Font Size: Switches between normal and large font sizes. Color Mode: Switches between dark mode and light mode. Your Knowledge Library: View the documents that administrators have uploaded to your Knowledge Library. About Me: Allows you to enter information about yourself and how you prefer to interact with Planview Anvi to get a more personalized experience. Chat Details: The technical details about your current Anvi Chat session, such as the session ID. You can share these details with Planview Customer Care when submitting a support case. About Anvi: Includes links to the release notes and privacy statement.
	Allows you to create and save new agents and prompts and manage those you have marked as favorites.
	Allows you to save the selected prompt as a new favorite or add the prompt to an existing favorite. This only appears for prompts that have already been sent to Anvi.
	Copies an Anvi response to the clipboard.
	Allows you to send positive feedback about an Anvi response.
	Allows you to send negative feedback about an Anvi response.
	Sends the prompt your entered in the chat window to Anvi.
	Cancels a prompt while Anvi's response is still in progress.
Use a deeper mode of reasoning	Enables more elaborate and detailed responses from Anvi.

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, as in the following example: “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."

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 chat window while Anvi is generating the response.

Anvi Chat Knowledge Library

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

With 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:

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)

To view the list of documents in the Knowledge Library:

1. In the top-right corner of the Anvi Chat pane, click > 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.

You can also send feedback to Planview Customer Care.

To send feedback:

1. In the bottom right corner of the Anvi Chat response within the chat conversation, click  to indicate you are happy with the response or  to indicate you are not happy with the response.
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 or report an issue with Planview Anvi to by opening a Planview Customer Care support case. Be sure to include details about the affected Anvi feature, the steps needed to reproduce the issue, and the chat details for the affected chat session.