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Planview Customer Success Center

Setting Planview Anvi Chat options

How do I set preferences for Planview Anvi Chat and personalize the experience?

The following sections describe the options you can set with Planview Anvi Chat, including how to personalize the chat experience and set other Anvi Chat preferences.

           

Changing the font size

To change the font size:

  1. In the top-right corner of the Anvi Chat pane, click action menu > Font Size.
  2. Select Normal or Large.

           

           

Using dark more or light mode

To use dark mode or light mode:

  1. In the top-right corner of the Anvi Chat pane, click action menu > Color Mode.
  2. Select Light or Dark.

           

           

Personalizing the Anvi Chat experience

You can enter information about yourself and how you prefer to interact with Planview Anvi to get a more personalized experience.

To personalize your Planview Anvi Chat experience:

  1. In the top-right corner of the Anvi Chat pane, click action menu > About me.
  2. On the About me screen, enter as much or as little information in the fields on the screen. The table following this procedure describes the available fields and options.
  3. Click Save.
  Option Option Name/ Default Text Description
Profile
  First field your name You can enter your full name so that Anvi Chat knows what information is related to you.
  Second field some preferred name You can enter your nickname or other name that you prefer to be called informally in conversation.
Role & Experience
  First field some role You can enter your current role in your organization.
  Second field some number You can enter the number of years of experience you have in your current role.
Language & Style
  First field Auto You can select your preferred language or leave the default setting, Auto. The currently supported languages are English, French, German, and Spanish.
  Second field some type

You can enter the conversation style that Anvi Chat responds to you with:

  • concise
  • conversational
  • detailed
  • technical
Terminology & Acronyms
  First field some acronym You can enter an acronym you use often in your job.
  Second field some phrase You can enter the definition for the acronym.
  Button Create acronym After adding one acronym, you can click this button to add more acronyms.
  Button remove icon Click to delete an acronym and definition.