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Planview Customer Success Center

Using your favorite Anvi Chat prompts

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How do I use and manage my favorite Planview Anvi™ Chat prompts and agents?

You can save up to 50 frequently used single prompts and multistep agents to be able to access them quickly in Planview Anvi Chat.

To create and manage agents, see Planview Anvi agents.

           

TIP

In an Anvi Chat conversation:

  • empty star icon indicates that a prompt is not saved as a favorite
  • filled star icon indicates a prompt saved as a favorite.

           

           

Adding a new prompt to your favorites list

To add a new prompt to your favorites list:

  1. In the bottom left corner of the Anvi Chat pane, click Manage Favorites icon > gear icon Manage favorites.
  2. On the Prompts tab of the Manage favorites screen, click Add favorite.
  3. (Optional) Enter a Name for the prompt. If you leave this box blank, the name will be the text in the Prompt box instead.
  4. In the Prompt box, enter the text you want to send to Anvi Chat.
  5. Click Save.

           

           

Saving an existing prompt to your favorites list

To save a prompt you already sent to Anvi Chat to your favorites list:

  1. After sending a prompt to Anvi Chat and receiving the reply, scroll up to your prompt within the conversation.
  2. Next to the prompt you want to save, click empty star icon.
  3. Click Create favorite to open the Create favorite screen.
  4. (Optional) If you want to refine the prompt, modify the text in the Prompt box.
  5. (Optional) If you want to give the prompt a different name, enter the text in the Name prompt for easy access box. If you leave this box blank, the prompt name will be the prompt text.
  6. Click Save.

           

           

Adding an existing prompt to a new or existing agent

To add a prompt you already sent to Anvi Chat to a new or existing agent:

  1. After sending a prompt to Anvi Chat and receiving the reply, scroll up to your prompt within the conversation.
  2. Next to the prompt you want to save, click empty star icon.
  3. Click Create favorite to open the Create favorite screen.
  4. (Optional) If you want to refine the prompt, modify the text in the Prompt box.
  5. Click Agent.
  6. Click the Select agent to add to list and take one of the following actions:
    • Select an existing agent from the list.
    • Click Create an agent.
  7. Click Continue and continue with the relevant steps in Creating an agent to complete the process.

               

    NOTE

    Agents can contain up to five prompts.

               

           

           

Editing a prompt

To edit a prompt:

  1. In the bottom left corner of the Anvi Chat pane, click Manage Favorites icon > gear icon Manage favorites.
  2. On the Prompts tab of the Manage favorites screen, click the Prompt cell for the prompt you want to edit and enter the revised text.
  3. Press the Enter key or navigate away from the cell to save your edits.
  4. Click Save.

           

           

Deleting a prompt

To delete a prompt:

  1. In the bottom left corner of the Anvi Chat pane, click Manage Favorites icon > gear icon Manage favorites.
  2. On the Prompts tab of the Manage favorites screen, click remove icon for the prompt you want to delete.

               

    NOTE

    The prompt is deleted immediately.