Planview Anvi Chat

Technical information for IT and security teams

Architecture

The following image shows the architecture on which Planview Anvi is built:

           

           

Supported languages 

Anvi Chat supports the following languages:

• English
• French
• German
• Spanish

Using Anvi Chat

Planview Anvi Chat is a conversational AI chat window that can help your team work smarter, decide faster, and achieve more.

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, enter the text you want to send to Anvi Chat.
3. Click Send.

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"   

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
• When the response is generated, the thought process is stored and can be retrieved by clicking the  beneath the response

Using the deeper mode of reasoning option

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:

Setting Anvi Chat preferences

You can select a font size and whether to use light mode or dark mode for the Planview Anvi Chat pane.

To change the font size:

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

To use dark mode or light mode:

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

Personalizing Anvi Chat

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  > 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		Click to delete an acronym and definition.

Creating and managing your favorite prompts

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

In an Anvi Chat conversation:

•  indicates that a prompt is not saved as a favorite
•  indicates a prompt saved as a favorite.

To create a prompt:

1. In the bottom left corner of the Anvi Chat pane, click  >  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.

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 .
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.

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 .
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 and using agents to complete the process.

              

   NOTE

   Agents can contain up to five prompts.

              

To edit a prompt:

1. In the bottom left corner of the Anvi Chat pane, click  >  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.

To delete a prompt:

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

              

   NOTE

   The prompt is deleted immediately.

              

Creating and using agents

You can create and save agents, which are collections of up to five Anvi Chat prompts that you can run manually or on a schedule. You can also automate the steps (prompts) within an agent so that they do not require your direct intervention to run.

For scheduled agents, you can also send or receive emailed reports on the chat history, the last message sent, or errors.

To create an agent:

1. In the bottom left corner of the Anvi Chat pane, click  >  Manage favorites.
2. On the Manage favorites screen, click Agents > Create an agent.
3. If you want the prompts in the agent to run without your direct intervention, enable the Automate Steps switch.
4. Enter a Name for the agent.
5. In the first Prompt cell, enter the first prompt you want to run in the agent.
6. Click Add step and add another prompt. Repeat this step until you have added all the prompts you want the agent to run (up to five prompts).

              

   TIPS

   • Click and drag  in a Step cell to rearrange steps.
   • Click  next to a prompt to remove that step from the agent.

              

7. Click Save.
8. If you want to run the agent on a schedule, take the actions in the following procedure.

To run an agent automatically on a schedule and enable reporting:

1. In the bottom left corner of the Anvi Chat pane, click  >  Manage favorites.
2. On the Manage favorites screen, click Agents and select the agent you want to schedule or click Create an agent and follow the steps in the previous procedure. 
3. Enable the Run agent on a schedule switch.
4. Click First run and select the first date on which you want the agent to run.
5. If you want the agent to run more than once, click Repeat and select an option such as Daily or Biweekly.
6. Click Time and select the time at which you want the agent to run.
7. If you want to send or receive email reports about the scheduled agent runs, enter an Email address to send reports to.
8. Click the Report content list and select the type or report you want: Chat history, Last message, or Related errors.
9. Click Save.

To view the history of agent runs:

1. In the bottom left corner of the Anvi Chat pane, click  >  Manage favorites.
2. On the Manage favorites screen, click Agents and select the agent you want.
3. Scroll down to the History section to see the status of all past agent runs.
4. To view details of a specific run, click  for that run.

Emailing a response

You can ask Anvi Chat to send you a response via email.

To email an Anvi Chat response:

1. Ask Anvi Chat for an email response with a prompt such as Send the response in email.
2. When asked, click the Compose Email button. Anvi will create the email for you. 

Using the template library for prompts and agents

Anvi Chat includes a library of popular and commonly used prompts and agents that you can use unmodified or as a starting point to customize your own prompts and agents.

To use the template library:

1. In the bottom left corner of the Anvi Chat pane, click  >  Manage favorites.
2. On the Manage favorites screen, click Agents and select the agent you want.
3. Click the Library tab.
4. (Optional) To filter the prompts and agents listed using predefined tags, click Filter by tag and select the tags you want to filter on. You can also enter text in the box to narrow down the list of the tags you can select from.
5. Select the prompts and/or agents you want to use.
6. Click Copy to favorites.

   The selected prompts and agents are copied to the appropriate favorites list and are ready to use.

7. If you want to modify the prompts and/or agents you selected, click the Prompts tab and/or the Agents tab and edit then as needed as explained in Creating and managing your favorite prompts and Creating and using agents.

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:

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.

To send feedback:

1. In the bottom right corner of the Anvi Chat response within the chat conversation, click  or .
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.