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Planview Customer Success Center

Planview Anvi Home

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What is Planview Anvi® Home?

Planview Anvi Home goes beyond the conversational Planview AI Chat window, expanding into a larger space to give you plenty of room to explore the possibilities with Planview Anvi, Planview's generative AI assistant. Anvi Home can support your daily job in the following ways:

  • Easily work with larger, more complex prompts and responses: As generative AI abilities grow, both prompts and the responses Anvi returns are becoming longer and more 
  • Create and manage prompts in the Library for your personal use or that your organization has shared with you
  • Create, manage and monitor agents in agent manager

           

Using Planview Anvi Home

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

To use Planview Anvi Home:

  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 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 copy button 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 Home chat screen basics

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

Element Description
Anvi button
  • 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.
Anvi close button Closes the Anvi Chat window.
action menu

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.
Manage Favorites icon

Allows you to create and save new agents and prompts and manage those you have marked as favorites.
favorites icon 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.
squares_copy_dk_gray_CC.png Copies an Anvi response to the clipboard.
like icon Allows you to send positive feedback about an Anvi response.
dislike icon Allows you to send negative feedback about an Anvi response.
Send button Sends the prompt your entered in the chat window to Anvi.
Send button Cancels a prompt while Anvi's response is still in progress.

           

           

The Library

The Anvi Library is where you can find:

  • Planview's prebuilt prompts that you can run or use as a basis for your own version
  • Prompts you have created and saved for your own use
  • Prompts your organization has created and shared with all users for you to use

For each prompt in the Lirbary, you will see

Column Description
Name This is the name of the prompt. It allows you to find the prompt you're looking for quickly.
Description The prompt's description allows you to understand what the prompt is doing in a bit more detail for you to find the prompt you're looking for.
Data Sources Data Sources are where Anvi will connect to read or write data to depending on the isntructions of the prompt.
Tags Tags group prompts into categories so that they are easier to find. 
Favorite This column shows if you have maked this prompt as a favorite of yours. 
Author This is who created the prompt.
Visibility This is who can view the prompt. Your personal prompts are marked as "Private", while "My Organization" are prompts that your organization has shared with you and all users of your account.
Created date This is the date the prompt was created.
Updated by This is the last user that updated the prompt
Updated date This is the date the prompt was last updated.

The filter icon allows you to filter the prompts listed in the Library so that you canf ind the prompt you're looking for easier. The filter supports the following data points:

Filter Description
Name Allows you to find prompts that contain a specific text on the Name of the prompt
Description Allows you to find prompts that contain a specific text on the Description of the prompt
Data Sources Allows you to find prompts that use the selected Data Sources
Tags Allows you to find prompts that have the selected Tags
Visibility Allows you to find prompts that have the specified visibility

Each prompts has a menu that allows you to:

  • Edit in Builder: Takes you to the Builder to edit the prompt
  • Run prompt: Runs the prompt in the full screen chat in Anvi Home
  • Create copy: Creates a copy of the prompt with the prefix "Copy of" so you can identify the copy easily.
  • Delete: Deletes the prompt from the Library. This action cannot be undone.

To create or edit a prompt, go to the Builder.

           

           

The Builder

The Builder allows you to create, edit and test your prompts.

Once you enter the Builder, you choos eif you want to create a new prompt or a new agent. Both are created and edited in the Builder.

If you choose Prompt, you will see a form with the following fields:

Field Description
Name This is the name of the prompt. Use something unique and descriptive so that you can find the prompt again easily in the Library.
Prompt This is the prompt that will be sent to Anvi. Use the "Add Step" button if you want to create a multi-step prompt. When a prompt is made up of more than one step, the system will wait for Anvi's response after each step before sending Anvi the next step the conversation.
Description This is the description of the prompt. Be descriptive so that you can quickly identify what this prompt is doing when browsing the Library
Tags Tags are used to categorize prompts. Tags can be any text. Once one prompt has a tag, it'll appear in the list when creating or editing prompts in the future.
Visibility This field is only available for Administrators. This field allows you to change the visibility of the prompt. Set it to "Private" is the prompt is only for your personal use. Set it to "My Organization" if you want all users to be able to use this prompt. Only Administrators can edit prompts set to "My Organization". Users will always create private prompts.
Data Sources These are the sources of data that Anvi will connect to execute the prompt.

If you choose Agent, you will see a form with the following fields:

Field Description
Name This is the name of the agent. Use something unique and descriptive so that you can find the prompt again easily in the Agent Manager.
Prompt This is the prompt that the agent will run. You must choose a prompt from the Library. If you want your Agent to run a prompt that is not in the Library, you must create it in the Library first using the Builder.
Automatic actions If this is set to "Never allowed" it means that if the agent is going to attempt to take an action, the system will prevent the action. If this is set to "Always Allowed" the system will always approve any action that the agent will a ttemtp to make. 
Repeat

This is how often the agent will run. It has the following options:

  • Once: It runs as soon as it's created and doens't run again in the future.
  • Daily: Runs every day
  • Weekdays: Runs on every day except Saturday and Sunday
  • Weekly: Runs every week on the day of the week the agent was created.
  • Biweekly: Runs every two weeks of the day the agent was created.
  • Monthly: Runs once a month on the day of the month that is selected in the field that appears after you choose it.
  • Yearly: Runs every year on the date the agent was created.
Time This is the time of day that the agent will run.
Emails This is the email address (or list of email addresses) that will receive an emailed report of the agent run
Report content

If at least one email address is entered, you can choose what the email report will contain. There are the following options:

  • Last message: The email's body will contain the last message generated by Anvi. 
  • Chat history: The email's body will contain the whole conversation teh Agent haad with Anvi. 
  • Related errors: If there are any errors, the system will send this email with the details of the error.
Status If the status is "Enabled", the agent will be scheduled to run as per its configuration above. If the status is "Disabled", the agent will not run.
Description This is the description of the agent. Use something detailed that describes what the agent is doing so that you can easily identify it when browsing the Agent Manager.
Tags Tags are used to categorize agents. Tags can be any text. Once one agent has a tag, it'll appear in the list when creating or editing agents in the future.

You can also test the prompt. Testing the prompt will run it on the testing panel. If the prompt is asking Anvi to change any data, Anvi will go ahead and change the data, so be careful. 

           

           

The Agent Manager

The Agent Manager is where you can create and manage agents in Anvi. It's made up of two parts: The Agent Manager itself and the Agent Dashboard.

Let's look at the Agent Manager itself first:

If you choose Agent Manager, you will see a table with the following information:

Field Description
Name This is the name of the agent.
Prompt This is the prompt that will be sent to Anvi. Use the "Add Step" button if you want to create a multi-step prompt. When a prompt is made up of more than one step, the system will wait for Anvi's repsonse after each step before sending Anvi the next step the conversation.
Description This is the description of the prompt. Be descriptive so that you can quickly identify what this prompt is doing when browsing the Library
Tags Tags are used to categorize prompts. Tags can be any text. Once one prompt has a tag, it'll appear int he list when creating or editing prompts in the future.
Visibility This field is only available for Administrators. This field allows you to change the visibility of the prompt. Set it to "Private" is the prompt is only for your personal use. Set it to "My Organization" if you want all users to be able to use this prompt. Only Administrators can edit prompts set to "My Organization". Users will always create private prompts.
Data Sources These are the sources of data that Anvi will connect to execute the prompt.
Last run status Displays if the last time the agent was run was successful or not
Schedule Describes when the agent is scheduled to run
Next run Shows when the agent is scheduled to run next

Now let's look at the Agent Dashboard:

Once you enter the Agent Dashboard you will see the following metrics:

Upcoming runs: Shows how many agents are scheduled to run in the future regardless of their schedule.

Recent runs: This lists all the times an agent has run within the dates of the filter. By default, the filters are empty, so it shows all runs that have ever ran.

The Agent Runs table contains a list of every time an agent ran. For each run, you can see the following information:

Column Description
Name The name of the agent that ran
Status It shows if the run completed successfully or if it encountered an error
Data source These are the data sources the agent connected to when it ran
Date This is the date the agent ran
Schedule This is the agent's schedule
Next run This is the next time that agent is scheduled to run

If you click on an agent run, you can see this information and the conversation the agent had with Anvi.