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Planview Customer Success Center

Planview Anvi Prompt and Agent Library

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What is the Anvi Chat template library?

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. You can copy one or more of the items in the template library to your favorites list.

To use the template library:

  1. In the bottom left corner of the Anvi Chat pane, click Manage Favorites icon > gear icon Manage favorites.
  2. On the Manage favorites screen, click the Library tab.
  3. (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.
  4. Select the prompts and/or agents you want to use.
  5. Click Copy to favorites.

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

  6. If you want to modify the prompts and/or agents you selected, click the appropriate tab (Prompts or Agents) and edit them as explained in Using your favorite Anvi Chat prompts and Planview Anvi agents.