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Planview Customer Success Center

Using Planview Copilot for Planview.Me

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Planview Copilot is a generative AI assistant designed to access, connect, and provide visibility into your organization’s unique data intelligence. Easily converse with Planview Copilot to ask questions about your enterprise data using natural language. Gain insight, receive recommendations, and take action. Think of Planview Copilot as your personal data analytics expert

Planview Copilot empowers everyone from the team room to the boardroom by helping to:

  • Accelerate delivery speed.
  • Boost productivity.
  • Reduce business risk.

It does this in Planview.Me by responding to questions about any Planview product using the Planview Customer Success Center content as its foundation.

NOTE

For more information regarding Planview’s AI strategy and how Planview Copilot fits into the overarching AI story, visit www.planview.com/platform/ai to learn about our AI strategy, watch a demo, and request an AI executive briefing.

Additionally, customers have the option to join a Planview Copilot Inner Circle if they would like to learn more about what we are building!

           

Getting started 

To use Planview Copilot in Planview.Me:

  1. Click the Planview Copilot icon Copilot_assisted_chat.png on the main tool bar to display the Planview Copilot chat window.
  2. To adjust the font size or switch the color mode, click ellipse_vertical_dk_gray.pngand then select the option.
  3. In the What can I answer for you? box, enter a question.
  4. To copy the generated response text, click squares_copy_dk_gray_CC.png in the lower-right of the chat window. You can then paste the copied response into other documents or messages.
  5. Your feedback is important to help us improve future responses. To provide feedback on a response:
    1. Click the Like or Dislike icon in the bottom-right corner of the response.
    2. To provide additional details, click Tell us more.
    3. In the dialog that appears, enter the reason for your response and/or select all of the feedback options that apply, and then click Send. 

  6.  To close the Planview Copilot chat window, click X_dk_gray_CC.png.