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Planview Customer Success Center

Using Planview Copilot for Planview AgilePlace

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What is Planview Copilot?

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 ensuring you make confident, informed, and fast strategic decisions.

Why Planview Copilot? 

Planview Copilot can help:

  • Accelerate Delivery Speed
  • Boost Productivity
  • Reduce Business Risk

It does this in Planview AgilePlace by:

  • Interpreting data on boards to help users identify key areas to focus their attention on.
  • Providing actionable insights for teams to proactively mitigate risks and improve planning and delivery.
  • Providing managers and directors with real-time status updates and timeline estimates.

           

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 AgilePlace:

  1. In Planview AgilePlace, navigate to the any AgilePlace board.
  2. Click the Planview Copilot icon Copilot_assisted_chat.png on the primary navigation bar to display the Planview Copilot chat window.

               

    Click to expand or shrink

    Location of the Planview Copilot icon

               

               

  3. Click ellipse_vertical_dk_gray.png to adjust the font size or to switch the color mode between light and dark.
  4. In the What can I answer for you? box, enter your message to Planview Copilot.
  5. 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.
  6. To provide feedback on a response, take the following actions:
    1. Click the feedback response icon in the lower-right corner of the response.
    2. In the dialog that appears, rate the response and enter your feedback. Click Rate to submit. 

                 

      clipboard_e6e31ce7385fbaaa214c35fd470d91afa.png

      Example of rating and entering feedback for a response

               

  7.  To close Planview Copilot, click X_dk_gray_CC.png.

           

Prerequisites (Why can't I access Planview Copilot in Planview AgilePlace?)

Currently, Planview Copilot is only supported at the board level in Planview AgilePlace. If your account has purchsed Planview Copilot and you can't access the icon from an AgilePlace board, then contact your administrator or support.