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Planview Customer Success Center

Planview Anvi in Planview AgilePlace

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Using Planview Anvi® within AgilePlace

Planview Anvi in AgilePlace is your AI-powered assistant that works like a data analyst, project coordinator, and strategic advisor combined, available anytime within your boards. You can ask Anvi questions in plain language and get instant answers. Anvi can break down work into smaller cards, update dozens of cards at once, generate reports, and spot risks before they become problems.

Anvi gives you intelligence and execution in one tool. With Anvi, you can: 

  • Accelerate delivery speed: Spot blockers, dependencies, and risks in seconds, and get real-time visibility without status meetings. Anvi helps surface what matters before it impacts timelines.
  • Boost productivity: Anvi can break down large cards, tag entire groups of work, generate executive summaries, and update fields across dozens of cards instantly.
  • Reduce business risk: Anvi helps catch blind spots early. Anvi analyzes patterns across your board to identify misaligned work, capacity constraints, and delivery risks, allowing you to address them while there's still time to make adjustments.
  • Scale your impact: Do in 5 minutes what used to take 2 hours. Spend less time gathering data and more time making decisions that move work forward.

Anvi provides three core capabilities in AgilePlace:

  • Understand: Anvi interprets your board data to identify trends, risks, blockers, and opportunities.
  • Recommend: Anvi provides actionable insights based on delivery patterns, team capacity, and strategic alignment.
  • Act: Anvi takes action on your behalf by creating child cards, applying tags in bulk, updating card fields, and generating formatted reports.

           

Click to expand or shrink

                      

           

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You can join a Planview Anvi Inner Circle if you would like to learn more about what Planview is building with Anvi.

           

           

Anvi Chat for AgilePlace

Planview Anvi Chat is a conversational AI chat window. You can ask questions using natural language to uncover insights, get best-practice recommendations, and inform strategic decisions. Planview’s conversational AI gives everyone—from teams to executives—easy access to organizational data and the intelligence hidden within.

Using Anvi Chat in AgilePlace

You can use Planview Anvi Chat on any AgilePlace screen that includes the Anvi button icon in the toolbar.

To use Planview Anvi Chat in AgilePlace:

  1. In Planview AgilePlace, navigate to any AgilePlace board.
  2. In the toolbar, click Anvi button to open the Planview Anvi Chat window.
  3. In the What can I do for you? box, enter the text you want to send to Anvi Chat.
  4. Click Send.

You can use prompts and agents to interact with Anvi Chat. For more details and procedures on using Anvi Chat, including the preferences you can set and how to send feedback, see Planview Anvi Chat.

           

           

Planview Anvi capabilities in AgilePlace

In AgilePlace, Anvi provides the core capabilities described in the following table.

Capability Description Example prompts
Answer user queries Understand natural language questions about your board and responds with relevant information.
  • What's blocked right now?
  • Show me aging work
  • Who's overloaded?
Search and find data Locate specific cards, work items, or information across your board based on criteria.
  • Find all cards assigned to John
  • Show me work due this week
Generate insights Analyze board data to identify patterns, trends, risks, and opportunities.
  • What's our risk profile?
  • Analyze our cycle time trends
  • Are we aligned with OKRs?
Take actions Create, update, or modify cards and board elements based on your instructions.
  • Break this card into smaller tasks
  • Tag all Q1 priority cards
  • Move card XYZ to Done
Summarize information Condense large amounts of board data into concise, actionable summaries.
  • Catch me up on this week
  • Create a leadership update
  • Summarize all comments
Generate reports Produce formatted documentation, status updates, and analysis reports.
  • Generate release notes
  • Create an executive summary
  • Build a risk assessment report

           

           

Anvi data access in AgilePlace

Anvi's data access is tied to your user permissions. Anvi can only see, analyze, interact with data that you have permission to view and edit. If you can't see a board, card, or piece of information, Anvi can't see it either. This ensures data security and privacy—Anvi respects the same access controls as your AgilePlace user account.

Data can Anvi see

Anvi can only see data within the AgilePlace board you're currently viewing, as shown in the following table.

Data type What Anvi sees Examples
Cards All card details on your board Titles, descriptions, status, priority, size, due dates
Board Structure Lanes, card types, custom fields, board configuration How your board is organized and set up
Card Metadata Assignments, tags, attachments, custom field values Who owns work, categories, linked files
Work History When cards moved lanes, created, and finished Cycle time, throughput, aging work patterns
Comments All comments and discussions on cards Key decisions, action items, questions
Connections Parent-child relationships and dependencies How work items relate and block each other
Blockers Cards marked as blocked and blocker reasons Why work is stuck and impact of blockers
OKRs Objectives and key results (OKRs) connected to your board Strategic alignment of work items
Team Members Users assigned to your board and their work Who's working on what, capacity and assignments

Data Anvi cannot see

  • External systems (such as Jira, Azure DevOps, email, and Slack)
  • Boards you don't have permission to view
  • Rich text custom fields (coming soon)
  • Deleted cards or archived boards
  • Data outside your organization
  • Real-time external web data

           

           

How to use Anvi effectively

Using your favorite prompts and agents

You can save up to 50 frequently used single prompts and multistep agents to be able to access them quickly in Planview Anvi Chat. For more information, see Using your favorite Anvi Chat prompts.

Favorite Prompts and Agents

You can save your most-used prompts and agents for quick access. Your favorite items appear in a dedicated section for easy reuse.

Accessing your favorites

Click the star icon in the Anvi chat panel to view your favorited prompts and Agents. This opens a quick-access menu showing:

  • Favorite Agents – Saved workflows that chain multiple prompts together
  • Favorite prompts – Individual prompts you use frequently

Creating favorites

You can favorite prompts and Agents in three ways:

  1. From Anvi chat: Click the star icon next to any prompt in the chat interface to save it as a favorite
  2. Create new favorite prompt: Write a new prompt in Anvi chat, then click the star icon to save it to your favorites
  3. Add to existing Agent: When favoriting a prompt, you can choose to add it to an existing favorite Agent (which updates that Agent) or create a new Agent from multiple prompts

           

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Build custom Agents by favoriting multiple related prompts and combining them into a single workflow. For example, favorite "Catch Me Up," "Blocked Work Analysis," and "Leadership Status Update" to create a "Weekly Status Agent" that runs all three in sequence.

           

Writing effective prompts

The quality of Anvi's responses depends on how clear and specific your prompts are. Use the ANVI framework to write better prompts:

Element What it means Example
Action What do you want Anvi to do? "Analyze blocked cards..." or "Create a summary..." or "Identify risks..."
Needs Define output format, length, and scope "5-point bullet list" or "Last 2 weeks only" or "Critical priority items"
Value Specify context and audience "For my leadership meeting..." or "For team standup..." or "To brief stakeholders..."
Intent Explain the purpose or goal "To prioritize unblocking work" or "To assess project health" or "To get budget approval"

Prompt examples

Good prompt example

Prompt:

"Analyze all blocked cards on my board from the last 2 weeks. For each blocked item, identify the blocker type, suggest specific unblock actions with escalation paths, and estimate the impact if not resolved within 5 business days. I need a 5-point executive summary formatted as bullet points that I can paste into an email. This is for my weekly leadership meeting where I need to get executive approval for additional resources to unblock critical work."

Why this works using ANVI:

  • Action: Analyze blocked cards, identify blocker types, suggest actions, estimate impact
  • Needs: 5-point executive summary, bullet points, email-ready format, last 2 weeks timeframe, 5-day impact window
  • Value: For weekly leadership meeting
  • Intent: To get executive approval for additional resources to unblock critical work

Result: Anvi provides a concise, actionable summary with specific recommendations that directly supports your decision-making conversation with leadership.

Bad prompt example

Prompt: "What's going on with the board?"

Why this doesn't work:

  • No clear action specified
  • No format, timeframe, or scope defined
  • Missing context about audience or use case
  • No explanation of purpose or goal

Better version using ANVI: "Show me all work items that moved to 'In Progress' in the last 24 hours. I need a bullet list format. This is for my team standup to identify what's actively being worked on and spot any blockers early."

Quick tips for better results

  • Start with a clear action verb: Use "Analyze," "Create," "Identify," "Show me," or "Summarize" to tell Anvi exactly what to do
  • Define your scope: Include timeframes ("last week," "next 5 days"), priorities ("critical only"), or card types to help Anvi focus
  • Specify output format: Say "bullet list," "table," "5-point summary," or "email format" so Anvi knows how to structure the response
  • Explain the context: Tell Anvi who will use this ("for leadership," "for team standup") and why ("to get budget approval," "to prioritize work")
  • Use follow-up prompts: Anvi remembers your conversation. Ask "Why?" or "Who should fix this?" or "Make it more concise" to refine results
  • Customize Prompt Library templates: Copy any prompt from the library above and adapt it using the ANVI framework for your specific needs

           

           

Anvi agents: Automate your workflows

Beyond individual prompts, Anvi Agents chain multiple prompts together to create complete workflows. Choose from five pre-built Agents or create your own.

Pre-built Agents

  • Weekly Status Update — Summarize board changes and generate executive update (Estimated time savings: 45–60 minutes)
  • OKR Health Assessment — Validate strategic alignment and identify realignment needs (Estimated time savings: 3–4 hours)
  • Backlog Health & Feature Prioritization — Audit backlog, synthesize feedback, rank features, forecast capacity (Estimated time savings: 6–8 hours)
  • Team Capacity Health Check — Snapshot team workload, identify overallocation, recommend rebalancing (Estimated time savings: 45–60 minutes)
  • Delivery Risk Assessment — Inventory work, scan risks, prioritize, provide mitigation plan (Estimated time savings: 4–6 hours)

Create your own agent

Chain any combination of prompts into a custom Agent:

  1. Identify a recurring workflow you do (e.g., "Every Monday I run 4 analysis prompts")
  2. String prompts together in sequence in Anvi
  3. Name and save as an Agent
  4. Run manually whenever you need it or schedule it to run automatically

Example: "Product Manager Friday Close" — Catch me up on the week → Generate release notes → Create leadership update → List top blockers → Suggest velocity improvements. Run Friday at 4pm, get results by 5pm.

           

           

Troubleshooting

"Anvi gave me incomplete information"

Anvi is only as good as your board data. Verify that cards on your board are properly categorized (lanes, types, dates), blockers are marked as blocked, and team assignments are current.

"I need information Anvi can't see"

Tell Anvi the context. For example: "We also have external dependencies with Team X, here's their status..." or "Our WIP limit for that lane is 5, not unlimited." 

"How do I save Anvi outputs?"

Copy Anvi's response and paste into email, documents, slides, or board comments. Anvi can also reformat outputs for different audiences if you ask.

"Can't see the Anvi icon"

Anvi is only available at the board level in AgilePlace. If you're on a board and don't see the icon, your organization may not have Anvi enabled. Contact your administrator.

           

           

Reporting an issue with Planview Anvi

As Planview Anvi Chat is a work in progress, features and content are added and refined as Planview receives feedback from customers.

To report an issue with current Planview Anvi capabilities, you can open a Planview Customer Care support case. Be sure to include details about the affected AgilePlace Anvi feature and the steps needed to reproduce the issue.