Using Planview Copilot for Planview AgilePlace

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!

AgilePlace Copilot Capabilities

Capability	Extension / Assistant	Sample of supported prompts
Describe cards on a board	Card Agent	“What work needs attention?”
Create a card on a board	Card Action Agent	“Create a card for the defect discussed”
Update cards on a board	Card Update Action Agent	“Move card XYZ to Done” "Can you assign the tag "XYZ" to all cards in my board?"
Describe board History	Whats Changed Agent	“What changes were made in the last week?”
Summarize a lane on a board	Lane Summary	“Create a status report for all in-progress work.”
Answer from AgilePlace Customer Documentation	AgilePlace CSC Content	“What is Advanced Reporting?”
Answer from the Scrum Guide	Scrum Guide	“What are the benefits of the Scrum process?”

Copilot Actions capabilities

Capability	Extension / Assistant
Clean Backlog/Lane	N/A
Summarize Lane	N/A
Summarize Comments	N/A
Describe What's Most Important	N/A

Getting started

To use Planview Copilot in Planview AgilePlace:

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

Location of the Planview Copilot icon
Click to adjust the font size or to switch the color mode between light and dark.
In the What can I answer for you? box, enter your message to Planview Copilot.
To copy the generated response text, click in the lower-right of the chat window. You can then paste the copied response into other documents or messages.
To provide feedback on a response, take the following actions:
1. Click 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.
  
  Example of rating and entering feedback for a response
To close Planview Copilot, click .

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.

Copilot Prompt Library

Visit the Prompt Library for a directory of prompts that you can copy to use with Planview Copilot within AgilePlace.