Planful AI - Help Assistant

  • 6 minute(s) read
Prev Next

Article Summary

This article provides a complete, step-by-step guide to  using the Planful AI Help Assistant. It explains how to ask natural-language questions, locate reports and dashboards, and manage favorites, covers key settings like feedback options and activation controls, and helps administrators efficiently enable contextual in-product help and streamline user assistance, ensuring faster task completion and improved usability.

eddy_intent: Informational
   eddy_whatsnew: false
eddy_is_current_release: false
  eddy_category: Product Overview
   eddy_module: Planful AI Help Assistant, Planful AI
   eddy_summary: Learn how to use the Planful AI Help Assistant in Planful AI, launched in June 2025 and enhanced in July 2025 with Favorites and smart suggestions.
  eddy_release_summary: The Planful AI Help Assistant was introduced in June 2025 (v25.6) as an in-product AI chat tool for contextual help and documentation lookup and was updated in July 2025 (v25.7) with Favorites and smart suggestion features. No functional changes were introduced in later releases.
   eddy_keywords:  Planful AI, Planful AI - Help Assistant, AI Help, Planful AI Help Assistant, in-product assistant, natural-language help, Favorites, feedback, activation, Planful platform
eddy_related_article: https://help.planful.com/docs/product-summary-2025
eddy_related_article_previous: https://help.planful.com/docs/july2025
   eddy_exclude_from_related: true
   eddy_keywords_strict: true
   eddy_aliases: Planful AI Help Assistant|Planful AI Assistant|AI Help|Planful Help |AI Help Assistant for Planful
   eddy_last_updated: 2025-11-10
   eddy_module_update_history:
June 2025 | v25.6 | Initial launch of Planful AI Analyst Assistant for natural-language financial analysis and visualization.
June 2025 | v25.6 | Introduced in-product AI Help Assistant providing contextual guidance and documentation links and Planful AI - Analyst Assistant
July 2025 | v25.7 | Added Favorites and smart-suggestion capabilities for faster question reuse which applies to Planful AI Analyst Assistant.
   eddy_module_no_update_months:
August 2025 – October 2025 | No functional updates to AI Help Assistant.
   eddy_questions:
- What is the Planful AI Help Assistant and how does it work in Planful AI?
- Whats new in 2025 for Planful AI?
- When was the Planful AI - Help Assistant introduced?
- What new features were added in the July 2025 update in Planful AI Help Assistant?
- What new features were added in the 2025 update in Planful AI Help Assistant?
- What new features were added in the 2025 for Planful AI?  
- How do I mark favorite questions in the Planful AI Help Assistant?
- How do I activate or provide feedback through the AI Help Assistant?
- Were there any changes to the Planful AI Help Assistant in October 2025?
eddy_product_summary: Planful AI Help Assistant is an in-product generative AI chat tool that delivers contextual help, FAQs, and documentation references through a natural-language interface, simplifying learning and navigation within Planful.

Planful AI's new help assistant is an intelligent tool integrated directly into the Planful application to help you work more efficiently. The current version of Planful AI lets you:

  • Get relevant guidance for performing tasks.

  • Access step-by-step instructions.

  • View summarized articles for quick reference.

  • Provide feedback for continuous improvement.-

Important: Planful Help Assistant Activation

We are actively reaching out to customers to enable this feature. If you have not been contacted yet and would like to activate this feature, please email us at legal@planful.com.

Key Features

Ask Questions in Natural Language

Whether you need assistance using the application, performing a specific task, or need some information, have a conversation with Planful AI, just as you talk with your coworker. It provides easy-to-understand responses that you can follow and perform any task quickly.

For example:

  • How to create a snapshot?

  • Where do I download SpotlightXL?

  • How to enable Predict?

Favorite Questions in Planful AI

The Favorite Questions feature in Planful AI enables users to save and reuse frequently asked questions.

  1. Click the Favorite (star) icon next to a question to add to your favorites.

Notes:

  • Each user can store up to 20 favorite questions, so you can easily access them later. If you would like to save more, just remove one of your existing favorites to make room for a new one.

  • Users can remove favorites by clicking the delete icon in the Favorite menu or clicking the filled Favorite (star) icon to unmark it directly from the conversation.

Personalized Answers

Planful AI’s chat interface provides relevant guidance tailored to your queries with crisp and clear information in the interface that you can readily use. It offers the ability to summarize information and provide step-by-step instructions, as well as the convenience of accessing comprehensive information through the list of source articles.

Find and Open Reports and Dashboards

Planful AI enables you to locate and open reports and dashboards efficiently. Users can retrieve these by name using natural language queries. It scans all reports and dashboards accessible to the user within the application that match the query and displays a list of relevant items. Users can then select and open the desired report or dashboard directly.

For Example:

  • Help me find the Planning Report

  • Open the Revenue Report

  • Open the Budget Owner Dashboard

  • Show me the Sales Dashboard

How To Use Planful Help Assistant?

To use the assistant, do the following:

  1. Log in to your Planful application, navigate to the top toolbar, and click Planful AI.

    PlanfulAI Button

    The Planful AI dialog box appears.

  2. Enter your question in the search field and click the Arrow icon, or press enter.
    You can also use the sample prompts to start asking questions.

    Planful AI displays your answer with related source articles.

    • To share feedback when the response is incorrect or irrelevant, click the Thumbs Down icon.
      FeedbackSelect the applicable options, or enter your feedback in the text field and click Submit.

    • To start a new conversation if you receive irrelevant responses, click the Start new chat icon.

FAQs

How is Planful AI useful to me?

Planful AI answers your questions about using Planful products and provides you with in-product assistance. In the future, Planful AI will assist you with finding and opening reports, conducting variance analysis, and more.


How does Planful AI work?

Planful AI leverages an LLM model to provide users with powerful in-product assistance functionality. This integration allows users to access the search functionality without needing to visit our documentation site.


Does Planful AI retain my previous questions?

Yes, Planful AI retains the history of your interactions during the session to provide a seamless experience. When you log out, the session ends and history information is lost.


How do I provide feedback to Planful AI?

You can provide feedback by clicking the Thumbs Down icon. A dialog box will appear where you can select relevant options, enter your comments, and share your feedback.


How can I adjust the Planful AI dialog box?

You can drag and move the dialog box or collapse it altogether, depending on your needs and screen resolution. That way, you can follow instructions while using the Planful application.


What happens to my data and chat history? Is it stored anywhere, or are prompts tracked?

Your data and chat history are only available during your active session. Once you log out, all prior chats are cleared, and we do not retain any responses beyond your session time. However, if you provide feedback (e.g., a thumbs-down with additional information), we capture that feedback to improve the quality of our answers.


What types of questions can I ask Planful AI?

Here are a few examples of what Planful AI can assist you with:

  • How do I create a scenario?

  • What are the steps to build a report?

  • How can I create a dashboard?

  • Where can I configure workforce planning?

  • How do I export data?

  • How can I share dashboards?

  • What is the cloud scheduler?