Planful AI
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Planful AI
- 3 Minutes to read
- Print
- DarkLight
- PDF
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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’s Help Assistant 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 AI 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 for assistance.
Key Features
Ask Questions in Natural Language
Whether you need help using the application, performing a specific task, or need some information, have a conversation with the Help Assistant, just as you talk with your coworker. Planful AI’s Help Assistant provides easy-to-understand responses that you can follow and perform any task quickly.
Smart Answers
Get to-the-point answers directly in the Planful AI interface. You can access step-by-step instructions for any task in the sidebar, allowing you to continue working without interruptions.
Summarized Articles
Planful AI’s chat interface provides relevant guidance tailored to your queries. The AI-powered intelligence provides you with crisp and clear information in the Planful AI interface that you can readily use. If you wish to dwell more on the details, visit the source articles for in-depth information. Planful AI offers the power of AI intelligence to summarize information and provides the convenience of accessing comprehensive information through the list of source articles.
Start using the Planful AI by opening the chat interface within the application and typing your question or describing the task you need help with. Planful AI will provide the necessary guidance to assist you.
You can ask any of your questions or use the sample prompts. For example, How to create a snapshot?, How to enable Predict?, etc.
How to Use Planful AI's Help Assistant?
To use the Help Assistant, do the following:
- Log in to your Planful application, navigate to the top toolbar, and click Planful AI.
The Planful AI dialog box will appear.
- Enter your question in the search field and click the Arrow icon.
You can also use the sample prompts to start asking questions.
Planful AI displays your answer with related source articles.
- You can click the Thumbs Down icon to share feedback if the response is incorrect or irrelevant.
- You can select the applicable options and enter your feedback in the text field.
- Once done, click Submit.
FAQs
How is Planful AI's Help Assistant useful to me?
Planful AI’s Help Assistant helps you with questions about using Planful products and guides you with information on in-product help. 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 help 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 the help assistant?
Our in-app help assistant offers the same functionality as our help portal but with the convenience of staying within the Planful application. Here are a few examples of what it can help 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?
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