This article explains how to use Sofia, the OnePlan AI personal assistant.

Sofia AI is designed to be easy to use. It integrates seamlessly with OnePlan’s existing software solutions, making it simple for teams to get started.

Access Sofia AI

From the OnePlan web browser, simply click on the Sofia AI icon on the bottom right of the screen. This will open the chat window where you can interact with Sofia AI.

Chat with Sofia AI

Using Sofia AI is easy.

Sofia AI is able to answer your questions, create content (such as a summary of data, etc.), and analyze data in the current view.

Depending on where you are in the system, Sofia has two options for the data source it will use in the interaction.

• You can select Analyze Data On This Page to direct Sofia’s attention to the information on the current page. Modules where Sofia can analyze data include:

  • The Home Page

  • The Portfolio List page

  • The Portfolio Board page

  • The Portfolio Roadmap page

  • The Plan Details page

  • The Financial Plan page

  • The Plan-Level Resource Plan page

  • The Work Plan List page

  • The Work Plan Board page

  • The My Work page

  • The Global Resource Plan page

• You can select OnePlan Questions and Help to direct Sofia’s attention to the OnePlan knowledge base and corporate site, to answer any OnePlan-related question that you may have.

Once you select the data source, interacting with Sofia is easy. Simply type in your question or a prompt, and let Sofia AI work its magic!

For example, if you were in the My Portfolio view, you could select Analyze Data On This Page, then ask Sofia AI “Which plans should I start on next?” Then Sofia AI will analyze the plan data that is available in the My Portfolio view, and produce a response for you.

Sofia AI’s responses are contextual to your OnePlan environment, and designed to be easy to use. Sofia AI dynamically links plan and task names across all supported areas, enabling quick navigation and streamlined workflows. Further, responses containing table data are automatically formatted into a structured table, making it easier to interpret and analyze information at a glance.

If you are unsure what you want to ask Sofia AI, some example questions will be available when you open the chat window to get you started. Just click on an example question, and Sofia AI will generate a response.

If you developed a prompt that you really like and want to reuse, you can pin that prompt for later use. Users with appropriate permissions can save globally for team-wide use, while others save personally, ensuring tailored access for all. This feature helps prioritize the most critical questions for efficient decision-making.

Sofia AI maintains context within each area of the application, so your previous questions and responses will be retained even if you close and reopen the window. If you navigate to a different area, Sofia will present a new set of context-specific questions and answers relevant to that section. When you return to the original area, your earlier Sofia interactions will still be available, allowing you to seamlessly pick up where you left off.

To reset your conversation with Sofia AI, click the Reset conversation context button . This will clear out all previous chat data and allow you to restart a fresh conversation with Sofia AI.

To expand the chat window, click the Expand button . This will expand the chat window. You can then click the Collapse button to return the chat window to its original size.

Click the Close button to close the chat window.

If you would like to hide Sofia, click the Hide button on the Sofia AI icon. This will hide Sofia AI for your current session.

Create Plans with Sofia AI

Not only can Sofia help answer your questions while using OnePlan, it can also help you create new plans! Upload an existing plan charter document, enter a prompt, or speak to Sofia and the AI will generate a new plan for you with plan details already filled out!

See Create a New Plan for more information.

Sofia AI can also generate work plan schedules for you based on the plan details or a prompt.

See Insert a Work Plan Template, Generate a Template with AI for more information.

Populate Fields with Sofia AI

Sofia can help you fill out multi-text fields in plan details or status reports. You can type or speak to Sofia to receive assistance.

See Edit the Plan Details Form and Create, Update, and Submit Status Reports for more information.