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

Sofia GPT 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 GPT

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

Chat With Sofia GPT

Using Sofia GPT is easy.

Simply type a question or comment into the chat field, and Sofia GPT will work its magic! 

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

For example, if you were in the My Portfolio view, you could ask Sofia GPT "Which plans should I start on next?" Then Sofia GPT will analyze the plan data that is available in the My Portfolio view, and produce a response for you.  

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

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

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 GPT icon. This will hide Sofia GPT for your current session.