How to Set Up Sofia AI in OnePlan

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Direct Answer: How to Enable Sofia AI in OnePlan

To enable Sofia AI in OnePlan, click the Settings (⚙️) icon to open backend configuration, then select Sofia AI from the left navigation. Check Enable Sofia and optionally enable Plan Data Analysis to activate AI capabilities. Once enabled, the Sofia widget appears in the bottom-right corner of the OnePlan interface, allowing users to begin interacting with AI features.

What This Article Covers: Enable Sofia AI

This article explains how to enable Sofia AI in OnePlan by configuring the required settings in the backend configuration area.

What you will accomplish You will enable Sofia AI, activate AI functionality, and make the Sofia assistant available to users in the OnePlan interface.

Before You Begin: Enable Sofia AI

  • You must be a System Administrator in OnePlan.

  • You must have access to backend configuration via the Settings (⚙️) icon.

  • For older OnePlan sites, the Sofia AI app must be installed from OnePlan Apps.

Note If you plan to extend Sofia with advanced AI capabilities, you can:

  • Connect Copilot agents (custom AI experiences inside OnePlan)

  • Use the OnePlan Copilot Agent Template to quickly create an agent that interacts with OnePlan

See:

Why This Matters: Sofia AI

Context: Enabling AI in OnePlan

Enabling Sofia AI activates AI-powered assistance in OnePlan, allowing users to generate content, analyze plan data, and improve planning efficiency directly within the application.

Context: Foundation for Advanced AI Capabilities

Enabling Sofia AI is the required first step before using more advanced AI capabilities such as connecting ****Copilot agents or configuring AI-enabled plan fields.

‼️Important To extend Sofia with custom AI capabilities, see: ****> How to Connect Copilot Agents to Sofia AI in OnePlan

Context: End-User Experience

Once enabled, users can immediately begin interacting with Sofia AI through the chat interface to generate insights, summarize data, and assist with planning tasks.

Step-by-Step: Enable Sofia AI

Task: Open Sofia AI Settings

Start from OnePlan backend configuration.

  1. Click the Settings (⚙️) icon.

  2. Select Sofia AI from the left navigation.

Task: Enable Sofia AI

Start from the Sofia AI settings page.

  1. Check Enable Sofia.

    • By enabling this option, you confirm consent to use Sofia AI and agree to appropriate use of the AI assistant.

Task: Enable Plan Data Analysis (Optional)

Start from the Sofia AI settings page.

  1. Check Plan Data Analysis to allow AI analysis of plan data.

Task: Confirm Sofia AI Is Enabled

After enabling Sofia AI:

  • The Sofia widget appears in the bottom-right corner of the OnePlan interface (backend and front end).

  • AI-assisted capabilities become available across supported planning areas.

Frequently Asked Questions: Sofia AI

How do I enable Sofia AI in OnePlan? To enable Sofia AI in OnePlan, click the Settings (⚙️) icon, select Sofia AI, and check Enable Sofia. This activates the AI assistant and makes the Sofia chat widget available.

Why don’t I see Sofia AI after enabling it? After enabling Sofia AI, the Sofia widget should appear in the bottom-right corner of the interface. If it does not appear, confirm that you are a System Administrator and that the Sofia AI app is installed for older sites.

What does Plan Data Analysis do in Sofia AI? The Plan Data Analysis setting allows OnePlan to send plan data to Azure OpenAI when generating AI insights, such as summaries or recommendations.

Is my data secure when using Sofia AI? When Plan Data Analysis is enabled, data may be sent to Azure OpenAI for processing. Data is retained for up to 30 days for monitoring and abuse prevention and is then deleted.

Do I need to configure Copilot agents to use Sofia AI? No, enabling Sofia AI provides core AI functionality immediately. Connecting Copilot agents is optional and provides additional, customized capabilities.

Can I use a prebuilt Copilot agent with Sofia AI? Yes, you can use the OnePlan Copilot Agent Template to quickly create a Copilot agent designed to work with OnePlan. See How to Configure a Copilot Agent Using the OnePlan Agent Template for details.

What to Do Next: Sofia AI

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