How to Set Up Sofia GPT in OnePlan

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Direct Answer: How to Enable Sofia GPT in OnePlan

To enable Sofia GPT in OnePlan, click the Settings (⚙️) icon to open backend configuration, then select Sofia GPT 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 GPT

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

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

Before You Begin: Enable Sofia GPT

  • 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 GPT 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 GPT

Context: Enabling AI in OnePlan

Enabling Sofia GPT 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 GPT 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 GPT in OnePlan

Context: End-User Experience

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

Step-by-Step: Enable Sofia GPT

Task: Open Sofia GPT Settings

Start from OnePlan backend configuration.

  1. Click the Settings (⚙️) icon.
  2. Select Sofia GPT from the left navigation.

Task: Enable Sofia GPT

Start from the Sofia GPT settings page.

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

Task: Enable Plan Data Analysis (Optional)

Start from the Sofia GPT settings page.

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

Task: Confirm Sofia GPT Is Enabled

After enabling Sofia GPT:

  • 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 GPT

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

Why don’t I see Sofia GPT after enabling it?
After enabling Sofia GPT, 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 GPT app is installed for older sites.

What does Plan Data Analysis do in Sofia GPT?
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 GPT?
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 GPT?
No, enabling Sofia GPT provides core AI functionality immediately. Connecting Copilot agents is optional and provides additional, customized capabilities.

Can I use a prebuilt Copilot agent with Sofia GPT?
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 GPT

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