This article explains how to setup the OnePlan AI helper, Sofia. To access the AI settings, go to the OnePlan config pages, and select AI from the left navigation.
Important
You must install the AI app from the OnePlan Apps module. See How do I add apps? for instructions on how to install apps.
To activate AI:
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Check the Enable Sofia checkbox. By checking this box you acknowledge your consent to utilize Sofia for the purpose of providing assistance, and agree to refrain from any misuse or abuse of the chat functionality.
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Check the Plan Data Analysis checkbox. Checking this checkbox means that you consent to your OnePlan data to be sent to Azure Open AI when you request for feedback about your data.
Note
Your data will be retained for 30 days for monitoring purposes to prevent abuse incidents, after which it will be deleted. For additional information, please review Data, privacy, and security for Azure OpenAI Service from Microsoft for more information.
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