AI

• AI in OnePlan - Overview

  Direct Answer: What AI Does OnePlan Offer? OnePlan includes four AI offerings that work together. Sofia AI is the built-in assistant you chat with inside OnePlan. AI for Plan Fields helps generate content in fields on you...

• OnePlan AI Glossary - Terms and Definitions

  Direct Answer: What Is the OnePlan AI Glossary? The OnePlan AI Glossary is a reference of plain-language definitions for the terms used with OnePlan’s AI features, including Sofia AI, Copilot agents, and the OnePlan MCP S...

• MCP Server in OnePlan - Overview

  Direct Answer: What Is the MCP Server in OnePlan? The OnePlan MCP Server connects AI assistants such as Claude, Microsoft Copilot, and ChatGPT to your OnePlan data. Once connected, you can find plans, check resource avail...

• MCP Server Use Cases in OnePlan - Overview

  Direct Answer: What Can I Do With OnePlan in My AI Assistant? With the OnePlan MCP Server, you can ask your AI assistant to find and summarize plans, check who is available, compare budget to actuals, move allocations and...

• MCP Server in OnePlan - Frequently Asked Questions

  Direct Answer: Common Questions About the MCP Server in OnePlan The OnePlan MCP Server lets AI assistants such as Claude, Microsoft Copilot, and ChatGPT read and update OnePlan data on your behalf. It is available in prev...

• MCP Server Configuration in OnePlan - Guided Workflow

  Direct Answer: How MCP Server Configuration Works in OnePlan Configuring the OnePlan MCP Server connects an AI assistant such as Claude, Microsoft Copilot, or ChatGPT to your OnePlan group. The process starts when your or...

• How to Create an App Registration for the MCP Server in OnePlan

  Direct Answer: How to Create an App Registration for the MCP Server in OnePlan To create an app registration for the OnePlan MCP Server, select your profile avatar > Register Custom Apps, then select + > New App Registrat...

• How to Connect Claude to OnePlan Using the MCP Server

  Direct Answer: How to Connect Claude to OnePlan Using the MCP Server To connect Claude to OnePlan, a OnePlan group administrator selects profile avatar > Register Custom Apps > + > Browse App Registrations, selects Claude...

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• AI Assistant – Overview of Sofia GPT

  This article introduces Sofia GPT, OnePlan’s AI personal assistant. It explains what Sofia GPT is, how it works at a high level (now powered by the advanced GPT 5.2 model), and the key benefits it brings to OnePlan users....

• AI Assistant - How to Use Sofia AI

  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 sta...

• AI Assistant - Benefits of Asking Sofia AI Questions

  This article highlights the benefits of using Sofia AI, OnePlan’s AI assistant, to help with your work. It answers the question: “What’s in it for me as a user if I start asking Sofia AI for help?” What you will learn Yo...

• AI Assistant - Tips and Tricks for Using Sofia AI

  This article provides ten practical tips and tricks to help you get the best results from Sofia AI. Even though Sofia is designed to be user-friendly, knowing these pointers will make your interactions smoother and more e...

• AI Assistant - Learn OnePlan with Sofia AI

  This article explains how Sofia AI can serve as your personal tutor for OnePlan. It outlines ways to leverage Sofia’s knowledge to quickly learn OnePlan’s features and project management concepts while you work. What you...

• AI Assistant - Business Benefits of Using Sofia AI

  This article outlines the organizational and business-level benefits of using Sofia AI across your team or company. While individual users gain productivity, here we focus on how Sofia AI can add value in terms of efficie...

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• How to Set Up Sofia AI in OnePlan

  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 ...

• How to Connect Copilot Agents to Sofia AI in OnePlan

  Direct Answer: How to Connect Copilot Agents to Sofia AI in OnePlan To connect Copilot agents to Sofia AI in OnePlan, open the Sofia widget in the bottom-right corner of the OnePlan interface, click the dropdown at the to...

• How to Configure a Copilot Agent Using the OnePlan Agent Template

  Purpose This article explains how to install and configure the OnePlan Copilot Agent Solution so you can use your organization’s own Copilot agent with OnePlan. This template is a prebuilt way to create a Copilot agent th...

• Sofia AI Architecture and Security

  This article provides detail on the Microsoft Azure OpenAI architecture to provide clarity on how secure using Sofia AI really is. Important All components of Sofia AI (the AI engine, data, etc.) are contained within OneP...

• Sofia AI Data Handling and Security

  This article explains how data is handled by Sofia AI. Important This article focuses on the security information most relevant to Sofia AI. For complete details on Azure OpenAI data security, please see the Data, privacy...

• How Secure Is Sofia AI's Technology, and How Can We Protect Our Data?

  OnePlan and Azure OpenAI take security and privacy very seriously. Azure OpenAI has implemented a number of measures to ensure the safety and security of its technology. Here are some ways in which Azure OpenAI ensures th...

• How Will Sofia AI Keep My Data Safe?

  As an AI language model, Sofia AI is designed to generate responses based on the text provided to it. However, the AI does not control the storage, processing, or handling of user data. In short, all components of Sofia A...

• How does Azure OpenAI ensure that its technology is unbiased and does not perpetuate existing societal biases?

  Azure OpenAI recognizes that AI systems can inherit biases from the data they are trained on, which can perpetuate existing societal biases and lead to unfair or discriminatory outcomes. To mitigate these biases, Azure Op...

• What are the ethical considerations surrounding the use of AI, and how does Sofia GPT (Azure OpenAI) address them?

  The use of AI raises several ethical considerations, such as bias, privacy, safety, transparency, and accountability. OnePlan and Azure OpenAI recognizes the importance of addressing these ethical considerations and has i...