Sofia AI Administration
Set up Sofia for your organization and connect your own Copilot agents to OnePlan.
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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 ...
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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...
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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...