Use the AI Assistant in the Webapp

Overview

With the AI Assistant, you can:

• Get answers to your questions about using PlanRadar, based on HelpCenter content — including links to related articles with full instructions and screenshots.
• Ask questions about document content and generate summaries of PDFs and Office documents. Read more in Get Document Insights with AI Assistant.
• Find tickets by describing what you’re looking for, and gain insights from ticket content. Read more in Search for Tickets with AI Assistant.
• Create and apply ticket filters using AI’s suggestions or your own criteria, then save them for later. Read more in Create Ticket Filters with AI Assistant.

You can also Generate an AI Project Summary dashboard.

Privacy & Security

Our AI integrations adhere to the same high standards of privacy and security as the entire PlanRadar application. See also General Data Protection Regulation (GDPR), Security and ISO Certification.

Our models run on Amazon Bedrock, a secure, compliant platform within AWS infrastructure. Your data remains private — it's encrypted, stays within the selected AWS Region, and is never used to train any base models. Neither AWS nor third-party model providers have access to your inputs or outputs.

For more technical details, feel free to explore Amazon Bedrock’s security FAQ.

If you have questions or concerns contact us at support@planradar.com.

How to access the AI Assistant

The AI Assistant is available in the Webapp.

1. Hover over the AI icon
   
2. Click AI Assistant
   

Use the AI Assistant

To use the AI Assistant:

1. Click one of the suggestions
2. OR enter your question or request
3. Click the send icon or press Enter

Move the Chat Window

1. Click and hold the six dots on the top of the chatbot window
2. Move it to the left or right and drop it

Close the Chat Window

Closing the chat window will not delete its content.

To close the chat window:

1. Click X

New Chat

To start a new chat session and delete the previous conversation:

1. Click the New chat icon

Chat History

You can view the chat history of your conversations with the AI Assistant, as well as search, open, rename, or delete them. The history displays your most recent 100 chats — older ones are automatically removed from the list.

To view all previous chats in the current project and view a chat:

1. Click the Chat history icon
   
2.  Click on a chat
   

To search for a chat by title or first message:

1. Enter your search term
2. The chat list only shows matching chats
   

To rename a chat:

1. Hover over a chat and open the More menu
2. Click Rename
   
3. Enter a new chat title
4. Click ✔
   

To delete a chat:

1. Hover over a chat and open the More menu
2. Click Delete