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Use the AI Assistant in the Webapp

Zendesk Agent
  • Updated

Overview

The AI Assistant helps you find information, search your project data, and get answers faster using natural language.

What you can do How it helps Example query
PlanRadar help Answers how-to questions based on Help Center content and links to relevant articles "How do I export tickets as PDF?"
Search for tickets Finds tickets by topic, metadata, or both "Find open plumbing tickets assigned to me"
Create ticket filters Creates a reusable filter for your ticket list "Create a filter for overdue high-priority tickets"
Document insights Summarises and answers questions about documents (DMS files or uploaded files) "Summarise this report and list key action items"
Search for documents Finds documents in Document Management by topic, author, or date "HVAC reports uploaded by Sarah last month"

You can also Generate an AI Project Summary dashboard.

All AI Assistant features (except HelpCenter queries) consume your AI usage limit. Read more in AI Usage Limits and Upgrades.

Access & permissions

All users can ask questions about Help Center content.

Only Pro and Enterprise accounts created after February 2022 are eligible to use AI Assistant features that help you get things done in PlanRadar (such as ticket search or document insights). If you have an older Pro or Enterprise account, contact us to upgrade your account.

The advanced AI Assistant features (all except Help Center content) are available to all in-house users, but not to subcontractors and watchers.

Keep in mind

  • The AI Assistant searches, summarises, and answers. It does not create, edit, or delete tickets or documents.
  • Results depend on your project data and permissions. You only see what you have access to.
  • It works in the context of your current project. If you work in multiple projects, make sure you are in the right project before asking.
  • Use your project's terminology (for example, layer names and form names). The AI Assistant recognises terms configured in your project.
  • It works with text-based files only. It cannot analyse images or photos. Drawing PDFs are supported for text extraction only (for example notes and legends).

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

 

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