Use the AI Assistant

1. Click AI Assistant
   

   

The AI Assistant opens beside the page. The page gets narrower, so you can keep working next to the chat.

1. Tap AI Assistant in the main menu
   

   

2. You see the AI Assistant chat window
   

   

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

Change the Project

The AI Assistant answers within one project at a time. You see the project above the chat input field. The project the AI Assistant uses is independent of the project you have open in PlanRadar — changing one does not change the other.

To change the project:

1. Click the project name
2. Optional: enter a search term
3. Click the project
   

   

Resize the Chat Window

1. Drag the edge of the AI Assistant
   

   

The AI Assistant opens with this width next time in the same browser. To go back to the standard width, double-click the edge.

Open the Chat in Full Screen

In full screen, you see your chat history on the left and the chat in the middle. Your current chat continues.

To open the AI Assistant in full screen:

1. Click the full screen icon
   

   

To go back to the chat beside the page:

1. Click Back to panel or press Esc
   

   

Switch to Form Builder or Template Builder

The AI Assistant can also build ticket forms and report templates with you. Each of them works on its own page.

1. Click +
2. Hover over Spaces
3. Click Form builder or Template builder
   

   

4. Click Go to Forms or Go to Report templates

PlanRadar opens the page and starts a new chat there. Your previous chat stays in your history.

Read more in Create and Edit Forms with AI and Create & Edit Ticket Report Templates with AI.

Close the Chat Window

Closing the chat window will not delete its content.

To close the chat window:

1. Click X

New Chat

To save the current chat to your history and start a new session:

1. Click the New chat icon

1. Tap one of the suggestions
2. OR enter your question or request
3. Optional: tap + to attach a file for analysis
4. Tap the send icon
   

   

Minimize/Maximise the Chat Window

To minimize the chat window:

1. Swipe down from top
   

   

To maximize the chat window:

1. Tap on the minimized AI Assistant
   

   

Close the Chat Window

Closing the chat window saves the current chat to your history.

To close the chat window:

1. Tap the X button
   

   

New Chat

To save the current chat and start a new session:

1. Tap the New chat icon
   

   

Your history includes chats from all your projects. Each chat shows which project it belongs to. In full screen, your chat history is always on the left.

To view your previous chats and open one:

1. Click the Chat history icon
   

   

2. Click on a chat
   

   

To search for a chat by title or first message:

1. Click the search icon
2. Enter your search term
3. 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
   

   

To view chat history and resume a chat:

1. Tap the Chat history icon in the chat header
   

   

2. Tap a chat to resume it
   

   

To search for a chat:

1. Enter a search term in the search bar — the list shows only matching chats
   

   

To rename a chat:

1. Open the More menu
2. Tap Rename
   

   

3. Enter a new name
4. Tap Rename
   

   

To delete a chat:

1. Open the More menu
2. Tap Delete
   

   

3. Tap Delete to confirm