PlanRadar AI Chatbot

Overview

Stay productive and ask our AI Chatbot if you get stuck with PlanRadar. In many cases it can provide answers and help you within seconds.

As part of the response, the chatbot can also provide useful links to the latest Help Center articles on the topic.

How to access the AI Chatbot

To access the AI Chatbot:

1. Click the help icon in the bottom right corner
2. Click AI Chatbot
   

You can also access the AI Chatbot from Settings > AI Chatbot.

Using the AI Chatbot

To use the AI Chatbot:

1. Open the AI Chatbot
2. Type your question into the chat
3. Click the send icon or press Enter 
   

You can ask as many questions as you want.

Move & Minimise the Chat Window

You can move the chatbot window around. To do so:

1. Open the chat window
2. Click and hold the six dots on the top of the chatbot window
   
3. Move your mouse and the chatbot window will move with it

You can also minimise the chat so you can have a view of the full screen without closing the chat. To do so:

1. Click the minimising icon on the top of the chat window
   

Close the Chat Window

To close the chat window:

1. Click X in the top right corner of the chat window
   

Closing the chat window will not delete its content. The content is deleted when you log out or start a new session.

New Chat Session

Closing the chat window will not delete its content. So, the content would still be there when you reopen the chat window. However, to start a new chat:

1. Open the chat window
2. Click the chat icon with the plus sign in the bottom left corner of the chat window
   

Related Video

This feature is also mentioned in this product update video.