Use the AI Assistant

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"

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

You can also Fill Ticket Fields with Voice and Generate an AI Project Summary.

Read more about Privacy & Security for AI Features.

Access & permissions

All users can ask questions about HelpCenter content.
The advanced AI Assistant features (all except HelpCenter content) are available to all in-house users, but not to subcontractors and watchers.
The AI Assistant requires an AWS-hosted PlanRadar account (EU, US, or UK).

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).

How to access the AI Assistant

To open the AI Assistant:

Webapp
Mobile

Hover over the AI icon
Click AI Assistant

Tap AI Assistant in the main menu
You see the AI Assistant chat window

The AI Assistant is only available while you are online.

To use the AI Assistant:

Webapp
Mobile

Click one of the suggestions
OR enter your question or request
Click the send icon or press Enter

Move the Chat Window

Click and hold the six dots on the top of the chatbot window
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:

Click X

New Chat

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

Click the New chat icon

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

Minimize/Maximise the Chat Window

To minimize the chat window:

Swipe down from top

To maximize the chat window:

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:

Tap the X button

New Chat

To save the current chat and start a new session:

Tap the New chat icon

Chat History

You can view the chat history of your conversations with the AI Assistant. You can also search for, open, rename, or delete chats.

The history displays your 100 most recent chats; older ones are automatically removed from the list. The Webapp shows only chats started in the Webapp. The mobile app shows only chats started in the mobile app.