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Chat with the Onplana AI assistant

All plans Member

The AI assistant lives in a panel on the right side of the app and works with your real project data. You can ask it questions (“what is overdue in the website project?”), have it do work for you (“create tasks for these five action items”), or get summaries and status write-ups.

Open the assistant

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The AI Assistant panel open on the right side of a project, grounded in the project context, with suggested prompts such as what tasks are overdue and summarize my project status.
  1. Select the sparkles button in the top bar (visible on every page).
  2. Type your question or instruction. If you open the assistant from inside a project, it already knows which project you mean.
  3. Start a new conversation any time with Start a new chat; previous conversations are kept so you can pick one back up.

Connect a project for grounded answers

Section titled “Connect a project for grounded answers”

The assistant works best grounded in a specific project. Its answers, drafted plans, and decision options are then based on that project’s real tasks.

  1. Open the assistant from inside a project and it auto-connects that project; you will see it selected in the Connect a project picker at the top of the panel.
  2. Opened the assistant from elsewhere? Use the Connect a project picker to choose one. Select Disconnect to go back to general questions.

When a project is connected, the panel shows “grounded in this project’s tasks” and the assistant scopes its answers, plans, and recommendations to that project.

What it can do

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  • Answer questions about your projects, tasks, deadlines, and people, using live data from your organization.
  • Do work for you: create and update tasks, set assignees and dates, add subtasks, search across your workspace.
  • Summarize: project status, risks, and progress in plain language.
  • Draft a forward plan: ask it to plan the rest of a project and it proposes a structured set of tasks (subtasks, priorities, estimates) grounded in what already exists. Review it, then have it create the tasks.
  • Help you decide: ask “should we build or buy this?” or “what should we focus on next sprint?” and it weighs the options (pros and cons) and recommends one, with its reasoning.

It reaches everything, on demand

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The assistant starts each conversation with a focused set of capabilities and pulls in more as your request needs them, so it can reach the full range of Onplana actions without carrying all of them into every message. If you ask about something outside its current set (your connected Outlook mail, say), it expands on its own and continues; you may briefly see an Expanding capabilities chip while it does.

If the assistant ever told you “I can’t do that” in the past, it’s worth asking again.

What it respects

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The assistant acts as you. It can only see the projects you can see and only do what your role allows. Every action it takes is recorded in the activity log like any other change.

FAQs

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Which plans include the assistant? All plans, including Free. The core AI suite (chat, plan generation, status summaries) ships on every plan; the brake is the one-time AI token bonus, after which orgs buy prepaid credit or upgrade. See Understand your AI token budget.

Does it use my organization’s data to train models? No. The assistant reads your data to answer your question in the moment. The underlying AI provider is chosen by Onplana platform operators, not workspace admins, this lets us route around upstream outages without customer coordination.

Is there a usage limit? AI usage draws from your organization’s token allowance. See Understand your AI token budget.

Best practices

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  1. Be specific about scope. “What’s overdue?” → “What’s overdue in the Q3 website project?” The narrower the question, the better the answer.
  2. Pre-review batch operations. When asking the assistant to create 20 tasks, review the preview carefully before confirming. Catches misnames and date errors before they land.
  3. Use it for summaries first, edits later. “Summarize the marketing project’s risks” is lower-stakes than “create 5 risk-mitigation tasks”. Build trust gradually.
  4. Start a new chat per topic. Long threads bleed context. Topic-per- chat keeps each conversation focused.
  5. Cite findings + decisions in comments. When the assistant surfaces an insight (“this project is behind”), capture it in a task comment for durable record.

Troubleshooting / common pitfalls

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  • Assistant returns “I don’t have access”. You don’t have project access for what you’re asking about. Verify membership.
  • Action preview doesn’t appear. Some actions don’t preview (reads, short summaries). Larger writes do.
  • Assistant runs out of tokens. The one-time token bonus is exhausted. Buy prepaid credit or upgrade.
  • Response looks hallucinated. Common with vague prompts. Re-ask with specifics + provide context.
  • Conversation gone. Cleared cache or signed out elsewhere. Past conversations persist; check the chat history sidebar.

How this combines with other features

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Coming from another tool

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ToolMapping
ChatGPT in SlackDirect concept; Onplana adds project context
Microsoft Copilot in TeamsDirect
Jira AI assistantDirect
Linear AI featuresDirect
Custom OpenAI integrationOnplana adds first-class context
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