AI Chat
AI Chat is the AI assistant built into Planfix. It’s a chat that works with your account data: it finds information in tasks, contacts, projects and files, creates and modifies objects, prepares summaries, and explains system settings in plain language.
AI Chat does not replace global search, knowledge base or AI agents; it combines their capabilities in a single dialog window.
Capabilities
- Information search — across tasks, contacts, projects, files and other account objects.
- File analysis — reads documents and spreadsheets attached to a task: extracts invoice details, answers questions about content, finds required rows in Excel and reconciles numbers.
- Cross-checking multiple sources — compares tasks with each other, matches a task’s data against procedures from the knowledge base, finds matches and differences.
- Creating and editing objects — creates tasks and contacts, fills system and some custom fields. If data is missing, it asks to clarify title, description or dates.
- Summaries and consolidation — collects key points from tasks and comments for a specified period, filters by status, highlights main agreements.
- Metrics calculation — on the “Thoughtful” and “Maximum” models performs calculations on task fields: sum of deals for a period, number of tasks in a status, comparison of metrics across periods.
- Help with documentation — explains Planfix settings in simple language. Useful for new employees not yet familiar with the system terminology.
How to enable
- Open Account management — Planfix AI — AI Chat.
- Enable AI Chat.
- Set access for the required employees and groups.
After enabling, the AI Chat button appears on the top panel at the right. If the feature is not needed for everyone, simply do not grant access — other employees will not see the button.
How to use
You can open the chat in two ways:
- From the top panel — a general dialog about account data.
- From a task card — in this case AI Chat sees the task context, its comments and attached files. Useful for quickly understanding the correspondence and extracting the main points.
Model levels
Depending on the complexity of the request you can choose one of four model levels.
| Level | When to use |
|---|---|
| Fast | Simple short requests, minimal credit consumption |
| Standard | Used by default. Balance between response speed and depth of analysis |
| Thoughtful | Complex requests, calculations on task fields, cross-checking multiple sources |
| Maximum | The most complex scenarios, maximum depth of analysis |
Permissions and security
AI Chat does not receive separate access to account data. It operates strictly within the rights of the user who asked the question and cannot show more than that employee is allowed to see. If requested data is outside the access zone, the assistant will suggest contacting an administrator.
AI credits
Using AI Chat consumes AI credits. Consumption depends on the chosen model level and the volume of data processed.
Limitations
- AI Chat is not a universal general-purpose chatbot. Its task is to work with your account data.
- Multi-level filters and some custom field types are currently difficult to handle. In such cases the assistant will clarify the request or may not find the required result on the first try.
- Before creating an object, AI Chat requests confirmation — results should be reviewed, especially when calculations are involved.