Using AI Assist

This topic covers how you use AI Assist to chat, manage your chat history, and more. Review our Tips and Tricks page for ways to get the most out of AI Assist.

What you can do with AI Assist

  • Roadmap planning and prioritization: Analyze items by focus area, impact, and effort; identify mandatory features; create sequenced adoption plans with dependencies and timelines.
  • Release feature dispositioning and implementation: See features included in a release, distinguish mandatory vs. optional for your profile, and generate implementation steps or a mermaid Gantt plan.
  • Milestones and program health: List kickoff dates and milestones, check whether you’re on track, and visualize plans in Gantt format.
  • Business processes (OMBPs) and KPIs: Surface the most relevant OMBPs for your organization and map to KPIs and reports, including multilingual outputs if needed.
  • Role-based and executive-ready summaries: Produce concise summaries and next best actions for program managers and executives with timelines and dependencies.
  • Rate responses: Provide response ratings to improve future outputs.

Chat with AI Assist

To chat with AI Assist:

Quickly try AI Assist with no setup and see immediate, relevant results to the page you’re on.

  1. Select AI Assist AI Assist icon on any supported page.

  2. Review the pre-built prompts that relate to the page, or enter your own question.

    If a prompt asks for selections, make your choices, then select Generate to view results.

  3. Refine the response with follow-up questions or request a specific format such as a table, checklist, or Gantt.

Start a new chat

Kick off a focused conversation with clear context so you get faster, more accurate answers.

  1. Open AI Assist AI Assist icon.
  2. Select New Chat new chat icon.
  3. Enter a message or select a prompt.
  4. Send your message.

Continue a conversation and find history

Build on prior work and reuse context so you don’t start from scratch every time.

  • Select Maximize maximize to expand the AI Assist window.
  • Use Search to find a conversation, or select one from the History panel.
  • To focus on the content area, select Hide Panel Hide Panel.

Use pre-built prompts

Leverage curated, page-aware prompts to get high‑quality outputs faster, with less typing.

  • Pre-built prompts are associated with the page you are viewing.
  • Some prompts collect your selections or ask short questions to tailor the result.
  • After you respond, select Generate to produce the output.
  • Examples by page:
    • Feature Innovation: Explore and learn about new releases; View mandatory features in the upcoming release; Suggest features tailored to your organization’s data and Production Profile; Review your release schedule
    • Roadmap: Suggest features to add to your roadmap; View features that are ready to use
    • OMBP: Learn about OMBP; Explore best practices for configuring a business process; Measure business outcomes of a business process

Manage a conversation

Keep your workspace tidy and organized by renaming or deleting chats. Manage your chats in the maximized window.

  • Conversations save automatically with a title derived from the context of the conversation.
  • To rename or delete a conversation, open the (…) menu for the thread, then select Rename or Delete.

Rate responses ( thumbup and thumbdown )

Improve answer quality over time by telling AI Assist what worked and what did not. Your ratings and optional comments help fine‑tune future responses, making them more accurate, relevant, and aligned to your needs.

Copy content

Lift any prompt or response into emails, docs, or tickets instantly without typing again.

  • Use Copy copy on any prompt or response to copy text to your clipboard.

Resize or close the window

Maximize for full controls (history, search) when you need them; minimize to stay focused on your task.

  • Select Maximize maximize to expand AI Assist. The History panel, Search, New Chat, and Hide Panel are available only when maximized.
  • Select Minimize minimise to return to the default size.
  • Close the window when finished. Your conversations remain saved.

Security and privacy

  • Do not include confidential, personal, or proprietary information in prompts.
  • Use generic labels instead of names or sensitive identifiers.