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Use the AI assistant hero panel

Use the assistant hero panel to quickly ask PlanOps for reports, audits, summaries, and new tasks using natural language prompts.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the assistant hero panel​

From your project dashboard, scroll to the assistant hero panel titled with "What can I help with?" or "What can I help with on [project name]?" so it is fully visible on screen.

Open the assistant hero panel

Step 2: Choose a suggested prompt or type your own request​

Review the suggested prompts such as "What's overdue?", "Run weather report", "Audit RAMS", "Create task", or "Summarise risks", then either click one of them to populate the input or type your own question into the text box.

Choose a suggested prompt or type your own request

Step 3: Attach supporting information if needed​

If available, select the attach option to include any relevant files or references that will help the assistant respond more accurately to your request.

Attach supporting information if needed

Step 4: Review the estimated usage​

Check the estimate label below the input to understand the indicative impact on your interaction units before you send your request.

Review the estimated usage

Step 5: Submit your request to the assistant​

Select the submit or send button to send your prompt to the assistant; the button will show a loading state while your request is being processed.

Submit your request to the assistant

Step 6: Open the full assistant chat (optional)​

If you want a longer conversation, use the "Open chat" control to switch from the hero prompt into the full assistant chat view and continue the discussion.

Open the full assistant chat (optional)

Last updated: 2026-07-13