IBM Planning Analytics AI assistant

The Planning Analytics AI assistant (formerly Planning Analytics AI assistant) is a conversational interface that enables administrators and users to interact with planning content by using natural language.

The Planning Analytics AI assistant is a platform capability that integrates with Planning Analytics Workspace to support natural-language interaction with planning models, data, and visualizations.

The assistant operates within the existing Planning Analytics security context and uses the same models and data that are available in Planning Analytics Workspace.

How the Planning Analytics AI assistant fits into Planning Analytics

Planning Analytics AI assistant is available in Planning Analytics Workspace and complements existing interaction methods such as explorations, visualizations, and books.

Planning Analytics AI assistant does not replace existing user interfaces or modeling tools, but provides an extra way to interact with planning content by using conversational input.

Who uses the Planning Analytics AI assistant

Administrators are responsible for enabling, configuring, and managing access to the Planning Analytics AI assistant.

Administrators control whether the Planning Analytics AI assistant is available in an environment and which users can access it.

Depending on the deployment model, the assistant can be configured by using an IBM-managed watsonx Orchestrate service or integrated with a custom watsonx Orchestrate instance.

Users can interact with the Planning Analytics AI assistant in Planning Analytics Workspace to explore planning data, request AI-generated insights, and perform supported actions by using natural-language commands.

Scope and limitations

The Planning Analytics AI assistant is available only in supported Planning Analytics environments and within supported Planning Analytics Workspace contexts.

The assistant operates within the permissions of the signed-in user and does not provide access to data or actions that the user is not authorized to perform.

Licensing and availability

The Planning Analytics AI assistant requires a separate license and is not included with a standard Planning Analytics license.

To purchase a license, contact your IBM sales representative or go directly to your IBM account.