AI-powered assistant for Plane

Pro

Business

Plane AI is an AI assistant that helps you interact with your Plane workspace using natural language. Instead of navigating through menus and filters, you can simply ask Plane AI questions about your projects, work items, and documentation in plain English.

Think of Plane AI as a knowledgeable team member who has instant access to all your project data. You can ask it to find specific issues, analyze project progress, search through documentation, or help you understand complex relationships between work items.

What Plane AI can do today

Plane AI excels at finding and analyzing information from your Plane workspace:

Search and discovery

• Find work items by describing what you're looking for: "Show me all bugs related to user authentication".
• Search across project documentation and Pages.
• Discover related work items and identify potential duplicates through AI-powered matching with similarity scoring.
• Access official Plane documentation and feature guides.
• Cross-project discovery to find related content across multiple projects

Creation and management

• Create work items through natural language commands
• Generate projects, cycles, and modules with AI assistance
• Automatically populate properties and descriptions based on context

Data analysis and insights

• Analyze project progress and team performance with real-time queries.
• Generate reports on work item status and trends using complex filtering and aggregations
• Identify bottlenecks and overdue tasks through intelligent database querying
• Compare data across different time periods or projects.
• Handle temporal queries and understand relationships between entities.
• Convert natural language to optimized SQL queries for structured Plane data

Contextual assistance

• Get help with Plane features and workflows.
• Find best practices and usage recommendations.
• Understand relationships between projects, cycles, and modules.
• Navigate complex project structures.
• Access step-by-step instructions and how-to guidance.

What Plane AI cannot do (yet)

While Plane AI can now create and edit work items, projects, cycles, and modules, some capabilities are still in development:

• ❌ Execute complex automated workflows
• ❌ Handle bulk operations across multiple items simultaneously

How to use Plane AI

Access Plane AI

Plane AI is accessible from the left sidebar (AI icon for a dedicated chat interface with recent history) or directly within a project's Work Items and Cycles pages (AI icon on the top right to start a new chat in a side panel without leaving your view).

Plane AI is accessible in two ways:

• Click the AI icon in the left sidebar for a dedicated chat interface with full conversation history and workspace-level context. This is your main hub for cross-project analysis, documentation search, and saved conversations.

• Click the AI assistant on the top right while viewing any project section to open a contextual assistant that automatically understands where you are and what you're looking at.

  

Start a conversation

1. Type your question in the chat input at the bottom of the Plane AI interface.
2. Plane AI will process your query and provide a response.
3. You can ask follow-up questions to dive deeper into the results.
4. Use @mentions for direct entity reference, for eg., "@WEB-4651 what's the status of this work item?"

Create items with Plane AI

Plane AI can create work items, projects, cycles, and modules through natural language commands.

info

Creating items requires Build mode.

Create a work item

1. Ensure you have a project selected using the Focus selector.
2. Type a creation command describing what you want to create:

     Create a bug report for the login page crash

3. Plane AI processes your request and shows its thinking.
4. Once completed, the work item is created and you'll see a success confirmation with the work item ID.

The newly created work item will include:

• Automatically generated title based on your description
• AI-generated description summarizing the work item
• Appropriate work item type (bug, feature, etc.) inferred from your command
• Default project properties

tip

Be specific in your commands. Include details like priority, assignees, or descriptions to help Plane AI create more complete work items. For example: "Create a high-priority bug for the payment gateway timeout issue and assign it to the backend team."

Ask and build modes

Plane AI operates in two distinct modes to balance information retrieval with project management actions: Ask mode and Build mode. You can switch between these modes using the mode selector at the bottom of the chat interface.

Ask mode

Ask mode is designed for answering questions, retrieving information, and finding insights from your Plane workspace. In this mode, Plane AI is read-only—it cannot modify, create, or delete any data.

What you can do in Ask mode:

• Search the Plane documentation: "How do I create a new cycle?" or "What are Modules?".
• Query your workspace data: "Show me all high-priority bugs assigned to me".
• Analyze trends: "Summarize the progress of the Frontend Revamp project".
• Find specific items: "Find the issue regarding the login crash".
• Get context: Ask about the status of specific cycles or modules.

Example queries:

• "What issues are currently blocking the release?"
• "How many open bugs are there in the Mobile project?"
• "Summarize the latest comments on issue PAI-123"

Build mode

Build mode is designed for action and execution. Switch to Build Mode when you need to create, update, or manage data within Plane.

What you can do in Build mode:

• Create work items: "Create a new bug titled 'Login page 404 error' in the Core project".
• Update statuses: "Move all issues in the Backlog cycle to Todo".
• Assign users: "Assign all high-priority design tasks to Sarah".
• Manage projects: "Create a new project called 'Q4 Marketing Push'".
• Generate cycles and modules: "Start a new cycle named 'Sprint 24' beginning next Monday".

Build mode respects your user permissions. You cannot perform actions via Plane AI that you wouldn't be allowed to do manually. Some actions may require explicit authorization to ensure secure access.

Example commands:

• "Create a new work item for 'Update API documentation' and assign it to Mike"
• "Change the priority of issue MOB-12 to Urgent"
• "Add all authentication-related tasks to the Security module"

Attach files

Click the attachment icon in the chat input to upload files:

• Screenshots and images for visual context
• Documents for reference
• Error logs or data files for analysis

Plane AI can reference attachments in its responses and help you analyze the content.

Use voice input

Click the microphone icon to speak your query instead of typing. Plane AI transcribes your speech and processes it as a text query, useful for:

• Quick queries on mobile
• Complex questions that are faster to speak
• Hands-free operation

Thread organization and management

• All conversations are saved and organized in persistent conversation threads.
• Automatic chat titling based on content.
• Mark important conversations as favorites for easy access.
• Search and revisit past conversations.
• Delete and rename chats with full management capabilities.

Conversational features

• Maintain context across multiple exchanges with multi-turn conversations.
• Support for markdown, code blocks, tables, and lists with rich formatting.
• Automatically create clickable links to work items and pages through entity linking.

Workspace and project context

Notice the Focus selector at the bottom of the chat interface.

• Set your conversation scope to a specific workspace.
• Switch between different workspaces if you have access to multiple ones.
• Ensure Plane AI searches and analyzes data from the right context.
• Narrow context to individual projects when needed.

AI assistant in-context mode

When you open Plane AI assistant from the top right of a project or work item page, the assistant automatically understands your current context and tailors its responses accordingly.

Project context
When you open Plane AI while viewing a project's Work Items or Cycles pages, all your queries automatically focus on that specific project. You don't need to specify which project you're asking about - Plane AI already knows.

Work item context
When you open Plane AI while viewing a specific work item, the assistant understands you're asking about that particular item. The work item ID appears in the chat interface, and all queries relate to that work item unless you specify otherwise.

This contextual awareness makes Plane AI faster and more intuitive. You can ask questions naturally without constantly specifying what you're talking about.

Plane AI's reasoning and responses

Plane AI includes a Show thinking feature that reveals how it processes your queries.

• Click Show thinking to see Plane AI's step-by-step reasoning process.
• Watch as Plane AI understands your query, plans its approach, and executes database searches.
• This transparency helps you understand why Plane AI provides certain results and how to refine your questions.

Plane AI provides structured responses that may include:

• Direct answers with relevant data from live Plane databases.
• Tables and lists for organized information with complex filtering.
• Links to specific work items and pages with clickable references.
• Explanations of why certain results were included with reasoning.
• Aggregations and analytics that generate insights from project data.
• Relationship mapping showing connections between entities.

When Plane AI references work items, it will show you the title and provide clickable links to view them directly in Plane.

Get better results

Be specific about your needs

• Instead of: "Show me issues"
• Try: "Show me high-priority bugs in the mobile app project from last month"

Use natural language

• "What tasks are overdue in my current sprint?"
• "Who has been working on authentication issues?"
• "Find documentation about setting up webhooks"

Ask follow-up questions

• Plane AI remembers your conversation context
• Build on previous queries: "Now show me only the ones assigned to Sarah"
• Ask for different formats: "Can you show this as a summary instead?"

Sample queries to try

Based on the interface, here are some example questions you might ask:

Personal work insights

• "Who commented on my work items recently?"
• "What did I complete this week?"
• "What's the progress of work items in current active cycles?"

Project analysis

• "Show me all items in the backlog for this project"
• "What work is planned for the next sprint?"
• "Which items are ready for development?"

Team coordination

• "What's blocking our current sprint work?"
• "Show me overdue items across all projects"
• "Which team members need more work assigned?"

Manage your conversations

• Recent chats: Access your conversation history from the Recents section in the sidebar.
• New conversations: Click "New chat" to start fresh when switching topics.
• Contextual help: Plane AI will suggest relevant follow-up questions based on your queries

Response interactions

At the bottom of each Plane AI response, you'll find:

• Thumbs up/down: Rate the helpfulness of Plane AI's response.
• Copy: Copy the response text for use elsewhere.
• Share: Share the conversation or specific responses with team members.

Platform availability

Plane AI works across all your devices:

• Web interface: Access Plane AI directly within your Plane workspace.
• Mobile apps: Native iOS and Android apps with full Plane AI functionality.
• Sync across devices: Your conversation history stays consistent everywhere.

Privacy and permissions

Plane AI respects your Plane permissions and workspace boundaries:

• You can only access data you normally have permission to view.
• Conversations are scoped to your current workspace.
• Plane AI cannot see or access other workspaces you don't belong to.

Tips for effective use

Start broad, then narrow down. Begin with general queries and use Plane AI's responses to refine your search:

1. "Show me recent bugs"
2. "Focus on the ones from the authentication module"
3. "Which of these are assigned to the backend team?"

Use Plane AI for discovery

• "What documentation exists about our API?"
• "Find all work items mentioning performance issues"
• "Show me pages related to user onboarding"

Leverage context awareness Plane AI understands your project structure and relationships:

• "What's blocking the login feature work?"
• "Find related issues to PROJ-123"
• "Show me work items similar to this bug report"

If Plane AI doesn't understand your query or provides unexpected results:

• Try rephrasing your question with different terms
• Be more specific about timeframes, projects, or work item types
• Ask Plane AI to explain its reasoning: "Why did you include these results?"

Plane AI is continuously learning and improving. The more you use it, the better it becomes at understanding your team's specific needs and terminology.

What's coming next

We're actively working on expanding Plane AI's capabilities:

• Advanced action execution: Handle bulk operations
• Advanced workflows: Automate routine project management tasks
• Enhanced analytics: Predictive insights and recommendations

Plane AI represents the future of project management, where natural conversation replaces complex interfaces, and your AI assistant helps you focus on what matters most: building great products.