Enable Anaplan Analyst

To enable Anaplan Analyst:

1. Select Agent Studio from the navigation menu.
2. You can see a list of configurations. Use the search bar to find a specific configuration, or select to filter the list by workspace.
3. Select the analyst configuration you want to enable. 
4. Select Apps > Add Apps.
5. Select the application for which you want to enable Anaplan Analyst. Select Next.
6. Set a sync schedule:
   1. Select a sync user. This user should have read permissions for the modules and lists used in ‌the configuration.
   2. Set a time, schedule type, and days on which the sync will happen.
7.  Select Done.

Once you've completed setup, you can see your analyst in the toolbar. From there, you can:

• Switch the analyst on or off with the Agent status toggle.
• Select Sync log to view a list of syncs performed, and their status.
•  Select Schedule to update the sync schedule.
•  Select Sync to perform a:
  • Full sync: Sync all model data, metadata, and page data.
  • Metadata sync: Sync data source descriptions, dimension defaults, and configuration settings.
  • Page data sync: Sync page names and types.
• Select then:
  • Remove to remove the app.
  • Details to see the tenant, instance, and configuration IDs.

The Feature Settings enable you to tailor the specific capabilities of your Anaplan Analyst. For example, you can control how users can interact with the analyst, or the way data displays. Use the toggles to switch each setting on or off. 

Once you've set up your analyst, and run an initial sync, use the Testing environment tab to test your configuration. The experience reflects that of the real analyst, for example, asking questions, inspecting data sources, or creating visualizations.