Below are some tips for how to best use Anaplan CoPlanner.

  • Be as specific as possible with your question. Be clear on the exact time period, customer, or product name.
  • You can ask follow-up questions if you remain on the same topic. Example:
      • What is the final demand forecast in units, for X product and Customer 1?
      • What about for Customer 2?
  • If you switch the context of your chat, we recommend you use the New button to create a new conversation.
  • There's no chat history after your session ends. And there's no history when you navigate to a new page.
  • You can chat on your phone with the Anaplan mobile app.