Enable Anaplan role-based analysts, such as Anaplan Finance Analyst, Supply Chain Analyst, Sales Analyst, and Workforce Analyst, for Anaplan applications.
You must be an AI admininstrator to access Agent Studio. Ask your tenant administrator to assign the AI Admin role to you before you start.
Set up Anaplan Analyst
To configure a role-based analyst for an Anaplan application:
- Select Agent Studio from the navigation menu.
- Select an existing configuration from the list, or select Import configuration to import global configuration templates. If you are importing a new configuration:
- Select a configuration from the dropdown. You can enter a name and description. Select Next.
- Connect the configuration with a workspace and model by selecting them from the respective dropdown menus.
- Select Import.
Note: An auto-mapping feature runs in the background. Return to the configuration list view and wait a few minutes before opening the imported configuration and proceeding to the next step.
- For newly imported configurations, in the Data sources tab, map each data source to the application models. Select the in a module or line item row, and select Repoint. The warning icon indicates a data source needs to be mapped.
- Select the corresponding source modules and line items from the dropdown menus.
- Select Save.
- Once a module data source has been connected, you can select then:
| Edit | Select a different module and line items, and add descriptions. Select Use notes to populate all description fields from the notes attribute in the model. These descriptions will help Anaplan Analyst decide which data source to pick to help answer your question. Semantic descriptions are essential for accurate AI responses. |
| Edit dimension defaults | Select an option for each dimension and line item. Anaplan Analyst will use these default dimensions to answer a question if a dimension isn't specified in a user's question. |
| Repoint | Select new data sources for your module and line items. |
| Remove | Remove the module from the data source. |
Note: When adding custom line items, try to include line items most relevant to business users. For example, prioritize key performance drivers, commonly referenced measures, and metrics that directly support decision-making. Adding too many line items reduces clarity and increases the risk of confusing responses.
Validate sources
The Validate button enables you to run a system check on your data sources. It highlights changes to the underlying model that cause errors in your configuration. This may be because a module or line item has been removed, or changed so that it's no longer relevant to your configuration.
Suggested questions
In the Suggested questions tab, add, remove, or edit the questions that appear at the top of Anaplan Analyst for this application. Select Save questions to save your changes, or Reset to reset your changes to the template default.
You can add up to nine questions, but Anaplan Analyst displays a maximum of four.
AI context
In the AI context tab, enter a Data type and Business context to define the analyst’s data domain for initial grounding. This helps Anaplan Analyst understand the high-level scope of the data available, and determine whether a user's question is relevant to this analyst. Select to get more detailed guidance.
