Prerequisites

• SoftExpert Copilot as part of the solutions acquired by the organization.
• Cloud-hosted SoftExpert Suite environment.
• SoftExpert Action Plan as part of the solutions acquired by the organization.
• Access to the Actions and Plans menu (PL001) .
• Action plan category previously configured.
• Pre-configured generative AI and NLP API .

Presentation

In the SoftExpert Action Plan, Artificial Intelligence (AI) is used to create a customized action plan, aligned with the organization's specific needs, based on defined objectives and analysis of the provided context.

To generate the action plan, simply provide relevant data such as goals, deadlines, and resources. The AI ​​will then generate a set of detailed actions tailored to the plan's needs.

This article will demonstrate how AI works in the SoftExpert Action Plan.

Generate action plan with AI

1. To generate an action plan using AI, access the Actions and Plans menu (PL001).

2. Click on and then on Include action plan.

3. Select the category and click Apply.

4. On the Action Plan Data screen, fill in the required fields: Identifier, Title, Person Responsible for Planning, and Person Responsible for the Action Plan. If desired, fill in the remaining fields.

5. Click Save and Exit.

6. Search for the created plan and click Open data.

7. In Action Registration, click on and then on Ask the AI.

8. Select the category in which the records should be created.

9. Next, describe how you want the actions to be created, how and why they should be executed, or even how many actions you want.

10. Click on Generate records.  

11. Actions will be generated and displayed, showing data such as What, Where, How, and Why for each action in the plan.

12. If you wish, you can generate more actions, change the AI ​​generation parameters, or remove specific records.

13. Click on Insert records to process the data.

14. The generated actions will be displayed in the list. If you wish to add or edit any information, double-click on the action and the desired field to make the changes.

15. Finally, click Save and Exit.

16. If you wish to send the plan to the next stage, click Yes and continue the process.

Conclusion

The use of AI in SoftExpert Action Plan ensures the creation of detailed actions tailored to needs, saving time and increasing the accuracy in plan execution.