AI Chat Assistant

Opening the AI Chat

Click the floating chat button in the bottom-right corner of any workspace page. The AI assistant opens in a side drawer and is ready to help with scheduling tasks.

Your conversations are saved and can be resumed later. Use the sidebar in the chat drawer to switch between conversations or start a new one.

Natural Language Commands

The AI assistant understands scheduling requests in plain English. Here are some examples:

Creating events:

• "Schedule a meeting with the QA team tomorrow at 2pm"
• "Set up a weekly standup for engineering, Mondays and Wednesdays at 9am"
• "Create a project kickoff meeting next Tuesday, 1 hour, invite the design team"
• "Book a 30-minute 1-on-1 with Sarah on Thursday afternoon"

Searching and querying:

• "What meetings do I have today?"
• "Show me all events for the marketing team this week"
• "When is the next design review?"
• "What's on my calendar for Friday?"

Updating events:

• "Move my standup to 10am"
• "Add Mike to the design review meeting"
• "Change the project sync to 45 minutes instead of an hour"
• "Rename the Monday meeting to 'Sprint Planning'"

Deleting and RSVP:

• "Cancel the design review on Friday"
• "Accept the invitation to the team offsite"
• "Decline the 4pm meeting"

The assistant interprets your intent and performs the appropriate action — creating, updating, searching, or deleting events.

Finding Available Slots

Ask the AI to find time that works for multiple participants:

• "When are Anna and Mike both free this week?"
• "Find a 1-hour slot for the whole dev team on Monday"
• "What's the earliest time all designers are available tomorrow?"
• "Find a 30-minute slot for a call with the QA team, preferably in the morning"

The assistant checks each participant's calendar and suggests available time slots. It also respects working hours and availability settings.

Advanced Requests

The assistant handles complex, multi-part requests that combine several actions or constraints:

• "Schedule a 2-hour workshop with design and engineering next week, avoid lunch hours"
• "The weekly standup is moving permanently to 10:30am starting next Monday"
• "Cancel all my meetings on Friday — I'll be out sick"
• "Set up a 30-minute sync with each member of the QA team individually, spread across next week"

You can also reference previous messages in the same conversation:

• "Actually, make it 45 minutes instead"
• "Add the marketing team too"
• "Move it to the afternoon"

Chat from Slack, Discord and Teams

You don't need to open Planim to use the AI assistant. If your workspace has messaging integrations connected, you can chat with the AI directly from your favorite platform:

• Slack — use /planim slash commands or mention the Planim bot in any channel
• Discord — use slash commands or DM the Planim bot directly
• Microsoft Teams — use bot commands or mention Planim in a channel

The AI has the same capabilities across all platforms — it can search events, create meetings, find available slots, and manage RSVPs. Responses include interactive buttons for quick RSVP actions.

Integrations Guide

Connect Slack, Discord, or Microsoft Teams to your workspace.

Custom AI Instructions

Workspace admins can configure custom instructions that shape how the AI assistant behaves for everyone in the workspace. Navigate to Settings > AI Instructions (requires the manage_ai_instructions permission) to set them up.

Use custom instructions to:

• Set scheduling conventions — e.g., "Always schedule meetings with a 5-minute buffer between them"
• Define naming standards — e.g., "Prefix all team meetings with the team name"
• Establish default preferences — e.g., "Prefer morning slots for internal meetings and afternoons for external calls"
• Add context — e.g., "Our sprint cycle runs Monday to Friday. Sprint planning is always on Monday morning"

Conversations and Limits

Each conversation maintains context, so you can follow up naturally:

• "Schedule a meeting with the dev team on Monday"
• "Actually, make it Tuesday instead"
• "And add Sarah to the invite"

Conversations are organized by day. There's a daily message limit to ensure fair usage — the current limit is displayed in the chat interface.

Real-World Example: Planning a Sprint Week

Here's how a team lead might use the AI assistant to set up a full sprint week:

Monday morning:

"Schedule sprint planning for engineering on Monday at 10am, 1 hour"

Setting up daily standups:

"Create a 15-minute daily standup for the dev team, Tuesday through Friday at 9:15am"

Mid-week check-in:

"Find a 30-minute slot where both the design and dev teams are free on Wednesday afternoon"

Sprint review:

"Schedule sprint review on Friday at 2pm, 1 hour, invite engineering and product teams"

Last-minute change:

"The Wednesday design review got cancelled — remove it and find a slot for Thursday instead"

Each request builds on the workspace context. The AI knows your teams, members, and their availability, so you don't need to list everyone individually.

Availability & Working Hours

Configure your schedule so the AI knows when you're free.