• Enable AI features

  Overview How do I enable AI features on a project in CxPlanner? CxPlanner includes built-in AI functionality (CxAI) that helps automate workflows, improve insights, and support decision-making across your project. If your company has access to CxAI, all AI features are automatically enabled for new projects. However, for older projects, AI must be enabled manually. When and why to use this Use this featureFew readers

• Integrate CxPlanner with Claude via API

  Overview How do I integrate CxPlanner with Claude using the API? This guide explains how to connect CxPlanner with Claude (Cloud AI) using OAuthPKCE. The integration allows Claude to interact with your CxPlanner data on behalf of your user. When and why to use this Use this integration when you want to connect CxPlanner with external AI tools like Claude. When you want AI to work directly with data in CxPlanFew readers

• Integrate ChatGPT with CxPlanner

  Overview How do I integrate ChatGPT with CxPlanner? This guide explains how to connect ChatGPT to CxPlanner using API and OAuth. The integration allows you to securely access and use CxPlanner data directly within ChatGPT, with access tied to each individual user. When and why to use this Use this integration when you want to connect ChatGPT with yFew readers

• Create & respond to registrations using voice input (Iphone)

  Overview How do I Create or respond to a registration by dictating my message? On mobile devices, you can use your keyboard’s microphone feature to dictate a response directly into the comment field of a registration. This makes it faster to respond when you are on-site or unable to type manually. When and why to use this Use voice input when you want to quickly respond to a registration from your mobile device. The feature only works onFew readers

• Create & respond to registrations using voice input (Android)

  Overview How do I create or respond to a registration by dictating my message? On mobile devices, you can use your keyboard’s built-in microphone feature to dictate text directly into the comment field of a registration. This is useful when you are on-site, wearing gloves, or need to respond quickly without typing manually. When and why to use this Use voice input when you want to quickly create or respond to a registration from your mobile deFew readers