General

• Enable AI features

  Overview: enable CxAI on a project Project CxAI settings turn on AI for a project, for all users on that project, and for automatic indexing of new files, which is used when an older project was created before CxAI and still needs AI turned on by hand. Your role must be project Admin. You can find the menu at Project settings - Project data - CxAI - less admin. more Cx. This changes AI availability, user access to AI, and whether new files are indexed for AI. || Only userFew readers

• Save and Reuse AI Prompts with Prompt Library

  Overview: Prompt Library Prompt Library stores reusable prompts for Ask CxPlanner / CxAI so users can insert a saved prompt into the chat composer instead of retyping standard instructions for reports or technical documentation. Company and Project prompts are managed by Company Admins. Your role can be any user to use Prompt Library and create personal prompts. Only Company Admins can manage Company and Project prompts. You can find the menu at Ask CxPlanner / CxAI - / iFew readers

• CxAI nameplate: Enriching assets with nameplate photo

  Overview: CxAI nameplate extraction CxAI nameplate extraction in the Assets module populates asset attributes from a photographed or uploaded nameplate image, which is used on site when equipment data is missing and must be captured from the physical asset tag. For Excel bulk import or manual attribute edits, use those dedicated guides. Your role must allow access to the asset on the project. You can find the menu at Assets module - open asset - Attributes - AI auto-update - **Few readers

Integrations

• Integrate CxPlanner with Claude via API

  Overview: Claude API integration The Claude connector uses OAuthPKCE so Claude can work with CxPlanner data on behalf of a specific user through a remote MCP server. For the Claude Cowork plugin workflow, see the Claude Cowork guide. Your role must be company Admin to create API keys. You can find the menu at avatar - Company profile - API, and in Claude at Settings - Connectors. This creates a user-based Claude connection. Available tools depend on your company setup andFew readers

• Integrate ChatGPT with CxPlanner

  Overview: ChatGPT integration The ChatGPT integration connects ChatGPT to CxPlanner with OAuth (Public / PKCE) so each user can securely use CxPlanner data inside ChatGPT under their own permissions. Your role must be Company Admin to create API credentials. Each user must authorize the connection in ChatGPT. You can find the menu at avatar - Company Profile - API, and in ChatGPT at Workspace settings - Apps. This creates a user-based API connection. It does not share oneFew readers

• Use Claude-Cowork directly in CxPlanner

  Overview: Claude Cowork plugin The CxPlanner plugin for Claude Cowork connects your CxPlanner workspace to Claude so Claude can create and update tasks, assets, and structured workflows inside a selected project. For the Claude OAuth MCP connector setup, see the Claude API integration guide. Your role must be company User or higher. You can find the menu at Claude Cowork - Customize - add plugin, then connect your CxPlanner account. This changes tasks, assets, and workflows iFew readers