General

• 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. || Only users with the project role Admin can enable or disable AI features When and why to use this Use this featureFew readers

• Save and Reuse AI Prompts with Prompt Library

  Overview How do I save and reuse AI prompts in CxPlanner? Prompt Library allows you to save and reuse prompts for Ask CxPlanner / CxAI. Instead of typing the same instructions repeatedly, users can quickly select a saved prompt and insert it directly into the chat composer. This helps you: Standardize AI-generated output across your company Reuse effective prompts Save time in daily workflows Share prompts with colleagues and project teams Example: If your company has a stFew readers

• CxAI nameplate: Enriching assets with nameplate photo

  Overview How do I enrich an asset with data from a nameplate photo in CxPlanner? The CxAI nameplate extraction feature in the Assets Module allows you to automatically populate asset attributes by photographing or uploading a nameplate image, which is used on-site when equipment data is not available in advance or needs to be captured directly from the physical asset. This guide covers extracting and injecting nameplate data into an existing asset using CxAI - for manually editing assetFew readers

Integrations

• 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. || Only users with the company role Admin can create API keys. 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. || Only users with the Company role Admin can create API credentials. Each user must individually authorize the connection in ChatGPT. When and why to use this Use this integration when you want to connect ChatGPT with yFew readers

• Use Claude-Cowork directly in CxPlanner

  Overview How do I connect CxPlanner with Claude Cowork and use AI directly in my projects? The CxPlanner plugin for Claude Cowork allows you to connect your CxPlanner workspace directly to Claude. Once connected, Claude can interact with your projects and help you create, structure, and update work in real time - directly inside your environment. || All users have access to use Claude Cowork and can perform this action. When and why to use this Use this integration when you want toFew readers