How do I use the Plan Review Assistant (the chat inside my results)?
Quick answer: On the Findings tab, click Assistant to open the chat panel on the right. To ask about one finding, hover its card and click the chat bubble; a new conversation opens with that finding and its sheet loaded, and the assistant starts explaining it. Click + in the panel for a general conversation about all findings.
Steps
- Open your results and go to the Findings tab.
- Click Assistant on the right of the toolbar. The panel opens beside the sheet. Click Assistant again to hide it.
Ask about one finding
- Hover a finding card and click the chat bubble (Ask about this finding).
- A conversation tab opens, named after the finding. A note shows what is loaded, for example
Item 17 + Sheet A3 loaded. - The assistant reads the sheet and explains the finding: what it sees on the drawing, the code section, and what to change. Ask follow-up questions in the box.
Clicking the same finding's chat bubble later returns to its existing conversation.
Ask about the whole review
Click + (New conversation) at the top of the panel. The note reads General conversation - all N findings indexed. Four starters are offered:
- Summarize critical issues
- Group by who can fix
- Draft corrections response
- Biggest rejection risks
Tips for the message box
- Type
@to pick a finding by number, title, or ID and add it to your question. - Enter sends; Shift+Enter adds a new line.
Conversations
- Each conversation is a tab at the top of the panel. Double-click a tab's name to rename it; hover and click × to close it.
- Click the clock icon (Past conversations) to reopen an earlier conversation on this project.
Can it change my findings?
It can suggest changes, such as accepting, rejecting, or rewording a finding, or adding one it thinks is missing. Each suggestion shows the current and proposed text with an Apply button. Nothing changes until you click Apply. You can also triage findings yourself; see Triage findings.
How it differs from Ask AI
Ask AI on the dashboard answers general permit and code questions for a city. The Plan Review Assistant only knows this project: its findings and its sheets. See Ask AI.