Plane Agent lives inside Plane, so there's nothing to install and nothing to connect. This walks you through finding it and having a useful first conversation.
You'll need to be an admin or a manager. If you don't see the Agent button described below, either your role doesn't have access or an admin hasn't turned Plane Agent on yet in the Features catalog.
Finding Plane Agent
There are three ways in, and they all open the same thing.
The Agent button. Top right of every page in Plane. This is the quickest way in from wherever you already are.
The command menu. Press
Cmd+K(orCtrl+Kon Windows) and pressTab. Type your question and send.
Agent, in the left sidebar. Start a fresh one or return to a previous conversation under History.
Your conversations are private
Your chats are visible only to you. Other admins can't read them, and neither can your workspace owner. Nothing you ask Plane Agent is used to train AI models. Ask what you need to ask.
Your first conversation
Start with something you can check yourself, so you get a feel for how it answers:
"Which contractors are missing W-8 or W-9 forms?"
"Who's starting in the next 30 days?"
"What payrolls need my attention?"
Then ask it to build you something. This is where Plane Agent saves the most time, because it does the work you'd otherwise do after getting the answer:
"Build me a compliance report for W-8 and W-9 forms, showing who has signed, when they signed, and who's still missing one."
"Give me a spreadsheet of every contractor missing a tax form, with their country and start date."
Not sure where to start? Ask "What can you help me with?" and it will tell you what it can do.
What happens after you ask
A straightforward lookup comes back in seconds. A report takes longer, because the agent is gathering the data, checking it, and assembling the result. It shows you its progress while it works, so you can see how far along it is.
You don't have to sit and watch. Navigate away or minimize your conversation, get on with something else, and come back to the chat when you're ready. The work carries on without you, and the finished answer will be waiting for you in History.
A completed reply usually has three parts: a short summary of what the agent found, the supporting detail, often as a table, and one or two suggested follow-ups you can take by replying.
Asking it to do things
Plane Agent is not only for questions. When an administrator allows it, you can ask it to add a team member, record compensation, or decide a time-off request, an expense report or a payroll item.
By default it reads and proposes changes for someone to approve, but does not write. An administrator sets what it may do, and that choice covers everyone in the workspace. See Control what Plane Agent can do.
Getting more out of it
Attach a file
Use the paperclip in the message box to send a file along with your question. This is how you get Plane Agent to work across your Plane data and something you already have:
"Here's a spreadsheet of people from our old system. Match these to team members in Plane and tell me which ones I'm missing."
"Fill out this template using the compensation data in Plane."
Start a new chat for a fresh topic
The agent remembers the current conversation, which is what makes follow-ups work. The flip side is that a long conversation carries all its earlier context. When you move to an unrelated topic, start a new chat. It's faster and the answers are cleaner.
If you also use Slack
If your workspace has the Plane app connected to Slack, you can talk to the agent there too. See Using Plane Agent in Slack.
Conversations you had in Slack also show up in Plane under History, so everything is in one place. You can read them in Plane but not continue them there, because the conversation lives in Slack. Reply in Slack to pick it back up.