Everyday
Chats with Plana
Your assistant is the one that knows your day, reminds you and answers your texts. A chat is for one piece of work, started fresh, and private until you add someone.
Step by step
- 1
Start a chat
Click Chats in the sidebar and type what you're working on. Drop in the client's PDF or photo if you have it, or press + to add a file or name one of your jobs. Plana gets straight to work: you see what it's doing as it goes, and its answer as it writes. Each chat opens as a tab beside your jobs, and your latest chats sit under Chats in the sidebar. Right-click a job (or use its … menu) and pick New chat with Plana about this to start one pinned to that job.
- 2
Files stay in the chat
Files you drop into a chat are only for the people in it. When one belongs on a job, press Add to job on the file and it moves onto the job's Files for everyone who works on it.
- 3
Bring someone in
Add people to bring a teammate in. They see the whole chat and its files. Once someone else is in, Plana only answers when you tag @Plana, so the two of you can talk it through first. Prices show as a card each person sees as their role allows.
- 4
Rename, pin and archive
Click the chat's name at the top to rename it, pin it to a job or archive it when you're done (it asks first). Nothing is deleted: Archived on the Chats page has it, and Bring back puts it back. On the phone, Chats is under More.
Good to know
- Each Plana reply uses a little of your plan's AI. Settings → Plan & billing shows how much, in dollars or credits, and where it went.
Plana is job management for signage, print and events.
Every job, email, proof and invoice in one place.