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Navigating Panoplai

This is a quick tour of the Panoplai platform so you can find your way around.

Home page

Click the Panoplai logo in the top-left corner to return home. The home page has:

  • What do you want to do today? Describe what you need (for example, Design a concept test for a new soft drink) and Plai will get started.
  • Shortcuts to New Study, Chat with Digital Twin and PDU Explorer.
  • Recent Activity: your recently edited studies and recent Digital Twin conversations. Click Show all to see more.

Panoplai home page

Top navigation

  • Studies: Hover over the arrow to choose My Studies, Public Studies or All Studies. See Managing Your Studies.
  • Files: Hover over the arrow to choose My Files or All Files. See Managing Your Files.
  • Templates: Reusable study templates. Hover over the arrow to choose My Templates or Public Templates.
  • New Study: Start a study from a blank study, a previous study, a template or a document.
  • Chat with Digital Twin: Create and revisit Digital Twin conversations across your data.
  • PDU Explorer: See what your data and the Panoplai Data Universe already know about an audience.
  • Simulation: Ask saved audiences new questions.
  • PLAI assistant: Open Plai in a side panel. Click the arrow next to it for quick actions.

PLAI assistant quick actions menu

Profile menu

Click your initials in the top-right corner to:

  • See your current team and its credit balance
  • Switch team
  • Open My Account (profile, password, teams and billing)
  • Open the User Guide
  • Turn Show Advanced AI Settings on or off
  • Logout

Profile menu

Footer

Links to the User Guide, Terms and Conditions, Privacy Policy and Quality, plus support@panoplai.com, are at the bottom of every page.