Ask project questions using the Project Answers agent

  • Release version: Australia
  • Updated June 4, 2026
  • 1 minute to read

    • Use Ask Now Assist to open the Now Assist panel and get real-time answers about your projects and sub-projects using the Project Answers agent.

    Before you begin

    The Project Answers agent must be activated. The agent is activated by default.

    Role required: it_project_manager

    About this task

    Ask questions about tasks, risks, resources, costs, and schedule using the Project Answers agent chatbot. The chatbot retrieves answers from your project data across dimensions such as status, milestones, tasks, and status reports.

    Procedure

    1. Navigate to Workspaces > Project Workspace and open any project.
    2. Select Ask Now Assist to open the Now Assist panel.
    3. Type a question about your project in natural language and press Enter.
      Examples of questions you can ask:
      • What is the status of this project?
      • What are the key milestones on this project?
      • What tasks are due next week?

      Question answers chatbot.

    4. Review the response from the chatbot.

      Project Answers agent supports read-only operations. You can't update or delete project data using the chatbot.

    5. Ask follow-up questions as needed to get more details.

    Result

    The chatbot returns answers based on your project data. You can continue the conversation by asking additional questions.