Gain instant, trusted, governed, permission-aware insights using a conversational AI agent — built right into the Anaplan platform.
Ask natural language questions to make business decisions confidently, with answers grounded in your specific planning logic and organizational context. Built and tested through Anaplan Agent Studio, Custom Analyst helps scale trusted, AI-driven insights across the business.
Extend AI agent-driven insights across any planning scenario to equip teams with the information needed to take action quickly, while maintaining enterprise governance and control.
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Use Anaplan Agent Studio to build, test, and enable Custom Analyst. Define model and data scope down to line items, then deploy and scale across the business with full administrative control.
Built for business users, Custom Analyst lets teams explore complex, bespoke planning scenarios using conversational AI without manually searching for dashboards or analyzing data. It understands your planning logic to return business-contextual answers and can generate charts and summaries for reports.
Ask questions and get decision-ready answers directly from your custom Anaplan planning models. Remove delays from manual analysis and move from question to action faster using live, company-specific planning data.
Validate every insight with answers grounded directly in your planning models and business logic. See exactly where results came from with built-in data lineage — so teams can confidently use insights for operational and executive decision-making.
Anaplan AI Administrators use Agent Studio to build and configure Custom Analyst for custom Anaplan models, define business semantics, test and validate responses before deployment.
Once configured, Custom Analyst is deployed into the Anaplan experience, where business users access it securely within planning workflows. Access is governed by Anaplan role permissions, ensuring users only see insights relevant to them.
Business users ask Custom Analyst questions in natural language about planning performance, risks, drivers, and scenarios. The analyst interprets intent using business semantics and planning logic, eliminating manual searches across dashboards and data.
Every response is grounded in planning model and business logic. Users can review data lineage to verify where insights came from — building trust for operational and executive use.
Custom Analyst returns business-contextual answers grounded in planning models and can generate charts and summaries — helping teams move from planning to confident decision-making faster.
"Now with AI solutions, everything from integrating the information into the system, cleaning the information, then preparing the information for forecast, then running the [Anaplan Intelligence] statistical models at scale of our 300 million data rows — this is incredible!"
Dany Krivoshey, Chief Digital and Transformation Officer, Unilever International Group
Best practices and insights to help you scale AI-driven planning and analysis.
See how Custom Analyst delivers company-specific, model-grounded insights faster — improving decision quality with Anaplan.
