Sofia AI
Ask questions, analyse the current data and draft content inside OnePlan.
Agents & automation / OnePlan
Sofia AI & connected agents
Ask a better question of your portfolio.
Explore OnePlan’s built-in AI assistance and its connections to the wider AI ecosystem. Choose the experience according to the work and the actions it needs.
Discuss Sofia AI & connected agentsPRODUCT VIEW / OFFICIAL VENDOR MATERIAL
Sofia AI inside OnePlan — official OnePlan product screenshot. Source
WHAT IT BRINGS TO THE WORK
Capability,
with a purpose.
Start with what the product supports. Design the business outcome around your data, people and responsibilities.
AI fields and Copilot agents
Use supported AI field assistance or configured Copilot Studio agents for defined tasks.
MCP integration
Explore permission-aware access from an external AI assistant where the preview is enabled.
IMAGINE IT IN YOUR ORGANISATION
Make the product
part of a real workflow.
Illustrative enterprise workflowPrepare a portfolio briefing, inspect resource pressure and draft a status narrative. A portfolio owner checks the evidence before any decision or update.
Rehearse an enterprise workflowA USEFUL ENGAGEMENT
What we build
around it.
- A choice of AI experience aligned to the use case
- Configured access and a bounded set of actions
- Evaluation against real portfolio questions
The OnePlan MCP Server is a preview available by request to approved customers. Confirm access with OnePlan before planning a production dependency.
Product information checked 2 November 2026. Official vendor media is illustrative of the product; interfaces and availability can change. Explore the official product information
YOUR BUSINESS. A USEFUL NEXT STEP.
Make Sofia AI & connected agents
work for you.
Bring the workflow, the people and the systems involved. We will shape an engagement around the outcome you need.
Arrange your demonstrationImplementation · Integration · Adoption · Operation
EXPLORE THE CONNECTED CAPABILITIES
All OnePlan products