Where to find it
The AI Value Engineer lives inside every business case. Look for the teal sparkle button in the left toolbar — it’s always the top icon below the divider. Click it to open the chat panel on the right side of your screen. You can chat, close the panel, and reopen it anytime — the conversation persists as long as you don’t refresh the page.What you can do with it
The AI Value Engineer can read, create, and edit nearly every part of your business case. Here’s a quick reference.| Area | What the agent can do |
|---|---|
| Scenarios | Create future or historic scenarios, duplicate existing ones, remove scenarios, and edit scenario metadata like name and contract length |
| Use cases | Add or remove use cases from scenarios, show or hide use cases, and adjust input values across calculations |
| Investments | Add or update recurring and one-time fees with full control over amounts, timing, and ramp schedules |
| Timeline | Enable the timeline, add onboarding phases, set ramp percentages for individual use cases, and add timeline notes |
| Overview slide | Read the current overview and regenerate it using templates like Command of the Message |
| Commercial terms | Update contract length, start date, and other deal parameters |
| Language & currency | Switch the business case language |
| Export | Trigger a slide export directly from chat |
| Analysis | Read your full business case, review deal context, explore your use case library, and explain how calculations work |
Getting started
When you open the AI Value Engineer on a new business case, you’ll see a set of suggested prompts to try. Here are a few examples of what you can ask:- “Add a scenario” — Creates a new future scenario that copies your current use cases, then adjusts values to show an optimistic projection.
- “Add a recurring fee” — Adds a platform subscription that spans the full contract, with annual increases if the contract is longer than a year.
- “Add a timeline” — Enables the timeline, adds all your use cases, and sets up an onboarding ramp period.
- “Summarize my business case” — Reads everything in the business case and gives you a concise summary with suggestions for making it more compelling.
- “Regenerate the overview” — Rewrites the overview slide using a messaging template.
- “Create a historic scenario” — Adds a backward-looking scenario showing realized value from your strongest use case.
How it works
Describe what you want
Type a message in the chat panel. Be as specific or as general as you like — “add a one-time implementation fee of $50,000” or “make this business case more compelling.”
Review the agent's plan
The agent will show you an approval card for each action it wants to take. You can see exactly what will change before anything is applied.
Approve or reject
Click Approve to apply the change, or Reject to skip it. The agent continues with the next step in its plan.
Undoing changes
You have two ways to undo something the agent did:- Undo button — After the agent completes an action, you’ll see an undo button on the last action. Click it to revert that specific change.
- Ask the agent — For anything earlier in the conversation, just tell the agent what to undo. For example: “Undo the scenario you just created” or “Remove the investment you added.”
What to expect during the beta
The AI Value Engineer is powerful but still evolving. Here’s what to keep in mind.Chat resets on page refresh
Chat resets on page refresh
If you refresh the browser, your chat thread will be reset and you’ll start a new conversation. Your business case changes are preserved — only the chat history is lost. This will be improved in a future update.
Some complex actions may not work perfectly
Some complex actions may not work perfectly
The agent handles most common workflows well, but very complex or unusual requests might not work as expected. If something doesn’t work, try breaking it into smaller steps or rephrasing your request.
One user at a time
One user at a time
For the best experience, avoid having multiple people use the AI Value Engineer on the same business case simultaneously. Changes from concurrent sessions can conflict.
Tips for getting the most out of it
Be specific when you can
Be specific when you can
“Add a recurring fee of $25,000 per year for the full contract” works better than “add a fee.” The more detail you give, the fewer follow-up questions the agent needs to ask.
Chain actions together
Chain actions together
You can ask for multiple things in one message: “Create an optimistic scenario, increase the benefit by 20%, and add a timeline with a 3-month onboarding ramp.” The agent will handle each step in sequence.
Use it for analysis, not just edits
Use it for analysis, not just edits
Ask the agent to summarize your business case, explain how a calculation works, or suggest ways to make the value story more compelling. It’s a thinking partner, not just an editing tool.
Share feedback on what doesn't work
Share feedback on what doesn't work
The AI Value Engineer is designed to make building business cases dramatically faster. Actions that used to take minutes of clicking through menus now happen in seconds through conversation. Give it a try and let us know what you think.