Before you begin
- The assistant is available to administrators working in the configuration editor (the browser-based YAML editor you reach via Menu > Configuration > Edit Sheet Configuration or Edit Data Model, or by opening a data model or sheet configuration from the administration page).
- No Nextedy AI license is required. The assistant is free with the Nextedy AI plugin, which must be installed on your Polarion server, and you must be signed in to Polarion.
- The assistant connects to the Nextedy AI service. If the plugin or that service is unavailable, the rest of Powersheet continues to work normally — only the assistant is affected: the button is disabled with the tooltip “AI Assistant is currently unavailable”.
- If the button is disabled with the tooltip “AI Assistant requires a valid Nextedy AI license”, this is not actually a licensing problem — Polarion could not identify your signed-in user. Sign in again.
Open the assistant
Open a configuration in the editor
Open the ✦ Powersheet AI panel

The ✦ Powersheet AI panel docked beside the configuration editor. The AI Assistant button (the sparkle icon) is in the editor toolbar.
Ask a question

A grounded answer: the response cites the documentation pages it drew on (numbered links and a “Used 5 sources” list), with the context buttons and the “AI can make mistakes” reminder below.
What you can ask
The assistant is meant for the questions that come up while you configure Powersheet. For example:Give the assistant context (optional)
By default the assistant answers from the documentation alone. When a question is about the configuration you are editing, you can attach the open file so the answer takes it into account:- Add sheet configuration — attaches the YAML currently open in the editor. The button is labelled after what you are editing, so it reads Add model when you have a data model open.
- Add data model — when you are editing a sheet configuration, attaches the data model it references, so the assistant can reason about the entity types and relationships behind your columns. This option is specific to Powersheet.
Verify
- The AI Assistant button appears in the configuration editor toolbar.
- Selecting it opens the ✦ Powersheet AI window with starter questions in the empty state.
- Asking a question returns a streamed answer with links to documentation pages.
- Closing and reopening the panel brings your conversation back.
See Also
- Admin AI Assistant — how the assistant works: documentation grounding, availability, and the authentication architecture behind it
- Install and Manage License — activate a Nextedy AI license, required for in-product assistants but not for this one
- Add a Column — a typical task you can ask the assistant about
- Configure Read-Only Column — make a column non-editable
- Sheet Configuration Reference — the full property reference the assistant draws on