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The AI Assistant searches your own Polarion project for work items that fit the risk row you are working on, explains why each one fits, and links the ones you choose into the sheet. This guide covers the task from the analyst’s side: running an action, reading what comes back, and applying it. For what the assistant is doing behind the panel, see AI Assistant. For setting it up, see Configure the AI Assistant.

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Prerequisites

  • The Nextedy AI package is installed on your Polarion server and a valid Nextedy AI license is in place.
  • The assistant is enabled for your project, and your administrator has configured at least one action.
  • You have edit rights on the sheet — applying a suggestion is an ordinary sheet edit.
If the sparkle button is greyed out, or missing entirely, the assistant is not available to you yet — hover it and the tooltip names the reason, whether that is the package, the license, or actions not yet configured. Toolbar and Risksheet Menu lists every state, and Configure the AI Assistant covers what an administrator needs to do.

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Run an action

There are two ways in, and they do the same thing.
1

Select the row you want help with

Click any cell in the risk row. The assistant always works on the row your cursor is in, so this is the one decision that matters most — it is the entire input to the action.
2

Choose an action

From the cell menu — right-click the cell and pick the action. AI actions sit together in their own group, after the Open … Item entries and before the New … entries. Choosing one runs it straight away and opens the assistant panel for you.From the panel — click the sparkle AI Assistant button at the right-hand end of the toolbar to open the panel, then pick an action from the list.Which actions you see in the cell menu depends on the column you right-clicked: an action can be restricted to particular columns, so a “Find Harms” action may only appear on the hazard columns. The panel’s list is not filtered, so it always shows everything configured for the sheet.
3

Wait for the result

The panel reports progress while it works — Processing query…, then Searching project data…, then Analyzing and ranking candidates… — and then lists what it found. It searches your project as you, so it only ever finds items you have permission to see.

Configured AI actions in the cell context menu, between the Open-item entries and the New-item block. Their labels come from the action configuration, so they differ per project.

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Read the results

Each recommendation is one work item from your project, with:
  • its ID and title, taken from Polarion rather than from the model;
  • a one-sentence rationale for why it matches your row;
  • an Apply link that writes it into the sheet.
Above them the panel echoes back the context it sent — the row, and the fields your administrator chose to pass. That is worth a glance when a result looks wrong: an odd suggestion is usually an odd input. Treat the rationale as the model’s opinion about relevance, not as a measurement. The panel’s standing note — “AI can make mistakes. Verify suggestions before applying.” — is the operating instruction, and in a regulated analysis you remain the author of every link you accept.

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When nothing comes back

Two messages mean two different things: Neither message means the assistant is broken. Both are it declining to guess.

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Apply a suggestion

Click Apply on a recommendation and Risksheet writes the link into the column the action targets. What happens next depends on the column:
Applying never overwrites a value you already have. On a single-link column with something in it, the assistant creates a new row rather than replacing your work — so applying several recommendations to a filled column grows the sheet. Check the row count afterwards if you apply in bulk.
Once the link is written, Risksheet fetches the item from Polarion and fills in the columns derived from it, so the row looks the same as if you had linked it by hand.

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Undo and save

Applying is an ordinary sheet edit: it lands in the grid, and it becomes permanent when you save the sheet. Applying into an empty cell is registered with the sheet’s undo, so you can step it back the usual way before saving.
Applying to a filled column creates a row. Removing that row is the way back — see Remove or Delete a Risk.

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Start over

The circular-arrow New conversation button in the panel header clears the panel and returns you to the action list without re-running anything. The Close button closes the panel; your applied changes stay in the sheet either way. Running the same action again on a row you have not touched returns the same answer. Change something in the row, or move to a different one, to get a fresh result.

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Getting better results

The assistant is only as good as the row it reads. In practice:
  • Fill in the descriptive fields before asking. A hazard row with a one-word hazard gives the assistant almost nothing to go on.
  • Write phrases that share vocabulary with your target items. Matching is loose rather than exact, so one distinctive noun helps more than a long sentence.
  • Avoid leaning on abbreviations. Very short terms such as “UV” or “CO” do not help the assistant find anything — spell the concept out somewhere in the row.
  • Ask on the right column. An action is written for a particular target column, and only the work-item types that column accepts can come back.
If a whole action consistently disappoints across many rows, that is a configuration matter rather than a usage one — the wording of its prompts is the lever, and it belongs with your administrator.

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See Also

Last modified on September 3, 2026