Planning Agent: Contextual Help

You can use Contextual Help to:

Ask questions in natural language and access relevant help exactly when needed.
Receive concise, context-aware answers without disrupting your workflows.
Use a "Help me find an answer" prompt on the Workday Assistant for Adaptive Planning welcome screen to discover relevant questions.

This feature:

Streamlines access to Adaptive Planning information by combining comprehensive search with contextual analysis.
Provides centralized support and assistance with critical tasks such as:
Setting up an alternate calendar or ML forecast
Reviewing scenario changes
Changing default currencies
Boosts productivity and reduces dependency on support teams by making learning intuitive and seamless.

Assign the

Access Ask Workday for Adaptive Planning

permission to end-users so they can access and use the Contextual Help capability from the Workday Assistant.

You'll see no changes in Adaptive Planning. You won’t have access to the Contextual Help capability of the Workday Assistant (Ask Workday)

We further clarify the content in these sections:

What Do I Need to Do?
What Happens if I Do Nothing?

Also, we rename the

Access Workday Assistant for Planning

permission to now

Access Ask Workday for Adaptive Planning

.

We update this note to inform you that this feature is now generally available as of the 2025R2 release. You no longer need to the submit Limited Availability form. You can access this feature by default from the Ask Workday for Adaptive Planning AI feature. See Ask Workday for Adaptive Planning.

We update this note to correct the Tenant Status.

We update the instructions in the

What Do I Need to Do?

section for accuracy.