Practical AI that supports your team, every day.

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Built to reduce training admin.

Designed to help you find answers faster, surface what matters, and spend less time digging through data or screens.

Save time and keep things moving.

accessplanit's AI is designed for the real challenges of running instructor-led training at scale. It helps your team work faster, understand what’s happening across the business, and get answers without searching through menus and reports.

These tools don’t replace what you already use. They sit alongside your existing features and quietly remove friction from everyday tasks.

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Meet Juno

Your in-platform assistant

Juno is your in-platform assistant, designed to make help and guidance easier to access right whenever you need it. Whether you want to find out how a feature works, locate a specific setting, or get step-by-step instructions, Juno is here to help!

You can ask questions like:

“How can I report on my top used Resources?”

“Where can I view Delegate attendance?”

“Tell me how to email a Trainer.”

accessplanbot uses AI to understand your queries and provide tailored responses based on our knowledge base. While it’s designed to help you find quick answers, it’s not a replacement for our Support Team.

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AI Filters

Search your data the way you think

AI Filters change how you search inside your DataGrids. Instead of building complex filter rules, you simply describe what you want to see. accessplanit applies the logic for you.

This removes trial-and-error filtering and saves time across busy operational teams.

Example searches:

  • “Show courses starting next week”

  • “Delegates who haven’t paid”

  • “Bookings made this month”

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AI Summaries.

Clear overviews in one click

AI Summaries give you an immediate, readable overview of what matters on a record without clicking through notes, emails, tasks and linked records.

With one click, accessplanit analyses the visible data for that item and surfaces key information and recent activity.

This is particularly useful when:

  • You’re preparing for a call

  • You’re reviewing training performance

  • You need quick context without digging for history

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Data security and responsible AI.

How your data is protected

AI features in accessplanit follow the same robust security standards as the rest of our platform.

  • Only the specific fields needed to generate a summary are ever processed
  • No passwords, payment card data or sensitive personal attributes are used
  • All data is encrypted in transit using industry-standard TLS
  • AI Summaries use OpenAI as a sub-processor for one-time summarisation only
  • Your data is not stored, reused, or used to train any AI models
  • Data is discarded immediately after summaries are generated
  • AI Filters and accessplanbot do not send customer data outside of accessplanit

These controls ensure your information remains private, controlled, and protected end-to-end.