​Overview

CorieAi® is your intelligent assistant within ProperPlan, designed to create personalised, actionable plans and load them directly into your ProperPlan dashboard. This guide will walk you through how to access and effectively use CorieAi® to streamline your planning process.

CorieAi® makes achieving your goals easier and more efficient. Whether you’re planning a complex project or taking the first steps toward a personal milestone, this feature ensures you have everything you need right in your ProperPlan dashboard. Start using CorieAi® today!

​Accessing CorieAi®

1. Locate the Sidebar Menu:

• The sidebar menu is always visible on the left-hand side of your ProperPlan dashboard. From here, you can easily navigate to CorieAi®.

2. Open CorieAi®:

• Click on the CorieAi® option in the sidebar menu to access the tool.

• After selecting CorieAi®, you’ll see a list of plan types to choose from. Select the type of plan that best suits your needs.

• If none of the options fit, or if you find the output isn’t quite right, click the pink chat icon in the bottom corner of the screen to speak to our team. We’ll be happy to help you identify the right category for your goal or create a new one

• Choose a realistic start date for your plan.

• Tip: Avoid creating a highly complex plan with an overly constrained timeframe. This can result in a less detailed plan. Instead, allow CorieAi® enough time to build a thorough and actionable plan.

• Enter relevant details about your goal into the provided prompt. The more specific you are, the better CorieAi® can tailor the plan to your needs.

4. Press Create Plan:

• Click the “Create Plan” button to finalise the process.

• Depending on the complexity of the plan, the creation process will use between 1 and 5 CorieAi® credits.

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Managing CorieAi® Credits

• How Credits Work:

• CorieAi® uses credits to create plans. Complex plans may require more credits, while simpler plans use fewer.

• Adding Credits:

• Go to Settings in your ProperPlan dashboard.

• Navigate to the Billing section.

• From there, you can easily purchase additional credits. Credits are affordable, ensuring you can always use CorieAi® when you need it.

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Need Assistance?

If you encounter any challenges while using CorieAi® or have questions about credits, click the pink chat icon in the bottom corner of your screen. Our support team is here to help.