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The PlanMyRounds Agent is a chat assistant built into PlanMyRounds. You type a question or a request in everyday language, such as “Am I working next weekend?” or “Take me off Friday night”, and the Agent answers or prepares the change for you. The Agent never changes anything on its own. When you ask for a change, it shows you exactly what it plans to do, and nothing happens until you click Confirm.

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Open the Agent

1

Select PlanMyRounds Agent

In the sidebar, select PlanMyRounds Agent.
2

Ask your question

Type what you need in the chat box and send it.
3

Find past chats

Your earlier conversations are saved under History in the Agent.

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What you can ask for

What the Agent can do depends on your role. Members can work with their own shifts and leave. Admins can work across the whole organisation.

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What the Agent can’t do

If you ask for any of these, the Agent tells you it can’t help:
  • Publish a roster. An admin must publish it themselves.
  • Cancel a shift.
  • Show a member anyone else’s schedule.
  • Give medical or clinical advice.
  • Help with anything outside scheduling, leave, and settings.

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Next steps

How changes are confirmed

What happens between asking for a change and it going live.

Using the Agent as a doctor

Check your shifts, swap, pick up open shifts, and manage your leave.

Using the Agent as an admin

Manage the team’s shifts, leave, and draft duty plans from the chat.

Agent troubleshooting

Answers to the most common questions about the Agent.