> ## Documentation Index
> Fetch the complete documentation index at: https://www.planmyrounds.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# PlanMyRounds Agent

> Ask questions about your schedule, leave, and settings in plain language, and let the Agent prepare changes that you confirm with one click.

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**.

## Open the Agent

<Steps>
  <Step title="Select PlanMyRounds Agent">
    In the sidebar, select **PlanMyRounds Agent**.
  </Step>

  <Step title="Ask your question">
    Type what you need in the chat box and send it.
  </Step>

  <Step title="Find past chats">
    Your earlier conversations are saved under **History** in the Agent.
  </Step>
</Steps>

## What you can ask for

What the Agent can do depends on your [role](/docs/team/roles-and-permissions). Members can work with their own shifts and leave. Admins can work across the whole organisation.

| Task                          | Member (your own shifts and leave)                      | Admin (whole organisation)                                              |
| ----------------------------- | ------------------------------------------------------- | ----------------------------------------------------------------------- |
| See the schedule              | Your own shifts, leave, and clashes                     | The whole team's schedule, filtered by department if you like           |
| Find open shifts              | Find understaffed shifts you could pick up              | Same                                                                    |
| Swap a shift                  | Swap one of **your own** shifts                         | Same. Admins can only swap their own shifts, not someone else's.        |
| Add to or remove from a shift | Yourself only                                           | Any doctor                                                              |
| Change shift times            | Not available                                           | Available. The new time applies to **every date** that uses that shift. |
| Leave                         | Apply for leave, or cancel your own **pending** request | Apply on someone's behalf, approve, or reject                           |
| Create a duty plan            | Not available                                           | Creates a **draft** that you review and publish yourself                |
| "How do I..." questions       | Answers from the PlanMyRounds help guides               | Same                                                                    |
| Your organisation's policies  | Answers from the policies your organisation has added   | Same. Admins add policies in **Settings**.                              |

## 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](/docs/rosters/publishing-a-roster) themselves.
* Cancel a shift.
* Show a member anyone else's schedule.
* Give medical or clinical advice.
* Help with anything outside scheduling, leave, and settings.

## Next steps

<CardGroup cols={2}>
  <Card title="How changes are confirmed" icon="circle-check" href="/docs/agent/confirming-changes">
    What happens between asking for a change and it going live.
  </Card>

  <Card title="Using the Agent as a doctor" icon="user-doctor" href="/docs/agent/using-the-agent-as-a-doctor">
    Check your shifts, swap, pick up open shifts, and manage your leave.
  </Card>

  <Card title="Using the Agent as an admin" icon="user-shield" href="/docs/agent/using-the-agent-as-an-admin">
    Manage the team's shifts, leave, and draft duty plans from the chat.
  </Card>

  <Card title="Agent troubleshooting" icon="life-ring" href="/docs/agent/troubleshooting">
    Answers to the most common questions about the Agent.
  </Card>
</CardGroup>