Rally Office Hours:
November 13, 2025

Summary

A new Rally AI chatbot was introduced, announced on behalf of a product team member who was unwell. This AI chatbot enhances the existing help bot by providing additional capabilities:

• Quickly finding answers and insights.
• Generating content with context from the user's data.
• If the AI module is enabled, it can access customer data, Wasabi API, and custom fields to perform deeper analysis, such as:
• Querying to help write or formulate complex queries.
• Creating user stories using the user's templates.
• Providing insights on common charts on the Team Board (throughput, velocity, and Work In Progress or WIP).
• If the AI module is not enabled, the chatbot is limited to providing documentation-based answers by combing through public Rally documentation.

To enable the AI features, a subscription administrator needs to open a support ticket, review legal disclaimers, and acknowledge them.

Q&A session

The Q&A focused on two main topics:

1. Defect Count Roll-up: A user was looking for a way to visualize the total number of defects at the feature level without having to click into each individual feature. The response noted that new fields were added to support this when the ability to parent defects to features was introduced, specifically "Defect Count Roll Up," and various "percent done" fields based on defect count or plan estimate. It was clarified that these roll-up fields only count defects directly tied to a feature and do not include defects tied to user stories that are parented by a feature. Workarounds using queries in custom lists were suggested to count historical defects tied to user stories and features, which would require using an "and/or" statement to include both defect-to-story-to-feature and direct defect-to-feature relationships.
2. Impersonating a User: A user asked if there was a function to "impersonate a user" to retrieve a report view that was created but not saved or shared by an employee who recently left the company. The answer was that no such feature exists, and the user's session settings or unsaved custom app views (like the custom list with deep export) cannot be accessed.

AI Follow-up: A question was asked about how deep the chatbot will go, specifically for "co-pilot" type features like looking at all assigned projects and their status. The response confirmed that this type of functionality is being explored, potentially through the use of the MCP layer for those who have language models inside their organization that can leverage MCP connections. Another user asked if the AI could look at backlog health and give recommendations; the response noted that team health and train health widgets are being rolled out, and more metrics and insights will be added to the product in upcoming quarters.

Event news

• The next roadmap session for Rally is scheduled for November 18th (with a recording available afterward).
• A recording of a past session, "Bridge to Gap: How Product Ops Connect Strategy and Execution," is available as a resource on turning strategy ideas into actionable and measurable results.
• There is an opportunity for customers to become design partners for "Value Ops Insights," an analytic solution that couples with Rally to provide a comprehensive view of enterprise health. Interested customers can contact the product team.
• The Broadcom Academy has free online classes accessible via the Rally help menu.
• Upcoming PI Planning events are scheduled for February 2nd to 5th and May 4th to 7th, and customers are invited to nominate themselves to attend as guests.
• Final reminders were given to join the Rally Community, share the office hours link, and sign up for the monthly newsletter.

Note: This summary was generated with the assistance of an artificial intelligence language model. While we strive for accuracy and quality, please note that the summary may not be entirely error-free. We recommend independently verifying the content and consulting with a product expert for specific advice or information. We do not assume any responsibility or liability for the use or interpretation of this content.

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