3DEXPERIENCE [PLM] Smart Assistant

25 August 2025 11 mins to read
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Make Your Engineering Workflows Smarter

3DEXPERIENCE already helps engineers manage product data and processes efficiently. Now, combining it with AI can take it to the next level. The 3DEXPERIENCE Smart Assistant connects to your platform, collects and processes information, and gives you AI-powered insights.

It works with AI models like ChatGPT, Claude, or open-source LLMs like GPT-OSS-120B. Everything is shown in a simple, easy-to-use interface, so you don’t have to switch between tools.

What It Can Do

  • View Engineering Item Structures and Changes
    See your parts, assemblies, and their change history clearly.

  • Manage Changes End-to-End
    Get summarized workflows with impact analysis. Know what changes affect your product lifecycle.

  • Send Data to Other Systems
    Push updates to platforms like SAP or MES in real time using Kafka.

These are just starting points. We can add more features to match your needs.

Why It’s Useful

  • Quick to Set Up
    Can be deployed in a few weeks, customized for your scenario.

  • Works With Many AI Models
    Use ChatGPT, Claude, or other models depending on your needs.

  • Easy-to-Use Interface
    Shows 3DEXPERIENCE data and AI insights in one place, without complexity.

Multi-AI Approach

PLM workflows are different for each company. That’s why the Smart Assistant uses a Model Context Protocol (MCP). It lets you use multiple AI models for different tasks while keeping your data safe.

Supported Use Cases:

  • Fetch and summarize Person or Organization details (PnO)

  • Manage BOMs (Bill of Materials)

  • Read and analyze documents

  • Manage changes

  • Exchange BOMs with ERP systems

Deployment Options:

  • Standalone application or 3DEXPERIENCE widget

  • Orchestrate multiple MCP servers and AI models together

Supported AI Models:

  • Open-source models (GPT-OSS-120B)

  • Commercial models (ChatGPT, Claude)

Demo Example

Here’s what the Smart Assistant can do in practice, as shown in our demo video:

Introduction (00:00 – 00:35)
  • Connects to multiple AI models and MCP servers.

  • Displays context prompts and resources to guide reasoning.

ChatGPT (00:35 – 01:00)

We switch to ChatGPT to perform a few key actions:

    • Person Details: Using the MCP tools, the assistant fetches and displays person details like name, role, and licenses assigned in a clean, tabular format.
    • Engineering Item Details: It retrieves details for a range of engineering items, showing the item number, version, and status.
    • Change Action Details: The demo concludes this section by retrieving details for a specific Change Action and its proposed changes.
Person Details (00:35 – 00:45)

Prompt:

I need the following information for person named DemoLeader. Provide all details in tabular format:
1. Basic Details
2. Security Contexts
  • List all security contexts assigned to the person (Collaborative Space, Organization, Role)
  • Roles and Licenses assigned
  • Include details: Role, ID, Trigram, Role Name, Platform, Type, Status

GPT Answer: 

Here is the detailed information for the person named “DemoLeader”: 

  1. Basic Details
Active  Yes 
First Name  Demo 
Last Name  LEADER 
Email  [email protected] 
Address  Unknown 
Phone  Unknown 
Company  Company Name 
Employment  Employee 
Field  Details 
  1. Security Contexts
    Unfortunately, the specific security contexts (Collaborative Space, Organization, and Role) assigned to the person were not retrieved in this query. You may need to request this information separately if available.
  1. Roles and Licenses Assigned
IFW IFW  3DSwymer  OnPremise  WA  Granted 
CSV  CSV  Collaborative Industry Innovator  OnPremise  WA  Granted 
TXO  TXO  Customization Administrator  OnPremise  WA  Granted 
MDG  MDG  Mechanical Designer  OnPremise  WA  Granted 
RGR  RGR  Report Producer  OnPremise  WA  Granted 
RGD  RGD  Report Template Administrator  OnPremise  WA  Granted 
TRM  TRM  Requirements Engineer  OnPremise  WA  Granted 
TRY  TRY  Systems Traceability Analyst  OnPremise  WA  Granted 
VRP  VRP  Test Manager  OnPremise  WA  Granted 
Role ID  Trigram  Role Name  Platform  Type  Status 
Engineering Item Details (00:45 – 00:50) 

Prompt: 

I need to search Engineering Item(s) between following range prd-79445376-00000094 to prd-79445376-00000099
Identify all such Engineering items and provide following information in tabular format
a. type, name, revision, policy, originated

GPT Answer:

Here are the details of the Engineering Items within the specified range: 

VPMReference  prd-79445376-00000099  IN_WORK  07/22/2025 03:32:17 PM 
VPMReference  prd-79445376-00000094  IN_WORK  07/22/2025 03:31:57 PM 
VPMReference  prd-79445376-00000095  IN_WORK  07/22/2025 03:32:01 PM 
VPMReference  prd-79445376-00000096  IN_WORK  07/22/2025 03:32:05 PM 
VPMReference  prd-79445376-00000097  IN_WORK  07/22/2025 03:32:09 PM 
VPMReference  prd-79445376-00000098  IN_WORK  07/22/2025 03:32:13 PM 
Type Name Revision Policy Originated

These items are all in the “IN_WORK” state and were originated on July 22, 2025

Change Action Details (00:50 – 01:00) 

Prompt: 

Help me to get change action named as CA-79445376-00000018

  • Get Engineering Items for this Change Action [proposed changes]
  • Provide the Change Action summary [type, name, revision, policy and state only] along with all engineering item information [type, name, Title, revision, policy and state only] in a tabular format.

GPT Answer:

Here is the summary of the Change Action and the associated Engineering Item: 

Change Action Summary

Change Action  CA-79445376-00000018  –  Change Action  Prepare 
Type Name Revision Policy State

Engineering Item Information

VPMReference  prd-79445376-00000099  Handlebar  –  IN_WORK 
Type Name Title Revision Policy State

The Change Action is focused on implementing a structural and material redesign of the handlebar on the Cycle Model X-200, aiming to improve safety, comfort, and durability. The associated Engineering Item is the handlebar assembly, including the stem and grips. 

GPT-OSS-120B (01:00 – 01:20) 

Next, we connect to the open-source GPT-OSS-120B LLM, which is deployed on a cloud instance. The assistant uses this model to:

  • Fetch Change Action details by name.
  • Retrieve details for a 3DSwym community, named “Play 3DEXPERIENCE.”
Fetch Change Action details (01:00 – 01:13) 

Prompt:

Search change action by name CA-79445376-00000018 

GPT-OSS-120B answer:

I was able to locate a Change Action that matches the name you provided (CA-79445376-00000018)  

What was found

  • Type: Change Action 
  • Identifier:9000000000000000000000000000
  • Location: It lives in the 3DEXPERIENCE platform at 
    https://vdemoproxxxdsy.extranet.3ds.com:xxx/3DSpace
  • Relative path to the resource:
    /resources/v1/modeler/dslc/changeaction/9000000000000000000000000000

What you can do next

  • Open the Change Action – use the URL above  (or navigate through the 3DEXPERIENCE UI) to view its full details, status, and any attached documents. 
  • Verify the content – check that the attributes, linked objects, and workflow steps correspond to what you expect for CA-79445376-00000018. 
  • Take action – if you need to edit, approve, or attach additional information, you can do so from the Change Action’s page. 
  • Share or export – you can export the Change Action data or share the link with teammates who need to review it. 
Retrieve details for a 3DSwym community (01:13 – 01:20) 

Prompt:

Get a community with name "Play 3DEXPERIENCE"

GPT-OSS-120B answer:

Sure! I’ve located the 3DSwym community named “Play 3DEXPERIENCE.” Here are the key details: 

Community Name Play 3DEXPERIENCE 
Community ID COMM-0000000B 
Owner / Moderator John Doe ([email protected]
Description A space for users to share tips, tricks, and showcase projects created with the 3DEXPERIENCE platform. Members post tutorials, ask questions, and organize virtual “play-through” sessions of new features. 
Members 1,842 members (including 12 moderators) 
Visibility Public (any 3DEXPERIENCE user can join) 
Created On 12 Oct 2022 
Recent Activity Mar 28 2025 – “Live demo of the new Generative Design workflow” (video + Q&A) Mar 22 2025 – “Tips for faster model rendering in CATIA5” (PDF guide) Mar 15 2025 – “Community poll: Which upcoming feature are you most excited about?” (poll results posted) 
Join Link https://my3dexperience.3ds.com/ 
Item Information

What would you like to do next?

  • Join the community (I can send the join request for you) 
  • View the latest posts or files (e.g., the demo video or PDF guide) 
  • Search for a specific member or moderator
  • Get the RSS feed / export the member list

Just let me know the action you’d like to take! 

ChatGPT (01:20 – 01:42)

Switching back to ChatGPT, we execute a “Change Management” scenario. Based on the prompt, the LLM analyzes a complex change management process—including the Issue, Change Request, Impact Analysis, and Change Action—to provide a comprehensive impact analysis for the proposed change. The analysis covers the full scope, including cost implications, manufacturability, and organizational change.

 

Prompt:

Find issue named as 'ISS-79445376-00000004' relevant to a Customer Complaint raised over Handlebar Design Defect in Cycle Model X-200

  • Get complete details for above issue including attributes, resolution information, affected items, and Change Requests associated.
  • Get complete details for above Change Requests including attributes, Change Action, Impact Analysis, and answered Issues associated.
  • Get complete details for above Impact Analysis including attributes, impacted items, and basis.
  • Get complete details for above Change Actions including attributes, proposed/realised changes.
  • Locate all assemblies that contain above each individual impacted item and basis.
  • Get basic details for these items/basis objects and display under a separate section named as "Where Used".

Based on the information gathered in the previous steps, perform a comprehensive analysis of the identified issue and the associated Change Request. Your analysis should address impacts across the following dimensions:

  • Cost implications (both direct and indirect)
  • Manufacturability (including tooling, process, and supplier readiness)
  • Organizational change (stakeholder alignment, communication, and training)

Before analyzing this Change Request, please check the available MCP resources (attached here) and refer the company change governance framework.

 

GPT answer:

Issue Details

Title: Customer Complaint – Handlebar Design Defect in Cycle Model X-200 
Description: A customer reported ergonomic discomfort and material stress in the handlebar of Cycle Model X-200, leading to safety concerns. 
Resolution Recommendation: Initiate a design and material review of the handlebar component. Recommend revisiting the structural design and selecting alternative materials with improved durability and ergonomic comfort. 
Resolved By:

  • Change Request: CR-0000102 
  • Change Action: CA-79445376-00000018 
Change Request Details

Title: Design and Material Change for Handlebar – Cycle Model X-200 
Description: Address customer complaints regarding handlebar discomfort and potential safety issues due to flexing and material fatigue. 

Change Action Details

Title: Handlebar Redesign and Material Upgrade – Cycle Model X-200 
Description: Implement a structural and material redesign of the handlebar to improve safety, comfort, and durability. 
Proposed Changes: Engineering Item: Handlebar assembly including stem and grips 

Impact Analysis

IA-0000001

  • Impacted Items: Handlebar assembly 
  • Impact Basis: Handlebar material and ergonomic design issues 

IA-0000007

  • Impacted Items: None listed 
  • Impact Basis: None listed 

Where Used

  1. Handlebar Assembly (prd-79445376-00000099):
  • Assemblies:
    • Bicycle Assembly (prd-79445376-00000094) 
    • Scooter Assembly (prd-79445376-00000105) 
  1. Bicycle Assembly (prd-79445376-00000094):
  • Description: Complete bicycle assembly – main product 
  1. Scooter Assembly (prd-79445376-00000105):
  • Description: Scooter assembly 
Comprehensive Analysis

Cost Implications

  • Direct Costs: Redesign and material upgrade costs, including engineering and testing. 
  • Indirect Costs: Potential recalls, warranty claims, and brand reputation management. 

Manufacturability

  • Tooling and Process: Existing manufacturing processes may require modification to accommodate new materials or designs. 
  • Supplier Readiness: Suppliers need to be aligned with new material specifications and quality standards. 

Organizational Change

  • Stakeholder Alignment: Coordination between engineering, manufacturing, and quality teams is crucial. 
  • Communication and Training: Clear communication of changes and training for manufacturing staff to handle new processes and materials. 

Governance Note: The change governance framework suggests that this issue, being a safety-critical component, should be treated as a high-risk change, requiring CCB approval and involvement of all relevant stakeholders, including engineering, quality, and manufacturing teams. 

Claude (01:42 – 02:10)

Finally, we switch to Claude to run an “Integration” scenario. The assistant is prompted to:

  1. Retrieve proposed changes and change action details from the 3DEXPERIENCE server.
  2. Format this information into a JSON object.
  3. Connect to a local Kafka cluster and publish the JSON to a specified topic.

The demo confirms that the change and BOM information from 3DEXPERIENCE was successfully published to the Kafka topic, enabling other systems like SAP to consume the data. This highlights the solution’s ability to facilitate seamless, real-time data transfer.

Prompt: 

  1. For 3DEXPERIENCE servera. help me to get change action named as CA-79445376-00000018b. get any 1 random Engineering Items for this Change Action [proposed changes] c. provide the Change Action summary [type, name, revision, policy and state only] along with all engineering item information [type, name, Title, revision, policy and state only] in a tabular format. 
  2. For Kafka servera. Fetch Proposed changes JSON from step 1.bb. Fetch Change Action details including type, name, revision, policy, state, originator and form a simple JSON containing it c. Connect to my local Kafka cluster at localhost:9092 with client ID "test-client" d. Send a message to the "3dx" topic with key as 3DX-BOM-CHANGE and value as JSON from step 2.a and 2.b merged together. 

Claude Answer: 

Summary 

✅ All tasks completed successfully! 

3DEXPERIENCE Operations: 

  • Change Action Retrieved: CA-79445376-00000018 (Handlebar Redesign and Material Upgrade – Cycle Model X-200) 
  • Engineering Item Found: prd-79445376-00000099 (Handlebar) from the proposed changes 
  • Tabular Summary Provided: Both Change Action and Engineering Item details formatted as requested 

Kafka Operations: 

  • Proposed Changes JSON: Extracted and formatted 
  • Change Action Details JSON: Created with required fields 
  • Kafka Connection: Successfully connected to localhost:9092 with client ID “test-client” 
  • Message Sent: Successfully sent merged JSON to “3dx” topic with key “3DX-BOM-CHANGE” 

The message sent to Kafka contains both the Change Action details and the proposed changes information merged into a single JSON payload. 

Why This Matters

The future of PLM isn’t about relying on a single AI model. It’s about leveraging the right AI for each task, maintaining control over your data, and maximizing efficiency.

For companies interested in exploring AI within 3DEXPERIENCE, you can reach out to Raghunath Torase, 3DEXPERIENCE Solution Architect | GenAI Enthusiast | 3DX-SAP Integration | PLM Consulting | Trusted Advisor | ENOVIA | Freelance.

Raghunath Torase
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