Planhat's AI Platform is a flexible, integrated, and commercially-rooted solution designed to empower enterprise-wide transformation. It enables users to solve hundreds of use cases through an intuitive workflow builder that allows for custom AI workflows without code, including flow and model control, RAG tooling, prompt tuning, and cross-system actions. The platform offers a unified context by providing AI access to an entire CRM, tickets, metrics, call transcripts, knowledge base documents, and more, all at low-latency with transparent data lineage and integrated role-based access control (RBAC). It acts as an enabler layer with opinionated primitives designed to dynamically steer AI in commercial contexts, making agents commercially native through RAG tooling, targeted data enrichment, and contextual understanding of process objectives. The platform supports various AI capabilities including a writing assistant for faster and better writing, an AI model hub for choice and control, an MCP server for secure, real-time data access with LLMs, granular access control for data privacy and security, conversational AI for insights from messages, and embedded AI workflows for a first-mover advantage. Planhat also offers an AI Deployment Program, a dedicated services team with deep expertise in deploying AI capabilities around CX. The platform is built to enhance commercial outcomes by improving sales pipeline management, revenue forecasting, project management, deal room engagement, data consolidation, and scaled customer success, all powered by unified context and smarter workflows. Data privacy and security are paramount, with features ensuring customer data is not used to train AI models and compliance with GDPR and other data protection standards.

Features & Benefits

• Highly Flexible: Solves hundreds of use cases with an intuitive workflow builder for custom AI workflows without code.
• Deeply Integrated: Elevates processes end-to-end by providing unified context across CRM, tickets, metrics, call transcripts, and knowledge base docs.
• Commercially Rooted: Built for commercial outcomes with opinionated primitives that steer AI in commercial contexts.
• AI Capabilities: Offers a suite of AI tools including a writing assistant, AI model hub, MCP server, access control, conversational AI, and embedded AI workflows.
• AI Deployment Program: Provides a dedicated services team for deploying AI capabilities around CX.