The Commercial AI Platform

The Commercial AI Platform

A flexible, integrated and commercially rooted AI platform that scales impact beyond demos.

Trusted by Industry Leaders

Trusted by Industry Leaders

Trusted by Industry Leaders

Solve hundreds of use cases

Intuitive Workflow Builder

Build custom AI workflows without code. Flow and model control, RAG tooling, prompt tuning, and tens of cross-system actions.

AI Model Hub
MCP Server for External Agents
Solve hundreds of use cases
Intuitive Workflow Builder

Build custom AI workflows without code. Flow and model control, RAG tooling, prompt tuning, and tens of cross-system actions.

Solve hundreds of use cases
Intuitive Workflow Builder

Build custom AI workflows without code. Flow and model control, RAG tooling, prompt tuning, and tens of cross-system actions.

Solve hundreds of use cases

Intuitive Workflow Builder

Build custom AI workflows without code. Flow and model control, RAG tooling, prompt tuning, and tens of cross-system actions.

AI Model Hub
MCP Server for External Agents

“Planhat gives us one customer truth and powerful AI capabilities so we can win and expand more customers faster.”

Jay Cordova

CxO

Proficiencee Inc.

“Planhat gives us one customer truth and powerful AI capabilities so we can win and expand more customers faster.”

Jay Cordova

CxO

Proficiencee Inc.

“Planhat gives us one customer truth and powerful AI capabilities so we can win and expand more customers faster.”

Jay Cordova

CxO

Proficiencee Inc.

Elevate processes end-to-end

Unified Context

An AI Platform with access to your entire CRM, tickets, metrics, call transcripts, knowledge base docs and more. Everything in one place, at low-latency, with transparent data lineage and integrated human to agent role-based access control (RBAC).

Agentic Tooling
AI Where You Work
Elevate processes end-to-end
Unified Context

An AI Platform with access to your entire CRM, tickets, metrics, call transcripts, knowledge base docs and more. Everything in one place, at low-latency, with transparent data lineage and integrated human to agent role-based access control (RBAC).

Elevate processes end-to-end
Unified Context

An AI Platform with access to your entire CRM, tickets, metrics, call transcripts, knowledge base docs and more. Everything in one place, at low-latency, with transparent data lineage and integrated human to agent role-based access control (RBAC).

Elevate processes end-to-end

Unified Context

An AI Platform with access to your entire CRM, tickets, metrics, call transcripts, knowledge base docs and more. Everything in one place, at low-latency, with transparent data lineage and integrated human to agent role-based access control (RBAC).

Agentic Tooling
AI Where You Work

“We’re giving our teams a data superpower with Planhat's AI. The ability to instantly get answers from our CRM without ever leaving their workflow will be transforming how we operate and access our data.”

Juan Pablo Dib

Solutions Specialist

Deliverect

“We’re giving our teams a data superpower with Planhat's AI. The ability to instantly get answers from our CRM without ever leaving their workflow will be transforming how we operate and access our data.”

Juan Pablo Dib

Solutions Specialist

Deliverect

“We’re giving our teams a data superpower with Planhat's AI. The ability to instantly get answers from our CRM without ever leaving their workflow will be transforming how we operate and access our data.”

Juan Pablo Dib

Solutions Specialist

Deliverect

Built for Commercial Outcomes

Enabler Layer

Opinionated primitives designed to dynamically steer AI in commercial contexts. Models are enabled with RAG tooling, targeted data enrichment and a contextual understanding of process objectives—making Agents commercially native.

Highly Templatized
AI Deployment Program
Built for Commercial Outcomes
Enabler Layer

Opinionated primitives designed to dynamically steer AI in commercial contexts. Models are enabled with RAG tooling, targeted data enrichment and a contextual understanding of process objectives—making Agents commercially native.

Built for Commercial Outcomes
Enabler Layer

Opinionated primitives designed to dynamically steer AI in commercial contexts. Models are enabled with RAG tooling, targeted data enrichment and a contextual understanding of process objectives—making Agents commercially native.

Built for Commercial Outcomes

Enabler Layer

Opinionated primitives designed to dynamically steer AI in commercial contexts. Models are enabled with RAG tooling, targeted data enrichment and a contextual understanding of process objectives—making Agents commercially native.

Highly Templatized
AI Deployment Program

“We love how Planhat’s AI-native platform gives the Blockbrain team a single source of truth across Sales and Customer Success.”

Antonius Gress

CEO

Blockbrain

“We love how Planhat’s AI-native platform gives the Blockbrain team a single source of truth across Sales and Customer Success.”

Antonius Gress

CEO

Blockbrain

“We love how Planhat’s AI-native platform gives the Blockbrain team a single source of truth across Sales and Customer Success.”

Antonius Gress

CEO

Blockbrain

Power your every process.

Power your every process.

Power your every process.

Unified context.
Smarter workflows.

Everything you need to win. Working as one.

From CRM integrations to usage tracking, ticketing, issues, customer communications, and more—all available for AI in Planhat.

Intelligence.
Secured.

Intelligence.
Secured.

Intelligence.
Secured.

Data is essential to intelligent automation. We put privacy and security front and center, so you don’t have to.

Data is essential to intelligent automation. We put privacy and security front and center, so you don’t have to.

Data is essential to intelligent automation. We put privacy and security front and center, so you don’t have to.

Which AI providers does Planhat use?

Can I be sure customer data is not used to train AI models?

Where is my data processed when using AI features?

Is data encrypted during AI processing?

Is AI in Planhat compliant with GDPR and other data protection standards?

What's the pricing for the AI functionality?

Can I use Planhat AI Platform (AIP) without either the CSP or CRM product?

Where can I find more infomation?

Which AI providers does Planhat use?

Can I be sure customer data is not used to train AI models?

Where is my data processed when using AI features?

Is data encrypted during AI processing?

Is AI in Planhat compliant with GDPR and other data protection standards?

What's the pricing for the AI functionality?

Can I use Planhat AI Platform (AIP) without either the CSP or CRM product?

Where can I find more infomation?

Which AI providers does Planhat use?

Can I be sure customer data is not used to train AI models?

Where is my data processed when using AI features?

Is data encrypted during AI processing?

Is AI in Planhat compliant with GDPR and other data protection standards?

What's the pricing for the AI functionality?

Can I use Planhat AI Platform (AIP) without either the CSP or CRM product?

Where can I find more infomation?

Which AI providers does Planhat use?

Can I be sure customer data is not used to train AI models?

Where is my data processed when using AI features?

Is data encrypted during AI processing?

Is AI in Planhat compliant with GDPR and other data protection standards?

What's the pricing for the AI functionality?

Can I use Planhat AI Platform (AIP) without either the CSP or CRM product?

Where can I find more infomation?

Discover Commercial Intelligence

An integrated Commercial AI Platform that empowers you to move beyond pilots and chatbots—powering enterprise-wide transformation.

Discover Commercial Intelligence

An integrated Commercial AI Platform that empowers you to move beyond pilots and chatbots—powering enterprise-wide transformation.

A CRM that works from pipeline to lifetime

An integrated Commercial AI Platform that empowers you to move beyond pilots and chatbots—powering enterprise-wide transformation.

Discover Commercial Intelligence

An integrated Commercial AI Platform that empowers you to move beyond pilots and chatbots—powering enterprise-wide transformation.

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

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Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.