Changelog

Creating or editing tenant-level Memories and Skills, which shape Pi's behaviour across your whole organisation, now requires admin access on Planhat OS.

What this means:

• Personal Skills and Memories remain available to all users

• Promoting a personal Skill to tenant level requires admin approval

• Admins keep control of the shared instructions that shape Pi for every colleague

Admins on Planhat OS can now restrict Pi's access to specific data, from individual models and properties to entire company records.

You can now:

• Turn off models or properties, such as EndUser records or a sensitive custom field, so Pi cannot read, create or update them

• Exclude specific companies and all their sub-data from Pi's processing

Admins on Planhat OS can now choose which pages, agents and views appear by default when users enter the platform.

A few highlights:

• Surface Signals, Agents and key portfolio views for your CSMs from day one

• Users moving from P2 will have their most-visited pages and views favourited automatically

User profiles now use a business-card-style layout, and all users on Planhat OS can set a personal status visible to teammates.

A few highlights:

• View a larger photo, clearer information hierarchy and prominent actions

• Set a status such as available, in a meeting or out of office

• Check a colleague's status before reassigning time-sensitive work