Changelog

Introducing Automation Run status

You can now track the status of manually triggered Automations from the top-right corner of the screen. The icon indicates whether the latest run is in progress, completed, or failed — and clicking it shows you the status of recent runs for quick visibility.

New Templated AI Automations for Call Summaries

Summarize your customer call or demo call with prospects to surface key insights without manual work. The new templates are added to our App Center to help you get started quickly with AI.

Introducing Opus 4.5 and Haiku 4.5 in AI Model Hub

Claude Opus 4.5 and Haiku 4.5 are now available in our AI Model Hub and AI workflows. Haiku 4.5 is fast and cost-effective for complex tasks, while Opus 4.5 excels in deep reasoning and financial modelling.

Table Content in Documents

You can now add a table of contents block to your docs that automatically generates from your document's headings. Use the block picker (/) to insert it anywhere in your doc — great for longer documents where you want to easily jump to specific sections.

Manage your Automations

Enable, disable or update labels easily across multiple Automations using our new bulk actions — try it out in App Center.

Unify customer collaboration

Replace siloed and scattered tools with one, unified collaboration hub. Planhat Portals allow teams to proactively focus on outcomes, not busy work. Share files, data, or track goals in a single, co-owned space.

An Extension of Your Product

Portals create a single space to guide customers through the entire customer journey, adaptable to how your business operates - all while looking and feeling like an extension of your brand. Collaborate on any project together - whether it’s close plans, onboarding, or even upcoming renewals.

Built to Securely Scale

Portals are built with security-first architecture that protects sensitive data while enabling reusable, customizable experiences. Personalise Portals with your own branding or use custom roles to tailor the experience for different stakeholders.

Upgrading Portals

Portals is included in Planhat Professional and Advanced. Reach out to your account team or activate in Settings > Roles to get started.

Activate Planhat AI in Settings > AI to get started.

Build AI workflows with "Use AI" step in Automations

A user-friendly AI step directly into your Automations to unlock LLM-powered workflows. Frontier models directly available via our AI Model Hub. Automate meeting admin, enrich data, monitor risk and health, and find portfolio insights - for the creative, use cases are endless.

AI Model Hub

Frontier models from OpenAI, Anthropic and Google directly available in Planhat (consuming AI credits). Or bring-your-own-LLM when your enterprise wants to manage the entire data lifecycle.

Access Documents in Automations

Automate document creation, like cross-portfolio risk analytics or feedback summaries, using AI. Moreover, reference your documents - like tone of voice or company strategy - in other AI Automations (eg, to prepare best next steps after a meeting).

Model Context Protocol (MCP) server for external agents [beta]

We’ve introduced a new MCP (Model Context Protocol) server for external agent-building, with access to all Planhat's context and tools. Read more about our MCP server in our Developer Docs.

Conversational AI: sentiment and classification

Understand the tone and intent of customer Conversations - emails, chats and calls - at a glance. Conversations can now be auto-classified, and analysed for sentiment, making it easier to identify trends, route Conversations to the correct team, and uncover actionable insights without manual work. Sentiment can be rolled up to company, user, and end-user level - to use in e.g. Health Scores, Automations and Reporting. 

Templated AI Automations

Start using AI Automations with one click. Choose between 10+ pre-built Automation templates to quickly deploy AI in your organisation, in a secure environment where all your data and action lives.

Funnel widget

Analyse conversion of records through stages, be it Companies through Lifecycle stages, Opportunities through Sales stages, or processing of Support tickets. Understand the average time spent per stage, average step conversion, and cumulative conversion. Flip between timespans to understand development over time.

Field Rules

Use Field Rules to enforce data hygiene and build approval flows. Set fields to become mandatory or locked, subject to conditions on other fields, or properties of the actor. String together multiple rules to create approval flows, where users’ ability to move records through the process is conditional on the stage of the record and the user’s role.

Paths (new object relationship)

Standardised breadcrumb-style user experience for displaying object relationships, and a new backend model for relating objects (enabling future use cases).

Create Forms

Use custom create forms to focus the user on the field inputs that really matter. Now in a cleaner and more intuitive interface.

Utilization Widget for Services Delivery

Make informed resourcing decisions using the Utilization Widget. View utilisation data across team members and group insights by region or team to assess overall workload.

Timesheet Approval Flow

Streamline your timesheet processes with customisable approval flows. Tailor approval of submitted timesheets to organisational need, whether it’s a single-step approval or a multi-layered process.

New Time Entry model

A big share of customer work is billed, and many companies care more and more about operational efficiencies. We felt it's natural for the time tracked against customers and internal projects to live next to your other data and workflows, and so are now introducing the foundations of our new Service Delivery offering: time entries. A new model that lets you track time, attributed against any operational object (eg, project, task, asset), run reporting and analytics, and export for billing.

Timesheets

Coming along time entries is the ability to submit timesheets, in a newly designed Timesheet module. Purpose-built for minimal time spent on logging time, natively connected to your Google or Outlook calendar.

Libraries: expanded "Verified" concepts and a new "Library Manager" role

Libraries are where you manage your organisational knowledge base, which is powering GTM team enablement and AI Automations. Each content piece in a Library gets tagged as "Verified", and now so do Pages/Sections used in Home Templates. The new Library Manager workflow permission give enablement teams full freedom to manage the knowledge base.

Unsubscribed and Bounce Rate to Marketing Emails

Ability to add unsubscribe link to marketing emails from Planhat, empowering an already strong email communication offering. Improved email analytics with Unsubscribe Rate and Bounce Rate (available for Sendgrid high-volume email campaigns), next to existing open/click/reply rates.

AI Automation Templates

Batch of AI Automation templates to quickly bring improved data enrichment into Planhat. Sentiment and categorisation of NPS and tickets, embedded company SWOT analysis, and summarisation of enduser conversations. All helping you focus, with less work.

Dynamic Assignment

Many customer workflows rely on pooled resources where you want to dynamically assign ownership by some rules and criteria. Three new dynamic assignment automations allow you to do this, assigning things like tasks to project managers, customers to Pooled CS or incoming prospects to AEs.

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