A significant upgrade to Planhat’s AI Platform (AIP), bringing our AI vision to life.

On

Share

Today we’re announcing a significant upgrade to Planhat’s AI Platform (AIP), marking the next milestone as we bring our AI vision to life.

At a time when AI is everywhere—and every product and tool claims to be AI-powered—we weren’t about to add some hardcoded features and call it done. Instead, we've taken a step back and reflected on where and how AI can create value—and how we can bring that power to you.

“At the core is the ability to flexibly build no-code AI workflows that matter to you, and that integrate directly into your work. ”

Today we’re announcing a significant upgrade to Planhat’s AI Platform (AIP), marking the next milestone as we bring our AI vision to life.

At a time when AI is everywhere—and every product and tool claims to be AI-powered—we weren’t about to add some hardcoded features and call it done. Instead, we've taken a step back and reflected on where and how AI can create value—and how we can bring that power to you.

“At the core is the ability to flexibly build no-code AI workflows that matter to you, and that integrate directly into your work. ”

Today we’re announcing a significant upgrade to Planhat’s AI Platform (AIP), marking the next milestone as we bring our AI vision to life.

At a time when AI is everywhere—and every product and tool claims to be AI-powered—we weren’t about to add some hardcoded features and call it done. Instead, we've taken a step back and reflected on where and how AI can create value—and how we can bring that power to you.

“At the core is the ability to flexibly build no-code AI workflows that matter to you, and that integrate directly into your work. ”

At the core is the ability to flexibly build no-code AI workflows that matter to you, and that integrate directly into your work. This means you can solve hundreds of use cases end-to-end—instead of a few hardcoded and disjointed ones—ranging from automating work admin, through to intelligent data enrichment and churn prevention. All this is powered by a dedicated Model Hub where you can use out-of-the-box connections to frontier models like GPT–5, Claude 4 and Gemini 2.5—or bring in your own enterprise instance—again, to give you the power to work with AI as you need.

“And of course, agents within Planhat act like any team member—all governed by the same role-based access control that applies to any of your existing teams.”

At the core is the ability to flexibly build no-code AI workflows that matter to you, and that integrate directly into your work. This means you can solve hundreds of use cases end-to-end—instead of a few hardcoded and disjointed ones—ranging from automating work admin, through to intelligent data enrichment and churn prevention. All this is powered by a dedicated Model Hub where you can use out-of-the-box connections to frontier models like GPT–5, Claude 4 and Gemini 2.5—or bring in your own enterprise instance—again, to give you the power to work with AI as you need.

“And of course, agents within Planhat act like any team member—all governed by the same role-based access control that applies to any of your existing teams.”

At the core is the ability to flexibly build no-code AI workflows that matter to you, and that integrate directly into your work. This means you can solve hundreds of use cases end-to-end—instead of a few hardcoded and disjointed ones—ranging from automating work admin, through to intelligent data enrichment and churn prevention. All this is powered by a dedicated Model Hub where you can use out-of-the-box connections to frontier models like GPT–5, Claude 4 and Gemini 2.5—or bring in your own enterprise instance—again, to give you the power to work with AI as you need.

“And of course, agents within Planhat act like any team member—all governed by the same role-based access control that applies to any of your existing teams.”

Our new MCP server even allows you to access these same capabilities directly from your preferred LLM—so your external agents can now run on data from Planhat, and take action in Planhat or elsewhere. And of course, agents within Planhat act like any team member: triaging customer requests and routing them to the right people for customer onboarding based on internal policies, enriching any data set, cleaning up data, drafting e-mail replies, notifying colleagues and so on—all governed by the same role-based access control that applies to any of your existing teams. Out-of-the-box Conversational AI also means that Planhat now automatically and continuously analyzes incoming emails, chats, and call transcripts to assign tags, detect sentiment and provide concise, fully context-enriched summaries of customer conversations summarized across your Dashboards & Widgets so you never have to hunt for details in your data to get up to speed.

This is just the beginning of what we believe is the first truly Commercial AI platform built for the enterprise. Flexible enough to blend seamlessly into your existing data infrastructure and workflows; deeply integrated with all your data and tools, across your entire tech stack; and—perhaps most importantly—shaped for the commercial context through an Enabler Layer that brings the combined experience of Planhat’s own commercial leaders across Sales, Service and Success to every action powered by our AIP.

“This is just the beginning of what we believe is the first truly Commercial AI platform built for the enterprise.”

Our new MCP server even allows you to access these same capabilities directly from your preferred LLM—so your external agents can now run on data from Planhat, and take action in Planhat or elsewhere. And of course, agents within Planhat act like any team member: triaging customer requests and routing them to the right people for customer onboarding based on internal policies, enriching any data set, cleaning up data, drafting e-mail replies, notifying colleagues and so on—all governed by the same role-based access control that applies to any of your existing teams. Out-of-the-box Conversational AI also means that Planhat now automatically and continuously analyzes incoming emails, chats, and call transcripts to assign tags, detect sentiment and provide concise, fully context-enriched summaries of customer conversations summarized across your Dashboards & Widgets so you never have to hunt for details in your data to get up to speed.

This is just the beginning of what we believe is the first truly Commercial AI platform built for the enterprise. Flexible enough to blend seamlessly into your existing data infrastructure and workflows; deeply integrated with all your data and tools, across your entire tech stack; and—perhaps most importantly—shaped for the commercial context through an Enabler Layer that brings the combined experience of Planhat’s own commercial leaders across Sales, Service and Success to every action powered by our AIP.

“This is just the beginning of what we believe is the first truly Commercial AI platform built for the enterprise.”

Our new MCP server even allows you to access these same capabilities directly from your preferred LLM—so your external agents can now run on data from Planhat, and take action in Planhat or elsewhere. And of course, agents within Planhat act like any team member: triaging customer requests and routing them to the right people for customer onboarding based on internal policies, enriching any data set, cleaning up data, drafting e-mail replies, notifying colleagues and so on—all governed by the same role-based access control that applies to any of your existing teams. Out-of-the-box Conversational AI also means that Planhat now automatically and continuously analyzes incoming emails, chats, and call transcripts to assign tags, detect sentiment and provide concise, fully context-enriched summaries of customer conversations summarized across your Dashboards & Widgets so you never have to hunt for details in your data to get up to speed.

This is just the beginning of what we believe is the first truly Commercial AI platform built for the enterprise. Flexible enough to blend seamlessly into your existing data infrastructure and workflows; deeply integrated with all your data and tools, across your entire tech stack; and—perhaps most importantly—shaped for the commercial context through an Enabler Layer that brings the combined experience of Planhat’s own commercial leaders across Sales, Service and Success to every action powered by our AIP.

“This is just the beginning of what we believe is the first truly Commercial AI platform built for the enterprise.”

We can’t wait to see what this upgrade unlocks for you and your teams. If our early Beta tests are anything to go by, AIP is going to fundamentally transform the way GTM teams work—period.

Discover more at planhat.com/ai.

We can’t wait to see what this upgrade unlocks for you and your teams. If our early Beta tests are anything to go by, AIP is going to fundamentally transform the way GTM teams work—period.

Discover more at planhat.com/ai.

Kaveh Rostampor

CEO & Co-Founder

Planhat

Kaveh is the CEO and Co-founder of Planhat, where he has led the company’s growth from an early-stage startup into a global SaaS business serving over 500 customers with 200+ employees across 30+ countries. He brings nearly two decades of experience scaling international software organizations, including 14 years at Meltwater, where he built and led the global customer success function before heading up the Americas business as EVP. Kaveh also serves as a board member for public and private companies including Cint and Macrobond Financial, advising on go-to-market, data strategy, and global expansion.

AI