Features

Collaboration

Embedded Chat

Embedded Chat feature shown in the Planhat platform

Embedded Chat

Real-time conversations within workflows

Traditional communication tools pull teams away from their operational systems, creating fragmented context and forcing constant switching between live threads, email chains, and the actual work. Planhat's Embedded Chat brings live, threaded conversations directly onto any object—from Companies and Projects down to individual Tasks and Tickets. You can reference live data inline or in comments, ensuring discussions always have complete context.

Embedded Chat

Real-time conversations within workflows

Traditional communication tools pull teams away from their operational systems, creating fragmented context and forcing constant switching between live threads, email chains, and the actual work. Planhat's Embedded Chat brings live, threaded conversations directly onto any object—from Companies and Projects down to individual Tasks and Tickets. You can reference live data inline or in comments, ensuring discussions always have complete context.

01

Collaborate with Context

Work together on QBR presentations, account plans, and documents with threaded discussions and live data references, ensuring feedback and revisions happen in context instead of scattered across email threads

01

Collaborate with Context

Work together on QBR presentations, account plans, and documents with threaded discussions and live data references, ensuring feedback and revisions happen in context instead of scattered across email threads

02

Align on Account Strategy

Chat directly on Company profiles to coordinate handoffs between sales and CS, align on expansion opportunities, or loop in leadership—keeping all context and decisions in one place.

02

Align on Account Strategy

Chat directly on Company profiles to coordinate handoffs between sales and CS, align on expansion opportunities, or loop in leadership—keeping all context and decisions in one place.

03

Two-Way Customer Communication

Enable customers to chat with your team directly within their Portal—asking questions, providing updates, or discussing project progress—creating a seamless communication channel that lives alongside shared data and workflows

Power your every process.

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Capture and Analyze Feedback

Turn feedback into roadmap and retention actions

Capture and Analyze Feedback

Turn feedback into roadmap and retention actions

Advocacy and Referrals

Sustainably boost references, reviews, and referrals

Advocacy and Referrals

Sustainably boost references, reviews, and referrals

What's new

View Changelog

Define your own utilization metrics in the Utilization widget

Aug 24

Coworker in multiplayer sessions

Aug 3

Sync custom models and match on any field with BigQuery and Snowflake

Jul 16

Send and schedule AI-enabled email sequences from Automation

Jul 10

Connect any models and create new ones

Jul 10

Connect third-party apps and AI tools to Planhat using OAuth Clients

Jul 2

Add human review to any step in an Automation

Jun 30

Upload and export Planhat Documents as markdown files

Jun 25

What's new

Changelog

Define your own utilization metrics in the Utilization widget

Coworker in multiplayer sessions

Sync custom models and match on any field with BigQuery and Snowflake

Send and schedule AI-enabled email sequences from Automation

Connect any models and create new ones

Connect third-party apps and AI tools to Planhat using OAuth Clients

Add human review to any step in an Automation

Upload and export Planhat Documents as markdown files

Read and create Planhat documents through MCP

Set OAuth permissions automatically when connecting to MCP

Fetch Salesforce formula fields to populate record associations in Planhat

Build Automations faster with smarter field-filling and step controls

Discover the full power of Embedded Chat

Discover the full power of Embedded Chat

Discover the full power of Embedded Chat

Request a Demo

Reporting & Collaboration

Daniel Sternegard

In Focus

/

Demonstration

/

Tools

Reporting & Collaboration

Daniel Sternegard

In Focus

/

Demonstration

/

Tools

Reporting & Collaboration

Daniel Sternegard

In Focus

/

Demonstration

/

Tools

Reporting & Collaboration — article poster image

Collaboration & Context

Daniel Sternegard

In Focus

/

Demonstration

/

Tools

Collaboration & Context

Daniel Sternegard

In Focus

/

Demonstration

/

Tools

Collaboration & Context

Daniel Sternegard

In Focus

/

Demonstration

/

Tools

Collaboration & Context — article poster image

Sustainable Growth in Customer Success

Shannon Nishi

In Conversation

/

Interview

/

Leadership

Sustainable Growth in Customer Success

Shannon Nishi

In Conversation

/

Interview

/

Leadership

Sustainable Growth in Customer Success

Shannon Nishi

In Conversation

/

Interview

/

Leadership

Job Description: Customer Success Manager

Jonas Terning

Expert Advice

/

Guide

/

Careers

Job Description: Customer Success Manager

Jonas Terning

Expert Advice

/

Guide

/

Careers

Job Description: Customer Success Manager

Jonas Terning

Expert Advice

/

Guide

/

Careers

FAQ

FAQ

FAQ

How is Embedded Chat different from using Slack or email alongside Planhat?

How does Embedded Chat reduce onboarding friction and speed up time to value?

How does Embedded Chat allow account managers to have more informed conversations?

How does Embedded Chat eliminate the need to context-switch during a customer conversation?

How does Planhat ensure enterprise governance and accountability in Embedded Chat?

More in Collaboration

More in Collaboration

More in Collaboration

Explore Full Capability

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

Documents & Libraries

Working docs, wired into the customer record

Documents & Libraries

Working docs, wired into the customer record

Presentations

Slides that stay in sync with reality

Presentations

Slides that stay in sync with reality

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Data Explorer

Find answers quickly, without adding noise

Data Explorer

Find answers quickly, without adding noise

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Enterprise Search

Find anything, in a single search

Enterprise Search

Find anything, in a single search

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

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Guides

Services Automation

Project Profitability

Time Tracking & Timesheets

Resource Management

Project Management

B2B CRM

Agentic Sales CRM

Recognized as a world-leader by

950+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Brand Guidelines

Follow us

planhat

About

Careers

Press

Contact

Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Partners

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Planhat for SaaS

Planhat for IT

Planhat for Security

Guides

Services Automation

Project Profitability

Time Tracking & Timesheets

Resource Management

Project Management

B2B CRM

Agentic Sales CRM

Recognized as a world-leader by

950+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Brand Guidelines

Follow us