Features

Intelligence

Intelligence

Conversational AI

Conversational AI

AI-powered insights from every message

Get a real-time view of customer sentiment and topics across accounts, portfolios, and teams — use this data to power health scores, trigger automations or early risk detection. Planhat automatically analyzes incoming emails, chats, and call transcripts to detect sentiment (positive, neutral, or negative) and assign a category (like Support, Billing, or Product Feedback). Use conversation summaries to instantly generate concise, AI-powered summaries of customer conversations to save time, capture context and key take aways.

Conversational AI

AI-powered insights from every message

Get a real-time view of customer sentiment and topics across accounts, portfolios, and teams — use this data to power health scores, trigger automations or early risk detection. Planhat automatically analyzes incoming emails, chats, and call transcripts to detect sentiment (positive, neutral, or negative) and assign a category (like Support, Billing, or Product Feedback). Use conversation summaries to instantly generate concise, AI-powered summaries of customer conversations to save time, capture context and key take aways.

Conversational AI

AI-powered insights from every message

Get a real-time view of customer sentiment and topics across accounts, portfolios, and teams — use this data to power health scores, trigger automations or early risk detection. Planhat automatically analyzes incoming emails, chats, and call transcripts to detect sentiment (positive, neutral, or negative) and assign a category (like Support, Billing, or Product Feedback). Use conversation summaries to instantly generate concise, AI-powered summaries of customer conversations to save time, capture context and key take aways.

Conversational AI

AI-powered insights from every message

Get a real-time view of customer sentiment and topics across accounts, portfolios, and teams — use this data to power health scores, trigger automations or early risk detection. Planhat automatically analyzes incoming emails, chats, and call transcripts to detect sentiment (positive, neutral, or negative) and assign a category (like Support, Billing, or Product Feedback). Use conversation summaries to instantly generate concise, AI-powered summaries of customer conversations to save time, capture context and key take aways.

01

Track Relationship Health Over Time

Leverage sentiment insights across customer and contact interactions to identify which accounts and stakeholders need attention. Use this data to feed into health scores, reporting, and team performance tracking.

01

Track Relationship Health Over Time

Leverage sentiment insights across customer and contact interactions to identify which accounts and stakeholders need attention. Use this data to feed into health scores, reporting, and team performance tracking.

01

Track Relationship Health Over Time

Leverage sentiment insights across customer and contact interactions to identify which accounts and stakeholders need attention. Use this data to feed into health scores, reporting, and team performance tracking.

01

Track Relationship Health Over Time

Leverage sentiment insights across customer and contact interactions to identify which accounts and stakeholders need attention. Use this data to feed into health scores, reporting, and team performance tracking.

02

Action Based on Sentiment

Use sentiment scores across conversations, contacts, and accounts to trigger automations at the right time — helping you take action on relationships that need strengthening or when potential advocates are identified. Move beyond subjective judgment and base your analysis on real data.

02

Action Based on Sentiment

Use sentiment scores across conversations, contacts, and accounts to trigger automations at the right time — helping you take action on relationships that need strengthening or when potential advocates are identified. Move beyond subjective judgment and base your analysis on real data.

02

Action Based on Sentiment

Use sentiment scores across conversations, contacts, and accounts to trigger automations at the right time — helping you take action on relationships that need strengthening or when potential advocates are identified. Move beyond subjective judgment and base your analysis on real data.

02

Action Based on Sentiment

Use sentiment scores across conversations, contacts, and accounts to trigger automations at the right time — helping you take action on relationships that need strengthening or when potential advocates are identified. Move beyond subjective judgment and base your analysis on real data.

03

Understand Every Customer Conversation

Automatically analyze emails, chats, and call transcripts to assign topic — at scale. Save time by summarizing conversations with the click of a button to avoid spending time reading through long email threads.

03

Understand Every Customer Conversation

Automatically analyze emails, chats, and call transcripts to assign topic — at scale. Save time by summarizing conversations with the click of a button to avoid spending time reading through long email threads.

03

Understand Every Customer Conversation

Automatically analyze emails, chats, and call transcripts to assign topic — at scale. Save time by summarizing conversations with the click of a button to avoid spending time reading through long email threads.

03

Understand Every Customer Conversation

Automatically analyze emails, chats, and call transcripts to assign topic — at scale. Save time by summarizing conversations with the click of a button to avoid spending time reading through long email threads.

Get started

Get started

Power your every process.

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Scaled CS

Serve the long tail of customers without eroding margins

Scaled CS

Serve the long tail of customers without eroding margins

Scaled CS

Serve the long tail of customers without eroding margins

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Health Management

Proactively and rapidly address both opportunities and risks

Health Management

Proactively and rapidly address both opportunities and risks

Health Management

Proactively and rapidly address both opportunities and risks

What's new

View Changelog

Configure Conversational AI

10/1/25

Upgrading Planhat AI Platform (AIP)

9/11/25

What's new

View Changelog

Configure Conversational AI

10/1/25

Upgrading Planhat AI Platform (AIP)

9/11/25

What's new

Changelog

Automations Run status and call summaries

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

All-New Portals

User Types, Customise Automation Templates, and more

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

What's new

Changelog

Automations Run status and call summaries

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

All-New Portals

User Types, Customise Automation Templates, and more

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

Discover the full power of Conversational AI

Discover the full power of Conversational AI

Discover the full power of Conversational AI

Request a demo

Request a demo

Learning to Love AI—and Getting it to Love You Back

Julia Sommarlund

Learning to Love AI—and Getting it to Love You Back

Julia Sommarlund

Learning to Love AI—and Getting it to Love You Back

Julia Sommarlund

Discover the full power of Conversational AI

Request a demo

Learning to Love AI—and Getting it to Love You Back

Julia Sommarlund

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planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

880+ 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.

© 2025 Planhat inc.

Status

Legal

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

880+ 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.

© 2025 Planhat inc.

Status

Legal

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

880+ 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.

© 2025 Planhat inc.

Status

Legal

Terms of Service

Privacy Policy

Cookie Policy

Follow us