Features

Data

Data

Data Semantics

Self-explanatory data for AI and people alike

Teams and AI tools get side-tracked (or hallucinate) when field meanings or segment logic isn’t obvious - it doesn’t matter how clean and structured the data is, if no-one has context on what it represents. Planhat is built for clarity and context-sharing, letting you add plain-language descriptions to fields and save filters with readable names and conditions. This context travels everywhere: dashboards, automations, pages, alerts, and AI prompts alike.

Self-explanatory data for AI and people alike

Teams and AI tools get side-tracked (or hallucinate) when field meanings or segment logic isn’t obvious - it doesn’t matter how clean and structured the data is, if no-one has context on what it represents. Planhat is built for clarity and context-sharing, letting you add plain-language descriptions to fields and save filters with readable names and conditions. This context travels everywhere: dashboards, automations, pages, alerts, and AI prompts alike.

Self-explanatory data for AI and people alike

Teams and AI tools get side-tracked (or hallucinate) when field meanings or segment logic isn’t obvious - it doesn’t matter how clean and structured the data is, if no-one has context on what it represents. Planhat is built for clarity and context-sharing, letting you add plain-language descriptions to fields and save filters with readable names and conditions. This context travels everywhere: dashboards, automations, pages, alerts, and AI prompts alike.

Self-explanatory data for AI and people alike

Teams and AI tools get side-tracked (or hallucinate) when field meanings or segment logic isn’t obvious - it doesn’t matter how clean and structured the data is, if no-one has context on what it represents. Planhat is built for clarity and context-sharing, letting you add plain-language descriptions to fields and save filters with readable names and conditions. This context travels everywhere: dashboards, automations, pages, alerts, and AI prompts alike.

01

Add rich descriptions to any field

Write detailed explanations and examples directly on fields (e.g. what belongs in “Churn Risk Comment” and which keywords matter) so people and agents understand intent at a glance.

01

Add rich descriptions to any field

Write detailed explanations and examples directly on fields (e.g. what belongs in “Churn Risk Comment” and which keywords matter) so people and agents understand intent at a glance.

01

Add rich descriptions to any field

Write detailed explanations and examples directly on fields (e.g. what belongs in “Churn Risk Comment” and which keywords matter) so people and agents understand intent at a glance.

01

Add rich descriptions to any field

Write detailed explanations and examples directly on fields (e.g. what belongs in “Churn Risk Comment” and which keywords matter) so people and agents understand intent at a glance.

02

Save filters that read like natural language

Name and reuse filters with clear titles and visible logic – “High-Value EU Renewals <90 Days” (ARR > $100k AND Region = EU AND Renewal Date ≤ 90d) – across reports, workflows, and AI queries.

02

Save filters that read like natural language

Name and reuse filters with clear titles and visible logic – “High-Value EU Renewals <90 Days” (ARR > $100k AND Region = EU AND Renewal Date ≤ 90d) – across reports, workflows, and AI queries.

02

Save filters that read like natural language

Name and reuse filters with clear titles and visible logic – “High-Value EU Renewals <90 Days” (ARR > $100k AND Region = EU AND Renewal Date ≤ 90d) – across reports, workflows, and AI queries.

02

Save filters that read like natural language

Name and reuse filters with clear titles and visible logic – “High-Value EU Renewals <90 Days” (ARR > $100k AND Region = EU AND Renewal Date ≤ 90d) – across reports, workflows, and AI queries.

What's new

View Changelog

What's new

View Changelog

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 Data Semantics

Discover the full power of Data Semantics

Discover the full power of Data Semantics

Request a demo

Request a demo

Discover the full power of Data Semantics

Request a demo

More in Data

More in Data

More in Data

Explore Full Capability

Explore Full Capability

Explore Full Capability

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

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

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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