Integrations
Artificial Intelligence
anthropic.com
Use Anthropic to solve hundreds of use cases by combining Planhat's leading automations with AI. Analyze call outcomes, identify early risk, extract insights and trends in your customer data and more.
01
Create a custom automation and add the “use AI” step, choose Anthropic. For example, when a sales deal closes, use Anthropic to analyze emails and call transcripts and create a CS handover note on the account.
02
Authorised Planhat users can connect to Anthropic in the App Center, in Custom Connections. Setup the Anthropic integration in our App Center and add prompt or chat endpoint.
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