Azure OpenAI

Azure OpenAI provides enterprise-grade reasoning, while Planhat provides the customer context and workflow orchestration required for execution. By embedding Azure-hosted models directly into your custom Automations, teams transform unstructured conversation data into actionable records and automated follow-through. This integration ensures that AI-generated insights land directly in your system of record at the exact business moment they are required.

Unlock the power of Azure OpenAI with planhat

Improve net revenue retention

Identify at-risk accounts earlier by using Azure OpenAI to analyze email sentiment and support transcripts for subtle frustration signals. This enables commercial teams to execute proactive retention plays before qualitative issues impact quantitative renewal targets.

Shorten time to value

Accelerate the transition from sales to implementation by automatically generating implementation briefs the moment a deal closes. Synthesizing months of pre-sale call transcripts with AI ensures onboarding teams bypass manual discovery and start with complete context.

Increase process governance

Maintain enterprise security standards by confining AI processing to rule-based Automation steps within a Microsoft-hosted environment. Using structured JSON outputs ensures that AI-generated data updates are predictable, governed, and formatted for immediate downstream use.

Improve commercial predictability

Ground executive reporting in objective evidence by using Azure OpenAI to analyze messy meeting notes and objectives across the portfolio. Translating raw reasoning into consistent account summaries provides leadership with a reliable view of expansion potential and renewal risk.

Seamlessly integrate Planhat & Azure OpenAI

Seamlessly integrate Planhat & Azure OpenAI

Seamlessly integrate Planhat & Azure OpenAI

how it works

Flow & configuration

01

01 - CONNECTED

Secure authentication via App Center

Authorized administrators link Planhat to your Microsoft Azure OpenAI Service through the Custom Connections area in the App Center. You must provide the API token and the Azure base URL containing your specific resource name to establish the secure data bridge. This "bring-your-own-LLM" model ensures that your data remains subject to your own enterprise security and compliance agreements with Microsoft.

02

01 - CONNECTED

Define prompt and chat endpoints

Establish the connection logic by configuring prompt or chat endpoints that define how Planhat communicates with your specific deployments, such as GPT-4o. This setup allows Planhat to pre-fill the necessary authorization headers for secure model invocation. Teams often prefer this route in Microsoft-heavy environments to satisfy strict procurement and privacy requirements.

03

01 - CONNECTED

Embed the "Use AI" step in Automations

Add a dedicated AI step to any Planhat Custom Automation to trigger model requests at specific lifecycle moments, such as a status change or a closed deal. Planhat sends the defined prompt along with real-time customer data, including email history, chat transcripts, and account fields, to Azure OpenAI for processing. This turns a standalone model endpoint into an operational workflow step.

04

01 - CONNECTED

Map structured JSON or narrative outputs

Define how the model response is handled by requesting either unstructured narrative text for notes or structured JSON for branching logic. Structured results allow the Automation to update specific records, enrich Company data, or branch the workflow to notify the Customer Success Manager via Slack based on the AI's reasoning.

05

01 - CONNECTED

Execute operational follow-through

Planhat turns the model response into immediate action, such as creating a Customer Success handover note or updating an at-risk label. This ensures that AI reasoning is recorded directly into the customer record, allowing teams to act on insights without manual data entry or manual review of long conversation chains.

FAQ

FAQ

How quickly can Azure OpenAI be connected to Planhat, and how secure is the integration?

How does Azure OpenAI help unlock strategic value from dark data?

How can Azure OpenAI-powered Automations drive sentiment intelligence in Planhat?

How can AI-driven next best actions trigger automated enterprise workflows?

How does Planhat protect customer data when sending it to Azure OpenAI?