Use Azure OpenAI to solve hundreds of use cases by combining Planhat's leading automations with AI. Analyze call outcomes, summarize accounts, identify early risk and more.
How it Works
Create a custom automation and add the “use AI” step, choose Azure OpenAI. For example, when a sales deal closes, use Azure OpenAI to analyze emails and call transcripts and create a CS handover note on the account.
Get Started
Authorised Planhat users can connect to Azure OpenAI in the App Center, in Custom Connections. Configure the integration and add prompt or chat endpoint.
