Integrations
Artificial Intelligence
openai.com
Use OpenAI 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 OpenAI. For example, when a sales deal closes, use OpenAI to analyze emails and call transcripts and create a CS handover note on the account.
02
Authorised Planhat users can connect to OpenAI in the App Center, in Custom Connections. Setup the OpeanAI integration in our App Center and add prompt or chat endpoint.
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