The Commercial AI Platform

Flexible, integrated and commercially rooted.

Request a demo

WATCH film

The Commercial AI Platform

Flexible, integrated and commercially rooted.

Request a demo

WATCH film

The Commercial AI Platform

Flexible, integrated and commercially rooted.

Request a demo

WATCH film

Solve hundreds of use cases

Intuitive Workflow Builder

Build custom AI workflows without code. Flow and model control, RAG tooling, prompt tuning, and tens of cross-system actions.

AI Model Hub

MCP Server for External Agents

Solve hundreds of use cases

Intuitive Workflow Builder

Build custom AI workflows without code. Flow and model control, RAG tooling, prompt tuning, and tens of cross-system actions.

Solve hundreds of use cases

Intuitive Workflow Builder

Build custom AI workflows without code. Flow and model control, RAG tooling, prompt tuning, and tens of cross-system actions.

Elevate processes end-to-end

Unified Context

An AI Platform with access to your entire CRM, tickets, metrics, call transcripts, knowledge base docs and more. Everything in one place, at low-latency, with transparent data lineage and integrated human to agent role-based access control (RBAC).

Agentic Tooling

AI Where You Work

Elevate processes end-to-end

Unified Context

An AI Platform with access to your entire CRM, tickets, metrics, call transcripts, knowledge base docs and more. Everything in one place, at low-latency, with transparent data lineage and integrated human to agent role-based access control (RBAC).

Elevate processes end-to-end

Unified Context

An AI Platform with access to your entire CRM, tickets, metrics, call transcripts, knowledge base docs and more. Everything in one place, at low-latency, with transparent data lineage and integrated human to agent role-based access control (RBAC).

Built for Commercial Outcomes

Enabler Layer

Opinionated primitives designed to dynamically steer AI in commercial contexts. Models are enabled with RAG tooling, targeted data enrichment and a contextual understanding of process objectives—making Agents commercially native.

Highly Templatized

AI Deployment Program

Built for Commercial Outcomes

Enabler Layer

Opinionated primitives designed to dynamically steer AI in commercial contexts. Models are enabled with RAG tooling, targeted data enrichment and a contextual understanding of process objectives—making Agents commercially native.

Built for Commercial Outcomes

Enabler Layer

Opinionated primitives designed to dynamically steer AI in commercial contexts. Models are enabled with RAG tooling, targeted data enrichment and a contextual understanding of process objectives—making Agents commercially native.

Unified context.
Smarter workflows.

Unified context.
Smarter workflows.

Everything you need to win. Working as one.

From CRM integrations to usage tracking, ticketing, issues, customer communications, and more—all available for AI in Planhat.

From CRM integrations to usage tracking, ticketing, issues, customer communications, and more—all available for AI in Planhat.

From CRM integrations to usage tracking, ticketing, issues, customer communications, and more—all available for AI in Planhat.

“Built for teams who want to win”

“I cannot do my job without Planhat”

“Customer success as you need it”

“Brings everything into the single source of truth”

“My everyday ally”

“Extremely intuitive”

“Better than pulling a rabbit-out-of-a-hat kinda magic”

CS Manager

“Better than pulling a rabbit-out-of-a-hat kinda magic”

CS Manager

Intelligence.
Secured.

Intelligence. Secured.

Intelligence.
Secured.

Data is essential to intelligent automation. We put privacy and security front and center, so you don’t have to.

Which AI providers does Planhat use?

Can I be sure customer data is not used to train AI models?

Where is my data processed when using AI features?

Is data encrypted during AI processing?

Is AI in Planhat compliant with GDPR and other data protection standards?

How is data retained when using AI providers in Planhat?

What's the pricing for the AI functionality?

Can I use Planhat AI Platform (AIP) without either the CSP or CRM product?

Where can I find more infomation?

Which AI providers does Planhat use?

Can I be sure customer data is not used to train AI models?

Where is my data processed when using AI features?

Is data encrypted during AI processing?

Is AI in Planhat compliant with GDPR and other data protection standards?

How is data retained when using AI providers in Planhat?

What's the pricing for the AI functionality?

Can I use Planhat AI Platform (AIP) without either the CSP or CRM product?

Where can I find more infomation?

Which AI providers does Planhat use?

Can I be sure customer data is not used to train AI models?

Where is my data processed when using AI features?

Is data encrypted during AI processing?

Is AI in Planhat compliant with GDPR and other data protection standards?

How is data retained when using AI providers in Planhat?

What's the pricing for the AI functionality?

Can I use Planhat AI Platform (AIP) without either the CSP or CRM product?

Where can I find more infomation?