Planhat | AI Platform

AI For Commercial Teams — article cover image

The Commercial AI Platform

Flexible, integrated and commercially rooted.

The Commercial AI Platform

Flexible, integrated and commercially rooted.

The Commercial AI Platform

Flexible, integrated and commercially rooted.

Trusted by leading companies worldwide

Discover our impact

discover

Trusted by leading companies worldwide

discover

Trusted by leading companies worldwide

discover

Planhat's AI vision is pure brilliance”

“

Seth Warren

VP Strategic Operations

Planhat's AI vision is pure brilliance”

“

Seth Warren

VP Strategic Operations

“Planhat's AI vision is pure brilliance”

Seth Warren

VP Strategic Operations

01 — Highly flexible

Solve hundreds of use cases

02 — Deeply Integrated

Elevate processes end-to-end

03 — Commercially Rooted

Built for commercial outcomes

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.

We're giving our teams a data superpower with Planhat's Al. The ability to instantly get answers from our CRM without ever leaving their workflow will be transforming how we operate and access our data.”

“

Juan Pablo Dib

Solutions Specialist

“We're giving our teams a data superpower with Planhat's Al. The ability to instantly get answers from our CRM without ever leaving their workflow will be transforming how we operate and access our data.”

Juan Pablo Dib

Solutions Specialist

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

Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

“

Paul Davis

Vice President, Customer Success

Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

“

Paul Davis

Vice President, Customer Success

“Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

Paul Davis

Vice President, Customer Success

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

We love how Planhat’s AI-native platform gives the Blockbrain team a single source of truth across Sales and Customer Success.”

“

Antonius Gress

CEO

We love how Planhat’s AI-native platform gives the Blockbrain team a single source of truth across Sales and Customer Success.”

“

Antonius Gress

CEO

“We love how Planhat’s AI-native platform gives the Blockbrain team a single source of truth across Sales and Customer Success.”

Antonius Gress

CEO

1000

hours saved

1000

hours saved

900

Seat expansion

900

Seat expansion

750

cross-sell revenue in 9 months

750

cross-sell revenue in 9 months

1000

hours saved

900

Seat expansion

750

cross-sell revenue in 9 months

500

Days saved each year

Enabled by leading capabilities.

Writing Assistant

Faster, better, easier writing

Writing Assistant

Faster, better, easier writing

MCP Server

Secure, real-time access to data in AI tools

MCP Server

Secure, real-time access to data in AI tools

AI Model Hub

AI built for choice and control

AI Model Hub

AI built for choice and control

Conversational AI

AI-powered insights from every message

Conversational AI

AI-powered insights from every message

AI Workflows

Embedded AI for a first-mover advantage

AI Workflows

Embedded AI for a first-mover advantage

become an AI leader

AI Deployment Program

A dedicated services team with deep expertise in deploying the AI capabilities around CX that the Planhat Platform powers.

become an AI leader

AI Deployment Program

A dedicated services team with deep expertise in deploying the AI capabilities around CX that the Planhat Platform powers.

become an AI leader

AI Deployment Program

A dedicated services team with deep expertise in deploying the AI capabilities around CX that the Planhat Platform powers.

Power your every process.

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

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.

Explore Integrations

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Explore Integrations

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900+ reviews

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

CS Manager

“Built for teams who want to win”

CS Strategy Manager

“I cannot do my job without Planhat”

Client Success Manager

“Customer success as you need it”

Operations Director

“Brings everything into the single source of truth”

Sr. Customer Success Manager

“My everyday ally”

Account Manager

“Extremely intuitive”

Head of Customer Success

“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?

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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?

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Discover Commercial Intelligence

An integrated Commercial AI Platform that empowers you to move beyond pilots and chatbots—powering enterprise-wide transformation.

Request a demo

Discover Commercial Intelligence

An integrated Commercial AI Platform that empowers you to move beyond pilots and chatbots—powering enterprise-wide transformation.

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920+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

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Recognized as a world-leader by

920+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.