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.

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.

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).

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.

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.

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?