The Commercial AI Platform
The Commercial AI Platform
Flexible, integrated and commercially rooted.




Ask Assistant to help further
Draft Email Response
Summarize
Identify Action Items
Classify Sentiment
Custom Prompt

“
Planhat's AI vision is pure brilliance.”
“Planhat's AI vision
is pure brilliance.”
“Planhat's AI vision is pure brilliance.”
Seth Warren
VP Strategic Operations
Hyperproof
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.




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




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).




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




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.




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




Enabled by leading capabilities.
Enabled by leading capabilities.
Enabled by leading capabilities.
Power your every process.
Power your every process.
Power your every process.
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.
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?
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?
Discover Commercial Intelligence
An integrated Commercial AI Platform that empowers you to move beyond pilots and chatbots—powering enterprise-wide transformation.

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

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

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

Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by