Every User now has access to the Planhat Intelligence, or Pi, which lives inside Planhat and knows your data. This is the centerpiece of Planhat OS: instead of switching to another tool or prompting a generic AI, you have an Agent that already has the context of your customers, deals, activities and more.

You can:

You chat to Planhat within "Sessions".

"Memory" and "Skills" (described next) provide further information to Pi.

Memory is specific to each tenant, and enables Pi to give smarter answers. Pi automatically saves implicit Memory when you chat with it. Alternatively, you could explicitly define Competitors, and Value Frameworks that your organization or team follows, so that the AI understands the context of how you actually run your business.

Skills are sets of instructions that tell an Agent how to approach a specific task. Think of it as giving the Pi specific instructions: "when doing X, follow these steps, use this format, and apply this logic." Skills make Agents repeatable and consistent. Instead of re-prompting every time, you build a Skill once and invoke it whenever you need it. You can build your own Skills, share them across a team, or use pre-built ones.

Memories hold facts. Skills hold procedures.

When you chat to Planhat, Pi can build live HTML Pages (a new Page Type) using your real Planhat data.

This could a deal health tracker, a customer risk dashboard, an executive summary report, and so on. You simply describe what you want to see, and Pi builds it.

Every View, Page, Tool, Session and record in Planhat can now be favorited. Favorites appear in your sidebar, giving you a persistent, personal bookmark bar for the things you go back to the most.

Profiles have been redesigned to be consistent across Planhat.

Previously, only a limited set of data models (e.g. Companies) had Full-Page Profiles - everything else could only be a Preview (a concise, more compact version of a Profile).

Now, every model has a single, customizable, Full-Page Profile experience, single-column for ease of scanning. Featured tabs are now in widgets, still one click away. The distinction between "Profile" and "Preview" is gone: it's all just one Profile.

Signals surface the moments that matter on a record (e.g. a Company) - a churn risk, an escalation, or an expansion opportunity, without you having to read every email, call and ticket. This is especially valuable in "Scaled" Customer Success, where you are managing a large number of Companies.

Pi reads eligible Conversations from the last 30 days and, where it finds something significant, creates a Signal with a headline and a category. Field changes on records also appear as Signals, so you can see what was updated and by whom.

Signals appear in two places: a Signals widget on a record's Profile (e.g. a Company Profile), and the Signals Tool: a feed showing Signals across all records (respecting your own access permissions).

Signals are ranked by importance and by how relevant the data is to you personally - Companies you own rank higher.

The Sections (of Pages/Views) that were located in your "Home" in the previous version of Planhat (ws.planhat.com) are now in "My Library" in Planhat OS.

You can pin "My Library" to ensure it remains easily accessible from the sidebar.

In Planhat OS, you will find the following existing features within the "Tools" menu:

Settings can also be accessed by clicking on your name in the top left of Planhat OS.

Your own User Settings are now accessed by clicking your name in the top-left corner of Planhat OS. This includes your User Profile, and Theme (dark mode), etc.

Help (where you speak with Fin and our Support team via Chat, as well as accessing the Dojo, Help Center, How-to Library and more) has also moved here.

The main "Federated Search" box that was in the top-middle of Planhat is now in the top-left corner, under your name.

The components of the App Center in the previous version of Planhat (ws.planhat.com) have now moved, and some have been renamed.

What was Automations and Integrations in the previous version of Planhat (ws.planhat.com) are located in the Agents Module in Planhat OS. Automations are now called Agents.

The other features that were present in the App Center - OAuth Clients, Private Apps (Service Accounts) and Connections - have now moved to "Authorized Connections" within the main "Settings" menu.