Summary
You can chat with Planhat (in Sessions) - this advanced AI knows all of your Planhat data, and can answer your questions and even build things for you in Planhat, including HTML Artifacts. Memories and Skills are ways you can teach Planhat's AI so it's even more tailored to you
Signals automatically highlight key customer/prospect events, such as churn risks and expansion opportunities, so you can easily prioritize your work, rather than you having to go through all your data to decide what's important
Favorites are your personal shortcuts - the records (e.g. Companies), Pages (e.g. Dashboards), Views, Sessions and Tools you go to most often
There are various other changes in Planhat OS (including features moving and being renamed) - this article gives you an overview of some key points
Who is this article for?
Existing users of the previous version of Planhat (ws.planhat.com) who are upgrading to Planhat OS
Article contents
Chat with Planhat AI
Every User now has access to the Planhat coworker, an AI Agent that 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:
Review your upcoming deals or renewals - ask Planhat to surface what's coming up, what needs attention, and where your portfolio stands
Understand Planhat features - ask Planhat anything you would have asked Fin about
Build Agents - ask Planhat to build a multi-step, rules-based Agent (previously called an Automation) to speed up your own process
Build HTML Artifacts - generate a live Page from your Planhat data (more on this below)
You chat to Planhat within "Sessions".
"Memory" and "Skills" (described next) provide further information to Planhat's AI chat Agent.
Memory & Skills
Memory is specific to each tenant, and enables Planhat to give smarter answers. For example, you could 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 Planhat AI 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.
Personal Agents
All Users can now create their own personal Agents (formerly called Automations), through the new Agents Module.
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These are private by default, so you can build what's useful for your own process without affecting anyone else.
To keep things manageable at scale, admins can implement User-level limits.
HTML Artifacts - custom Pages, built on your data
When you chat to Planhat, the AI can build live HTML Pages (a new Page Type) using your real Planhat data.
Each HTML Artifact can be shared other Users in Planhat
It refreshes with the latest data when viewed
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 Planhat builds it.
Favorites
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
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
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.
Planhat's AI 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.
Features that have moved or been renamed
Home content (your Sections etc.) - "My Library"
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.
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Tools
In Planhat OS, you will find the following existing features within the "Tools" menu:
Data Explorer
The "Metrics" part is now separated into its own Tool
Content Explorer - renamed to "Knowledge Base" in Planhat OS
Calendar
Email Manager
Notifications
Project Templates and Sequence Templates (Workflow Templates)
History
Timesheets (what was previously the "Timesheets" Home feature)
"Data model"
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System Admin menu, User Settings, and Help
The following "Global Tools for admins" can be found in the System Admin menu, accessed by clicking on your name in the top left of Planhat OS:
Portal Manager
Data Model
NPS
Settings (the main "Settings" Global Tool)
One change in Planhat OS is that the OAuth Clients, Private Apps (Service Accounts) and Connections, which were previously in the App Center, have moved to Settings
Another change in Planhat OS is that Revenue settings have moved out of Settings and are now in the "Revenue" Tool (pictured above)
đ Important to note
This describes the current setup in Planhat OS; these "System Admin" features may move into the Tools menu in future.
Your own User Settings are now also 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.
Search
The main "Federated Search" box that was in the top-middle of Planhat is now in the top-left corner, under your name.
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App Center - Agents Module and Settings
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.
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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.
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