Summary
Chat and Pi are available to every user, on all plans.
You can bring your own LLM provider through the Speed and Reasoning settings.
Who is this article for?
Anyone using Planhat OS.
Admins who want to understand AI access, credits, and Agent permissions.
If you don't have access to Planhat OS and would like it, please speak with your Planhat CSM.
Planhat Intelligence, or Pi
Are there different features of Pi available for different plans or segments?
No. The same Pi features are available on every plan.
Can all users chat and use Pi?
Yes. Chat and Pi are available to every user, on all plans. Depending on your user type, you will have different thresholds at how much you can use or chat with Pi.
Which model powers Pi?
By default, Planhat uses a combination of best-in-class large language models. You can use your own model instead by bringing your own credentials. You can read more about this feature in BYO LLM Provider.
Can I bring my own AI model credentials?
Yes. Two tenant settings let you use your own models:
Speed quick tasks, like retrieving records
Reasoning larger reasoning tasks, such as Artifact generation or building Automations
You can read more about this feature in BYO LLM Provider.
Does chatting use my tenant AI credits?
Every user includes an amount of user credits for chatting, so you can try out Sessions without friction. This is separate from your tenant’s AI credits, which are reserved for running automations.
Profiles and Data
Do I need to reconfigure Profiles when I enable Planhat OS, or does it convert automatically?
All your existing Profile configuration converts automatically. When you move to Planhat OS, Planhat migrates your Profiles for you.
What Signals can I see?
On the Signals page, you'll see Signals from Companies based on your permissions. Your data scope decides what you see, so if you can view all Companies in your tenant, you'll see Signals for all of them.
Has my data been modified?
Nothing about your data has changed. All the foundations (integrations, data model, workflow, automation, reporting) are the same. OS brings Pi, Sessions, and overall UI/UX composition changes.
Portals
Are Portals moving to Planhat OS?
Not yet. Portals stay in your current Planhat for now, so nothing changes unexpectedly. Bringing Planhat OS features like chat and Sessions to Portals is planned for later this year.