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Planhat OS - Planhat Advanced ⬅️ You are here
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Introduction
Planhat Advanced gives your team access to Planhat OS and Pi, the customer agent.
This article provides a high-level overview of the features included in Planhat Advanced, and how Pi, AI Credits, Automation Credits and Planhat Records work.
🚀 Tip
If you are you on a Planhat legacy plan, read about how you can convert your plan, in order to get the full capabilities of Pi here.
Plan Specification
Green column = included in Planhat Advanced plan
Data & Context
Feature | Professional | Advanced | Enterprise | Elite |
Core Models | ✓ | ✓ | ✓ | ✓ |
Native Integrations | ✓ | ✓ | ✓ | ✓ |
Open API | ✓ | ✓ | ✓ | ✓ |
Custom Models | 2 | 5 | 20 | 50 |
Planhat Records | 500,000 | 2,500,000 | 10,000,000 | 50,000,000 |
API Requests | 1,000 rpm | 1,500 rpm | 2,000 rpm | 2,000 rpm |
File Storage | 50 GB | 250 GB | 1,000 GB | 1,000 GB |
Custom Fields | 500 | 1,000 | 2,500 | 2,500 |
Global Filters | 250 | 500 | 1,000 | 1,000 |
Field Rules | 10 | 50 | 100 | 100 |
Planhat AI
Feature | Standard | Gold | Platinum |
AI Credits | 10,000/mo | 100,000/mo | 1,000,000/mo |
Pi | ✓ | ✓ | ✓ |
AI Automations | ✓ | ✓ | ✓ |
Conversational AI | ✓ | ✓ | ✓ |
MCP Server | ✓ | ✓ | ✓ |
Prompt Audit Logs | x | ✓ | ✓ |
Provisioned Computing | x | ✓ | ✓ |
Automation
Feature | Professional | Advanced | Enterprise | Elite |
Automation Credits (Step Executions) | 150,000/mo | 500,000/mo | 2,000,000/mo | 10,000,000/mo |
Templated Automations | ✓ | ✓ | ✓ | ✓ |
Custom Automations | ✓ | ✓ | ✓ | ✓ |
Automation Branching | ✓ | ✓ | ✓ | ✓ |
Webhooks | ✓ | ✓ | ✓ | ✓ |
JavaScript Functions | x | ✓ | ✓ | ✓ |
Portals
Feature | Standard | Advanced |
External Users | 300 | 1,000 |
Custom External User Roles | 1 | 10 |
External User Limit per Portal | 5 | Unlimited |
Custom Color Branding | By Tenant | By Portal |
Publish Portal Templates | ✓ | ✓ |
Custom Portal Landing Page Image | x | ✓ |
Custom Portal Permissions by Section or Page | x | ✓ |
Sandbox
Feature | Standard | Advanced | Enterprise |
Sandbox Instance | ✓ | ✓ | ✓ |
Data Copies to Sandbox | x | 4/y | 12/y |
Email Marketing
Included in higher plan only
Feature | Starter | Professional | Advanced | Enterprise |
Outgoing Emails | 100,000/mo | 250,000/mo | 500,000/mo | 1,000,000/mo |
Unsubscribe Page | ✓ | ✓ | ✓ | ✓ |
Vanity URL | ✓ | ✓ | ✓ | ✓ |
Unsubscribe Rate | ✓ | ✓ | ✓ | ✓ |
Bounce Rate | ✓ | ✓ | ✓ | ✓ |
Pi and User Types
Pi, Planhat's multiplayer customer agent, is included in Planhat Advanced at no additional cost. Your team can bring Pi into any Session, ask it questions and have it carry out work for them.
Each user is assigned a User Type (Free, Core or Premium), which determines their access level and their daily allowance of Pi Credits.
📚 Additional resource
To learn more about User Types and how Pi Credits are counted, see User Types and Pi Credits.
AI Credits and Automation Credits
AI Credits
AI tier: Gold 100,000 credits / month
AI Credits measure usage of Planhat's AI features, such as summarizing a conversation, running an AI step in an Automation, using the Writing Assistant or classifying conversations. Credits are used in proportion to the underlying token usage of the large language models (LLMs) Planhat uses, so more intensive tasks use more credits.
AI Credits | Example |
1 | Enriching 10 account properties |
2 | Summarizing an account |
1,000 | Analyzing about 7,000 sentiments and classifying conversations |
Automation Credits
Automation tier: Advanced 500,000 credits / month
Most Automation steps use one Automation Credit each time they run, for example a Get step or an Execute Function step. Triggers, branching and wait steps don't use Automation Credits.
📌 Important to note
Pi Credits are a separate allowance from your organization-wide AI Credits and Automation Credits. Each user has their own daily allowance of Pi Credits, so using Pi does not draw from your organization's credits.
Planhat Tasks (coming soon)
To simplify the user experience of Planhat, AI Credits and Automation Credits are merging into a single pool called Planhat Tasks. As part of this change, Planhat is upgrading every customer plan at no additional cost, so your plan will include more AI and Automation than before. Planhat Tasks is coming soon.
Planhat Records
Records tier: Advanced 2,500,000 records
A Planhat Record is a record of any Planhat data model (object), excluding Conversation, Task, Note, Workflow, Automation, Metric and User records.