Planhat

Highlights of what's new, what's moved and what's been renamed in Planhat OS

Planhat OS - overview of changes

Sessions are where you chat with Pi and colleagues in Planhat OS

Planhat OS - Sessions

Favorites are pins/bookmarks of the Pages, Sections, Sessions and records you refer to most often

Planhat OS - Favorites

In the Agents Module, you can create new Agents (including via AI), as well as view and act on existing Agents

Planhat OS - Agents Module

Skills are processes that Pi follows in Sessions. You can use Planhat's built-in Skills, and create your own custom Skills

Planhat OS - Skills

Tools include Notifications, Agents, Signals, Settings, and many more features

Planhat OS - Tools

Also known as "bring your own model" (BYOM) or "bring your own provider"

Planhat OS - bring your own LLM (BYOLLM)

Learn about what Pi can do - and what it doesn't do

Planhat OS - Pi capabilities

Planhat OS - Memory

Limit Pi's capabilities in your Planhat tenant, as an additional security measure

Planhat OS - Pi Data Access (Pi permissions)

Planhat OS - Topics

Govern and control how AI is used in Planhat

Planhat OS - AI Governance Hub

Natalie Kwong

Articles on the newest version of Planhat: Planhat OS

Planhat OS

Profiles visualize all the important data for a record; you can customize the layout via Profile Templates

Planhat OS - Profiles

Design Profile Templates to customize the layout of Profiles - how each individual record is displayed

Planhat OS - Profile Templates overview

Use criteria (rules/conditions) to specify which Profile Template (layout) is used to display a Profile

Planhat OS - Profile criteria (match conditions)

You use Field Groups to organize and prioritize fields in Profiles

Planhat OS - Profile Field Groups

Use Profile widgets/sections to set the main layout of Profile Templates

Planhat OS - Profile widgets (sections)

If you have questions about Profiles and Profile Templates, or need troubleshooting support, this article will help

Planhat OS - Profiles and Profile Templates FAQs

Learn about Profiles and Profile Templates in Planhat OS

Profiles and Profile Templates in Planhat OS

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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