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 Planhat AI and colleagues in Planhat OS

Planhat OS - Sessions

Favorites are pins/bookmarks of the Pages, Sections, Tools, 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 Planhat AI 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

Natalie Kwong

Articles on the newest version of Planhat: Planhat OS

Planhat OS

Developer Hub

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Create your workspace and invite the people you work with.

Set up your account

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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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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