Miscellaneous
Health Scores, AI, Notifications, and much more!
AI in Planhat
Planhat AI: Conversation Summary and Writing Assistant
Table preferences in upgraded Planhat
Snippets
Conditional Fields, Success Units and Calculated Metrics
The Logs Explorer
Date and Time in Planhat
Switching Between Date and DateTime
Understanding the Difference Between Tasks and Conversations
Embedded videos in Tasks (including in Workflows), Issues, and more!
Merging Data in Planhat
System Field Glossary
Planhat's rich text editor
How to Recover Deleted Items in Planhat
How to Export Data from Planhat to Excel
The Impersonate feature
HTML Tags in Planhat
Not all End Users sent over API get added to Planhat
How can I generate a host password for an API request?
Where Can I Find My Tenant Token in Planhat?
Duplicate Companies being created over the API
Data Uniqueness and Keyables in Planhat
How to set up Private Apps (Service Accounts) and API Access Tokens in Planhat
Customer Portals - Overview
Using Documents and Pages in Customer Portals
Workflows in Customer Portals
Shared Dashboards in Customer Portals
Shared Goals in Customer Portals
Sharing Files in Customer Portals
Sharing Activities or Tasks in Customer Portals
Creating Notifications in Customer Portals
Share customer portals with your customers from within your own application
NPS Module Overview
Ways to Use NPS Throughout Planhat
In-app NPS Survey
Tips & tricks for your NPS surveys in Planhat
Uploading NPS Data to Planhat
NPS Survey Isn’t Sending Because the Sender Hasn’t Synced Their Emails With Planhat
Will my NPS survey send if the Company has no Owner?
End User Exists in Multiple Companies, does this affect my NPS Campaign?