Planhat is a customer success platform designed to help businesses manage and optimize their customer relationships.
Enhance your customer success operations with AI agents that can monitor health scores, automate engagement, and deliver personalized support at scale.
Planhat excels at customer success management and health monitoring. Relevance AI transforms this customer data into intelligent action through AI agents that can proactively engage customers and automate success workflows.
Proactive Engagement
The agent can initiate timely outreach to at-risk customers based on health scores.
Personalized Support
The agent delivers tailored assistance by leveraging customer data for context.
Data-Driven Decisions
The agent empowers teams with real-time analytics for informed strategy formulation.
Relevance AI gives you access to a wide variety of Planhat tools within your automated workflows and AI agents.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Planhat account
- A Relevance AI account with access to your project settings
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Planhat data. Relevance AI handles API operations (like GET, POST, PATCH, DELETE) in the background—so you don't have to worry about errors, formatting, or rate limits.
Built-in validation and type conversion ensure your workflows run smoothly, even when data formats vary.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
