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.
Best Practices for Non-Technical Users
To get the most out of the Planhat + Relevance AI integration without writing code:
- Set up proper authentication: Ensure your Planhat API credentials are correctly configured and permissions are set.
- Structure your data: Organize customer data and metrics in Planhat with consistent formatting before integration.
- Use appropriate endpoints: Select the correct Planhat API endpoints based on your specific use case.
- Monitor API usage: Keep track of API call limits and implement proper error handling.
- Validate responses: Always check API response status codes and data formats before processing.
