Planhat integration
The customer platform built to acquire, service and grow lifelong customers.
Set up Planhat in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
1
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
2
Connect your Planhat account
In Relevance AI, open Integrations and add Planhat, then paste your API Access Token. You will find it in your Planhat account settings.
3
Call Planhat from an agent
Create a tool and add an API tool step. Your agent can call any Planhat endpoint using the account you just connected.
Put Planhat to work in your agents
Connect Planhat alongside 1,800+ other integrations and let your agents run the busywork.