agent · ai-customer-success-agents
Planhat
23 fields evidenced · 32 with no public information. Every value below links to the document it came from and the date we checked it.
Trust gap
How this is scoredRuntime governance
1/3
Are scope, spend, and authority enforced while the agent runs?
Scored from 1 evidenced field(s): runtime_governance. Automated score; capped at 2 pending review.
How this gap gets closed →Audit trail
unscored
Is there a tamper-evident record of what it actually did?
Compliance
1/3
Are compliance obligations attached per engagement?
Scored from 1 evidenced field(s): compliance_certs. Automated score; capped at 2 pending review.
How this gap gets closed →Outcome settlement
1/3
Does payment depend on a verified result?
Scored from 1 evidenced field(s): outcome_based_pricing. Automated score; capped at 2 pending review.
How this gap gets closed →Insurance & indemnity
unscored
Can the deployment be insured, and is the customer indemnified?
Assurance
- Insurance available
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Insurance carriers
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Coverage limits
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Indemnification
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Liability cap
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Audit trail
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Tamper-evident log
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Explainability
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Runtime governance
- Delegate processes to governed agents which execute with greater speed and precision than humanly possible.
“Delegate processes to governed agents which execute with greater speed and precision than humanly possible.”
www.planhat.com · checked Aug 1, 2026 - Permission scopes
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Compliance certifications
- Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.
“Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.”
www.planhat.com · checked Aug 1, 2026 - Regulatory alignment
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Outcome-based pricing
- Don’t buy hypotheticals. Buy outcomes.
“Don’t buy hypotheticals. Buy outcomes.”
www.planhat.com · checked Aug 1, 2026 - Settlement mechanism
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Dispute process
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- SLA terms
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Evaluation coverage
- Planhat is recognized by both industry analysts and customers as a global leader in deploying AI-led automation for go-to-market teams. G2 Momentum Grid® for Customer Success 2026 MarketScape for Worldwide Customer Success Applications Magic Quadrant™ for Customer Success Management Platforms
“Planhat is recognized by both industry analysts and customers as a global leader in deploying AI-led automation for go-to-market teams. G2 Momentum Grid® for Customer Success 2026 MarketScape for Worldwide Customer Success Applications Magic Quadrant™ for Customer Success Management Platforms”
www.planhat.com · checked Aug 1, 2026
Agency
- Autonomy level
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Human oversight
- Give your team the capability to leverage, supervise and enhance agentic outputs at scale.
“Give your team the capability to leverage, supervise and enhance agentic outputs at scale.”
www.planhat.com · checked Aug 1, 2026 - Goal complexity
- Planhat is a system of action that empowers you to define and track customer objectives, identify value opportunities, run collaborative cross-functional workflows, and report on ROI.
“Planhat is a system of action that empowers you to define and track customer objectives, identify value opportunities, run collaborative cross-functional workflows, and report on ROI.”
www.planhat.com · checked Aug 1, 2026 - Action space
- Planhat automatically gathers transcripts, emails, tickets and every other interaction—allowing you to focus on execution, not admin.
“Planhat automatically gathers transcripts, emails, tickets and every other interaction—allowing you to focus on execution, not admin.”
www.planhat.com · checked Aug 1, 2026 - Operating environment
- Planhat constructs a comprehensive living model of your customers and commercial operations spanning traditional CRM data, rich time series data, SOPs and external telemetry.
“Planhat constructs a comprehensive living model of your customers and commercial operations spanning traditional CRM data, rich time series data, SOPs and external telemetry.”
www.planhat.com · checked Aug 1, 2026 - Initiative
- Delegate processes to governed agents which execute with greater speed and precision than humanly possible.
“Delegate processes to governed agents which execute with greater speed and precision than humanly possible.”
www.planhat.com · checked Aug 1, 2026
Safety
- Safety evaluations
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Red teaming
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Safety policy
- Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.
“Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.”
www.planhat.com · checked Aug 1, 2026 - Usage restrictions
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Model or system card
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Incident reporting
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Third-party evaluations
- Planhat is recognized by both industry analysts and customers as a global leader in deploying AI-led automation for go-to-market teams. G2 Momentum Grid® for Customer Success 2026 MarketScape for Worldwide Customer Success Applications Magic Quadrant™ for Customer Success Management Platforms
“Planhat is recognized by both industry analysts and customers as a global leader in deploying AI-led automation for go-to-market teams. G2 Momentum Grid® for Customer Success 2026 MarketScape for Worldwide Customer Success Applications Magic Quadrant™ for Customer Success Management Platforms”
www.planhat.com · checked Aug 1, 2026 - Data handling
- Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.
“Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.”
www.planhat.com · checked Aug 1, 2026
Practicality
- Pricing model
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Price point
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Availability
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Deployment options
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Integrations
- Sync seamlessly with Sales Use Planhat together with all major CRMs
“Sync seamlessly with Sales Use Planhat together with all major CRMs”
www.planhat.com · checked Aug 1, 2026 - Supported regions
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Support model
- Great system and customer service
“Great system and customer service”
www.planhat.com · checked Aug 1, 2026
Foundation models
- Base models
- MCP Server Planhat + Anthropic Harness Planhat's full capabilities in natural language with Claude Code.
“MCP Server Planhat + Anthropic Harness Planhat's full capabilities in natural language with Claude Code.”
www.planhat.com · checked Aug 1, 2026 - Model provider
- MCP Server Planhat + Anthropic
“MCP Server Planhat + Anthropic”
www.planhat.com · checked Aug 1, 2026 - Model swappable
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Open weights
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Fine-tuning
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Context window
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
Ecosystem
- Protocols supported
- MCP Server Planhat + Anthropic
“MCP Server Planhat + Anthropic”
www.planhat.com · checked Aug 1, 2026 - Tool use
- Planhat automatically gathers transcripts, emails, tickets and every other interaction
“Planhat automatically gathers transcripts, emails, tickets and every other interaction”
www.planhat.com · checked Aug 1, 2026 - Multi-agent
- Planhat is the open platform where agents and people work as one
“Planhat is the open platform where agents and people work as one”
www.planhat.com · checked Aug 1, 2026 - API access
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Open source
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
- Marketplace presence
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this
Impact
- User base
- We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.
“We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
www.planhat.com · checked Aug 1, 2026 - Deployment scale
- Trusted by leading companies worldwide
“Trusted by leading companies worldwide”
www.planhat.com · checked Aug 1, 2026 - Target sectors
- [ Service-Intensive Software ] [ Security ] [ IT Services ] [ Healthcare & Life Sciences ] [ Connected Businesses ] [ Business Services ]
“[ Service-Intensive Software ] [ Security ] [ IT Services ] [ Healthcare & Life Sciences ] [ Connected Businesses ] [ Business Services ]”
www.planhat.com · checked Aug 1, 2026 - High-risk domains
- [ Healthcare & Life Sciences ]
“[ Healthcare & Life Sciences ]”
www.planhat.com · checked Aug 1, 2026 - Documented incidents
- no public informationwww.planhat.com · checked Aug 1, 2026 · source did not state this