agent · ai-customer-success-agents

Planhat

www.planhat.comevidence retrieved Aug 3, 2026view as JSON all ai-customer-success-agents entries 2 alternatives

Indexed12 or more fields evidenced; not yet scored by a human against the rubric

22 fields evidenced · 33 with no public information. Every value below links to the document it came from and the date we checked it.

21 of those are quoted but not yet interpreted: we hold the source sentence and the date we read it, but nobody has written the answer to the question yet. Those rows show the quote and say so rather than repeating it back as an answer. Why these exist

4 of the evidenced values quote wording our own later capture of the same page no longer contains. Marked below, awaiting an editor.

Also appears in

AI agents that support the Model Context Protocol

Trust gap

How this is scored

These scores are automated. A 1 or 2 counts how many fields this entry answers with a citation — not what those answers say. A 0 means every field for that dimension is recorded as undisclosed and none of the pages we captured mentions it. No one has scored this entry against the rubric yet.

Runtime governance

1/3 auto

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.

Counts Runtime governance, each cited below.

Audit trail

unscored

Is there a tamper-evident record of what it actually did?

Compliance

1/3 auto

Are compliance obligations attached per engagement?

Scored from 1 evidenced field(s): compliance_certs. Automated score; capped at 2 pending review.

Counts Compliance certifications, each cited below.

Outcome settlement

1/3 auto

Does payment depend on a verified result?

Scored from 1 evidenced field(s): outcome_based_pricing. Automated score; capped at 2 pending review.

Counts Outcome-based pricing, each cited below.

Insurance & indemnity

unscored

Can the deployment be insured, and is the customer indemnified?

Assurance

Insurance available: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Insurance carriers: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Coverage limits: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Indemnification: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Liability cap: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Audit trail: not yet interpreted
“Planhat automatically gathers transcripts, emails, tickets and every other interaction—allowing you to focus on execution, not admin.”
www.planhat.com · checked Aug 3, 2026
Tamper-evident log: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Explainability: not yet interpreted
“Use analytics along with input from humans and AI to deploy adaptable scoring that gauges whether customers are truly thriving or failing.”
www.planhat.com · checked Aug 3, 2026
Runtime governance: not yet interpreted
“Deploy agents with confidence Delegate processes to governed agents which execute with greater speed and precision than humanly possible.”
Not in our latest capture. This quote was on the page when we filed it. We captured the same page again on Sep 16, 2026 and it was not there. The value above has not been re-checked by an editor yet. How we re-check citations
www.planhat.com · checked Aug 3, 2026
Permission scopes: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Compliance certifications: not yet interpreted
“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 3, 2026
Regulatory alignment: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Outcome-based pricing: not yet interpreted
“Don’t buy hypotheticals. Buy outcomes.”
www.planhat.com · checked Aug 3, 2026
Settlement mechanism: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Dispute process: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
SLA terms: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Evaluation coverage: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this

Agency

Autonomy level: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Human oversight: not yet interpreted
“Give your team the capability to leverage, supervise and enhance agentic outputs at scale.”
Not in our latest capture. This quote was on the page when we filed it. We captured the same page again on Sep 16, 2026 and it was not there. The value above has not been re-checked by an editor yet. How we re-check citations
www.planhat.com · checked Aug 3, 2026
Goal complexity: not yet interpreted
“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 3, 2026
Action space: not yet interpreted
“Planhat automatically gathers transcripts, emails, tickets and every other interaction—allowing you to focus on execution, not admin.”
www.planhat.com · checked Aug 3, 2026
Operating environment: not yet interpreted
“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 3, 2026
Initiative: not yet interpreted
“Deploy agents with confidence Delegate processes to governed agents which execute with greater speed and precision than humanly possible.”
Not in our latest capture. This quote was on the page when we filed it. We captured the same page again on Sep 16, 2026 and it was not there. The value above has not been re-checked by an editor yet. How we re-check citations
www.planhat.com · checked Aug 3, 2026

Safety

Safety evaluations: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Red teaming: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Safety policy: not yet interpreted
“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 3, 2026
Usage restrictions: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Model or system card: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Incident reporting: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Third-party evaluations: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Data handling: not yet interpreted
“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 3, 2026

Practicality

Pricing model: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Price point: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Availability: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Deployment options: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Integrations: not yet interpreted
“Sync seamlessly with Sales Use Planhat together with all major CRMs to ensure you get the full picture and move in sync with your entire organization.”
www.planhat.com · checked Aug 3, 2026
Supported regions: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Support model: not yet interpreted
“Great system and customer service”
www.planhat.com · checked Aug 3, 2026

Foundation models

Base models: not yet interpreted
“MCP Server Planhat + Anthropic Harness Planhat's full capabilities in natural language with Claude Code.”
www.planhat.com · checked Aug 3, 2026
Model provider: not yet interpreted
“MCP Server Planhat + Anthropic Harness Planhat's full capabilities in natural language with Claude Code.”
www.planhat.com · checked Aug 3, 2026
Model swappable: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Open weights: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Fine-tuning: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Context window: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this

Ecosystem

Protocols supported: not yet interpreted
“MCP Server Planhat + Anthropic Harness Planhat's full capabilities in natural language with Claude Code.”
www.planhat.com · checked Aug 3, 2026
Tool use: not yet interpreted
“Planhat automatically gathers transcripts, emails, tickets and every other interaction—allowing you to focus on execution, not admin.”
www.planhat.com · checked Aug 3, 2026
Multi-agent: not yet interpreted
“Planhat is the open platform where agents and people work as one to drive revenue growth across the entire customer lifecycle.”
Not in our latest capture. This quote was on the page when we filed it. We captured the same page again on Sep 16, 2026 and it was not there. The value above has not been re-checked by an editor yet. How we re-check citations
www.planhat.com · checked Aug 3, 2026
API access: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Open source: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Marketplace presence: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this

Impact

User base: not yet interpreted
“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 3, 2026
Deployment scale: not yet interpreted
“Trusted by leading companies worldwide”
www.planhat.com · checked Aug 3, 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 3, 2026
High-risk domains: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this
Documented incidents: no public information
www.planhat.com · checked Aug 3, 2026 · source did not state this

Compared with

Side-by-side on the fields where Planhat and the other entry are both on record and actually differ.