{"license":"CC BY 4.0","attribution":"AI Dispatch — https://aidispatch.news","methodology":"https://aidispatch.news/methodology","generated_at":"2026-08-03T06:29:33.611Z","entity":{"name":"Planhat","slug":"planhat","type":"agent","subtype":"ai-customer-success-agents","developer":null,"homepage_url":"https://www.planhat.com","summary":null,"url":"https://aidispatch.news/agents/planhat","published_at":"2026-08-01T20:05:52.746376+00:00","updated_at":"2026-08-01T20:05:52.746376+00:00"},"fields":[{"key":"target_sectors","label":"Target sectors","category":"impact","status":"present","value":"[ Service-Intensive Software ] [ Security ] [ IT Services ] [ Healthcare & Life Sciences ] [ Connected Businesses ] [ Business Services ]","quote":"[ Service-Intensive Software ] [ Security ] [ IT Services ] [ Healthcare & Life Sciences ] [ Connected Businesses ] [ Business Services ]","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"support_model","label":"Support model","category":"practicality","status":"present","value":"Great system and customer service","quote":"Great system and customer service","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"multi_agent","label":"Multi-agent","category":"ecosystem","status":"present","value":"Planhat is the open platform where agents and people work as one","quote":"Planhat is the open platform where agents and people work as one","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"incident_reporting","label":"Incident reporting","category":"safety","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"indemnification","label":"Indemnification","category":"assurance","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"runtime_governance","label":"Runtime governance","category":"assurance","status":"present","value":"Delegate processes to governed agents which execute with greater speed and precision than humanly possible.","quote":"Delegate processes to governed agents which execute with greater speed and precision than humanly possible.","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"human_oversight","label":"Human oversight","category":"agency","status":"present","value":"Give your team the capability to leverage, supervise and enhance agentic outputs at scale.","quote":"Give your team the capability to leverage, supervise and enhance agentic outputs at scale.","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"documented_incidents","label":"Documented incidents","category":"impact","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"model_provider","label":"Model provider","category":"models","status":"present","value":"MCP Server Planhat + Anthropic","quote":"MCP Server Planhat + Anthropic","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"open_source","label":"Open source","category":"ecosystem","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"data_handling","label":"Data handling","category":"safety","status":"present","value":"Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.","quote":"Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"permission_scopes","label":"Permission scopes","category":"assurance","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"goal_complexity","label":"Goal complexity","category":"agency","status":"present","value":"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.","quote":"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.","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"pricing_model","label":"Pricing model","category":"practicality","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"model_swappable","label":"Model swappable","category":"models","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"marketplace_presence","label":"Marketplace presence","category":"ecosystem","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"insurance_available","label":"Insurance available","category":"assurance","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"audit_trail","label":"Audit trail","category":"assurance","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"dispute_process","label":"Dispute process","category":"assurance","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"action_space","label":"Action space","category":"agency","status":"present","value":"Planhat automatically gathers transcripts, emails, tickets and every other interaction—allowing you to focus on execution, not admin.","quote":"Planhat automatically gathers transcripts, emails, tickets and every other interaction—allowing you to focus on execution, not admin.","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"price_point","label":"Price point","category":"practicality","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"open_weights","label":"Open weights","category":"models","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"safety_evaluations","label":"Safety evaluations","category":"safety","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"compliance_certs","label":"Compliance certifications","category":"assurance","status":"present","value":"Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.","quote":"Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"environment","label":"Operating environment","category":"agency","status":"present","value":"Planhat constructs a comprehensive living model of your customers and commercial operations spanning traditional CRM data, rich time series data, SOPs and external telemetry.","quote":"Planhat constructs a comprehensive living model of your customers and commercial operations spanning traditional CRM data, rich time series data, SOPs and external telemetry.","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"availability","label":"Availability","category":"practicality","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"fine_tuning","label":"Fine-tuning","category":"models","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"red_teaming","label":"Red teaming","category":"safety","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"insurance_carriers","label":"Insurance carriers","category":"assurance","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"audit_trail_immutable","label":"Tamper-evident log","category":"assurance","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"initiative","label":"Initiative","category":"agency","status":"present","value":"Delegate processes to governed agents which execute with greater speed and precision than humanly possible.","quote":"Delegate processes to governed agents which execute with greater speed and precision than humanly possible.","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"deployment_options","label":"Deployment options","category":"practicality","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"context_window","label":"Context window","category":"models","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"safety_policy","label":"Safety policy","category":"safety","status":"present","value":"Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.","quote":"Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"regulatory_alignment","label":"Regulatory alignment","category":"assurance","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"sla_terms","label":"SLA terms","category":"assurance","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"user_base","label":"User base","category":"impact","status":"present","value":"We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.","quote":"We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"integrations","label":"Integrations","category":"practicality","status":"present","value":"Sync seamlessly with Sales Use Planhat together with all major CRMs","quote":"Sync seamlessly with Sales Use Planhat together with all major CRMs","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"protocols_supported","label":"Protocols supported","category":"ecosystem","status":"present","value":"MCP Server Planhat + Anthropic","quote":"MCP Server Planhat + Anthropic","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"usage_restrictions","label":"Usage restrictions","category":"safety","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"coverage_limits","label":"Coverage limits","category":"assurance","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"explainability","label":"Explainability","category":"assurance","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"eval_coverage","label":"Evaluation coverage","category":"assurance","status":"present","value":"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","quote":"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","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"deployment_scale","label":"Deployment scale","category":"impact","status":"present","value":"Trusted by leading companies worldwide","quote":"Trusted by leading companies worldwide","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"supported_regions","label":"Supported regions","category":"practicality","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"tool_use","label":"Tool use","category":"ecosystem","status":"present","value":"Planhat automatically gathers transcripts, emails, tickets and every other interaction","quote":"Planhat automatically gathers transcripts, emails, tickets and every other interaction","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"model_card","label":"Model or system card","category":"safety","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"outcome_based_pricing","label":"Outcome-based pricing","category":"assurance","status":"present","value":"Don’t buy hypotheticals. Buy outcomes.","quote":"Don’t buy hypotheticals. Buy outcomes.","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"autonomy_level","label":"Autonomy level","category":"agency","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"high_risk_domains","label":"High-risk domains","category":"impact","status":"present","value":"[ Healthcare & Life Sciences ]","quote":"[ Healthcare & Life Sciences ]","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"base_models","label":"Base models","category":"models","status":"present","value":"MCP Server Planhat + Anthropic Harness Planhat's full capabilities in natural language with Claude Code.","quote":"MCP Server Planhat + Anthropic Harness Planhat's full capabilities in natural language with Claude Code.","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"api_access","label":"API access","category":"ecosystem","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"third_party_evals","label":"Third-party evaluations","category":"safety","status":"present","value":"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","quote":"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","source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"liability_cap","label":"Liability cap","category":"assurance","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"},{"key":"settlement_mechanism","label":"Settlement mechanism","category":"assurance","status":"no_public_information","value":null,"quote":null,"source_url":"https://www.planhat.com","retrieved_at":"2026-08-01T20:04:24.031724+00:00"}],"trust_gap_scores":[{"dimension":"compliance","score":1,"rationale":"Scored from 1 evidenced field(s): compliance_certs. Automated score; capped at 2 pending review.","rubric_version":"v1"},{"dimension":"outcome_settlement","score":1,"rationale":"Scored from 1 evidenced field(s): outcome_based_pricing. Automated score; capped at 2 pending review.","rubric_version":"v1"},{"dimension":"runtime_governance","score":1,"rationale":"Scored from 1 evidenced field(s): runtime_governance. Automated score; capped at 2 pending review.","rubric_version":"v1"}]}