Operations Agents

Dedicated capacity and resources provided by AI Ops Agents

Intelligent Data Onboarding

AI Form collects unstructured data and turns it into structured insights at scale

Workforce Management

Bring workforce together with diverse employee-facing services

Development Platform

Acho Studio is a low-code dev platform that turns data into business applications

Contracting
E-Commerce
Professional Services
Accounting
Blog
Integrations
Business Processes
Documentation
Pricing
Product
Operations Agents
Intelligent Data Onboarding
Workforce Management
Development Platform
Solutions
Contracting
E-Commerce
Professional Services
Accounting
Resources
Blog
Integrations
Business Processes
Documentation
Pricing
Integrations Directory
Planhat logo

Planhat

Planhat is a CRM software focused on customer engagement and analytics.

  • Users
  • Accounts
  • Deals
  • Interactions
  • Contacts
  • Tasks
Planhat logo
AI Operation Agent
Company Data
Company Knowledge
→
AI Decision Framework
→
AI Operation Tools
Business Actions
Request Capture
Lead Qualification
Scheduling Demo/Trial
Demo/Trial Provisioning
Follow-up Communication

Use Planhat for your operation

Customer Inquiry

General inquiries or messages from prospects; starts the sales conversation.

ModuleSales
EntityContact
Read more

Shipping / Receiving

Record inbound and outbound shipments, update inventory accordingly.

ModuleOperations
EntityInventory Adjustment
Read more

Stock Transfer

Move stock between warehouses or locations.

ModuleInventory Management
EntityStock Transfer / Inventory Movement
Read more

Exit Interview

Collect feedback from departing employees for retention and process improvement.

ModuleHuman Resources
EntityEmployee
Read more