How does ify support customers using Planhat [Beta]?

Planhat [Beta] is one of ify's integrations — when a customer reaches out, ify calls Planhat [Beta]'s own tools to look up their record, take the right action, and resolve the request, without a human touching a ticket queue first.

Does ify replace Planhat [Beta]?

No — ify is not a Planhat [Beta] alternative. It's an AI agent that integrates with the Planhat [Beta] you already run and calls its tools to resolve tickets, so nothing about your existing setup or data changes.

What can ify do with Planhat [Beta]?

ify can create company, update company, get company, and 69 more in Planhat [Beta] to resolve support tickets — see the full list of tools above.

Is a migration required to use ify with Planhat [Beta]?

No migration is required. ify connects to the Planhat [Beta] account you already have and starts resolving tickets using the tools already available there.

ify connects with Planhat [Beta]

ify is an AI support agent that seamlessly integrates with Planhat [Beta] to understand customer context, use approved tools, and complete resolutions across your support stack.

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Resolution flow

How ify uses Planhat [Beta]

The point is not another integration badge. ify uses Planhat [Beta] as part of the work required to resolve a customer request, then carries the result back into the support conversation.

Read the request

ify understands what the customer needs and whether Planhat [Beta] is the right system to check.

Pull live context

It looks up the relevant customer support & success context directly from Planhat [Beta], not a stale copy.

Take the action

With 72 supported tools, ify can complete approved steps inside Planhat [Beta].

Record the outcome

The customer gets a clear answer, and the support trail keeps what was checked, changed, and escalated.

Tools ify can use in Planhat [Beta]

ify calls these 72 tools inside Planhat [Beta] to support your customers end-to-end — no ticket sits in a queue waiting on a manual lookup.

Create Company

Creates a new company (tenant) inside your Planhat workspace including dynamic custom fields.

Tool

Update Company

Updates an existing company inside your Planhat workspace. Provide the Company ID and the fields you wish to update.

Tool

Get Company

Fetches the full details of a specific company from your Planhat workspace using its unique ID.

Tool

Delete Company

Permanently deletes a company from your Planhat workspace using its unique ID.

Tool

Create Churn

Creates a new churn record associated with a company in your Planhat workspace.

Tool

Update Churn

Updates an existing churn record. Provide the Churn ID and the fields you wish to update.

Tool

Get Churn

Fetches the full details of a specific churn record from your Planhat workspace using its unique ID.

Tool

Delete Churn

Permanently deletes a churn record from your Planhat workspace using its unique ID.

Tool

Create Asset

Creates a new asset associated with a company in your Planhat workspace.

Tool

Resolution paths

Common outcomes from Planhat [Beta]

Each path starts with one customer need, uses the right Planhat [Beta] tool, and ends with a verified answer or action inside the support conversation.

Path 01

Create Company

Creates a new company (tenant) inside your Planhat workspace including dynamic custom fields.

Uses Planhat [Beta]Verified outcome

Path 02

Update Company

Updates an existing company inside your Planhat workspace. Provide the Company ID and the fields you wish to update.

Uses Planhat [Beta]Verified outcome

Path 03

Get Company

Fetches the full details of a specific company from your Planhat workspace using its unique ID.

Uses Planhat [Beta]Verified outcome

Connected stack

Connect Planhat [Beta] with your stack

Customer requests rarely live in one system. ify can use Planhat [Beta]alongside the apps your support team already checks to verify context, take action, and close the loop.