Conversational AI
Conversational AI
Get a real-time view of customer sentiment and topics across accounts, portfolios, and teams — use this data to power health scores, trigger automations or early risk detection. Planhat automatically analyzes incoming emails, chats, and call transcripts to detect sentiment (positive, neutral, or negative) and assign a category (like Support, Billing, or Product Feedback). Use conversation summaries to instantly generate concise, AI-powered summaries of customer conversations to save time, capture context and key take aways.
01
Track Relationship Health Over Time
Leverage sentiment insights across customer and contact interactions to identify which accounts and stakeholders need attention. Use this data to feed into health scores, reporting, and team performance tracking.
02
Action Based on Sentiment
Use sentiment scores across conversations, contacts, and accounts to trigger automations at the right time — helping you take action on relationships that need strengthening or when potential advocates are identified. Move beyond subjective judgment and base your analysis on real data.
03
Understand Every Customer Conversation
Automatically analyze emails, chats, and call transcripts to assign topic — at scale. Save time by summarizing conversations with the click of a button to avoid spending time reading through long email threads.