Teams and AI tools get side-tracked (or hallucinate) when field meanings or segment logic isn’t obvious - it doesn’t matter how clean and structured the data is, if no-one has context on what it represents. Planhat is built for clarity and context-sharing, letting you add plain-language descriptions to fields and save filters with readable names and conditions. This context travels everywhere: dashboards, automations, pages, alerts, and AI prompts alike.
01
Add rich descriptions to any field
Write detailed explanations and examples directly on fields (e.g. what belongs in “Churn Risk Comment” and which keywords matter) so people and agents understand intent at a glance.
02
Save filters that read like natural language
Name and reuse filters with clear titles and visible logic – “High-Value EU Renewals <90 Days” (ARR > $100k AND Region = EU AND Renewal Date ≤ 90d) – across reports, workflows, and AI queries.