Embedded Chat
Embedded Chat
Traditional communication tools pull teams away from their operational systems, creating fragmented context and forcing constant switching between live threads, email chains, and the actual work. Planhat's Embedded Chat brings live, threaded conversations directly onto any object—from Companies and Projects down to individual Tasks and Tickets. You can reference live data inline or in comments, ensuring discussions always have complete context.
01
Collaborate with Context
Work together on QBR presentations, account plans, and documents with threaded discussions and live data references, ensuring feedback and revisions happen in context instead of scattered across email threads
02
Align on Account Strategy
Chat directly on Company profiles to coordinate handoffs between sales and CS, align on expansion opportunities, or loop in leadership—keeping all context and decisions in one place.
03
Two-Way Customer Communication
Enable customers to chat with your team directly within their Portal—asking questions, providing updates, or discussing project progress—creating a seamless communication channel that lives alongside shared data and workflows