AI tools & AI agents

Video

AI Business Process Automation: A Video Guide

AI business process automation in Planfix: build a workspace from a text request, add AI agents to tasks, let AI summarize discussions and extract data.

July 31, 2026 4 min read 49
Use Cases

Planfix AI Agents: Automate Tasks with AI in CRM

While some folks still worry that AI will take their jobs, the team at Planfix has decided to flip that script and give AI a job instead. We’re not talking about the…

October 28, 2025 7 min read 326
Tips

How Planfix AI Handles First-Line Inquiries

Every client message has the potential to contain something critical. And when your inbox starts filling up with dozens (or even hundreds) of incoming requests, manually…

July 10, 2025 3 min read 313
Use Cases

AI Knowledge Base in Planfix: Smart Assistant for Customer Answers

Manual libraries of canned responses are officially a thing of the past. With the latest update, the Planfix AI assistant can now work directly with your company's…

July 23, 2026 17 min read 245
News

What’s New in Planfix: May 2026

Throughout May, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user experience. Stay…

June 3, 2026 4 min read 136
How Planfix Works

Planfix Security System for Business Data and Access Control  

Keeping business data secure is a top priority for modern companies. With remote teams, multi-device access, and increasing use of AI automation, organizations need more…

May 25, 2026 10 min read 161
Industry Insights

IT Trends 2026: Key Technologies Driving Business Growth

Technology never stands still. Every year, it surprises us with new possibilities and solutions. 2026 promises to be a particularly critical time for tech, with new and…

April 21, 2026 5 min read 747
Industry Insights

Project Management Trends in 2026

Project management is changing fast, thanks to new tech, different ways of working, and the ups and downs of the global economy. In 2025, keeping up with the latest…

April 20, 2026 8 min read 1,224
Industry Insights

SaaS: Modern Trends and Business Benefits in 2026

Let’s face it — in today’s fast-paced digital world, no one has time for clunky systems or surprise IT bills. Businesses want fast, flexible tools that don’t break the…

April 19, 2026 6 min read 1,162
News

What’s New in Planfix: March 2026

March may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize your workflow even…

April 2, 2026 2 min read 172
Teamwork

Planfix AI Agents: Revolutionizing Your Workflow with Intelligent Automation

Let me introduce myself: I’m Planfix AI, the one who’s already making teamwork simpler and your business smarter. You already know Planfix as a system that structures…

March 12, 2026 9 min read 341
News

What’s New in Planfix: January- February 2026

January and February may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize your…

March 4, 2026 2 min read 195
Teamwork

Planfix AI Bots Automate Routine Workflows

In today's rapidly evolving business landscape, artificial intelligence is fundamentally reshaping how we approach modern work. Companies across industries are…

January 20, 2026 12 min read 395
Tips

Planfix AI Translation for Business Communication

In today's interconnected global economy, businesses face unprecedented opportunities to expand internationally and serve diverse customer bases. However, language…

January 9, 2026 13 min read 206
Use Cases

Planfix AI Interviewer: Automated Client Management Agent

We’ve already introduced the Summarizer and the Dataminer, and now it’s the Interviewer’s turn. This extremely useful AI agent is designed for those situations where…

December 5, 2025 4 min read 251
Use Cases

Automate Leads Qualification with Planfix AI

We’ve been on a mission to make Planfix AI smarter, and trust me, this new feature might become your favorite coworker. Meet “AI: Classify request”. Now your leads…

November 12, 2025 5 min read 186
Video

Planfix App 0.68: Voice-to-Text and Subtasks on Mobile

53-second video + steps: turn on voice-to-text in the Planfix mobile app 0.68, open the Subtasks section in a task card and accept tasks on the go.

October 27, 2025 4 min read 20
News

What’s New in Planfix: September 2025

Throughout September, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user experience…

October 3, 2025 2 min read 446
Use Cases

Automatic Call Analysis in CRM: How Planfix AI Keeps an Eye on Your Sales Team

Picture the scene: Your sales department is buzzing like a coffee-fueled beehive. Managers are chatting with clients, phones are ringing off the hook, and deals are…

September 10, 2025 4 min read 306
Use Cases

Planfix AI: Because Sometimes You Don’t Have Time to Listen

Who has the time (or patience) to sit through every voice message these days? Luckily, Planfix has come up with an innovative solution: the “Transcribe Audio” button…

August 26, 2025 3 min read 283
Industry Insights

Boost CRM with Planfix AI Automation

Customer relationship management has reached a critical inflection point. Traditional CRM systems, while functional, often burden teams with tedious manual data entry…

August 19, 2025 7 min read 276
Industry Insights

AI Email Assistant Planfix for Automated Replies

Planfix's AI Email Assistant combines advanced artificial intelligence with intuitive workflow management to deliver automated replies that feel personal, contextual…

August 12, 2025 7 min read 525
Use Cases

Send a Request to Planfix AI

Think about how you usually assign tasks. It’s likely that at least some of them come out vague or unclear. It’s OK, it happens to all of us! However, this lack of…

August 5, 2025 3 min read 254
News

What’s New in Planfix: May 2025

May’s Planfix update is here, and we're excited to show you new features that will make your life easier and increase productivity. Keep reading for more - there's…

June 2, 2025 3 min read 249
News

What’s New in Planfix: April 2025

April may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize your workflow even…

May 6, 2025 2 min read 228
News

Planfix Opens New Horizons: Communicate With Clients in Any Language

We’re happy to announce that we recently added a translator to our list of Planfix integrations, allowing users like you to dramatically improve communication with your…

March 12, 2025 5 min read 382
News

What’s New in Planfix: December 2024 – January 2025

Throughout December 2024 - January 2025, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and…

January 28, 2025 2 min read 266

AI tools & AI agents in Planfix

Planfix AI is built into your account: it translates and edits comments, transcribes call recordings and drafts replies from your knowledge base. AI agents such as the Interviewer, Dataminer and Summarizer join a task as participants and fill in fields or keep a summary. These articles show what each tool does and how AI credits work.