How Everything Connects in Planfix: Step-by-Step Setup of a Simple Process
We’ve already used the humble light bulb to show how everything connects in Planfix. Now it’s time to go a little deeper and look at how the setup actually works. This…
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…
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…
Planfix for SLAs: How to Automate Service Quality Management
Imagine a client contacts support, only to wait for 20 minutes with no reply. Before long, they start duplicating requests, trying other channels, and naturally getting…
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…
How to Integrate CRM in eCommerce Business
The competitive e-commerce landscape, delivering personalized customer experiences, has become essential rather than optional. This shift has accelerated the adoption of…
What’s New in Planfix: November 2025
November’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…
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…
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…
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…
How to Improve Team Workflows and Processes
Imagine for a minute that your team is running like clockwork. Tasks are not only completed on time, but no one has to chase after one another like they’re playing some…
Workflow Automation Use Cases
Let's be real—workflow automation is like having a super-efficient robot teammate. In plain English, it’s about letting technology take over the boring, repetitive tasks…