Your sales teams get a ton of calls every day. So, how do you spot who’s selling effectively and where money is being lost without sitting in on every call yourself? In…
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…
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…
We've added direct integration with the WhatsApp Cloud API. You can find details on how to set it up in the documentation. — An icon has been added to the top menu of…
When Planfix is connected to a virtual PBX, calls are logged as data tags on task and contact cards, and recordings can be played back. With automatic transcription turned on, Planfix AI transcribes calls and records their subject, tone, outcome and next steps, using AI credits. The call analysis guide shows how to add your own fields and instructions.
