Turn Conversations into Data

Dataminer is an AI agent that turns free-text conversations into structured data. It reads chats, emails, forms, and comments, identifies key entities – names, dates, products, quantities, companies – and writes them directly into the right custom fields. Instead of copy-pasting, teams work naturally in messages while Planfix keeps tasks and contacts clean, complete, and ready for automation.

Dataminer recognizes common business entities such as customer names, phone numbers, emails, dates, addresses, product models, quantities, order IDs, and deadlines. You decide which values map to which fields. This works across support tickets, sales chats, onboarding forms, and internal comments, turning unstructured text into searchable, reportable records.

Incoming requests arrive already structured. Contact cards fill themselves, tickets get categorized, and fields like urgency or delivery date appear instantly. This removes manual entry, prevents missing data, and lets workflows start immediately – routing, SLAs, priorities, and automations trigger without waiting for an agent to “clean up” the task.

Yes. Parsed values can launch scripts, change statuses, assign owners, or start SLA timers. For example, detecting “urgent” can raise priority, while extracting a region can route the task to the right team. Dataminer doesn’t just capture data – it turns messages into actionable system events.

Dataminer operates inside Planfix with your existing roles and permissions. It reads only what users can access and writes only to allowed fields. Data stays within your workspace, keeping CRM structure, auditability, and compliance intact while eliminating risky copy-paste habits.