Planfix AI Agents are your built-in co-pilots that transcribe calls, analyze conversations, draft on-brand emails, check tasks for clarity, and auto-classify incoming requests – so your team is powered by AI-driven automation on a single platform.
Task volume grows while people juggle emails, calls, and chats. Manual handoffs cause delays, errors, and lost details. Human factors add rework, SLAs slip, and teams hunt for the “latest version” instead of delivering.
Planfix AI Agents automate routine and turn conversations into action. They transcribe and analyze calls, draft emails, check tasks for SMART, auto-classify requests, and write results to fields and reports – so decisions speed up and errors drop.
FROM RECORDINGS TO DECISIONS
Use AI Call Analysis Agent to turn calls into structured insights your team can act on. Capture tone, keywords, outcomes, and follow ups, then write them to fields and reports for instant visibility, faster coaching, and confident decisions.
Get key themes, decisions, and next steps from transcripts so you act faster.
Transcribe calls and voice messages in seconds so you respond faster.
Communicate with clients in their language and keep quality consistent. AI Translation Agent auto detects language, preserves brand tone, and applies your custom glossary so replies are faster, terminology stays aligned, and teams avoid rework.
Use AI Comment Agent to turn drafts into clear, on-brand updates. Fix errors, adjust tone, summarize or expand, and translate instantly – so teams align faster and managers cut review time.
Handle more emails with less effort. AI Email Agent drafts on-brand replies from context, applies templates and variables, supports approvals, and learns from feedback – so response times drop, quality stays high, and your backlog shrinks.
Auto-triage and tag emails by topic and tone for faster routing.
Auto-draft on-brand replies with templates, variables, and approvals.
Let AI clarify tasks and route requests. Check SMART, auto-classify incoming messages, and record results to fields—so teams reduce back-and-forth, managers see instant feedback, and handoffs move faster.
Automates routine task work. Extract data from unstructured messages, keep statuses current, and process requests faster – no scripts required – so your team scales with consistent, auditable records.
Set roles and limits, control AI usage and cost. Get a monthly pool of free credits and buy more in Subscription when needed.
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