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.
As task volume grows, teams must manage emails, calls, chats, and incoming requests across multiple tools. Manual handoffs lead to delays, errors, and lost details, while repeated corrections and unclear ownership make it harder to meet deadlines and SLAs.
Planfix AI Agents analyze business communication, extract the required data, save it in fields, and launch the next action. Teams define what AI should process, where results should go, and when an employee should step in.
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 save them to fields and reports for instant visibility, faster coaching, and more confident decisions.
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.
Planfix AI searches approved company documents, finds relevant information, and prepares a contextual answer for an employee to review. Teams get faster access to pricing, policies, catalogs, instructions, and other internal knowledge.
Send task fields, descriptions, comments, and other process data to Planfix AI with your own instructions. Save structured results, use them to launch actions, and combine them in reports for a clear view of outcomes.
Set roles and limits, control AI usage and cost. Get a monthly pool of free credits and buy more in Subscription when needed.
Learn about Planfix AI’s customer service automation. Automate customer engagement to categorize inquiries and boost support efficiency.
Planfix AI call analytics software for sales teams. Learn how analyzing conversations improves performance with insights and reports.
Tired of spending hours crafting emails with your AI email assistant? Transform your workflow and reply with an AI professional email writer from Planfix today.
