What makes this Planfix setup different?

Most tools make you pick between support or influencer management. Planfix is designed to run both in one governed workspace. You get channel to task intake, Planner with conditional lists, status sets with transition rules, AI agents for extraction, and Client Dashboard for external visibility. That means every contact is structured, routed, and auditable without switching systems.

Can Planfix really handle shoppers and creators at the same time?

Yes. If shoppers write in through social, chat, or email, Planfix turns those messages into tasks and sends them to the right team automatically. If creators write in through DMs, those messages become campaign tasks with fields, deadlines, and statuses. Both flows stay separate on Planner but live in the same workspace, so your operators stay in control.

How do we track that a creator actually posted?

You can attach links, screenshots, shipping data, and performance logs directly to campaign tasks. You can also set status sets with required transitions for outreach, agreement, shipping, content, and reporting. With this structure, you can show which creators actually posted, which received a PR box, and which campaigns created extra support load.

How do we get started quickly?

Start with channel to task for Instagram, email, and site chat. Add Planner lists for shopper support and influencer work. Turn on automation to triage and set SLAs. Then add AI agents to extract shipping or content data from messages. This way you get value fast and can expand to documents, reports, or advanced roles later.

D2C beauty / fragrance brands - support & influencer campaigns

Two Streams. One System.

You handle shoppers from social, chat, and email and creators from DMs. Both flows must be tracked, answered on time, and linked to campaigns. Planfix keeps them in one governed workspace so nothing is lost.

Connect channels

Start Fast with Channel to Task

Connect Instagram, email, and site chat so every message becomes a task in Planfix. Your team works from one board instead of social inboxes. Routing is automatic and each task has an audit trail.

See intake options

Shopper Support

Creator Campaigns

Planner Board

AI Assist

Shopper Support

Capture shopper messages from social, chat, and email as tasks.

Auto triage by topic or sentiment to speed up response.

Share resolution via Client Dashboard or email.

External visibility

Creator Campaigns

Turn creator DMs into campaign tasks with fields and deadlines.

Use status sets with transition rules to standardize outreach.

Attach links, proofs, codes, and content in one place.

Standardize flows

Planner Board

See shopper tickets and creator tasks in separate lists.

Move a card and auto-update assignee and SLA.

Work the same way during campaign spikes.

Planner in Planfix

AI Assist

Use AI agents to extract shipping or campaign data from messages.

Keep a running summary of agreements in the task.

Send AI actions from automation scripts.

Planfix AI

How It Feels to Work in Planfix

You see shopper tickets and creator campaigns on the same board. Each sits in its own list. Moving a card updates the team and SLA automatically. Work stays organized without manual retyping.

Lists setup

Capture Shopper Contacts

Every message becomes a task with audit trail and correct assignee.

Auto Triage

Sort by topic, value, or sentiment so urgent shoppers are answered first.

Logistics Visibility

Shipping details sit in the task so handoff to fulfillment is clean.

Report on Load

Show how campaigns affect support volume in report designer.

Convert Creator DMs

Turn interest into campaign tasks with fields and deadlines in seconds.

Status Sets

Outreach, agreement, shipping, content, reported. One predictable path.

Keep Proofs

Attach links, screenshots, codes, and performance logs to the task.

Decide Who to Re-seed

Use data tags and reports to see which creators deserve the next box.

What the Final State Looks Like

Your brand runs shopper support and creator campaigns in one governed workspace. Support is predictable, campaigns are trackable, and every external contact has a record. Reports show real campaign impact.

View reports