Send a request to Planfix AI

This feature allows you to send a text request from the system to Planfix AI and immediately use the returned result.

You can trigger a request in two ways:

• In scripts – for processing incoming emails, requests, and web forms;
• By clicking a button in a task or contact card, an employee manually triggers the AI.

Capabilities

• Analyze customer messages (emotion, tone, language)
• Automatically qualify an incoming request
• Check tasks for SMART compliance
• And much more

Setup

• Add an action – in a script or in button settings, select the Send request to Planfix AI action.
• Fill in the “Request content” field – describe the task for the AI and specify what it should do.
• Configure response parsing – in the “Configure a response" setup section, define how the system should handle the AI’s result.

Recommendations

• Ask the AI for a short, unambiguous answer to make parsing easier.
• If the AI’s answer needs to be inserted into fields, specify the format: “answer in one word,” “answer in JSON,” etc.
• Use Object variables in the request text.