During our recent #PlanhatOpen in Malibu, Planhat CEO, @Rostampor and VP Product, Daniel Sternegard took the opportunity to share our latest thinking and product evolution. This recap—filmed during our first Town Hall in Planhat’s new global HQ—explains our vision of outcome-driven work, delivered by the automated enterprise.

Your agents are only as good as the data they rely on. Especially in B2B. Context matters. Data quality matters. Human AI collaboration matters. Lots of exciting updates coming to the @Planhat Platform. Preview of what we launched, at our event last week event.

Reflecting on #PlanhatOpen Day 2. With thanks to Microsoft's Abbas Haider Ali and GitHub's Uday Ghatikar for rousing, hands-on sessions on how to win in the age of Agentic AI.

A glimpse into #PlanhatOpen Day 1.

#PlanhatOpen continuing to deliver the goods. My conclusion: commercial leaders should get outside the conference room more often—and a certain kind of magic happens when they head to the Malibu hills. Goes without saying that the #StudioPlanhat crew is spoiled.

#PlanhatOpen begins

Reminiscing about our previous Planhat Open as we countdown one week until this year’s event in Malibu #PlanhatOpen

We’re collecting input for our annual post‑sale & revenue performance report. If you’re in CS leadership, RevOps or Sales Ops, we'd love to hear from you. Tell us your thoughts here: s8cjjzq1cuk.typeform.com/to/…

As we deploy more agents in B2B, we need to pick the right model for the job. And just like with people, you don’t assign the same person to every task but let the work determine who you bring in. The most successful AI deployments we see use a combination of models, each handling different parts of a process. That’s how complex commercial processes get automated end-to-end. @planhat s node-based builder lets you plug in any model, at any step, in a few clicks. Simple idea but pretty powerful in practice.

check👇 from @Rostampor

All-new Portals, now live in @planhat. Customer collaboration—more unified, personalized, and scalable than ever. planhat.com/portals?utm_cont… #CRM #Collaboration #CustomerSuccess

Excited to announce a major upgrade to @planhat 's AI Platform (AIP).. With this release: ➡️ No-code AI workflows, fully embedded across the platform - leveraging all your customer data and toolsets. ➡️ A Model Hub connected to all leading frontier models (GPT-5, Claude 4, Gemini 2.5, and more). ➡️ Conversational AI for automated classification and sentiment analysis, powering everything from quick alerts to intelligent sales and churn forecasting ➡️ An MCP server to let your favorite LLMs access and act on Planhat data (I use this every day myself!) When combined, they form Agents that work like teammates — triaging requests, enriching data, drafting emails, running projects — all governed by your existing role-based access. This is just the beginning of what we believe is the best Commercial AI Platform built for the enterprise: - Flexible enough to fit your stack. - Deeply integrated across all workflows. - Shaped for commercial context through an enabler layer. more: planhat.com/editorial/planha…

𝑂𝑢𝑟 𝑁𝑒𝑥𝑡 𝐶ℎ𝑎𝑝𝑡𝑒𝑟. Our CEO Kaveh Rostampor is joined by our CCO, Chris Regester, and Director of Product, Daniel Sternegard, to discuss the next chapter in our story. We’re building the most strategic tool in business.

𝑂𝑢𝑟 𝑁𝑒𝑥𝑡 𝐶ℎ𝑎𝑝𝑡𝑒𝑟. Join us here: bit.ly/3yVM97U

Have you ever wondered what it takes to be a VP of Customer Success? Join our third #CSHotseat with Nick Chang (@AryakaNetworks), Nicole Baxby (Ex @FeaturespaceLtd) and Malin Skoglund (@planhat) as they compete to see what it takes. 👇 Register below and join us on August 30th! planhat.com/webinars/cs-hots…

Introducing: Task Status Stay aligned and prioritise what matters most, with custom task statuses.

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