What to Ask Leina to Do with Planhat
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Read a company and its end users to summarize returned customer context.
Read Planhat company [company ID], list its end users, and summarize the returned company and contact details.
Read a selected user and apply explicit field changes.
Read Planhat end user [end-user ID], then update only position [position] and phone [phone].
Get Started with Planhat
-
Connect Your Account
Connect with a Planhat API Access Token from a Private App.
-
Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Planhat Capabilities
Planhat connects supported service operations to your AI assistant. Read company and end-user records, create customer records, and apply specified profile updates.
- Company Records
-
List, read, create, and update companies.
- List Companies
- Get Company
- End Users
-
List, read, create, and update customer end users.
- List Endusers
- Get Enduser
View All 8 Actions
- Create Company
- Update Company
- Get Company
- List Companies
- Create Enduser
- Update Enduser
- Get Enduser
- List Endusers
Frequently Asked Questions
Can I find end users by company?
Yes. Supply companyId when listing end users.
Can I create a new customer company?
Yes. Supply its name and any explicit profile fields for company creation.
Which record IDs are accepted?
Company and end-user detail or update actions accept the service ID, externalId, or sourceId representation.
Your AI employee for Planhat
Tell Leina what you need in your team chat. Include the source, destination, and expected result.