Here’s how we do it:
Start with foundational AI tools that enhance communication and decision-making. Includes:
(Includes all Core features)
Add conversational automation with a chatbot that supports customers instantly via:
(Includes all Plus features)
Unlock full voice-powered automation for inbound calls with:
AI Insights transforms your data into forward-looking predictions that help you act before issues arise or opportunities disappear. It continuously monitors customer behavior, quote and order patterns, and financial trends to surface what matters most—like accounts at risk, buyers going inactive, or product lines losing momentum. While PlanProphet already provides actionable insights through Prophet alerts, AI Insights takes it a step further—adding predictive intelligence, deeper context, and smarter prioritization to help you focus on what’s coming, not just what’s happened.
AI Insights can:
One of the most powerful additions is Product Categorization. Using AI, PlanProphet scans the line items within your orders and invoices, intelligently assigning each to a standardized print industry category, such as Labels, Apparel, Packaging, or Direct Mail, based on the item’s description. This eliminates the need for manual tagging, unifies inconsistent naming, and enables better reporting, smarter segmentation, and more accurate category-level predictions.
Each prediction is delivered with:
AI Compose helps your team send better emails—faster. It analyzes real-time activity in PlanProphet, including open invoices, pending estimates, job delays, and recent orders, to generate personalized email suggestions in seconds. Whether you’re following up on a quote, reminding someone about a payment, or apologizing for a delay, AI Compose drafts the message for you, tailored to the customer, the moment, and the tone you choose. You can launch it from contacts, jobs, or invoices, review the message, and send with just a few clicks.
It pulls in key data like job names, delivery dates, invoice totals, and past activity to create natural, human-sounding emails. You can also control the tone (friendly, firm, apologetic), adjust the length, and regenerate different versions of the message until it feels right.
Common use cases include:
The result: fewer blank screens, more consistency, and faster communication—without sacrificing personalization.
AI Command lets your team interact with PlanProphet using simple, natural language—no filters, no reports, no clicks. Just type what you need, and the system handles the rest. Whether you’re trying to pull a quick sales report, find a stalled quote, compare revenue by rep, or even create a new record, AI Command turns plain-language prompts into real-time actions.
It’s designed to eliminate friction from everyday tasks. Instead of navigating menus or requesting help from admins, users can simply ask:
By removing technical barriers, AI Command empowers every team member to move faster, stay informed, and accomplish more, without needing to build reports or know where to click. It’s like giving your CRM a command line that speaks human.
AI Agent is your always-on support assistant—ready to help customers 24/7 through your website, customer portal, and SMS. It uses live data from PlanProphet and your MIS to instantly respond to common questions like order status, payment details, quote requests, and more. The experience feels natural to the customer, but behind the scenes, it’s driven by powerful AI connected directly to your business systems.
Whether someone is checking a delivery date at midnight or following up on an invoice on the go, AI Agent gives them the information they need, without having to wait for a reply from your team. It’s fully conversational and adapts its answers based on who’s asking, pulling real-time data to provide accurate, personalized responses.
It can also:
With AI Agent, you reduce the pressure on your customer service team, respond instantly across multiple channels, and deliver a smoother experience to every customer, anytime, anywhere.
AI Voice brings intelligent automation to your phone line, allowing customers to call your business and speak with a natural-sounding assistant that understands and responds in real time. Whether they’re checking an order status, making a payment, requesting a quote, or asking about an invoice, AI Voice can handle the interaction quickly and accurately using live data from PlanProphet.
It’s more than just a phone bot. AI Voice listens, understands intent, asks follow-up questions, and guides the caller to a resolution—all while logging the interaction for your team to review later. It adapts to different types of inquiries and can be customized to match your brand tone and call flow.
AI Voice is ideal for:
By combining voice recognition, natural language understanding, and real-time PlanProphet data, AI Voice offers the kind of phone experience that feels helpful, not robotic. It’s like giving your team a tireless assistant who never misses a call.
