LEG
Choose the outcome
Faster replies, a complete month of documents or a clearer daily report. Agree how you will measure progress.
AI for your business
One core.
Your whole business.
Planerix brings your data, customer conversations and team’s work together. Use AI to understand what is happening, prepare a reply and move the next task forward.
Access by roleAnswers with sourcesOn the web and iPhone
Planerix Core
One platform.
Tools for your team.
Planerix Core connects your data with AI. Assistant helps with your day, Workspace with projects, REST with restaurants and LEG with documents and accounting.
Planerix CoreData · AI · automationCustomers, sales & marketing
Connect the channels.
Move the business forward.
See what customers ask, how sales are changing and which campaigns bring results. Connect these tools to the way your business works.
01Instagram Direct
Read and reply to customer messages from the app. Keep the conversation history available to your team and assign the follow-up.
02AI conversation analysis
Get a summary of a long conversation, understand what the customer needs and prepare a reply. See which requests need attention first.
03POS and sales analytics
Bring sales and orders from your POS into Planerix. Compare locations, see which items sell and track changes in revenue and margins.
04Google Ads & Meta Ads
Compare campaign spend, reach, clicks and conversions where available. See how performance changes over time alongside your business indicators.
Everyday tools
Help with the work you do every day.
Ask a question, add a document or bring an email into the conversation. ChatIX uses the information you connect and helps you prepare the next step.
01Document scanning
Capture a document on iPhone. Bring the file into the conversation, or into LEG for extraction and review.
02Voice assistant
Speak to ChatIX when typing is inconvenient. Check the transcript, continue the conversation and confirm any task or event changes before they are saved.
03Business Graph
Follow the links between documents, indicators, projects and tasks. Find the source behind a number and the person responsible for the work.
04Live business indicators
Compare periods and follow trends in your dashboard. See when each source was last updated and where data is missing. Refresh speed depends on the connected system.
05Mail and calendar
Add an email to ChatIX and ask for a reply draft. Create a follow-up task or calendar event after reviewing the details.
06KSeF and accounting
Import company invoices from KSeF into LEG. Match them with documents and payments, then prepare the files your accountant needs.
Four products. One foundation.
Choose the tools for your work.
Planerix Workspace
Projects, people and progress in one place.
Plan projects, assign tasks and track progress with your team. Ask ChatIX about your work and business indicators, then review and confirm the actions it suggests.
Explore the product
Planerix Assistant
Your assistant.
Always with you.
A personal assistant for the moments between meetings. Speak a thought, scan a document, ask about your mail and keep your projects moving — in your personal or team workspace.
ChatIXVoiceMail & calendar
Meet your mobile assistantThe iPhone app is currently available by invitation. Contact us for access.
How it works
From a question to a clear next step.
A customer message, an invoice or a change in sales can start the work. Keep the information, decision and person responsible together.
- 01Customer message
- 02Conversation history
- 03Your reply
Read the customer’s message, review the suggested reply and send it from the app. Assign any follow-up and check that the reply was delivered.
Example: guest communication
Reply to guests without losing the conversation.
A guest writes on Instagram. In Planerix REST, the team sees the conversation, checks the assistant’s suggested reply and sends it from the app. The same approach can be configured for other customer processes on Planerix Core.
See how REST works ↗
Built around your industry
Start with a process that matters.
Keep the systems you trust
Connect what already works.
Customer channels, POS, advertising accounts, mail, accounting and business databases. Connect the sources that matter to your process.
See available connectionsInstagram DirectGoogle AdsMeta Adsiiko / POSGmailGoogle CalendarKSeFChoiceQRSubiekt 123StripeAPI / SQL
We’ll help you check account access and set up the connections you need.
CORE /
Your first useful workflow
Start where the work gets stuck.
Bring us a process your team repeats every week. We connect the right information, shape the workflow around your people and expand from a useful first result.
Talk through your first workflow
Connect the working context
Bring in the sources, choose access by role and check the first records with your team.
Make it part of the day
Use the workflow, review the results and extend it to more people, locations or processes.
What would you like to make easier?
Tell us what takes too much time today. We’ll show you the relevant tools and agree on a useful first step.