AI Agents for ops, revenue, and support

Ship reliable AI agents fast

Planerix agents connect to your tools, follow policy guardrails, and deliver measurable outcomes — with full observability.

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Agent control panel

Status • Quality • Cost

Avg handle time: -38%

CSAT: +21%

Leads qualified: +44%

Ops cost per ticket: -27%

One-click rollout

Shadow → A/B → Full

What agents can do

Tool-calling, grounding, guardrails, and observability — built in

Autonomous & assisted agents

Run fully autonomous flows or co-pilot mode with approvals and handoffs.

  • Human-in-the-loop approvals
  • Escalations to owners
  • Action audit trail

Tools & integrations

Agents call tools to read/write data across your stack and trigger workflows.

  • Native SaaS connectors
  • HTTP/Webhook tools
  • Read/write with safeguards

RAG & knowledge

Ground agents in your private docs, FAQs, CRM, and project context.

  • Embeddings + vector search
  • Document chunking
  • Freshness/policy filters

Guardrails & policy

Role-aware prompts, constrained outputs, PII redaction, rate limits.

  • RBAC-scoped context
  • Schema-validated outputs
  • PII scrubbing

Orchestration

Multi-step plans with branching logic, retries, and fallbacks.

  • DAG builder
  • Time/event triggers
  • Circuit breakers

Monitoring & evals

Track quality, latency, and cost. Run offline evals before rollout.

  • Scorecards & sampling
  • Regression tests
  • A/B and shadow runs

Proven playbooks

Start fast with ready patterns — customize as you go

L1 support agent

Resolves common tickets, drafts replies, and escalates with a full context bundle.

  • Detect intent & pull KB
  • Summarize history
  • Draft answer with sources
  • Create/close task
AHT -35%, CSAT +18%

Revenue assistant

Qualifies inbound leads, enriches accounts, and creates opportunities.

  • Parse lead
  • Enrich via tools
  • Score & route
  • Create opportunity
Lead response +2.3x

Delivery co-pilot

Keeps projects on track with risk flags, check-ins, and automated summaries.

  • Check project signals
  • Detect risks/anomalies
  • Post updates
  • Open actions
On-time delivery +24%

Quality, latency, and cost — at a glance

Sample and score outputs, track token spend, and catch regressions before they hit production.

  • Offline evals & golden sets
  • Live sampling & annotations
  • Token/latency budgets
  • Drift alerts & rollback

Orchestrate multi-tool agents

Define tool chains with retries, fallbacks, and approvals where needed.

  • HTTP → CRM → Email reply
  • Docs search → Summarize → Ticket update
  • Logs scan → Risk flag → PM post

Pilot an agent in your environment

Start with a sandbox, then graduate to shadow runs and A/B.

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Frequently asked questions

AI agents, guardrails, and rollout

Talk to our team

We’ll help design an agent that fits your policies & stack

Contact details

  • Email: hello@planerix.com
  • Phone: +48 12 345 67 89
  • Office: ul. Przykładowa 123, Kraków, Poland