AI That Remembers Your Business
Unlike generic AI, Planerix builds institutional intelligence from your history. Every case, decision, and outcome becomes context for smarter recommendations.
Cases & Decisions
Past decisions, what worked, what did not.
Playbooks & Policies
Standard procedures and business rules.
Documents & Context
Contracts, specs, and reference materials.
Action History
Every run log and measurable outcome.
12 data sources
Signal detected
Lead engagement dropping for Enterprise
Similar case found
87% matchQ3 2024: Resolved with personalized outreach
Recommended action
Launch targeted re-engagement campaign
Run log created
Full audit trail with impact tracking enabled
Wow cases
Real scenarios where memory accelerates action.
Sales
Conversation warmth + next steps + discount guardrails.
Marketing
Creative fatigue signal + new brief + test plan.
Finance
Cash gap early warning + action plan.
Procurement
Supplier risk + reorder proposal + approvals.
Support
Triage + knowledge answers + task creation.
Bring memory into your execution loop
Turn cases, playbooks, and actions into reusable intelligence with governed AI.