The workspace where signals become governed work
Planerix is built around a real operating loop: data enters through integrations, agents add context, tasks and approvals drive execution, and impact is measured against history.
Current UI
Live product preview
The current marketing site now uses real product screenshots from the working enterprise app.
A full operating stack, not a single-purpose copilot
The product already spans leadership views, finance, meetings, action routing, and connector readiness.
Leadership
Executive dashboard
A real operating view with KPI movement, blockers, org focus, and action pressure.
Finance
Finance and business health
Cash, margin, plan vs fact, and business context sit next to execution, not in a disconnected report.
Meetings
Meetings and follow-through
Meeting context, action items, and execution status stay tied to the same owners and metrics.
Integrations
Integration onboarding
Track readiness, connector coverage, and what is needed before agents can act safely.
Agents operate on connected context
The goal is not generic chat. Each agent should reason over connected entities, recent history, approved actions, and the same KPI vocabulary used by the product.
Executive and control agents
Summarize what changed, where risk sits, and which approvals or escalations are needed now.
Revenue and marketing agents
Analyze pacing, attribution, CAC pressure, creative fatigue, and downstream sales impact.
Operations and finance agents
Connect delivery, meetings, budgets, and execution quality with margin and forecast movement.
Impact is a first-class product contour
A recommendation is only useful if teams can later see whether it moved the metric, when it helped, and which side effects appeared around it.
What the impact layer needs
- Baseline snapshot before action execution
- Observation windows for D+7, D+14, and month-over-month comparison
- Primary metric, guardrail metrics, and context metrics
- Linkage back to task, project, owner, and approval trail
Baseline saved
Before an action starts, Planerix stores what the KPI looked like and which context metrics matter.
Action executed
Tasks, approvals, projects, and routed work are recorded with owners, timestamps, and evidence.
Observation window
The system compares recent history, current period, and control context to estimate effect.
Observed impact
Teams can review whether an action helped, partly helped, or did not move the target metric.
Governance is part of the product, not an afterthought
The production contour requires policies around access, approval, evidence, and action routing before teams hand more control to agents.
Role-based routing
Every action proposal lands with the right manager, owner, or approver instead of a generic queue.
Approvals and audit
Sensitive actions pass through approval policy with a complete run log and evidence snapshot.
Measured outcomes
Teams see not only what was recommended, but what was executed and what actually changed.
Plan your first governed rollout
We will show the current product, the production demo contour, and the rollout order that fits your sources and team structure.
- Product walkthrough using the live workspace and real screens
- Connector and role mapping for the first rollout wave
- Impact design for actions, approvals, and measured results
By submitting, you agree that we may contact you about Planerix services.
Review the product against your real operating model
Bring your KPIs, source systems, and rollout questions. We will map how the current product fits your execution workflow.