Product overview

How Planerix executes from data to impact

Build a truth layer, deploy AI agents, and automate execution with full governance.

Designed for enterprise leaders who need measurable KPI outcomes, not dashboards.

What you get

Everything needed to move from metrics to outcomes.

Single truth layer

Entities, KPI semantics, and definitions you can govern.

Metrics to work

Tasks, projects, and OKR updates tied to owners and deadlines.

Marketing and CRM analytics

Planning, funnel discipline, and attribution integrity.

Governed automation

Approvals, logs, and policy checks for every action.

Impact tracking

Before/after KPI deltas and executive briefs.

Platform capabilities

Planerix is built as a control system for execution. The platform connects data contours, semantic KPIs, AI agents, and automation with full auditability.

Client-specific contours with semantic ownership

Evidence-backed signals with run logs

Approvals and governance before actions run

Private AI and dedicated deployments available

Contour Studio

Define sources, entities, ownership, and rules.

Semantic layer

KPI formulas, attribution logic, and SLA thresholds.

Agent control plane

Deploy control and master agents with approvals.

Automation engine

Workflows, tasks, and OKR updates tied to impact.

Impact analytics

Before and after KPI deltas with executive briefs.

Integration fabric

Connect CRM, ads, finance, and ops systems.

How it works

A clear architecture you can audit and extend.

DataSemanticsAgentsAutomationUI

Data→

Semantics→

Agents→

Automation→

Data

Sources, connectors, and ingestion

Semantics

Entities, KPI logic, ownership

Agents

Control and master agents

Automation

Tasks, approvals, workflows

Dashboards, briefs, run logs

Truth layer, built for accountability

Every metric is defined, owned, and traceable to evidence so decisions are defensible.

KPI semantics

Formulas, filters, and attribution rules with versioning.

Ownership

Clear metric owners, approvals, and escalation paths.

Evidence references

Trace every metric to its source data and timestamp.

Automation policy

Control how agents act, from notify to auto-run.

Notify

Agent surfaces a signal and suggests a task.

Approve

Owner review before running any automation.

Auto-run

Pre-approved workflows execute with logs and rollback.

Visual proof: outputs and logs

Realistic UI previews of what your team sees.

Insight card

Signal

MetricConversion drop

Delta-0.6pp

EvidenceGA4 + CRM

Root cause: creative fatigue in week 4.

Recommendation

Expected impact

ActionCreative refresh

Impact+0.4pp CVR

OwnerMarketing

Requires approval from Head of Marketing.

Action card

Task

TaskLaunch new variants

Deadline72 hours

OwnerCreative Ops

Auto-created from fatigue signal.

Run log entry

Audit

EventApproved run

Timestamp2026-01-18 10:14

ApproverCOO

Logged with evidence snapshot.

Impact report

Before/After

KPICAC

Before$214

After$192

Measured across 30 days.

Executive brief

Weekly

Top risks3

Impact+$210k

Actions6 approved

Generated from truth layer and run logs.

60-sec product demo

Video

Play

See insight cards, approvals, and automation runs in one flow.

Download 1-pager

PDF

What is a data contour + pilot deliverables for C-level stakeholders.

Download the 1-pager

Outputs you can act on

Every output is traceable and execution-ready.

Insight

Signal with evidence and root-cause context.

Recommendation

Action plan with expected impact and dependencies.

Action

Task, project, or OKR update with assigned owners.

Run log entry

Audit trail with approvals and timestamps.

Impact report

Before/after KPI changes with narrative.

Next step

Start with a Contour Session

Map sources, KPIs, and automation in 30 minutes to define a pilot.

Book a Contour Session Request a Pilot