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Intelligent business systems

Still working manually?
Use PlanB.

We design intelligent systems that run real parts of your business—connecting customer conversations, decisions, workflows, data and people.

Book a discovery call See how the system works

AI where it helps.
Human control where it matters.

PlanB system
Live operations
W
New messageWhatsApp
S
Order eventStorefront
F
New requestWeb form
PLANB INTELLIGENCE Understand → Decide
Business rules checked✓
✓
ActionOrder created
↗
EscalationHuman review
▥
VisibilityReport updated
One connected operating layerObserve • reason • act • report
ConversationsOperationsDecisionsHuman escalationReporting
The operational gap

Your business does not need another tool.
It needs the work to flow.

Manual work hides between inboxes, spreadsheets, people and software. That is where requests get missed, customers wait, and management loses visibility.

WITHOUT PLANB
01Customer asksWhatsApp
copy
02Staff checksSpreadsheet
wait
03Manager decidesPhone call
copy
04System updatedBack office
WITH PLANB
CustomerPlanB operating layerPeople + systems
Solutions

Built around the way
your business actually runs.

Not a generic chatbot. Not a template. Each system is designed around your conversations, rules, channels and team.

01 / CONVERSATIONAL SALES

Turn conversations into completed business.

PlanB understands intent, uses live business data and moves customers from question to outcome across the channels they already use.

  • Product recommendations
  • Lead qualification
  • Order capture
  • Follow-up
WhatsApp Instagram Facebook Messenger + Website chat
02 / CUSTOMER OPERATIONS

Every request gets a next step.

Keep service consistent from order update to return, with clear ownership and escalation.

03 / APPOINTMENT AUTOMATION

A calendar that handles the conversation.

Qualify, book, confirm, remind, reschedule and follow up—without the back-and-forth.

04 / BUSINESS OPERATIONS

Make the invisible work visible—and automatic.

  • Data synchronization
  • Internal approvals
  • Management alerts
  • Document processing
  • Reporting
05 / AI AGENTS WITH HUMAN CONTROL

Capable enough to act.
Controlled enough to trust.

We define what the system knows, what it can do, and exactly when a person must take over.

01Permission boundariesActions stay within approved limits.
02Human escalationSensitive or uncertain cases reach the right person.
03AuditabilityDecisions and actions remain visible.
04Management approvalHigh-impact actions wait for confirmation.
Agent policyProduction
KNOWLEDGEUse approved business data
ACTIONCreate orders under limit
APPROVALRefunds require manager
SAFETYEscalate low confidence
10:42:08ORDER

Action paused: approval required

Integrations

Your systems stay.
They start working together.

We connect the channels, models, commerce platforms and internal tools your business already depends on—with custom APIs where needed.

OpenAIOpenAI
AnthropicClaude
WhatsAppWhatsApp
InstagramInstagram
FacebookFacebook
SlackSlack
GmailGmail
Google CalendarCalendar
Google DriveDrive
OpenAI
Claude
WhatsApp
Instagram
Facebook
Slack
Gmail
Calendar
Drive
ShopifyShopify
WooCommerceWooCommerce
SupabaseSupabase
StripeStripe
HubSpotHubSpot
MicrosoftMicrosoft
n8nn8n
</>Custom API
Shopify
WooCommerce
Supabase
Stripe
HubSpot
Microsoft
n8n
</>Custom API
Representative systems

From fragmented work
to one clear operation.

Illustrative, anonymized examples based on the kinds of operational challenges PlanB is designed to solve.

REPRESENTATIVE EXAMPLEFashion retailer

From overloaded inboxes to guided conversational commerce.

THE PROBLEM

Product questions, stock checks, orders, returns and follow-ups were all handled manually across WhatsApp and Instagram.

THE PLANB SYSTEM

A connected assistant uses live catalog data, recommends products, verifies variants, captures orders and escalates sensitive cases.

THE OPERATIONAL RESULT
  • Faster, consistent replies
  • Fewer missed orders
  • Clear management visibility
PlanB / Retail operation Live
INCOMING
WProduct questionNow
IGSize request2m
↻Return request5m
PLANB SYSTEMCustomer intent
understood
CatalogOrdersPolicy
OUTCOMES
Order prepared✓
Stock verified✓
Case escalated↗
Management view
All conversationsOpen casesOrder activity
How PlanB works

Designed with you.
Operated with care.

We combine operational consulting, product thinking and engineering. The result is a system that fits your business—not the other way around.

Start with a conversation ↗
01
UNDERSTAND

Map the real operation.

We learn the conversations, systems, decisions, bottlenecks and exceptions that define the work.

Discovery map
02
DESIGN

Define intelligence and control.

We shape AI behavior, workflows, business rules, permissions and human checkpoints.

System blueprint
03
BUILD

Connect the operating layer.

We integrate the channels, data, tools and internal systems the solution needs.

Working system
04
LAUNCH

Roll out with confidence.

We test real scenarios, edge cases and handoffs before a controlled production launch.

Controlled rollout
05
IMPROVE

Learn from real operations.

We monitor performance, review exceptions and keep improving the system over time.

Operational review
Start with the work

What should your business
stop doing manually?

Tell us where the work slows down. We’ll help you identify what can be connected, automated and improved.

hello@useplanb.io ↗
01

No generic pitch.
A focused conversation about your operation.

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