> ## Documentation Index
> Fetch the complete documentation index at: https://closedloop.sh/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Planhat

> Connect your Planhat workspace to ClosedLoop AI with an API token, verified against your Planhat cluster at connect time so mistakes surface immediately.

Planhat is a Customer Success platform: it holds your customer accounts, health scores, conversations and renewal state in one place. Connect it to ClosedLoop AI to put account health and renewal risk alongside every other source of customer truth.

<Note>**Enterprise plan only.** Planhat connects to your Customer Success workspace, and scope is agreed with the ClosedLoop AI team during your Enterprise onboarding. [Contact us](mailto:sales@closedloop.sh) if you'd like it enabled for your team.</Note>

## Connection Method

Planhat uses **API token** authentication. You provide two things: the token, and the cluster your workspace runs on.

Your cluster is the first part of the address you sign in at. Planhat's app and API hostnames match one to one:

| You sign in at        | Cluster to choose |
| --------------------- | ----------------- |
| `app.planhat.com`     | Leave blank       |
| `app-eu.planhat.com`  | `eu`              |
| `app-eu2.planhat.com` | `eu2`             |
| `app-eu3.planhat.com` | `eu3`             |
| `app-us2.planhat.com` | `us2`             |
| `app-us3.planhat.com` | `us3`             |
| `app-us4.planhat.com` | `us4`             |

A Planhat token only works on the cluster it was created in, so picking the wrong one is the most common reason a valid token is refused. ClosedLoop AI verifies the token against Planhat before storing it, so a wrong token or a wrong cluster tells you immediately instead of failing quietly later.

## Setup Guide

<AccordionGroup>
  <Accordion icon="key" title="Step 1: Create a Planhat API token">
    1. In Planhat, open **Settings**
    2. Create a new API access token
    3. Copy the token and save it somewhere safe: Planhat shows it only once

    <Note>
      Creating a token needs admin access in Planhat. If you do not see the option, ask a Planhat administrator on your team to create one for you.
    </Note>
  </Accordion>

  <Accordion icon="globe" title="Step 2: Find your cluster">
    Look at the address bar while you are signed in to Planhat.

    If the URL starts with `app-eu2.planhat.com`, your cluster is `eu2`. If it starts with `app-us3.planhat.com`, your cluster is `us3`. If you sign in at plain `app.planhat.com`, leave the cluster blank.
  </Accordion>

  <Accordion icon="plug" title="Step 3: Connect in ClosedLoop AI">
    1. In ClosedLoop AI, go to **Integrations**
    2. Find **Planhat** and click **Connect**
    3. Paste your Planhat API token
    4. Select the cluster that matches your Planhat address
    5. Click **Connect**

    Your token is checked against Planhat and stored securely, scoped to your workspace.
  </Accordion>
</AccordionGroup>

## Troubleshooting

| What you see                                  | What it means                                                                                                                                                                             |
| --------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Planhat did not accept this token             | Either the token is wrong, no longer active, or the cluster does not match where it was created. Check Step 2 first: a working token on the wrong cluster looks exactly like a bad token. |
| Planhat cluster must look like eu, eu2 or us3 | The cluster was typed rather than picked, or does not match the pattern. Read it off your Planhat URL.                                                                                    |
| Couldn't reach Planhat                        | Planhat did not answer, or the chosen cluster does not exist. Confirm the cluster against your Planhat URL and try again.                                                                 |
| Planhat rate limit reached                    | Too many requests to Planhat right now. Wait a moment and try again.                                                                                                                      |

<Card title="Connect Planhat" icon="plug" href="https://app.closedloop.sh/integrations">
  Set up your Planhat integration in the ClosedLoop AI dashboard
</Card>