MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

PLANNY1: AI Project Agent for Daily Briefs & Task Updates

By Klient Inc.

Get briefed with actionable project insight — and update tasks by prompt.

No Ratings
Free  

Never requires payment

Agentforce ContentsAgentforce Contents
Actions: 11
Subagents: 11
Agents: 1
Industries
Horizontal Product
High Tech
Professional Services
Business Need
Productivity
Enterprise Resource Planning
Project Management
Requires
Agentforce
AppExchange Partner Products
Compatible With
Sales Cloud
Service Cloud
Revenue Cloud Subscription Management

PLANNY1 reads your live Klient PSA data and delivers a daily project brief; overdue tasks, slipping SPI, blocked dependencies, ranked with the next action attached. When authorized, it updates tasks and creates projects on your behalf, all audit-trailed.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
AppExchange Partner Products
To use this solution, you need this AppExchange partner product.
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Revenue Cloud Subscription Management
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
$1,000 USD one-time provisioning fee. No subscription. Ongoing usage runs on Salesforce Flex Credits.

App Details

Version
PLANNY1/ver 0.6 0.6.0
Listed On
05/28/2026
Latest Release
06/09/2026
Agentforce ContentsAgentforce Contents
Actions
Actions are how agents get information and perform tasks.
Subagents
A subagent is a job an agent can do.
Agents
Agents use context to complete tasks on their own.
Actions: 11
Subagents: 11
Agents: 1
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/22/2026

Additional Details

PLANNY 1 is the AI project agent for Klient PSA. Get briefed every morning. Update tasks by prompt. All inside Salesforce. Project managers and team members use PLANNY 1 to know what's slipping before the week forces the discovery. PLANNY 1 reads your live Klient PSA data — overdue tasks, slipping SPI, blocked dependencies, idle owners — and delivers a ranked brief every morning. Ask follow-up questions in Slack or chat. When authorized, PLANNY 1 also acts: close tasks, add tasks, create projects — on your behalf, attributed to you in the Salesforce audit trail. What you get with PLANNY 1: DAILY PROJECT BRIEFS. Every active project, ranked by urgency. Morning brief at 8 AM. Night recap at 6 PM. Week-ahead summary on demand. Same engine, two scopes — PMs see the portfolio, team members see their own work. ON-DEMAND DRILL-IN. Ask PLANNY 1 anything in Slack or chat. Who owns the slip. Who's logged time this week. What's blocking the milestone. Conversational, not a dashboard. ACTIONS, NOT JUST ANSWERS. Change task status. Add tasks. Create projects. Every write scoped by your permission set, logged in the Salesforce audit trail, attributed to the user who triggered it.

Need help?

Klient Inc.

Montreal, Quebec, Canada

Email support@klient.com or call 1 (844) 438-5769. Access to our customer community and live support agents for fast, successful resolution.

Support Phone1 (844) 438-5769
Other ResourcesEmailTerms & Conditions