Anaplan for your voice agent

Anaplan is a connected planning platform for models, data integration, and enterprise planning. It helps teams align plans, data, and decisions across the business.

Get startedAll integrations

Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Needs setup
Plan
Every plan, from Starter at A$49 a month
How it connects
With your own Anaplan app. You register an app in Anaplan's developer settings, paste its client ID and secret in Connected apps, then sign in.
What it reads
79 actions, such as change Model List Items, download Complete Import Dump and download Complete Large View.
What it changes
34 actions, such as close Model, complete File Upload and create Model Revision.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 113. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Anaplan actions

Reads 79

  • Change Model List Items
  • Download Complete Import Dump
  • Download Complete Large View
  • Download Complete Model File
  • Download Complete Process Dump
  • Download File Chunk
  • Download Import Dump Chunk
  • Download Large List Page
  • Download Large List Preview
  • Download Large View Page
  • Download Optimizer Log
  • Download Process Dump Chunk
  • Get Action Task
  • Get ALM Comparison Report
  • Get ALM Comparison Report Task
  • Get ALM Summary Report
  • Get ALM Summary Report Task
  • Get Current User
  • Get Export
  • Get Export Task
  • Get Import
  • Get Import Failure Dump
  • Get Import Task
  • Get Large List Read
55 more
  • Get Large View Read
  • Get Latest Model Revision
  • Get Model
  • Get Model Action
  • Get Model Current Period
  • Get Model Fiscal Year
  • Get Model List
  • Get Model Status
  • Get Model Sync Task
  • Get Process
  • Get Process Task
  • Get SCIM Capabilities
  • Get SCIM User
  • Get User
  • Get View
  • Get View Data
  • Get Workspace
  • List Action Tasks
  • List Audit Events
  • List Dimension Items
  • List Exports
  • List Export Tasks
  • List File Chunks
  • List Import Dump Chunks
  • List Imports
  • List Import Tasks
  • List Line Item Dimension Items
  • List Line Item Dimensions
  • List Model Actions
  • List Model Files
  • List Model Line Items
  • List Model List Items
  • List Model Lists
  • List Model Modules
  • List Models
  • List Model Sync Tasks
  • List Model Versions
  • List Model Views
  • List Module Line Items
  • List Module Views
  • List Process Dump Chunks
  • List Processes
  • List Process Tasks
  • List SCIM Resource Types
  • List SCIM Schemas
  • List SCIM Users
  • List Syncable Revisions
  • List Users
  • List View Dimension Items
  • List Workspace Model Files
  • List Workspace Models
  • List Workspaces
  • Lookup Dimension Items
  • Reset Numbered List Index
  • Search Audit Events

Changes 26

  • Close Model
  • Complete File Upload
  • Create Model Revision
  • Create SCIM User
  • Open Model
  • Patch SCIM User
  • Replace SCIM User
  • Set File Chunk Count
  • Start Action Task
  • Start ALM Comparison Report Task
  • Start ALM Summary Report Task
  • Start Export Task
  • Start Import Task
  • Start Large List Read
  • Start Large View Read
  • Start Model Sync Task
  • Start Process Task
  • Update Model Current Period
  • Update Model Fiscal Year
  • Update Model List Items
  • Update Model Online Status
  • Update Module Cells
  • Update Version Switchover
  • Upload Chunked Model File
2 more
  • Upload File Chunk
  • Upload Model File

Deletes 8

  • Cancel Action Task
  • Cancel Export Task
  • Cancel Import Task
  • Cancel Large List Read
  • Cancel Large View Read
  • Cancel Process Task
  • Delete Model File
  • Delete Models

Anaplan setup

  1. Registering your Anaplan app

    Create an app in Anaplan's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.

  2. Signing in to Anaplan

    Paste the client ID and secret in Connected apps, then sign in and approve access.

  3. Choosing the actions

    Choose which of the 113 actions the agent may use. Start with lookups and add the ones that change Anaplan when you're ready.

  4. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

Tell us what your callers ring about, and we build and test the agent for you.

Get startedSee it answer a call