Elevator pitch
Anaplan Custom Analyst is a conversational AI agent that enables business users to ask natural-language questions and get trusted, governed insights with secure, controlled access to customer-approved custom Anaplan models — including complex, enterprise-specific scenarios.
Unlike generic conversational AI tools or copilots that lack native understanding of planning logic, Anaplan Custom Analyst is grounded directly in your specific business planning logic and requirements. It is built and deployed using Anaplan Agent Studio, giving organizations enterprise-grade security, permissions, and full control over which models and data the agent can access.
Benefit pillars
| Accelerate decision-making | Faster, higher-confidence decisions through conversational AI agent insights from company-specific planning models —without waiting on manual analysis or expert interpretation. |
| Self-serve answers for custom planning | Allow business users to ask natural-language questions and self-serve insights across bespoke and heavily customized planning scenarios in Anaplan (such as Anaplan applications), not just predefined use cases. |
| Reduce insight bottlenecks | Reduce dependency on expert planners and model builders for ad-hoc questions and explanations, freeing planning expertise to focus on higher-value work. |
| Ensure trusted, controlled AI access | Deliver permission-aware, explainable responses that respect customer-defined access controls, data scope, and governance — ensuring AI-generated insights can be trusted at enterprise scale. |
Positioning statement: 25 words
Anaplan Custom Analyst enables business users to ask natural-language questions and get secure, trusted, governed insights from custom Anaplan planning models, with full customer control.
Positioning statement: 50 words
Anaplan Custom Analyst enables business users to ask natural-language questions and get secure, trusted, governed insights from custom Anaplan planning models, with full customer control.
It is designed for existing Anaplan customers running complex, bespoke planning scenarios, and is built and governed through Anaplan Agent Studio to ensure permission-aware, model-aware access defined by model builders.
Positioning statement: 100 words
Anaplan Custom Analyst enables business users to ask natural-language questions and get secure, trusted, governed insights from custom Anaplan planning models, with full customer control.
It is designed for existing Anaplan customers running complex, bespoke planning scenarios and is built and governed through Anaplan Agent Studio to ensure permission-aware, model-aware access defined by model builders.
Built directly into the Anaplan platform, Custom Analyst respects permissions, lineage, and governance defined by Anaplan AI administrators. Responses are model-aware and fully traceable to source data, enabling confident decisions while expanding AI-driven insight access enterprise-wide without increasing risk, complexity, or reliance on Anaplan planning experts.
For more information, download the detailed Anaplan Custom Analyst deck from Seismic .