Phano Intelligence Platform

Read-only account intelligence for Customer Success and Account Management teams. Phano is a French composite AI product. It ships two modules that always go together: a per-account diagnostic every day (churn risk, expansion opportunity, priority action) and Meeting Intelligence (pre-meeting brief, live coaching, a structured meeting record pushed into the CRM, and a follow-up email). Intelligence is delivered on five channels: email, Slack, Microsoft Teams, CRM and webhook. ## Tools Ten read-only tools. Nothing is ever written back by them. | Tool | What it returns | | --- | --- | | `phano_getPortfolioSummary` | Portfolio overview: ARR, health, renewals, active diagnostics | | `phano_getPortfolioRisks` | Accounts at risk, ranked | | `phano_getAccounts` | The account list | | `phano_getAccountIntelligence` | Everything known about one account | | `phano_getAccountStakeholders` | Key contacts on an account | | `phano_getAccountMemory` | That account's memory of past diagnostics | | `phano_getRevenueAtRisk` | Pre-computed revenue at risk | | `phano_listDataGaps` | CRM data gaps, ranked by the euros they hide | | `phano_listDuplicateRemediations` | Duplicate accounts awaiting a decision | | `phano_getStatus` | Instance status | ## Authentication Send a Phano API key as a bearer token in the `Authorization` header. Keys are created inside Phano under Settings, then API keys. Each tool requires its own scope (`read:portfolio`, `read:accounts`, `read:stakeholders`), requests are rate limited, and every call is written to an audit log. ## Good to know Supported CRMs: HubSpot, Salesforce, Pipedrive, Zoho and Attio. Hosted in the European Union, GDPR compliant. 99 euros per month, 30-day trial, 100 accounts included. Documentation: https://phano.ai/en/docs/platform

First seen 2 Oct 2026. Evidence as of 5 Oct 2026.