Source: https://manu-s-intercom-test.docs-staging.pageloop.ai/planhat/how-to-navigate-planhat

# How to navigate Planhat

The **Action Module** aims to help you manage your time by providing a clean and simple way to see all the things you need to do for your customers.

The **Data Module** is where you manage your key customer data. It allows you to organise, filter and edit your data as needed so you always have clean data to work with.

The **Customer Intelligence Module** is where you'll get your insights in your customer data. This is where you set up your Health Score logic and where you visualise data in dashboards.

The **Conversations Module** is the home of all your customer interactions. Emails, tickets, logged calls, completed Workflow steps and meeting notes, every customer interaction is visible in a single view.

The **Workflows Module** enables building scalable processes for your CS team, ensuring proactive value delivery.

The **NPS Module** allows you to set up and send your email or in-app NPS campaigns from Planhat. It's built to quickly create, tailor, target and define your survey.

The **Revenue Module** is where you get your insights into all things revenue. Forecasting and seeing the health of your renewal base was never this easy!

The **Team Module** allows you to create new roles, assign role permissions and set up your teams.

Finally, the **Developer Module** is for all things API, when you want to push your data to Planhat directly.

Find more details on each of these in the articles below.

**[The Action Module](https://support.planhat.com/en/articles/3735445-actions-module-overview)**

**[The Conversations Module](https://support.planhat.com/en/articles/2816015-conversation-module-overview)**

**[The Data Module](https://support.planhat.com/en/articles/3774694-the-data-module-overview)**

**[The Customer Intelligence Module](https://support.planhat.com/en/articles/5866376-customer-intelligence-overview)**

**[The Workflows Module](https://support.planhat.com/en/collections/3235040-workflows-module)**

**[The NPS Module](https://support.planhat.com/en/articles/2641650-nps-module-overview)**

**[The Revenue Module](https://support.planhat.com/en/articles/5538129-revenue-module-overview)**