AI that understands and organizes your business

For managing processes and projects with your team and AI agents: sales, orders, coordination across teams and other work. We start with one process, and you can add others later.

Look up information, prepare quotes, add customers and sales, assign tasks and approve decisions. Send a message, voice note or photo; the assistant works with your company’s information, rules and permissions.

Yes. We have an app for iOS and Android. You can also use it on the web. The assistant and the team work with the same information, whether you're in the office or out.

Work involving several steps, such as combining information to prepare a quote, and repetitive tasks, such as following up on pending work. Agents carry out the process using your company's rules and request approval when needed.

You define what they can handle and what needs the team's approval. They can work independently within those limits; decisions you reserve for the team stay with the team.

Review each opportunity's stage, tasks, and history to identify pending work and decide where to step in.

Yes. The quote brings together costs, prices, and customer terms so you can review the margin before sending it or approving a discount.

Yes. With the appropriate permissions, they can consult agreements, documents, and proposals recorded in the customer's history. Service can continue even when the person handling the account changes.

Yes. A project holds tasks, documents and decisions. Each team can see what changed, what was approved and what they need to do.

We review your system and the information it needs to share with Patio. We agree on what to keep, connect, or replace; integrations and scope are defined in the proposal.

You don't need them written down. We look at how you work today, what information you need, and who decides. Then we configure the first process.

Just a few weeks. We review how you work, configure rules and permissions, connect the data, and validate with real cases.