Project management with your team and AI agents.
Coordinate work across teams using project agreements, documents and changes. Chat with the assistant and delegate tasks to AI agents.
Work from the agreed scope.
Bring project documents together so each team can check what was promised to the customer.
Example of working with an AI agent
Delegate project tasks through chat.
The assistant and agents work with the process history, rules and permissions.
Gastón HerreraReview agreements before accepting changes.
Check the customer’s history to decide how to proceed when a request changes.
Frequently asked questions
More ways to use Patio
B2B sales through WhatsApp
From request to proposal, with the customer’s agreed terms.
B2B quoting
Prepare and review quotes with the customer’s agreed terms.
CRM for WhatsApp sales
Pick up each opportunity where it left off.
Process automation
Delegate tasks to AI agents that work with your company’s criteria.
Articles
How to coordinate projects across teams without losing context
Coordinate projects across sales, operations and administration: share the scope, record changes and resolve blockers with clear responsibilities.
Read articleWhich business processes should you automate first?
Choose your first process to automate: find delays, repeated work and handoffs between teams. Practical examples and criteria for starting with AI.
Read articleWhat to check before quoting a customer
Current prices, customer agreements and margins: what to review before sending a B2B quote and when to request approval.
Read articleWhat to do when your company has no defined sales processes
How to start defining sales processes: identify decisions, agreements and approvals so work does not depend on one person.
Read article
Let’s talk about your next project.
In 30 minutes, we’ll show you Patio and talk about the work your team needs to coordinate.
The information you need to share.
Who takes part and how the work moves forward.