Meet the Platfio Agents
Platfio does not treat AI as a sidebar toy. These agents are built into the platform with role-specific prompts, operational context, and direct access to the features agencies already use to market, plan, sell, build, and support software.
Delegate to
A note on the agents
Memorable names, real roles, and platform-native context
Memorable
Human names are faster to remember than a wall of titles, which makes delegation feel natural in day-to-day work.
Real roles
Each name still maps back to a practical agency function, so ownership stays clear even when the interface feels more human.
Native context
These agents are grounded in Platfio workflows, so their output can move directly into planning, CRM, proposals, delivery, and support.
How the naming works
Alex
Marketing
Growth and positioning
Marc
SDR
Sales systems and outbound motion
Vint
Solutions Architect
Architecture and implementation framing
A note on the names
The human names are inspired by prominent builders and thought leaders across growth, product, engineering, and systems work. That is intentional: the names make delegation easier to remember, while each agent still maps back to a concrete agency role inside Platfio.
How the agents look
Actual product workflows, shown properly
These agents are grounded in real Platfio interfaces. They are designed to work inside actual planning, build, and design flows rather than floating above the product as disconnected chat windows.
Workflow view 1
Lead generation, funnel shaping, and sales support
Marketing and sales agents can turn positioning, personas, outreach ideas, and funnel details into real operating context inside Platfio.
Workflow view 2
Product management and project planning
Product and planning agents help structure scope, prepare delivery context, and keep implementation work aligned before the build starts.
Workflow view 3
Development and deployment workflows
Build-oriented agents can support real engineering execution, helping teams move from implementation context into shipped software more reliably.
All agents
Role-based AI for software agencies
Whether someone is trying to find more clients, scope a project, close a deal, ship software, or support customers after launch, there is a Platfio agent designed for that exact workload.
Market Agents
Agents that generate attention, build outbound lists, and create demand before a sales call happens.
Alex
An AI marketing manager for software agencies that can turn positioning into campaigns, funnels, and launch assets inside Platfio.
Works across
Marc
An agentic SDR for software agencies that can identify prospects, organize outreach, and keep top-of-funnel activity moving every day.
Works across
Planning Agents
Agents that turn vague client conversations into structured plans, scope, design direction, and implementation decisions.
Vint
An AI solutions architect that helps agencies shape the right software approach before code starts.
Works across
Ev
An AI product manager that turns client goals and stakeholder input into a structured software roadmap.
Works across
Tobias
An AI product designer that helps agencies move from flows and requirements to interface direction and usable screen ideas.
Works across
Sales Agents
Agents that move opportunities through the pipeline, prepare proposals, and help agencies close software work faster.
Build Agents
Agents that create apps, orchestrate engineering tasks, and handle deployment work across the software delivery lifecycle.
Jeff
An AI project manager that keeps builds moving by coordinating scope, timing, delivery notes, and execution follow-through.
Works across
Guillermo
An AI full stack engineering agent that helps agencies reason through product structure, implementation detail, and technical delivery across the entire app.
Works across
Brendan
An AI frontend developer that helps agencies build polished interfaces, flows, and customer-facing application detail faster.
Works across
Guido
An AI backend developer that helps agencies structure data, logic, and integrations behind the software they deliver.
Works across
Kelsey
An AI DevOps and SRE agent that helps agencies ship reliably, reduce deployment friction, and keep production stable.
Works across
Support Agents
Agents that keep clients informed, triage requests, protect compliance, and manage billing or operational follow-through.
Grace
An AI QA agent that helps agencies validate quality, catch regressions, and tighten release confidence before a client sees the build.
Works across
Ruth
An AI CSM that keeps account health, follow-up, retention work, and client coordination from slipping through the cracks.
Works across
Brad
An AI legal and compliance agent that helps agencies keep commercial delivery cleaner, safer, and better documented.
Works across
Patrick
An AI finance and billing agent that helps agencies keep invoicing, payment follow-through, and account health under control.
Works across
Built for the full customer journey
Agents get stronger because the platform is integrated
An agentic SDR is more useful when it can hand opportunities into the CRM. A solutions architect is more valuable when it can pull scope into proposals. A delivery agent becomes credible when it can actually ship. Platfio is designed so those handoffs are native.