Alex
Marketing
An AI marketing manager for software agencies that can turn positioning into campaigns, funnels, and launch assets inside Platfio.
Alex is the Platfio marketing agent. It helps agencies produce campaign concepts, funnel structure, messaging angles, audience-specific offers, and launch execution using the same platform they use to sell and deliver software.
Inside Platfio
This is the kind of workflow context the agent operates against inside the platform.
Common tasks
What Alex typically helps with
- Draft campaign angles, offer positioning, and funnel copy for a new software product or agency service.
- Build launch-ready nurture sequences across email, SMS, and push without bouncing across multiple tools.
- Translate customer research and sales feedback into clearer messaging for landing pages and outbound campaigns.
Alex is designed for agencies that want an actual agentic marketing operator, not just a text generator for ad copy. It can help structure go-to-market work around the same customer journey Platfio already models: attract demand, capture interest, qualify leads, and hand them into the CRM.
What Alex actually does
Alex can draft funnel structure, campaign hooks, nurture sequences, launch checklists, and conversion-focused messaging for agencies selling software services or software products. Because Alex is paired with Platfio features like Funnel Builder and outbound tooling, the output can move directly into execution.
Why agencies care
For agencies searching for an AI marketing manager or agentic marketing system, the value is not just faster copy. The value is tighter handoff between marketing, sales, and delivery. Alex helps create demand that the rest of the Platfio system can immediately work with.
Best-fit use cases
- Launching a new service package or productized software offer.
- Reworking positioning for a niche agency or vertical play.
- Building a campaign sequence around a webinar, audit, workshop, or demo.
- Refreshing stale funnels with stronger messaging and clearer CTAs.
This is our vision — we are not there yet. Agentic workflows inside Platfio are still being built, and we would love your feedback along the way. If you would like to be involved in the beta, get in touch.
Featured workflow
Imagine this with Alex
Imagine your agency just launched a new productized offering — an AI-powered inventory app for restaurants. You need demand generation running by next week. Instead of briefing a freelancer and waiting days, you describe the offer to Alex.
Brief the offer
Tell Alex about the new productized service — target audience, value prop, pricing — in plain language. No templates or intake forms needed.
Landing page copy drafted
Alex writes conversion-focused landing page copy with a headline, supporting sections, social proof prompts, and a clear CTA tied to your funnel.
Email sequence created
Alex builds a multi-step email nurture sequence designed to warm leads from awareness to booking a call, using your agency's tone and positioning.
Funnel structure mapped
Alex maps the full funnel — ad click to landing page to form to email to CRM — so every step connects inside Platfio.
Campaign brief ready
Alex produces a campaign brief with targeting notes, channel recommendations, and messaging angles so you can launch paid or organic immediately.
Our vision
This is our vision for how it should feel to interact with Alex — describe the offer once, and the marketing scaffold is built before you finish your coffee.
Platfio features
Where this agent connects into the platform
Build pages where businesses can sign up, purchase an application, onboard, and get started — all through a guided funnel.
Send email campaigns and automated sequences to customers from the client application.
Send targeted SMS campaigns to customers directly from the client application.
Send push notifications to engage users on mobile and web with timely, targeted messages.
A map-based prospecting tool that helps you identify service businesses in territories and import them as outbound targets.
Work with Alex on your terms
Interface with Alex the way you want
Full-screen focus, multi-agent orchestration, or voice — choose how you interact with Alex inside Platfio.
Immersive mode
Full-screen agents
Expand Alex into a distraction-free, full-screen workspace for deep work.
Orchestration
Multi-agent management
Run Alex alongside other agents, switch between conversations, and coordinate work from one view.
Voice built in
Voice dictation built in
Speak to Alex directly — dictate briefs, ask questions, or steer work hands-free.
Not a chatbot — a deeply integrated agentic employee
Put your agency on autopilot
Existing agencies can apply for agent access from within Platfio. New here? Sign up first or talk to sales about the beta.