Agentic teams
Beta
This feature is in beta. We know agents are the future of work. However, we are still defining the best practices for agentic implementation inside software agencies. This is an opt-in beta. If you would like to enroll or apply to join the beta program, we would love your feedback and your help shaping how agentic work evolves for software agencies.

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Build

Settings

Configure checkout, fulfillment, communication, and operational defaults across app workflows.

Settings is a drop-in operational governance module. In the App Builder, this gives agencies business-ready capability without rebuilding the same foundation for every client.

Overview

It centralizes defaults for checkout, fulfillment, invoicing, communication, and task behavior across the app.

  • Drop-in module behavior designed for business operations
  • Configuration in Editor plus execution in Manager/user flows
  • Clear path from setup to day-to-day operational use
  • Composable with other Platfio modules for complete app workflows

How It Works

1) Configure the module in the builder

Teams begin in Editor by enabling the module, shaping core structure, and setting the rules that determine how this feature behaves in live operations.

Editor screenshot

Settings screenshot

Surcharges screenshot

Shipping screenshot

2) Publish and run the customer/staff workflow

Once configured, the module is exposed in app navigation and used in real workflows by customers and staff.

Setup screenshot

Methods screenshot

Address screenshot

Discounts screenshot

3) Operate, monitor, and optimize

Manager and reporting views then provide the operational feedback loop teams need to manage quality, throughput, and outcomes.

Checkout screenshot

Restrict screenshot

Status screenshot

Invoice screenshot

Notes screenshot

Instore screenshot

Chat screenshot

Chat screenshot

Task screenshot

Task screenshot

Why This Matters for Business Apps

Like the rest of the platform, this module is built to deliver practical business outcomes quickly while still allowing deep configuration as client requirements evolve.

See it in action

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