One hire. A whole front office.
Patti isn’t just about answering email. She keeps your calendar honest, your customer records current, and your follow-ups on time — all in one place.
📱 Approve from anywhere
Every draft comes to your phone. Reply “yes” to send it, type a change, or speak your edits out loud — Patti rewrites the draft on the spot.
- Phone notifications by Telegram or text message
- Edit by typing or by voice
- Patti learns your tone from your edits over time
📬 A real inbox, reimagined
A clean, built-in web inbox the whole office can share — read, reply, archive, folders — with Patti filing incoming mail automatically.
- Automatic filing keeps the inbox tidy
- Full conversation threads at a glance
- Everyone works from one place
🗂️ Built-in customer records
Every contact, every conversation, every note — kept for you. No separate system to buy, no double data entry.
- Contacts with notes and full activity history
- Reminders and a leads pipeline
- Campaigns to reach out on purpose, not just react
📅 Scheduling that closes the loop
When someone wants to meet, Patti proposes real open times from your calendar — and books only when the client confirms. Reschedules get cleaned up too.
- Real availability, not a generic booking link
- Meetings land on your Google Calendar with a Meet link
- Reschedules and cancellations handled tidily
🗓️ The schedule everything else reads from
The schedule isn’t a spreadsheet on the fridge. It’s what the booking page, the cleaning board, and the morning texts all read from. Add a person once — name, phone, pay rate — and tick what they do: work calendar, cleaning crew, maintenance crew, answers email. Not just for rentals: spas, groomers, medical offices, any service business that runs on shifts.
- Online booking only offers times when somebody qualified is actually on shift
- The same week grid prints as a one-page sheet for the break-room board
- “Who’s in today” shows on the cleaning board, and assignment lists put today’s workers first — so nobody hands a job to somebody who’s off
- Change a name once (people get married) and it follows them everywhere — including jobs already assigned
📄 The document brain paid add-on
Point Patti at your client folders — on your computer, a network drive, Google Drive, or Dropbox. When a client writes in, she already knows their file.
- Each client’s documents inform each reply
- “Ask your documents” — get answers from your own files
- Office tools included: split, analyze, and sort PDFs
📊 Reports & analytics
See what Patti handled this week, how much time she saved you, and how your customer activity is trending — in plain numbers, not spreadsheets.
- What was answered, filed, and followed up
- Time saved, tallied for you
- Activity trends over time
🔁 One email, everywhere it needs to go
Patti doesn’t just draft the reply — she routes the email to the right department at the same time. Your salesperson is out in the field when a contractor emails in an order: she approves the reply from her phone, and the order is already in the order department’s inbox. Nobody has to remember to forward anything.
- An order comes in — the rep approves the reply; the orders desk has it at the same moment
- A shipment went to the wrong place — the rep approves the response; the complaint department is already handling it
- A quote request — answered and forwarded to the right department, not just replied to
- Your rules, set once: each type of email knows where it goes, and each person picks their own notifications
Website concierge chat
A chat box for your own website that answers visitor questions using your front-desk notes — so the answer is yours, not a canned script.
Patti, your office assistant
Chat with your own system by text or voice: “what’s on my calendar?”, “draft an email to…” — and it’s done.
Run a rental business?
There’s a whole front-desk layer for cabins, RV parks, and vacation rentals — bookings, channel sync, cleaning schedules, and printable daily reports.