AI Business Advisor

35 AI processes. One advisor.
Start with your biggest problem.

Tell Palatai what keeps you up at night. The AI Business Advisor recommends which processes to activate, configures them for your business, and launches them — in under 15 minutes.

Start Your Pilot →
The Approach

Not a feature catalog. A business advisor.

Most AI platforms give you a settings page with 50 toggles. Palatai gives you an advisor.

The advisor asks one question: What's your biggest bottleneck? Support is overwhelming? Not enough leads? Can't keep up with content? Operations are chaotic?

Based on your answer, it recommends a starter pack of 2-3 processes, configures them for your business data, and launches them. You can expand from there. Or you can skip the advisor entirely and browse the full catalog — the fast-track path is always one click away.

“What's keeping you up at night? Let me show you which three processes will give you your time back.”

— The AI Business Advisor

Process Catalog

35 processes across every business function.

Each process maps to real AI agents that execute real work — not templates, not suggestions, not drafts you have to finish.

◆ 8 Processes

Marketing & Brand

Your AI marketing department produces content, runs campaigns, and builds your brand — on brand, every time.

  • Market Research
  • Brand Strategy
  • Content Marketing
  • Social Media
  • SEO & Organic
  • Paid Advertising
  • Email Marketing
  • Design & Visual
◆ 6 Processes

Sales & Revenue

From finding leads to closing deals to understanding what's working. Your pipeline stops leaking.

  • Sales Prospecting
  • Sales Outreach
  • Proposals & SOWs
  • Pipeline Management
  • Lead Qualification
  • Revenue Analytics
◆ 6 Processes

Customer Operations

Keep the customers you have. Know when they're at risk before they tell you.

  • Support Ticketing
  • Knowledge Base
  • Customer Health
  • Client Onboarding
  • Customer Feedback
  • Account Management
◆ 6 Processes

Operations & Management

The back-office work that nobody loves but every business needs — coordination, documentation, and tracking.

  • Team Coordination
  • Strategic Planning
  • Quality Assurance
  • Documentation & SOPs
  • Financial Tracking
  • Compliance & Legal
◆ 5 Processes

Technology

If you build software, your AI handles the infrastructure — development, deployment, security, and performance.

  • Software Development
  • DevOps & Infrastructure
  • Security
  • Performance Engineering
  • Database Management
◆ 4 Processes

Specialized

Industry-specific capabilities you activate when you need them — not before.

  • Website Management
  • Video Production
  • Data Acquisition
  • Product Management
Autonomy Levels

Every process runs at the trust level you choose.

Start supervised. Build trust. Dial up autonomy as you see results. You can change the level at any time, per process.

Level 1

Supervised

AI suggests, you approve everything. Every task, every draft, every action comes to you before it executes. Full visibility, full control. This is where most people start.

Level 2

Semi-Autonomous

AI handles routine work automatically — internal research, data gathering, report compilation. High-stakes decisions still come to you for approval. The most common setting after the first month.

Level 3

Fully Autonomous

AI handles the process end-to-end. You monitor dashboards and review outputs. External communications still pass through approval gates — nothing customer-facing sends without your sign-off.

The Expansion Story

Start with 2. End up with 10.

The advisor doesn't just set you up and leave. It watches, learns, and suggests — because it has access to your actual business data.

Most businesses start with 2-3 processes. Within 30 days, they've activated 8-10. Not because someone upsold them — because the advisor made it obvious what to turn on next.

After your support ticketing has been running for a week, the advisor might notice: “You've had 6 tickets about the same issue. Want me to turn on Knowledge Base to auto-generate help articles?”

That's not a feature request. That's an AI that's paying attention.

The same pattern works across every function. When your content marketing is producing blog posts, the advisor suggests SEO to make sure people find them. When your pipeline management is tracking deals, it suggests sales outreach to fill the top of the funnel.

Every suggestion is grounded in your data — “you have 67 customers but no health monitoring” — not a generic catalog.

AI Advisor Observation

Pattern detected:Your support team resolved 6 tickets this week about “how to export reports.” All were answered with the same steps.

Recommendation: Enable Knowledge Base (Customer Operations). I can auto-generate a help article from these resolutions and reduce repeat tickets by an estimated 40%.

1 new suggestionEnable Process
FAQ

Common questions about the AI Business Advisor.

Palatai offers 35 AI-powered business processes across six categories: Marketing and Brand (8), Sales and Revenue (6), Customer Operations (6), Operations and Management (6), Technology (5), and Specialized (4). You activate only the ones your business needs.
No. Most businesses start with 2-3 processes based on their biggest bottleneck. The AI Business Advisor recommends a starter bundle, and you expand from there. You can activate new processes at any time.
Every process runs at an autonomy level you choose: Supervised (AI suggests, you approve everything), Semi-Autonomous (AI handles routine work, escalates high-stakes decisions), or Fully Autonomous (AI handles end-to-end, you monitor dashboards). You can change the level at any time, per process.
The advisor uses your actual business data — CRM contacts, active deals, support tickets, content output, and process metrics — to make personalized recommendations. It observes patterns in your running processes and suggests new capabilities based on what it sees, not generic feature lists.
Get Started

Which processes does
your business need?

Start your pilot and find out. The AI Business Advisor will recommend, configure, and launch the right processes for you — in under 15 minutes.

Start Your Pilot →