FREQUENTLY ASKED QUESTIONS

Getting Started

We build custom AI agents that automate repetitive business tasks and processes. Think of us as creating intelligent digital employees that handle customer service, qualify sales leads, generate marketing content, automate workflows, and manage your online reputation—all while integrating seamlessly with your existing systems.

If you’re spending significant time on repetitive tasks like responding to customer emails, qualifying leads, creating social media content, or managing reviews, you’re a perfect candidate. Signs you need AI automation include: staff spending hours on manual data entry, delayed customer responses, missed follow-ups with leads, inconsistent marketing content, or feeling like you can’t scale without hiring more people.

Most chatbots are simple question-and-answer tools with limited functionality. Our AI agents are comprehensive automation systems that can think, learn, and make decisions across complex business processes. They integrate with your CRM, email systems, social media platforms, and other tools to create end-to-end automation, not just simple conversations.

Absolutely not. We handle all the technical development, integration, and maintenance. You simply tell us what business processes you want automated, and we build everything for you. We’ll train your team on basic management tasks (which are designed to be simple), but no coding or technical expertise is required on your end.

Your 30-day trial includes full access to your chosen AI automation solution, complete setup and integration with your existing systems, training for your team, and full support. You can cancel anytime during the trial period with no cancellation fees. The trial is designed to let you experience real results before making a long-term commitment.

Simply schedule a free consultation where we’ll discuss your specific business challenges and automation opportunities. We’ll then create a custom proposal, and if you decide to move forward, we can typically have your first AI agent running within 2-4 weeks.

Technology & Security

Security is our top priority. We use enterprise-grade encryption, secure API connections, and follow industry best practices for data protection. Your data never leaves secure, monitored environments, and we can sign NDAs and provide detailed security documentation upon request. We’re also compliant with major privacy regulations including GDPR and CCPA.

We only access the minimum data necessary to perform the specific automation tasks. For example, a customer service agent might access support tickets and customer information, but only what’s needed to provide assistance. We don’t store unnecessary data, and you maintain full ownership and control of all your business information.

Yes, in most cases. We specialize in integrating with popular business tools including CRMs (Salesforce, HubSpot, Pipedrive), email platforms (Gmail, Outlook), social media platforms, accounting software (QuickBooks, Xero), and many others. If you’re using custom or legacy software, we can typically create API connections or find alternative integration methods.

We have solutions for businesses using older systems without modern APIs. We can create automated data transfers, screen automation, or email-based integrations depending on your specific situation. During our consultation, we’ll assess your current tech stack and design the best integration approach.

We train your AI agents using your existing business knowledge: customer service scripts, product information, brand guidelines, historical data, and your team’s expertise. The training process typically involves uploading documents, reviewing sample interactions, and fine-tuning responses to match your brand voice and business requirements.

We build AI agents using n8n.io, a powerful automation platform that allows us to create sophisticated workflows and integrations. For more complex custom solutions, we leverage pure Python coding with MCP (Model Context Protocol) frameworks, giving us the flexibility to build highly specialized agents tailored to your exact business requirements. This combination ensures we can deliver both rapid deployment and deep customization when needed.

Pricing & Investment

We offer transparent, affordable pricing designed to deliver measurable ROI from day one. All plans include setup, training, and ongoing optimization. We have three tiers designed to match your business size and automation needs, starting at just $299/month with no hidden fees or long-term contracts required.

Starter Plan ($299/month):

Perfect for small businesses testing AI automation

  • Up to 1,000 AI interactions/month
  • 1 core AI automation (choose from customer service, lead qualification, or reputation management)
  • Basic integrations with your existing tools
  • Email support
  • Monthly performance reports
  • Full setup and training included
  • No setup fees or hidden costs

Pro Plan ($1199/month) – MOST POPULAR:

For growing businesses ready to scale

  • 2-3 AI automations working together
  • Up to 5,000 interactions/month
  • Advanced integrations with multiple platforms
  • Priority support with faster response times
  • Custom workflows designed for your specific needs
  • Monthly optimization calls to maximize performance
  • All features from Starter Plan included
  • Best ROI for most businesses

Enterprise Plan (Custom Pricing):

For larger businesses with complex needs

  • Unlimited AI automations across all departments
  • Custom interaction limits based on your volume
  • Custom development for unique requirements
  • White-glove onboarding with dedicated project manager
  • Dedicated account manager for ongoing success
  • SLA guarantees for uptime and performance
  • Quarterly business reviews and strategy sessions
  • Priority feature development

Every plan includes the complete package: initial setup and configuration, AI agent training and customization, system integrations, team training, ongoing monitoring and maintenance, regular optimization updates, and customer support. You’re never charged extra for the platform itself—the monthly fee covers everything you need to succeed.

An interaction is any meaningful engagement your AI agent has: answering a customer inquiry, qualifying a lead, responding to a review, processing a form submission, scheduling an appointment, or completing an automated workflow. Simple actions like sending confirmation emails or routine system checks don’t count against your limit.

We’ll notify you when you reach 80% of your monthly limit. If you consistently exceed your limit, we’ll recommend upgrading to the next tier for better value. We never shut off your service—you can add additional interactions at $0.30 per interaction for Starter or $0.20 per interaction for Pro plans. Most businesses find they fit comfortably within their tier’s limits.

Absolutely no hidden costs. No setup fees, no training fees, no cancellation fees, no integration charges. The monthly price you see is the total price you pay. The only potential additional cost would be if you consistently exceed your interaction limit and choose to purchase additional interactions rather than upgrading.

Starter and Pro plans include standard integrations with popular business tools. For Pro plan customers, we can add custom integrations at no extra charge if they’re straightforward. Complex custom development or specialized integrations may require our Enterprise plan, where everything is tailored to your needs.

We accept all major credit cards, ACH bank transfers for Pro and Enterprise plans, and can accommodate NET-30 terms for Enterprise clients with approved credit. Payments are processed monthly, and you can change or cancel your plan anytime with 30 days notice.

Absolutely! You can upgrade or downgrade anytime. If you upgrade mid-month, you’ll get prorated pricing and immediate access to the higher tier benefits. Most clients start with Starter to test the waters, then upgrade to Pro within 2-3 months as they see results and want to expand automation.

No long-term contracts required. All plans are month-to-month. We believe in earning your business every month through results, not locking you into lengthy agreements. You can cancel anytime with 30 days notice, no questions asked.

Yes! Pay annually and save 10% on any plan. That’s basically getting more than a month free. For Starter, that’s $3,230/year (save $358). For Pro, that’s $12,949/year (save $1,439). Enterprise annual pricing is customized based on your needs.

We offer a 30-day money-back guarantee for new customers. If you’re not seeing value within your first 30 days, we’ll refund your first month’s payment in full. After the first month, you can cancel anytime with 30 days notice, but we don’t offer refunds for partial months.

Choose Starter if: You’re new to AI automation, want to test with one process (like customer service or lead qualification), have fewer than 50 customer interactions per day, or have a limited budget but want professional AI automation.

Choose Pro if: You want to automate multiple processes, need advanced integrations with multiple tools, have 50-200 daily customer interactions, want priority support and monthly optimization calls, or are serious about scaling with AI.

Choose Enterprise if: You need unlimited automations across departments, have complex custom requirements, need dedicated support and account management, require SLA guarantees for your business, or have over 200 daily interactions.

Our clients typically see 3-5x ROI within the first year. For example, a Starter plan at $299/month ($3,588/year) often saves 10-15 hours of staff time weekly. At $25/hour, that’s $13,000-$19,500 in annual savings. Pro plan clients typically see even higher returns through increased sales conversions and operational efficiency. We’ll help you track specific ROI metrics relevant to your business.

General Industry Questions

Our industry-specific templates accelerate deployment significantly. Medical offices typically go live in 3-4 weeks (including HIPAA compliance setup), restaurants in 2-3 weeks, and real estate agents in 1-2 weeks. We’ve already solved the common challenges in your industry—we just need to customize for your specific business.

Yes, we have detailed case studies showing: a medical practice that reduced no-show rates by 35%, a restaurant group that increased takeout revenue by 60%, and a real estate team that doubled their transaction volume without adding agents. We can share specific examples relevant to your business during our consultation.

We maintain compliance frameworks for each industry we serve: HIPAA for healthcare, PCI-DSS for payment processing, state health department requirements for restaurants, and state real estate commission regulations for real estate. Our legal team stays current on industry-specific requirements and updates our systems accordingly.

We maintain partnerships with industry associations, subscribe to regulatory update services, and have dedicated industry specialists on our team. When regulations change (like new HIPAA requirements or real estate disclosure rules), we proactively update all affected client systems.

Medical Offices & Healthcare Industry Questions

Yes, absolutely. We implement HIPAA-compliant infrastructure for all medical office deployments. This includes end-to-end encryption, secure data handling protocols, audit logging, and Business Associate Agreements (BAAs). Our AI agents are configured to handle PHI (Protected Health Information) according to HIPAA requirements, ensuring patient privacy is maintained at all times.

Yes, our medical scheduling agents are designed with privacy-first architecture. They can access only the minimum necessary information (appointment slots, provider availability) without exposing patient medical records. The system maintains separate permission levels, ensuring scheduling staff equivalence without clinical data access.

Our AI agents can automate insurance eligibility checks, benefits verification, and prior authorization requests through secure integrations with clearinghouses and payer portals. They can process these tasks 24/7, reducing the average verification time from 20 minutes to under 2 minutes while maintaining accuracy rates above 95%.

Absolutely. Our HIPAA-compliant agents handle appointment reminders, follow-up communications, and general inquiries through secure channels. They automatically detect and redact sensitive information in communications, use secure messaging protocols, and maintain complete audit trails for compliance documentation.

We integrate with major EHR systems including Epic, Cerner, Athenahealth, and NextGen. For systems without native APIs, we can implement HL7/FHIR compliant interfaces. Our agents can pull non-sensitive scheduling data and update administrative information without accessing clinical records.

While we don’t directly handle medical coding, our AI agents excel at automating the administrative side of billing: claim status checks, payment posting notifications, patient balance communications, and insurance follow-ups. This typically reduces AR days by 15-20% and decreases staff time on billing tasks by 60%.

Restaurants & Food Industry Questions

Yes, our restaurant AI agents integrate with your POS system and delivery platforms (DoorDash, Uber Eats, Grubhub) to manage orders seamlessly. They can handle order confirmations, delivery time updates, special requests, and coordinate between kitchen capacity and delivery driver availability—reducing order errors by up to 40%.

Our reservation agents handle bookings across multiple channels (website, phone, OpenTable, Resy), optimize table assignments based on party size and duration patterns, and manage waitlists with automated SMS updates. They can even learn your restaurant’s specific policies for holidays, special events, and VIP guests.

Absolutely. Our agents monitor reviews across Google, Yelp, TripAdvisor, and social media, responding within minutes to both positive and negative feedback. They’re trained on your brand voice and can handle common complaints (wait times, order issues) while escalating serious concerns. Restaurants typically see a 25% increase in positive reviews within 90 days.

Our AI phone agents never put customers on hold. They can take orders, answer menu questions (including allergen information), provide wait times, and process payments—all while your staff focuses on in-house customers. This typically increases phone order capacity by 300% during peak hours without adding staff.

Our agents can monitor inventory levels through POS integration, automatically generate and send purchase orders to suppliers based on par levels and historical patterns, track deliveries, and flag discrepancies. This reduces food waste by 15-20% and prevents 86’d items during service.

Yes, our agents can manage shift swaps, send schedule reminders, track time-off requests, and coordinate emergency coverage—all through text messaging. They integrate with scheduling platforms like 7shifts or When I Work, reducing manager time on scheduling by 75%.

Real Estate Agents & Brokerages Industry Questions

Our AI agents instantly respond to inquiries from Zillow, Realtor.com, and your website, asking intelligent qualifying questions about timeline, budget, preferences, and financing. They score leads based on your criteria and nurture them with personalized property recommendations and market updates until they’re ready to view homes—typically increasing conversion rates by 40%.

 

Absolutely. Our showing agents handle the entire coordination process: checking property availability, syncing with your calendar and the listing agent’s schedule, sending confirmations and reminders, providing directions and lockbox codes, and following up for feedback. This saves agents 10+ hours per week on average.

While the agent makes final valuation decisions, our AI can gather comparable sales data, analyze market trends, compile property features, and generate draft CMAs. This reduces CMA preparation time from 2 hours to 15 minutes, allowing agents to focus on client presentation and strategy.

Our AI agents excel at transaction management: tracking contract deadlines, sending reminder notifications for contingency dates, coordinating between all parties (lenders, inspectors, title companies), ensuring document completion, and maintaining compliance records. This reduces missed deadlines by 95% and transaction fall-through rates by 20%.

Yes, our agents automatically create and post listing content across Facebook, Instagram, and LinkedIn, write compelling property descriptions, schedule posts for optimal engagement times, and create virtual tour invitations. They can generate 20+ unique posts per listing, maintaining consistent marketing without daily effort.

Real estate happens 24/7, and our AI agents ensure you never miss an opportunity. They qualify leads at midnight, schedule showings on Sunday evening, answer pricing questions at 6 AM, and capture contact information for follow-up. You wake up to qualified leads, not just messages.

Yes, we integrate seamlessly with Follow Up Boss, KvCORE, Lion Desk, Chime, BoomTown, and most major real estate CRMs. Our agents automatically update contact records, log activities, trigger drip campaigns, and maintain your database—ensuring no lead falls through the cracks.

Our agents can automatically identify and reach out to expired listings and FSBOs with personalized messages, track response rates, schedule follow-ups, and warm up leads before agent contact. This typically generates 3-5 qualified appointments per week from what was previously dead time.