Frequently Asked Questions

Eight integrated AI services: VacancyGuard™ + SlotSnap™ (appointment management), LoopLock™ (lead capture), MailSort™ (email intelligence), WilsonWise™ (AI customer support via phone, SMS, and email), ClientCare™ (personalized relationship messages), Revuelution™ (review management), WanderBack™ (customer re-engagement), and LiveLedger™ (real-time business dashboard).

The services are designed as an integrated system where each service shares context with the others. A new lead becomes an appointment, a conversation, and eventually a review request — all connected without manual work. Unbundling would break this shared intelligence.

The Growth Suite rolls out in four readiness-triggered phases. Quick wins appear early — smart reminders and lead capture go live first.

Instead of launching everything at once, we activate services based on readiness triggers. Each phase builds on the previous one, ensuring quality at every step.

Growth Suite subscriptions and standard projects are month-to-month — cancel with 10 days notice. For larger enterprise engagements, we work with you on terms that protect both sides. Your data is always exportable.

All data is encrypted at rest and in transit. We follow rigorous security practices for our Secretary tier, with enhanced protections for HIPAA and Privilege tiers. Your data stays in your account — we never share it with other clients or third parties.

Our HIPAA tier is designed for healthcare businesses. It includes everything in the Secretary tier plus a Business Associate Agreement (BAA), hashed Protected Health Information (PHI), and HIPAA-compliant data handling throughout the system.

The Privilege tier is designed for legal professionals. It includes everything in the HIPAA tier plus zero-knowledge architecture and protections designed for attorney-client privilege. Your sensitive communications receive the highest level of data isolation.

You do. Period. All data generated by your business through our system belongs to you. We provide full export capabilities so you can take your data with you at any time.

Yes. Your data is always yours. We provide export capabilities so you can take your data with you at any time. Self-service export tools are expanding as the platform develops.

We use Anthropic's Claude models exclusively, selected for each specific task. We upgrade to newer versions as they become available without disrupting your service.

Wilson answers every call with a personalized AI greeting, offering callers the option to receive a text message or leave a voicemail. Voicemails are transcribed and processed automatically. For text-based conversations, Wilson communicates via SMS and email. In every interaction, whether by phone, text, or email, Wilson introduces itself as an AI assistant. Customers always know they are talking to AI.

Every AI action goes through an approval workflow for sensitive operations. Non-sensitive actions are logged in LiveLedger™ so you can review them. If something goes wrong, you can correct it and the system learns from the feedback.

Yes. You control the approval threshold, from fully automated to human-in-the-loop for every action. LiveLedger™ provides complete transparency. Every AI decision is logged so you always know what happened and why.