AI Assistant Setup

An AI Assistant That Knows Your Business

We set up a private AI assistant trained on your existing business documents, then keep it current every month, so you and your team get accurate answers from your own policies, procedures, and pricing instead of guesses. Built in the AI account you already use, by the same team that runs our hosting. No code, no new software to buy from us.

Pick your size

One Assistant Or A Team, Kept Current Every Month

Each plan is a setup fee to build it, then a monthly fee to keep it accurate as your business changes. Fixed prices, honest scope, and a written summary every month. The one rule: your documents have to already exist. We turn what you have into something your whole team can ask.

AI Assistant $149 SETUP, THEN $89/MO

One assistant for a solo operator or a very small shop, built from the documents you already have and kept current every month. You send the files, we turn them into an assistant that answers like it has worked for you for years, then we keep it that way as your prices, procedures, and policies change.

  • Built in your own AI account (Claude, ChatGPT, or Microsoft Copilot), so you own everything, including if you cancel
  • Setup: up to 15 existing documents triaged, duplicates and stale versions flagged, custom instructions so it answers in your voice
  • Tested against 20 real questions you actually get asked, and that same battery is re-run every month
  • Every month you send what changed, we swap it in and retire the old versions
  • Wrong or outdated answers fixed at the source, not papered over
  • Up to 1.5 hours of hands-on work a month, anything bigger gets a fixed quote first
  • One 60-minute training call at setup, plus a one-page usage sheet
  • 3-month minimum, then month to month, cancel anytime
Start AI Assistant: $149 + $89/mo
Includes written knowledge audit

Team Knowledge Assistant $449 SETUP, THEN $199/MO

Up to three assistants, each dedicated to one part of the business (for example sales, operations, and support), built from up to 40 of your existing documents and maintained every month. It starts with a written audit of what you have, because an assistant fed contradictions gives confident wrong answers, and it re-audits every quarter because the contradictions come back.

  • Written knowledge audit at setup, then a fresh audit every quarter, and you approve the source of truth each time
  • Up to 3 assistants for separate functions, never one confused catch-all
  • Up to 40 existing documents, lightly cleaned up, organized, and kept current every month
  • Custom instructions per assistant, re-tested against real staff questions monthly
  • Document registry kept live, not just handed over: what went in, who owns it, when it was last updated
  • Two training sessions for up to 6 staff at setup, plus a refresher each quarter so new hires are not guessing
  • Up to 4 hours of hands-on work a month, anything bigger gets a fixed quote first
  • 3-month minimum, then month to month, cancel anytime and keep everything
Start Team Assistant: $449 + $199/mo

Both plans include the monthly upkeep. There is no separate care plan to add, because an assistant nobody maintains quietly goes stale.

Need the server side handled too? That's our SysAdmin Services, from $49/mo.

How it works

Send, build, keep it right

1. Send your documents

You export your own files (we never log into your systems to pull data) and drop them in a shared folder. A short intake call confirms what you want the assistant to be good at. Not sure if you have enough written down? Ask us first.

2. We audit and build

We flag duplicates, contradictions, and out-of-date content, you approve which version is the truth, and we build the assistant in your own AI account with custom instructions that keep it on your material.

3. Test, train, then keep it current

We test it against real questions your business actually gets, train you or your team on it live, and hand over a plain-English guide. From there it's monthly: you send what changed, we swap it in, re-run the tests, and email you a summary of what moved.

What's included

Honest scope, honest price

We list what's in and what's out so there's no surprise on the ticket.

In scope

  • Businesses with existing written material: procedures, price sheets, FAQs, policies, guides
  • Claude, ChatGPT, or Microsoft Copilot, whichever your business already pays for
  • Internal knowledge for you and your staff: answers, drafts, and lookups
  • Coaches, agencies, and small service businesses are the usual fit
  • Extra documents beyond the package caps, quoted per file before work starts

Out of scope

  • Writing your documentation from scratch (we curate what exists; new writing is quoted separately)
  • Pulling data out of your old wiki, CRM, or mailboxes (you export, we curate)
  • Legal matter files, patient records, or other regulated confidential material
  • Custom-coded AI systems, API integrations, and automation builds (those are quoted projects)
  • Chatbots for your public website (this is an internal tool for you and your staff)
  • The AI subscription itself (you pay Claude, ChatGPT, or Microsoft directly and own the account)
FAQ

Common questions

Which AI does it run on?

Your own account with Claude, ChatGPT, or Microsoft Copilot. You pay that subscription directly (typically $20 to $30 per person per month) and you own the account. We build inside it and keep one collaborator seat, which you can remove the moment the engagement ends.

What if our knowledge isn't written down?

Then this isn't the right first step, and we'll tell you so at intake instead of taking your money. The setup curates documents you already have. If most of what you know lives in someone's head, writing it down is a separate project we can quote or refer out.

Can you pull our documents out of our old systems?

No. You export your own files and share them with us. We stay out of the data-moving business on purpose, the same rule we hold on our hosting side. It keeps your credentials in your hands and the scope honest.

Will it ever give a wrong answer?

It can, which is why we test it against real questions before handoff and have you sign off on which documents are the truth. Treat it as a fast internal lookup and drafting aid, not a source of legal, financial, or compliance advice.

Why is there a monthly fee at all?

Because your documents change and the assistant does not notice on its own. Prices move, procedures get rewritten, a policy gets replaced but the old version is still sitting there, and staff turn over. An assistant built once and left alone gives confident answers from last year's material, which is worse than no assistant. The monthly is what keeps it honest.

What happens if we cancel?

You keep everything. The assistant lives in your own AI account, so cancelling ends our maintenance, not your access. We remove our collaborator seat and you carry on with it exactly as it was on the last day we touched it. There is a 3-month minimum, then it's month to month.

Why are the monthly hours capped?

Because it's a document-maintenance plan, not an unlimited retainer, and most months use less than the cap. Anything bigger (a new assistant, a new business function, automation work) gets a fixed quote first, so you never get a surprise invoice.

Is our material kept confidential?

Your documents live in your own AI account under that vendor's business terms, not on our servers. We see them only while curating and testing, and we decline legal matter files, patient records, and similar regulated material outright.

Ready when you are

Tell us about your documents

AI Assistant: $149 + $89/mo Team Assistant: $449 + $199/mo

Fixed prices · Built in your own AI account · Cancel anytime after 3 months and keep it