Frequently Asked Questions
Everything you want to know before your first call, from getting started to each specialist agent.
Getting Started
How is my data protected?
Every agent is privately deployed for one client, on a dedicated private server or your own Mac Mini. Your data stays in your environment and your accounts.
How quickly will my agent be up and running?
Most agents are live within about two weeks, followed by 30 days of hands-on training so it fits the way you work.
Which tools does it work with?
Google Workspace, Microsoft 365, Slack, Telegram, calendars, CRMs, and more. We connect your agent to the tools you already use.
What does support look like after launch?
Every build includes 30 days of hands-on training. After that, ongoing support plans keep your agent sharp as your business grows.
Is this a fit for a business my size?
Yes. We work with solo founders, growing teams, and established companies. Your agent scales right along with you.
Do I need a technical team to run it?
Our team handles the full setup and every connection. You work with your agent through email, Slack, or Telegram, the same way you'd message a trusted colleague.
General Questions
What exactly is an AI agent?
An AI agent is a software system that can take actions on your behalf - reading emails, scheduling meetings, updating your CRM, researching topics, and more. Unlike a chatbot, an agent actually does things; it doesn't just answer questions.
Do I need any technical expertise to use this?
No. We handle all the technical setup. You interact with your AI agent through Telegram or WhatsApp, the same way you'd text a team member.
What tools does it connect to?
Gmail, Google Calendar, common CRMs (HubSpot, Salesforce, Pipedrive), Slack, Notion, Google Drive, and dozens of other tools via API integrations. We tailor the integrations to what you actually use.
How long does setup take?
Most clients are live within 2-4 weeks. Simple setups can be live in a few days.
Is my data secure?
Yes. We build on your infrastructure wherever possible. Your data does not go through third-party servers we don't control. See our Security page for details.
How much does it cost?
Pricing depends on your setup and the tier you need. We don't publish rates publicly because every engagement is scoped differently. Schedule a consultation and we'll give you a precise number.
What if I want to cancel?
No long-term contracts required. Month-to-month arrangements are available after your initial setup period.
How is Apollo[Claw] different from just using ChatGPT?
ChatGPT is a conversation tool. Apollo[Claw] agents are connected to your actual business systems and take autonomous action. The difference is like having a calculator vs. having a bookkeeper.
The CEO Agent
Visit the page →What exactly is an AI bot?
An AI bot is a software system connected to your actual business tools that takes autonomous action on your behalf. It reads, prioritizes, drafts, tracks, and follows up, without being asked.
How is this different from using ChatGPT or a generic AI tool?
ChatGPT is a conversation tool. The CEO Bot is connected to your systems and configured for your workflows. It knows your voice, your priorities, your team. The difference is a calculator versus a chief of staff.
How long does it take to get up and running?
Most clients are live within two weeks. The first session is a 90-minute onboarding call. We handle all configuration, integration, and training.
Is my data secure?
Yes. We build on your infrastructure wherever possible. All connections use least-privilege access and your data does not pass through servers we do not control.
What does it cost?
Every engagement is custom-scoped. Pricing is discussed during your consultation. Book a call and we will give you a precise number.
Do I need a technical team to run this?
No. We handle all technical setup. You interact with your bot through Telegram or email, the same way you would communicate with a team member.
The CFO Agent
Visit the page →What financial systems does the CFO Agent connect to?
We connect to QuickBooks, NetSuite, Sage, Xero, and most major ERP platforms. We also work with Excel and Google Sheets-based workflows. Every engagement is scoped individually.
How long does it take to get up and running?
Most clients are live within two weeks. The first session is a 90-minute onboarding call. We handle all configuration, integration, and testing.
Will it replace my finance team?
No. It removes the production work, report generation, data pulls, reconciliation tracking, so your team can focus on analysis, interpretation, and strategic advice.
Is our financial data secure?
Yes. We connect using read-only API credentials wherever possible and use least-privilege access throughout. Your data does not pass through servers we do not control.
What does it cost?
Every engagement is custom-scoped based on your systems, reporting cadence, and team size. Pricing is discussed during your consultation.
Can it handle multi-entity reporting?
Yes. Multi-entity consolidation is one of the most common use cases. We configure the agent to handle intercompany eliminations and consolidated reporting.
The Law Agent
Visit the page →Is the Law Agent a substitute for a lawyer?
No. It is a drafting and review tool, not a licensed attorney, and it does not provide legal advice. It removes the production work so your team or your counsel can focus on judgment. A qualified attorney should review anything binding before you sign or file, and the agent recommends exactly that.
What tools does the Law Agent work with?
It works where your documents already live: Microsoft Word, Google Docs, DocuSign, common contract-management platforms, and your storage in SharePoint, OneDrive, Google Drive, or Box. Every engagement is scoped to your setup.
How long does it take to get up and running?
Most clients are live within two weeks. We onboard the agent on your templates and standard positions, connect your tools, and configure how it drafts, reviews, and escalates.
Can it draft from our own templates and playbook?
Yes, and it should. The agent works from your template library and standard positions, so first drafts and redlines start from your language rather than a generic form.
Is our data confidential?
Yes. We use least-privilege access throughout and honor the confidentiality rules you set, including keeping privileged material off shared systems. Your data does not pass through servers we do not control.
What does it cost?
Every engagement is custom-scoped based on your document volume, your systems, and how much you want the agent to own. Pricing is discussed during your consultation.
Insurance
Visit the page →What agency management systems does the Insurance Agent connect to?
We connect to Applied Epic, Hawksoft, AMS360, EZLynx, and most major AMS platforms. We also work with spreadsheet-based systems. Every engagement is scoped individually.
How does it handle renewal outreach?
The agent identifies policies approaching renewal, initiates outreach at your configured lead time (typically 90 days), follows up on non-responses, and escalates to your producers when a decision is needed.
Will it replace my service team?
No. It handles the first-touch communication, follow-up sequences, and status updates. Your team handles coverage decisions, complex questions, and relationship conversations.
Is client data secure?
Yes. We connect using least-privilege API credentials and your data does not pass through servers we do not control. All connections are encrypted.
How long does it take to get up and running?
Most agencies are live within two weeks. The first session is a 90-minute onboarding call. We handle all configuration, integration, and testing.
What does it cost?
Every engagement is custom-scoped based on your book of business, AMS, and workflow. Pricing is discussed during your consultation.
Law Firms
Visit the page →What case management systems does the Law Agent connect to?
We connect to Clio, MyCase, PracticePanther, Filevine, and most major legal practice management platforms. We also work with firms using Outlook and shared drives. Every engagement is scoped individually.
How does client intake work?
The agent receives inquiries through your intake form, website, or email. It pre-screens for your practice areas, collects key facts, and routes qualified prospects to the right attorney with a summary already written.
Is client data secure and ethically compliant?
Yes. We build on your infrastructure and use least-privilege access throughout. All data handling is reviewed against applicable bar rules in your jurisdiction. We do not store client communications on third-party servers without explicit authorization.
Will it replace my paralegals?
No. It removes the first-touch admin work: intake, scheduling, status updates, document routing, so your paralegals focus on substantive legal support instead of coordination.
How long does it take to get up and running?
Most firms are live within two weeks. The first session is a 90-minute onboarding call. We handle all configuration, integration, and testing.
What does it cost?
Every engagement is custom-scoped based on your practice size, case types, and systems. Pricing is discussed during your consultation.
Personal Injury Law
Visit the page →What case management systems does the agent connect to?
We connect to Filevine, CASEpeer, Litify, Clio, MyCase, and most major personal injury practice platforms. Firms running on Outlook and shared drives work too - every engagement is scoped individually.
Does the AI give legal advice to potential clients?
No. The agent is an intake specialist and case companion, not a lawyer. It collects the facts of the injury, screens against your case criteria, schedules the consultation, and keeps clients informed - attorneys make every legal judgment.
How fast does it respond to a new injury inquiry?
Within minutes, at any hour. Injured people call whoever answers first - the agent responds immediately, collects the incident details, and gets a consultation on the calendar before a competing firm picks up the phone.
How long does it take to get up and running?
Most firms are live within two weeks. The first session is a 90-minute onboarding call. We handle all configuration, integration, and testing.
Medical Practices
Visit the page →What EHR and practice management systems does the Medical Agent connect to?
We connect to athenahealth, Epic, DrChrono, Kareo, Jane App, and most major EHR and practice management platforms. Every engagement is scoped individually.
Is this HIPAA compliant?
Yes. We execute a Business Associate Agreement with every healthcare client. All data handling follows HIPAA requirements and we do not store protected health information on systems outside your approved infrastructure.
Will it replace my front desk staff?
No. It removes the high-volume repetitive work, reminders, intake collection, follow-up sequences, so your staff can focus on the patients in front of them.
How does the scheduling integration work?
We connect to your existing scheduling system. The agent reads availability and books, confirms, and reschedules appointments based on rules you define. No double-booking, no overrides.
How long does it take to get up and running?
Most practices are live within two weeks. The first session is a 90-minute onboarding call. We handle all configuration, integration, and testing.
What does it cost?
Every engagement is custom-scoped based on your practice size, patient volume, and systems. Pricing is discussed during your consultation.
Real Estate
Visit the page →What CRM systems does the Real Estate Agent connect to?
We connect to Follow Up Boss, kvCORE, BoomTown, HubSpot, Salesforce, and most major real estate CRMs. We also work with spreadsheet-based systems. Every engagement is scoped individually.
How fast does it follow up with a lead?
Within two minutes of a lead coming in, regardless of time of day. Speed to lead is one of the highest-leverage improvements most agents see immediately.
Will it sound like me or like a robot?
We train the agent on your communication style during onboarding. Most clients tell us their prospects cannot tell the difference, and some prefer it because it is always prompt and professional.
How long does it take to get up and running?
Most clients are live within two weeks. The first session is a 90-minute onboarding call. We handle all configuration, integration, and testing.
What does it cost?
Every engagement is custom-scoped based on your lead volume, CRM, and workflow. Pricing is discussed during your consultation.
Do I need a technical team to run this?
No. We handle all technical setup. You interact with your agent through the same tools you already use: email, text, or your CRM.