FAQ

Questions, answered plainly.

The questions people actually ask on a first call, answered the way we answer them on the call. If something here is missing, ask us directly.

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Common questions.

What does Terso AI actually do?

We build custom software and AI systems for a business, then run them. In practice that means a private system that does the work: answering and following up on leads, reading and producing paperwork, keeping records current, and answering questions from everything the company knows. Your team gets a dashboard they log into. We host it, monitor it, and keep improving it after it goes live.

How is this different from my team using ChatGPT?

A chat window starts from nothing every session and waits for a person to paste in the right context. Four things separate a system from that. It keeps a permanent, permissioned store of your records, so it gets sharper every month it runs. It runs fixed, repeatable logic with citations and a log, so a calculation or a deadline check comes out the same way twice. It collects its own data on a schedule from your inbox, your CRM, and public sources. And the whole team works from it at once, so what one person learns does not leave when they do.

How long until something is actually running?

Working software runs inside the business within weeks of sign-off, and each engagement is designed to reach measurable impact by around the 90-day mark. The rollout starts narrow on purpose, with the single highest-value piece the audit found, because a small thing that works beats a large thing that is still being configured.

Do I have to replace my CRM or my other software?

No. We integrate with what you already run, so there is no migration. Your CRM, applicant tracking system, agency management system, or practice system stays the system of record. The system we build sits alongside it and feeds it.

How does pricing work?

There are three parts: an audit that scopes the work, a one-time implementation fee for the build, and a monthly fee that covers hosting, monitoring, and continued improvement. The audit produces a fixed scope and a number before you commit to a build, and it is credited toward the implementation. You will have real figures in writing after the first call.

Who owns the system and the data in it?

Your data stays yours, in full, without asking us first. We do not sell client data, and we do not use one client's business data to train any model outside that client's own instance.

What happens if we stop working together?

You export your data and take it with you. We would rather lose a client cleanly than hold anyone in place with a hostage format, so export is built in from the first day the system runs.

Does a person review what the system does, or does it just act?

A person reviews anything that matters before it leaves the building. The system sources, scores, drafts, and cites; a human approves. Outreach goes out after approval, documents are generated for review, and anything the system is unsure about gets flagged for a person.

What happens when it gets something wrong?

Somebody corrects it, and the correction sticks. That is the part that separates a system from a demo. Corrections are recorded against the record they belong to, so the same mistake does not come back next month, and the system's accuracy is a function of how long it has been running in your business.

What size company is this for?

Roughly 10 to 200 employees, owner-operated or partner-run, where the decision-maker is reachable and there is no in-house engineering team. Below that there is usually not enough repeated work to automate. Above that, procurement tends to make the engagement something other than what we do well.

Which industries do you work in?

Commercial real estate, insurance agencies, sales teams, marketing agencies, staffing and recruiting, accounting firms, home services, business brokers and M&A, executive assistants, nursing homes and senior care, law firms, and health care practices. The list is a guide, and we work outside it regularly. What actually matters is whether follow-up decides your revenue and whether paperwork eats your week.

Do you work in health care or senior care clinical systems?

No. In health care and senior care we work on the administrative layer only: intake, scheduling, billing and denial follow-up, reporting, and paperwork. We do not touch the clinical record, the certified EHR, care plans, or any care decision. Those stay with the clinicians.

Who builds it, and who maintains it afterward?

The same in-house team does both. The people who scope a build develop it and keep it running, so nothing is handed to a maintenance desk that was not in the room. The team is drawn from Dartmouth, Brown, and Case Western Reserve, with prior experience at Microsoft, T. Rowe Price, Cognizant, and Perplexity.

What do you need from us to start?

A free consultation, and then a few hours of access to the people who do the work. The audit is mostly watching how work actually moves through the business day to day. You do not need to prepare anything, and you do not need a technical person in the room.

Where it starts.

It starts with a free discovery call, then an audit that maps where the hours and the leads are going. The build starts with the highest-value piece, and we host, monitor, and keep improving the system from there.

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