A custom RAG knowledge base on your policies and FAQs, multi-step lead-to-close orchestration, a real-time KPI dashboard, and a HIPAA-conformant deployment with BAAs in place. The stack for multi-location service operators, regulated practices, and businesses where the productized layer alone isn't enough.
Pro Stack is the bridge tier — the entry point for clients whose operations have grown past what a productized stack alone can handle, but who don't yet need (or aren't ready for) a multi-month AI Workflows engagement. Many Pro clients become Custom Tier clients within a year.
Multi-location service businesses. Med spas, salons with multiple locations, fitness studios, dental groups, larger trades operations. Operations with enough complexity that "what does the agent say to a caller asking about service X?" has a real, written answer.
Healthcare practices, behavioral health, dental groups, financial advisors. Anywhere the agent will encounter PHI or other regulated data, and where compliance posture isn't optional. BAAs in place before any PHI touches the system.
You have a body of FAQs, service descriptions, policies, and protocols that your team should answer the same way every time. The Pro Stack turns that material into a knowledge base your agent draws from — instead of you re-explaining "what's our cancellation policy" forty times a week.
Growth Stack handles the call, the booking, and the customer lifecycle. Pro Stack adds the knowledge layer, the orchestration layer, the visibility layer, and the compliance layer — the four things that separate productized AI from real custom engineering.
Voice agent, multi-channel automation, AI lead qualification with auto-booking, lapsed-client reactivation, vertical software integration, bi-weekly optimization. The full Growth Stack is the foundation.
Your FAQs, policies, service descriptions, pre-visit protocols, and post-visit instructions ingested into a retrieval-augmented generation system. The agent draws from your material when answering — not generic web data, not invented "facts."
For high-consideration verticals (healthcare, financial, anything with a sales cycle longer than a single call): a stateful flow that spans first contact → qualification → consult booking → reminder → post-consult follow-up → close, across channels, without leaks.
A web dashboard showing calls handled, leads captured, no-shows prevented, reactivations, conversion funnel, and revenue attribution. Mobile-friendly, role-aware, with a daily AI-generated summary in plain English.
Infrastructure profile that meets HIPAA technical safeguards. BAAs signed with all vendors that touch PHI. Audit logging, role-based access, encryption at rest and in transit. The compliance posture documented for your records.
Weekly 30-min strategy call with a named point of contact — the same engineer through the engagement. Not a tier-1 ticket queue and not a rotating account manager.
Pro Stack outcomes show up across three dimensions: leakage stops at the operational layer, knowledge stops walking out the door, and visibility lets you actually run the business off real numbers instead of gut feel.
Pro Stack deployments do real engineering work — not just configuration. The schedule reflects that: a discovery week, a build week, and a hardening/launch week. You'll have visibility into all three.
Day 1: 60-min kickoff. Days 2–4: stakeholder interviews (typically 3–5 people across operations, clinical/compliance, marketing). Days 5–7: knowledge base material collected — FAQs, policies, service descriptions, protocols — and reviewed with you for accuracy and completeness.
Knowledge base ingested, embedded, and tested with your real questions. Voice agent built against the new knowledge layer. Multi-step orchestration designed for your specific funnel. Dashboard wired to real data sources. Mid-build review call at end of week 2 — you see everything working.
BAAs executed with all vendors. HIPAA technical safeguards verified — encryption, access controls, audit logging, retention policies. Eval suite run against the agent (clinical accuracy, FAQ correctness, refusal behavior on out-of-scope questions). Pre-launch testing with your team.
Staged rollout — fraction of inbound traffic first, then full. We're tuning live for the first 72 hours. By day 21, you're at full traffic with the dashboard active and the named POC monitoring.
Weekly 30-min strategy call. Quarterly business review (60 min, structured agenda) that surfaces deeper operational pain — and is often where Custom Tier engagements get scoped for clients ready to grow further.
Technical safeguards: encryption at rest and in transit, audit logging, access controls with role-based permissions, secure communication channels, retention policies. BAAs with all vendors that touch PHI. We document the posture for your compliance records. We don't cover administrative or physical safeguards on your side — those are your operation's responsibility.
It's only as accurate as the source material — so we spend real time during discovery making sure the material we ingest is current and correct. We run an eval suite before launch that checks the agent's answers against your authoritative answers. The agent is configured to refuse questions outside the corpus rather than invent answers.
Yes. The Pro Stack includes a content interface where your team can update FAQs, policies, and service descriptions. Changes flow into the knowledge base on a daily refresh. Major updates (new service line, policy overhaul) go through a structured update flow with eval re-runs.
Calls handled, leads captured, qualified-lead conversion rate, no-show rate, reactivation results, multi-step funnel conversion, daily/weekly/monthly trend lines, anomaly flags, and a daily AI-generated plain-English summary. Mobile-responsive. Role-based access for your team.
Pro is the bridge — it's the most engineered productized stack we offer, but it's still productized. Custom Tier is where we leave templates behind: bespoke internal apps, computer-use agents, custom assistants on your own data, predictive ML. Pro clients are the highest-likelihood candidates for follow-on AI Workflows.
Month-to-month, no lock-in. We'd rather earn the next month than trap you.
A 30-minute discovery call gets you a clear scope, a HIPAA posture summary if you need it, and a go-live date. Pro Stack clients get the engineering depth without the multi-month build commitment.