FAQ
Frequently asked questions
Straight answers about what's actually built and how it works today.
What does OpsBell actually do?+
It connects to your business email and WhatsApp, classifies inbound messages with AI, drafts replies, and routes them through bounded autonomy or a human approval step. It also tracks leads, appointments, a unified customer timeline, a revenue-recovery worklist, AI-generated marketing content, and an AI-built website — all from one command center.
Does the AI act completely on its own?+
No. Human review is the default everywhere. Specific, low-risk categories — like routine leads or appointment requests on a connected Gmail account — can be explicitly enabled to send automatically once the AI is confident, and can graduate to a higher trust tier as they prove themselves. There is no global "AI on" switch anywhere in the product.
What happens with WhatsApp specifically?+
Every message is classified and routed. A simple greeting gets an instant, low-risk automatic reply. Anything substantive — a question, a complaint, a booking request — goes straight to your team's escalation queue for a human reply or takeover.
What is the Revenue Recovery / Money Map?+
It's a worklist, not a revenue estimate: stalled leads with no recent activity, unanswered WhatsApp conversations, and subscriptions at risk of lapsing, surfaced before they're lost. It does not calculate dollar amounts or forecast revenue.
What do my clients see in the portal?+
A calm, read-only view of their active subscriptions, available services, and recent messages from your team — activated explicitly by your team, separate from any AI autonomy setting.
Can my whole team use it?+
Yes. Owner, admin, staff, and client roles each have access appropriate to them — staff can work day-to-day items without touching admin or billing controls.
Can an agency run this for multiple client businesses?+
Yes. A dedicated Agency Managed Operations layer handles client onboarding, module entitlement, and an explicit, audited hand-off for every client tenant from one platform — with no blanket impersonation.
How does pricing work?+
We don't publish a fixed rate card yet. Pricing depends on your team size, channels, and which modules you turn on — request pricing and we'll work out what fits.
Is there a free trial or self-serve signup?+
Not yet. Client accounts are currently set up directly with our team after a demo request — there is no self-serve signup flow today.
Is there a record of what changed and when?+
Yes. Audit logs track every sensitive action and workflow logs track every automated run, both viewable by owners and admins.
How are my credentials handled?+
Every connected provider — email, calendar, WhatsApp, and social — is authorized through that provider's own standard flow. Credentials are stored server-side and never exposed to the browser.