Building now
Your private information stays private.
Other customers never see it. Even when a contact or company also appears elsewhere on the platform, the details your team provided stay hidden from other customers.
Your Data. LOCKED.
You Hold the Keys.
You hold the keys to what SOS AI can reach and change. SOS AI works like your best new hire: it only touches what you allow. It runs. You sign off.
AI thinks. Automation does the work.
- Your dataonly what's needed
- AI reasonsrecommends
- Your sign-offfee and permissions
- Automation makes the changefixed rules
AI uses only the information it needs, with access you approve. It reasons about what needs to happen: which change order to log, which supplier invoice line runs over contract, which buyer just moved on a new project. When something in your CRM, your accounting or your bids needs to change, structured automation makes the change within the permissions you approved. Approve always-on work once, before it starts, or sign off call by call.
SOS AI stores client data in its own encrypted database, separate from your live systems. Details below.
Live now
Sign-off is a fixed fee, agreed first.
Every deal, project or always-on system that earns SOS AI a fee starts with one question:
Are you willing to commit to a fixed fee for the margin you expect from it?
SOS AI earns a fee on each transaction you sign off, and you see that fee before anything starts.
One call
One sign-off for that call.
An always-on system
One sign-off up front, before the automation starts, covering its fee and its guardrails. A set fee on every deal Leo finds or speeds up works this way.
Larger calls
Get their own sign-off, even inside an always-on system.
Built for the systems you actually have
Job costs in spreadsheets
Supplier portals that don't talk to each other
Fields only one person understands
Most company systems were never built for a new employee to pick up quickly, let alone an AI. They carry years of workarounds: job costs in spreadsheets, supplier portals that don't talk to each other, duplicate records, and fields only one person understands. SOS AI is built for that reality, backed by two decades of running and rebuilding CRMs, marketing automation and sales systems, plus hands-on experience with global customer databases and campaign-level automation.
Every engagement ends with agents that run through your own apps and systems, so your team works where it already works.
REAL companies have REAL data challenges. SOS AI knows how to get them UNSTUCK, inside the guardrails you set.
Six promises, and how to check each one
Live now
You approve what SOS AI can access and change.
Always-on work is approved once, before it starts. Larger calls, like submitting a bid or sending an invoice, wait for the person you named.
Live now
Every action leaves a trail.
See what ran, and when.
How to checkAsk for the activity record.
Live now
Your data goes where you go.
Ask for your data and it's yours. Ask for it gone and it's gone. What that covers, how long it takes and any exceptions are in the privacy policy.
How to checkMake the request. SOS AI confirms it before acting.
Live now
SOS AI changes your systems only after you sign off.
That covers your CRM, your books, and any system built for you in an engagement. Today, changes happen only when SOS AI builds them for you and you have signed off.
How to checkA change is an edit to the data or settings in a system you run. A message in your chosen channel, or a delivery receipt SOS AI keeps in its own records, is not a change.
Building now
Each agent runs independently.
One agent's problem shouldn't stop the others.
What SOS AI always does
- Uses your private information only to provide your service.
- Changes your systems only after you sign off.
- Keeps a record of what it does.
The details your IT person will ask about
Everything above in plain words. Here's the checklist version.
| Area | What SOS AI does | Status |
|---|---|---|
| Storage | Information SOS AI stores is held in its own encrypted database, separate from your live systems | Live now |
| Isolation | Each customer's records are kept apart from every other customer's, including details that also sit on shared company or contact profiles | Building now |
| Hosting | Supabase | Live now |
| How agents are set up | Built for your business and run through the apps and systems you already use | Live now |
| Slack connector | Work with SOS AI from your own Slack, with no separate SOS AI login | Live now |
| Agent Gateway, WhatsApp Connector, email | Built-in connectors | On the roadmap |
| Changes to your systems | Made only after you sign off. Always-on work is approved once, before it starts. A message in your chosen channel is not a change to your systems | Live now |
| AI model providers | Information the AI needs is sent to AI model providers for processing | Live now |
| Export and deletion | On request, after confirmation | Live now |
| Activity log | Recorded activity can be exported on request | Live now |
Need more for your review?
Send your questions or your questionnaire and get them answered.
Your newest hire, ready on day one.
Think of SOS AI as your newest hire: one that already knows how REAL systems work, and how to help get your margin UNSTUCK. It runs. You sign off.