Frequently asked questions
Everything about getting started, how the AI is kept in check, and what OpsPilot does and doesn't promise.
Getting started
Most clinics connect their first channel (WhatsApp, email, or SMS) within a few minutes during the 14-day free trial. Voice AI and multi-location setup take a bit longer since they involve your phone provider.
No. The 14-day free trial doesn't require a credit card, and nothing is billed automatically when it ends.
Yes -- contacts can be imported during onboarding. Historical conversations from channels you connect (like WhatsApp Business) sync in going forward; we don't backfill message history from before you connect a channel.
AI and safety
No. Every AI-drafted patient message waits for a staff approval before it sends, on every plan, with no exceptions. Staff can approve, edit, or discard a draft, but the AI never sends on its own.
AI drafts are grounded in your clinic's own approved Knowledge Brain content -- hours, policies, general pricing, and similar reference material your staff sets up. It never answers personalized medical, billing, or record-specific questions; those always route to a human.
A deterministic safety detector (not the AI itself) screens every conversation for risk signals and escalates anything concerning straight to your team, rather than letting the AI decide what's safe to handle.
Security and compliance
OpsPilot is compliance-conscious, not compliance-certified -- it's built with privacy and safety in mind and reduces risk, but it doesn't replace your own legal, security, and compliance review before real patient data is involved.
No. Every clinic's data, conversations, and audit history are isolated from every other clinic, enforced on the server, not just in the interface.
Yes. Every AI draft, edit, approval, and send is logged with who did it and when, in a full audit trail your team can review.
Pricing and plans
Starter covers the unified WhatsApp/email/SMS inbox, AI drafting, and missed-call and no-show recovery for a single location. Growth adds multi-location support, Instagram, Facebook, voice AI, and business intelligence dashboards. See the pricing page for the full comparison.
Yes, you can move between plans as your clinic's needs change -- reach out through the dashboard or book a demo to talk through what fits best.
You keep access through the end of your billing period. For specifics on data retention after cancellation, contact us directly -- we're happy to walk through it before you commit to anything.