Statement of Work

1. Parties, Effective Date, and Selected Offering

BizAssistant is a brand and service owned and operated by BIZASSISTANT.AI LLC. This SOW is between BIZASSISTANT.AI LLC, doing business as BizAssistant (“BizAssistant”), and the Customer identified in the accepted checkout, order form, invoice, proposal, or signature block. BizAssistant.ai is the primary website for the Services. It becomes effective when Customer affirmatively accepts it, activates the Trial, selects a paid plan, pays for, or begins using paid Services.

2. Standard Service Components

Subject to the selected offering and approved configuration, BizAssistant.ai will configure and operate an AI receptionist workflow that may include:

• inbound call answering when Customer’s existing number is forwarded or otherwise connected through a supported method;
• missed-call, busy-line, overflow, lunch, weekend, after-hours, or all-call coverage;
• multiple simultaneous calls, subject to technical, carrier, usage, and order-specific limits;
• one Customer business location and its approved inbound phone-number configuration;
• Customer-approved greetings, FAQs, intake questions, AI and recording disclosures, routing, transfer, and escalation rules;
• capture of caller name, phone number, reason for calling, requested service, urgency, timing preferences, location, notes, and other approved fields;
• call summaries, transcripts, recordings where enabled, tags, outcomes, and team recaps through supported email, SMS, CRM, calendar, or automation channels;
• lead, appointment, consultation, quote, booking, or service-request handling within Customer-approved boundaries;
• optional direct calendar booking or appointment-request workflows when technically supported and enabled; and
• reasonable testing, launch support, and configuration changes for the approved standard workflow.

The BizAssistant Plan includes the one location, approved inbound phone-number configuration, and published features described above. Additional locations, material workflow redesigns, custom software, unsupported integrations, extensive retraining, dedicated support, or other work outside the published offering may require a separate written order and additional fees.

3. Call Coverage, Usage Measurement, and Reasonable Use

A “Standard Inbound Customer Call” is an ordinary legitimate inbound customer call handled by BizAssistant for the subscribed business location. “Customer Talk Time” means cumulative active conversation time and may be measured for operational, quality, security, fraud-prevention, capacity-planning, and support purposes, but neither call count nor Customer Talk Time is a billing unit for the BizAssistant Plan. Spam, robocalls, unsolicited sales calls, obvious wrong numbers, test calls, automated or abusive traffic, and other non-standard traffic may be identified, filtered, blocked, or excluded from service administration. Simultaneous standard inbound customer calls may be handled without a concurrency surcharge.

The BizAssistant Plan includes unlimited Standard Inbound Customer Calls for one business location during each paid monthly or annual billing period. BizAssistant.ai may measure call volume, Customer Talk Time, simultaneous calls, testing, repeat calls, transfers, traffic patterns, call categories, and other usage for service delivery, quality, security, fraud prevention, capacity planning, support, and reasonable-use administration. BizAssistant.ai and provider system records control absent manifest error. Standard inbound customer-call volume and Customer Talk Time do not create per-call or per-minute fees.

The Trial begins only when Customer affirmatively turns BizAssistant on for customer calls and lasts 30 days. No payment card is required and no charge is made. Paid service begins only if Customer separately selects the $297 monthly or $2,970 annual plan and provides a valid payment method before paid service begins.

The BizAssistant Plan includes one business location. Additional locations require a separate subscription or written arrangement. BizAssistant.ai may contact Customer, recommend a workflow change, restrict abusive traffic, or suspend unlawful, fraudulent, automated, resale, call-center, destabilizing, materially capacity-threatening, or otherwise non-standard use. Non-standard software or unsupported integration work is outside the BizAssistant Plan unless included in a separate written order.

4. Setup, Launch, and Customer Dependencies

Free Build. Customer may complete a customized BizAssistant build page without providing a payment card. The current build flow requests an email address to issue the private setup link and may reconfirm that email during setup. BizAssistant.ai uses the submitted business, service, and call-handling information to prepare an Initial Private Demo for review and test calls. The Free Build does not consume the Trial, authorize charges, or start paid service.

Initial Private Demo timing. BizAssistant.ai typically prepares the Initial Private Demo within one business day after receiving a complete and accurate build submission. This is a target, not a guaranteed service level, and applies only to the first reviewable demo. It does not include revisions, custom work, unsupported integrations, activation, production launch, phone forwarding, carrier provisioning, or going live. Timing may be extended by incomplete or inaccurate information, Customer-requested changes or delays, third-party outages, force majeure, or circumstances outside BizAssistant.ai’s reasonable control.

Customer review. Customer must review and test the receptionist, verify business facts, scripts, prices, hours, routing, disclosures, contacts, appointment rules, escalation rules, and connected systems, and request corrections before production reliance.

Activation. No payment card is required to activate the Trial. The Trial begins only when Customer affirmatively turns BizAssistant on for customer calls. A valid payment method is required only if Customer separately chooses a paid plan. The Initial Private Demo timing target does not include activation or production launch. Production-launch timing depends on complete and accurate onboarding information, Customer approval, forwarding access, integration access, compliance decisions, testing, carrier provisioning, and third-party availability. No production-launch or go-live time is guaranteed unless an accepted order expressly states one.

5. Calendar Booking, Appointment Requests, and Call Transfers

Customer may choose staff-confirmed service-appointment requests, direct calendar booking, no scheduling, or another approved workflow. Direct booking may support Google Calendar, Apple Calendar, and Outlook Calendar where technically available.

Customer must configure and verify availability, service types, appointment durations, staff or resource buffers, time zones, staff calendars, locations, cancellation and rescheduling rules, and conflict handling. Customer must monitor bookings and remains responsible for honoring, changing, canceling, or rescheduling appointments.

Call transfers are performed according to Customer-approved rules and depend on carrier routing, recipient availability, and third-party systems. BizAssistant.ai does not guarantee successful transfer, notification, appointment creation, availability accuracy, or absence of duplicate or conflicting appointments.

6. Customer Responsibilities

Customer will provide accurate and current business information, scripts, FAQs, hours, approved pricing guidance, appointment or request-handling rules, cancellation policies, escalation contacts, compliance disclosures, and integration access. Customer will test the workflow, monitor performance, review important Output, maintain human escalation coverage, and promptly report or correct errors.

Customer is responsible for its phone forwarding, phone numbers, calendars, CRMs, inboxes, staff access, products and services, fulfillment, estimates, appointments, business claims, licenses, insurance, and legal compliance.

7. Privacy, Recording, AI Disclosure, and Messaging Compliance

Customer is responsible for legally required privacy notices, AI/bot disclosures, call-recording notices and consents, SMS and email consent, opt-in and opt-out language, do-not-call procedures, carrier compliance, and industry-specific disclosures. Customer must not remove required disclosures and must promptly honor STOP, unsubscribe, do-not-call, and other consent revocations.

BizAssistant.ai may process recordings, transcripts, summaries, caller details, messages, appointment data, and workflow logs to provide, secure, support, troubleshoot, and improve the Services in accordance with the MSA and Privacy Policy.

Customer must not submit regulated or highly sensitive data unless the workflow and required addendum have been expressly approved in writing.

8. Service Boundaries and Prohibited Uses

The Services capture information, provide Customer-approved business information, and route appropriate next steps. They do not replace Customer personnel, professional services, emergency or safety systems, or human judgment.

Unless separately approved in writing, Customer may not use the Services for emergency dispatch or 911 replacement, medical diagnosis or triage, medication decisions, legal advice or representation, financial or tax advice, lending, underwriting, insurance or employment eligibility, protected-class decisions, safety-critical systems, or other high-risk uses.

9. Deliverables and Exclusions

Standard deliverables may include the configured workflow, approved script, intake fields, notification recipients, recap format, forwarding instructions, integration configuration where supported, test-call review, launch checklist, and reasonable early tuning.

Unless expressly included in an order, the Services exclude custom software development, bespoke CRM development, source code, model weights, proprietary prompts, internal tooling, vendor credentials, data migration, dedicated account management, custom enterprise reporting, on-premises deployment, emergency dispatch, regulated professional advice, legal compliance review, outbound sales campaigns, and unsupported integrations.

10. Third-Party Systems

The Services rely on telephony carriers, messaging, email, calendar, CRM, cloud, AI, automation, analytics, and payment providers. Customer authorizes BizAssistant.ai to connect approved accounts as necessary and remains responsible for third-party fees, credentials, permissions, settings, retention, and terms.

Third-party outages, policy or API changes, carrier blocking, email filtering, unavailable credentials, or Customer-system failures may affect the Services and do not constitute a breach by BizAssistant.ai.

11. Fees, Trial, Renewal, Cancellation, and Plan Changes

Trial activation. Before Trial activation, the activation flow will display the 30-day Trial duration, included scope, reasonable-use terms, confirmation that no payment card is required and no recurring charge is authorized, the available $297 monthly and $2,970 annual continuation options, and the cancellation method. Trial activation occurs only when Customer affirmatively turns BizAssistant on for customer calls.

Paid-service authorization and acknowledgment. To continue after the Trial, Customer must separately and affirmatively select a paid monthly or annual plan and provide a valid payment method before any paid service or recurring charge begins. BizAssistant.ai may provide a retainable electronic acknowledgment of the selected subscription, recurring charge, billing frequency, included scope, unlimited-call policy, price-lock period where applicable, cancellation policy, cancellation method, and contact information.

The Trial begins when Customer turns BizAssistant on for customer calls and lasts 30 days. No payment card is required and no charge is made. Customer may stop before day 30 and pay $0. If Customer does not separately authorize paid service and provide a valid payment method, no subscription charge is made and service may pause or end when the Trial expires.

Paid BizAssistant Plan. The BizAssistant Plan is $297 per month, billed monthly in advance and renewing monthly until canceled, or $2,970 per year, billed annually in advance and renewing annually until canceled. Annual billing saves $594 compared with 12 monthly payments, equal to two months free. Each paid billing period includes unlimited Standard Inbound Customer Calls for one business location. There are no setup, per-call, or per-minute fees, and simultaneous standard calls do not incur a separate concurrency surcharge. Monthly service has no fixed-term service commitment and may be canceled anytime. The $297 monthly subscription price is locked for the first 24 consecutive paid months following the Trial. Customer authorizes the selected recurring subscription fee, applicable taxes, and any separately agreed Non-Standard Work stated in an accepted written order and must maintain a valid payment method for paid service.

Cancellation and refunds. Customer may stop the Trial at any time and pay nothing. Customer may cancel paid Services at any time through any available account method or by emailing [email protected]. If Customer enrolled online, an online cancellation method will be available without requiring a telephone call, subject to applicable law. Cancellation stops the next renewal and takes effect at the end of the current paid period unless the order or applicable law states otherwise. Canceling annual service prevents the next annual renewal but does not create a prorated refund except where required by law. Fees and separately authorized Non-Standard Work are non-refundable and not prorated except where required by law or expressly stated in writing.

Price lock and changes. The $297 monthly subscription price will not increase during the first 24 consecutive paid months following the Trial. After that lock period, or for future annual renewal terms, recurring pricing or included-scope changes may apply on at least 30 days’ advance notice before renewal. Customer may cancel before the changed renewal term. The price lock does not cover taxes, additional locations, Non-Standard Work, separately accepted add-ons, or third-party fees. Required renewal, Trial, or cancellation notices and confirmations will be provided where applicable.

12. Service Levels and No Guarantees

Except for the Initial Private Demo timing expressly stated in Section 4, no uptime, response-time, answer-rate, transfer-rate, appointment, production-launch, go-live, or support service level applies unless expressly stated in a signed order. BizAssistant.ai does not guarantee that every call will be answered or correctly handled, every detail captured, every transfer or notification completed, or every service appointment correctly booked.

AI Output may be incomplete, inaccurate, delayed, duplicated, or unsuitable. Customer must review important Output and is solely responsible for its decisions and business results. No minimum lead volume, appointment volume, conversion, revenue, savings, customer satisfaction, or legal compliance result is promised.

13. Term, Suspension, and Termination

During the Trial, this SOW continues through the 30-day Trial period unless stopped earlier. If Customer separately enrolls in paid service, this SOW continues for Customer’s selected monthly or annual billing term and renews for successive terms of the same length until canceled or terminated under the MSA. Customer may cancel at any time; cancellation stops the next renewal and takes effect at the end of the current paid term. BizAssistant.ai may suspend or terminate for non-payment, failed payment, fraud, security risk, legal or carrier risk, breach, unlawful or abusive use, excessive usage, threatened harm, or discontinuation.

Termination does not eliminate accrued payment obligations. Customer should export or preserve needed data before termination, subject to available functionality and applicable retention rules.

14. Acceptance and Electronic Signature

Customer accepts this SOW by signature, electronic acceptance, checkbox consent, checkout, payment, activation, or use of paid Services. Electronic records, checkout confirmations, payment records, and system logs may evidence acceptance.

15. Optional Signature Blocks