Statement of Work

1. Parties, Effective Date, and Selected Plan

This SOW is between BizAssistant.ai LLC, doing business as BizAssistant.ai (“BizAssistant.ai”), and the Customer identified in the accepted checkout, order form, invoice, proposal, or signature block. It becomes effective when Customer accepts, pays, activates, or begins using the paid Services.

2. Standard Service Components

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

• Inbound call answering when Customer’s number is forwarded or otherwise connected.
• Missed-call, busy-line, overflow, lunch, weekend, after-hours, or all-call coverage.
• Customer-approved greetings, FAQs, intake questions, 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 by supported email, SMS, CRM, calendar, or automation channels.
• Lead qualification and appointment request handling within Customer-approved boundaries.
• Optional direct calendar booking when technically supported and enabled.
• Reasonable testing, launch support, and tuning for the approved standard workflow.

3. Included Usage and Counting Rules

“Unique Customer” ordinarily means one distinct external caller telephone number during a monthly billing cycle. Repeat calls from the same number during that cycle count once. Identified spam, test, and internal calls do not count, as reasonably determined by BizAssistant.ai. BizAssistant.ai may exclude blocked or invalid traffic and may use a commercially reasonable equivalent identifier where caller ID is unavailable, spoofed, shared, or unreliable.

“Unlimited inbound calls” means no standard per-call or per-minute fee for ordinary lawful inbound usage. It does not mean unlimited Unique Customers, numbers, locations, simultaneous calls, custom integrations, outbound campaigns, workflow complexity, storage, or support.

If Customer exceeds included allowances, BizAssistant.ai may require a plan upgrade, custom plan, workflow change, or reasonable usage control. No undisclosed per-caller overage fee will be charged unless expressly added to an accepted order.

4. Setup, Launch, and Customer Dependencies

Standard done-for-you setup includes reasonable configuration of approved greetings, intake fields, FAQs, routing, notifications, and supported connection instructions. BizAssistant.ai will use commercially reasonable efforts to complete a standard setup within 24 hours after receiving complete and accurate required business information, approvals, access, and integration credentials. This is a target, not a guaranteed service level.

Launch timing depends on Customer responsiveness, complete onboarding information, forwarding access, integration access, compliance approvals, testing, and third-party availability. Customer must test and approve the workflow before production reliance.

5. Calendar Booking, Appointment Requests, and Call Transfers

Customer may choose staff-confirmed 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, appointment types, durations, 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 refunding 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, prices, offers, appointment 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, services, fulfillment, 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 approved general information, and route next steps. They do not replace Customer personnel, licensed professionals, emergency services, or human judgment.

Unless separately approved in writing, Customer may not use the Services for emergency dispatch or 911 replacement, clinical 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 BizAssistant.ai breach.

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

Customer will pay the selected plan fee monthly in advance after any applicable trial. Plans automatically renew monthly until canceled. A 14-day free trial may be offered as displayed at signup. If no payment method is collected, the trial ends without automatic billing unless Customer affirmatively activates a paid plan.

Customer may cancel through an available account method or by emailing [email protected]. Cancellation is effective at the end of the current paid period. Fees are non-refundable and not prorated except where required by law or expressly stated. Future pricing or plan-limit changes may apply on at least 30 days’ notice before renewal.

12. Service Levels and No Guarantees

No uptime, response-time, answer-rate, transfer-rate, appointment, 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 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

This SOW continues month-to-month until canceled or terminated under the MSA. 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