Frequently Asked
Questions

SmartBoss is an AI-powered business intelligence platform that helps you track, analyze, and grow your business. It combines conversational AI counselors, smart analytics, and strategic planning tools into one powerful platform designed for business owners who want clarity and growth.

Getting started is easy! Click 'Start Free Trial' to create your account. You'll be guided through a simple onboarding process where you can set up your business profile, connect with your first AI counselor, and start tracking your key metrics. No credit card required for the free trial.

Not at all! SmartBoss is designed for business owners, not tech experts. You simply have conversations with AI counselors about your business, and the platform handles all the technical stuff behind the scenes. If you can chat, you can use SmartBoss.

Most users complete their initial setup in under 5 minutes. You'll answer a few questions about your business, and you're ready to go. The AI learns more about your business over time, so the experience gets better with each interaction.

The Business Trinity System tracks your three core metrics: Marketing, Sales, and Profit. It automatically detects which growth stage you're in (from Discovery to Mastery) and adjusts its recommendations accordingly. Each week, it identifies your priority areas and provides specific action items to improve them.

Instead of manually entering data into forms, you simply chat with an AI counselor about your week. The AI asks natural questions, understands your responses, and automatically updates your dashboard with the numbers. It's like having a conversation with a trusted advisor who takes notes for you.

Every Monday morning, you receive a beautifully designed report showing: What improved this week, what slowed down, trend comparisons with previous weeks, your current growth stage status, and 3 specific action items to focus on. It's like having a business analyst work through your data every weekend.

Yes! All strategic plans generated by SmartBoss can be edited directly in the platform and exported as professional PDF documents. You can share them with partners, investors, or your team. The plans include sections for vision, mission, SWOT analysis, goals, strategies, and action plans.

Absolutely! SmartBoss uses advanced AI that continuously learns about your business. It remembers your goals, challenges, past conversations, and business history. This means the guidance becomes more personalized and relevant with every interaction.

We offer three plans: Free (basic features, 1 counselor, limited tracking), Pro ($29/month - full features, multiple counselors, unlimited tracking, weekly reports), and Business ($79/month - everything in Pro plus priority support, custom counselors, team features, and advanced analytics). All paid plans include a 7-day free trial.

Yes! Our free plan gives you access to one AI counselor, basic metrics tracking, and monthly insights. It's perfect for trying out SmartBoss and seeing if it's right for your business. You can upgrade anytime to unlock advanced features and get full weekly reports.

Absolutely! You can upgrade or downgrade your plan at any time from your account settings. Changes take effect immediately when upgrading, or at the end of your billing cycle when downgrading. Your data is always preserved regardless of plan changes.

We accept all major credit cards (Visa, Mastercard, American Express, Discover) and debit cards. Payments are processed securely through Stripe, and we never store your card details on our servers.

Yes! We offer a 30-day money-back guarantee on all paid plans. If you're not satisfied for any reason within the first 30 days, contact our support team and we'll issue a full refund, no questions asked. See our Refund Policy for complete details.

Yes! We use bank-level encryption (AES-256) for all data at rest and in transit. All data is stored in secure, SOC 2 compliant data centers. We implement regular security audits, automated backups, and strict access controls. Your data security is our top priority.

Only you can see your data. We never share, sell, or use your business data for any purpose other than providing you with the SmartBoss service. Even our team cannot access your data without explicit permission. All AI processing happens in isolated, secure environments.

All data is stored in secure, encrypted databases hosted on enterprise-grade cloud infrastructure. We use multiple data centers with automatic backups to ensure your data is always safe and accessible. All servers are located in regions with strong data protection laws.

Yes! You have complete control over your data. You can export all your data at any time from your account settings. If you decide to close your account, you can request complete deletion of all your data, and we'll permanently remove it within 30 days.

Yes! SmartBoss is fully GDPR compliant. We respect your privacy rights, including the right to access, correct, and delete your data. We have a dedicated Data Protection Officer and comprehensive privacy policies in place. See our Privacy Policy for full details.

Free plan users get email support with responses within 48 hours. Pro users get priority email support with 24-hour response times. Business plan users get priority support with direct access to our team, faster response times, and optional video calls for onboarding and training.

Yes! Business plan users get personalized onboarding support. We'll help you configure SmartBoss for your specific business type, set up custom tracking metrics, and train your team. Pro users can access our comprehensive help center and video tutorials.

Contact our support team immediately through the in-app chat or email support@smartboss.com. We take all issues seriously and work quickly to resolve them. All users receive timely support for bugs and technical issues, regardless of plan level.

Yes! We have an extensive help center with articles, video tutorials, and step-by-step guides. We also regularly host free webinars for users of all plan levels. Business plan users can schedule personalized training sessions with our team.

Absolutely! We love hearing from our users. You can submit feature requests through the in-app feedback form or by emailing feedback@smartboss.com. We review all requests and prioritize them based on user demand and value.

SmartBoss works on all modern browsers including Chrome, Firefox, Safari, and Edge. We recommend using the latest version of your browser for the best experience. The platform is fully responsive and works great on desktop, tablet, and mobile devices.

Currently, SmartBoss is a web application that works beautifully on mobile browsers. We're working on native iOS and Android apps, which will be released in Q2 2025. You'll be notified when they're available.

We're building integrations with popular business tools. Currently, you can export data to CSV/Excel and PDF. API access and direct integrations with tools like QuickBooks, Stripe, and Google Analytics are coming soon for Business plan users.

SmartBoss requires an internet connection to sync data and communicate with AI counselors. However, you can still view your previously loaded dashboard and reports offline. Any actions you take will be synced once you're back online.

We continuously improve our AI models based on user feedback and the latest AI advancements. Updates happen automatically in the background, so you always have access to the most advanced version without needing to do anything.