AI Transparency

At Vertos AI, we believe in transparency about how our AI systems work, what they can and cannot do, and how your data is used. This document explains our AI capabilities, limitations, and safeguards.

Last Updated: February 2026

[ATTORNEY REVIEW REQUIRED] — This document is a functional draft and has not been reviewed by legal counsel. Do not rely on it as final legal advice.

1. AI-Powered Features

Our platform uses AI for the following capabilities:

Lead Qualification

Automatically evaluates incoming leads from job boards to determine quality and urgency.

  • Model Type: Rule-based scoring with ML enhancement
  • Purpose: Prioritize high-intent leads for faster response
  • Human Oversight: All leads are visible; scoring is advisory only

Message Personalization

Generates personalized follow-up messages based on customer context and interaction history.

  • Model Type: Template-based with dynamic field insertion
  • Purpose: Save time while maintaining personal touch
  • Human Oversight: Messages can be reviewed/edited before sending

Lead Source Monitoring

AI monitors Angi, Thumbtack, and HomeAdvisor notification emails for new lead opportunities in real time.

  • Model Type: Email parsing with pattern recognition
  • Purpose: Detect new leads instantly from job board notifications
  • Human Oversight: All detected leads are logged and visible in dashboard

Lead Extraction

AI parses lead details — name, phone, email, and service needed — from job board notification emails.

  • Model Type: Natural language processing for structured data extraction
  • Purpose: Convert unstructured notifications into actionable lead records
  • Human Oversight: Extracted data can be reviewed and corrected before action

Response Automation

AI generates and triggers personalized SMS and email responses to qualified leads within 60 seconds.

  • Model Type: Template-based generation with AI personalization
  • Purpose: Ensure sub-60-second response to maximize lead conversion
  • Human Oversight: Response templates are configurable; automation can be paused

2. How Our AI Makes Decisions

Input Data

Our AI systems analyze:

  • Lead information (contact details, job descriptions, timing)
  • Customer interaction history (messages sent/received)
  • Job board notification emails (Angi, Thumbtack, HomeAdvisor)
  • Service request details and urgency indicators

Decision Process

  1. Data is collected from connected systems
  2. Relevant factors are analyzed based on the task
  3. Recommendations or actions are generated
  4. Results are presented for human review when appropriate
  5. Actions requiring confirmation wait for user approval

Automation Levels

Action TypeAutomation Level
Lead capture from job boardsFully automated (data collection only)
Sending initial response messagesAutomated with configurable templates
Lead source monitoringFully automated (notification parsing only)
Lead data extractionAutomated with review available in dashboard
Lead qualification scoringAutomated scoring; advisory only

3. Data Usage for AI

Important: Your Data Privacy

Your business data is NOT used to train AI models that serve other customers. Your data is only used to provide services directly to your account.

How Your Data Is Used

  • Service Delivery: Processing your leads, jobs, and invoices
  • Personalization: Learning your preferred response times, message styles
  • Analytics: Generating performance reports for your dashboard
  • Optimization: Improving routes and scheduling within your account

Data Isolation

Each customer's data is logically isolated. AI models do not learn from or have access to other customers' data. Any aggregate insights we develop are derived from anonymized, non-identifiable patterns.

4. Limitations and Known Issues

What Our AI Cannot Do

  • Replace human judgment for complex customer situations
  • Guarantee perfect lead qualification or routing
  • Account for unexpected events (accidents, weather emergencies)
  • Handle highly unusual job types without configuration
  • Make financial decisions on your behalf

Potential Limitations

Our systems may have reduced effectiveness for:

  • New accounts with limited historical data (optimization improves over time)
  • Highly specialized trade services not well-represented in our configurations
  • Regions with limited traffic data coverage
  • Unusual scheduling patterns (e.g., 24/7 emergency-only operations)

When to Use Manual Override

We recommend manual decision-making for:

  • VIP or sensitive customer accounts
  • Complex multi-day projects
  • Situations requiring nuanced communication
  • Emergency or time-critical situations
  • Any time you disagree with an AI suggestion

5. Human Oversight

Your Controls

  • Review Dashboard: See all AI-driven actions and their reasoning
  • Override Capability: Change any AI decision or suggestion
  • Automation Settings: Configure what actions require approval
  • Pause Automations: Temporarily disable any automated sequence
  • Audit Log: Full history of all automated actions

Our Monitoring

  • Continuous performance monitoring of AI systems
  • Regular review of override patterns to improve suggestions
  • Alerts for unusual system behavior
  • Periodic accuracy assessments

6. Compliance Considerations

Our AI systems are designed with regulatory compliance in mind:

  • TCPA/Communication Laws: Automated messages respect opt-out requests and quiet hours
  • Data Protection: AI processing follows our Privacy Policy and applicable data protection laws
  • Human-in-the-Loop: Significant decisions can always be made or reviewed by humans
  • Transparency: This document fulfills our commitment to AI explainability

7. Questions and Feedback

We welcome questions about our AI systems. Contact us at support@vertosai.com

For concerns about specific AI decisions affecting your account, our support team can provide explanations and help adjust settings to better meet your needs.

For privacy-related inquiries about AI data usage, contact privacy@vertosai.com

8. Related Documents