Questions, answered.

Yes. That is most of what a session is: your tool, your job, your files, and a way of working that fits how you already do things.

An agent is AI that can take steps on its own: open a file, look something up, fill in a form, then come back with the result, rather than only answering the question you typed. A skill is a saved set of instructions that teaches the AI to do one job your way, every time, so you don’t re-explain it. Both are useful in a small business. Both still need your check before anything goes out.

Often not. Many businesses already have Gemini or Copilot in their Google or Microsoft accounts, and the free versions of the main tools go a long way. Some jobs are worth a paid plan. If yours is, you’ll hear it from me before you spend anything.

It depends on the account, the settings, and what’s in the document. Some free accounts can use what you type to improve their models. How your data is handled varies by provider, plan, admin settings, region and feature, and most settings can be changed. Before anything of yours goes in, we look at all of it together and decide.

Once we’ve agreed the tool and the settings are right for it, yes. Until then, we start with made-up or redacted material, and stay with it until we’ve reviewed the tool, the account and the settings together.

You keep the documentation and the process. One follow-up call within 30 days is included. After that, if you want someone on call, there’s a monthly retainer. If a process stops sticking, we can book a review.

Yes, by video. Everything in a session works over a screen share, and people on Maui, Kauaʻi, and Hawaiʻi Island have the same access to the documentation and follow-up.