EPX is an AI Operating System for SMB—platform-first—built to connect to your tools, data, map workflows, and elevate business results, leadership decisions and human performance.
FAQs
Answers, clarity, and how EPX works.
EPX is an AI Operating System for SMB—customized to your business—delivered through the path you choose.
We’re also a network of amazing humans pioneering the future of business, health and more with Operational AI.
Getting Started
Start with the fundamentals.
Answers around what EPX is, how to begin, and how quickly value can show up.
Accounts / Deployment
Deployment paths and support.
What are the deployment paths?
EPX, EPX+, EPxMaxx (guided Operational AI), and EPxUltra (managed Operational AI).
What’s the difference between EPxMaxx and EPxUltra?
EPxMaxx is guided build (your resources deploy tools and systems with our guidance). EPxUltra is managed (EPX deploys and operates the system for you as an extension of your business)..
Do you offer services at lower tiers?
If you need help connecting tools or building workflows, implementation support can be available as an add-on (where applicable).
Basecamp / C.A.R.L. / TEAMS
Mission Control and executive intelligence.
Basecamp is Mission Control—your EPX home—where CARL and TEAMS deliver briefings: what changed, what matters, and what to do next.
Integrations / Workflows
How EPX connects and executes.
How does EPX connect to my business?
Through systems, data and workflows using APIs, Zapier, MCP, webhooks, and custom connections when needed.
Do I need integrations to get started?
Not to start learning and exploring. Integrations unlock deeper operational lift. But your AI executive team will already have deep knowledge about your business from moment one.
What are workflows?
Workflows are governed automation: triggers → actions → approvals → logging.
Security / Governance
Guardrails are part of the system.
What does “governed execution” mean?
EPX is built so intelligence proposes and the system executes under constraints: permissions, approvals, logging, and risk-aware controls.
Can EPX take actions automatically?
Only within the boundaries you allow. You control permissions, approvals, and thresholds as adoption matures.
Billing
Pricing and agreement basics.
Where can I see pricing?
Is EPX month-to-month or contract-based?
EPX+ is month to month for individuals. EPxMaxx and EPxUltra are annual license and service agreements, billed monthly.