Built to work with the system around your business.
Recovery OS sits between your CRM and your people. Here's what it connects to, what stays under human control, and how your customer data is handled.
We connect to the system you already run on.
Recovery OS is designed to work alongside existing CRMs and management systems through supported APIs, webhooks, data feeds, documents and configured automation. Available connectivity varies by system and workflow, so we verify your setup on the setup call before anything is switched on. No CRM? We'll give you ours free and work an uploaded list in the meantime.
- Opportunity, contact and stage data read from your CRM
- Conversation summaries and outcomes written back to the record
- Appointments written to the calendar your team already uses
- Documents and photos routed into the contact record where supported
- Suppression and do-not-contact rules respected on every list
Your customer data stays your customer data.
We only use the records you connect, and only to work the campaigns you asked for.
- Access is limited to the data required to run your workflows
- Credentials and API keys are stored as secrets, never in plain page content
- Contact records are not sold, shared or used to work another business's list
- Access can be revoked from your side at any time
- Deletion on request when you stop working with us
The rules every Recovery OS campaign runs under.
Every Recovery OS account runs under one acceptable use, messaging compliance and data protection standard, plus the carrier and provider rules that govern calls, texts and email. No exceptions, no matter the campaign.
Consent and contactability
- We only work contacts you own and have a lawful basis to contact
- Prior express written consent required before automated marketing calls or texts
- No purchased, scraped, rented or shared lists
- Federal and state do-not-call and suppression lists honored on every run
- Quiet hours respected in the contact's local time zone
Messaging conduct
- Every campaign identifies your business by name in the first message
- STOP, UNSUBSCRIBE and opt-out requests processed immediately and permanently
- 10DLC / brand and campaign registration completed before texting starts
- No SHAFT content (sex, hate, alcohol, firearms, tobacco), lending bait or deceptive claims
- Calls and messages disclose AI assistance when a person asks
Data protection
- Data encrypted in transit and at rest on the platforms we run on
- Access limited to the staff configuring or supporting your account
- API keys and credentials stored as secrets, never in page content or spreadsheets
- Your contact data is never sold, shared or used for another client's campaign
- Export or deletion on request; access revocable from your side at any time
Human oversight
- Licensed people handle regulated advice, quoting, binding and lending decisions
- Anything outside the configured rules escalates to a person
- Conversations logged, recorded where permitted, and reviewable by you
- Recording disclosure applied where state law requires it
- You can pause or stop any campaign at any time
Uptime and support
- We build, train, monitor and tune the system as part of the service
- Issues triaged same business day; urgent call-flow breaks handled first
- Changes to scripts, rules or routing made by us, not left to your team
- Monthly review of outcomes, spend and message health
Billing integrity
- Recovery is billed only on a qualified appointment or completed live transfer
- Qualification criteria agreed with you in writing before launch
- Disputed outcomes reviewed against the conversation log and credited when wrong
- Usage billed at cost-plus rates published on the pricing sections
- No setup fee, no contract, cancel any time
This page summarizes how we operate; it isn't legal advice. You remain the sender of record for messages to your contacts and are responsible for having a lawful basis to contact them. If a campaign would breach these rules, we'll tell you before it starts instead of running it.
Want us to check your CRM before you commit?
No setup fee. No contract. You only pay when we book a qualified appointment or hand your team a live transfer.