Frequently Asked Questions

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Everything you need to know about RefactorBiz Enterprise AI Platform, from pricing and features to security and implementation.

Platform & General

RefactorBiz is an enterprise AI platform designed for C-suite executives and business leaders. We provide role-specific AI tools across 6 executive perspectives (CEO, CMO, CFO, CTO, CSO, CHO) with 75+ specialized features.

How it works:

  • Select your executive role to access specialized tools
  • Choose from curated business features designed for your function
  • Configure parameters based on your industry, company size, and goals
  • Generate comprehensive insights, strategies, and action plans
  • Export professional reports and continue conversations with context

Our AI understands business context and provides actionable recommendations rather than generic responses.

Generic AI chat tools give generic advice. Business leaders need specialized, actionable insights tailored to their specific role and challenges.

Our approach provides:

  • Role-Specific Intelligence: A CMO needs different tools than a CFO
  • Structured Output: Professional frameworks instead of conversational responses
  • Business Context: Industry-aware recommendations with real implementation steps
  • Parameter-Driven: Customized to your company size, timeline, and risk tolerance
  • Professional Format: Export-ready reports for board presentations

Each feature represents years of business consulting methodology, not just AI conversation.

Context chaining allows for intelligent, connected conversations that build on previous interactions within the same business context.

How it works:

  • Business Context Detection: Our AI recognizes when you're continuing a related discussion
  • Memory Retention: Previous insights, parameters, and decisions are remembered
  • Context Shift Detection: If you change topics significantly, you'll be asked whether to continue or start fresh
  • Progressive Refinement: Each interaction builds more detailed and accurate recommendations

Example:

If you generate a market analysis as CEO, then switch to CMO role for marketing strategy, the system will detect the context shift and ask if you want to:

  • Continue with the previous market analysis context
  • Start a fresh marketing conversation

This ensures recommendations stay coherent and build logically on previous decisions.

While general AI tools are conversational, RefactorBiz is business-methodology driven with enterprise-grade outputs.

Key Differences:

  • Business Frameworks: Built on proven consulting methodologies, not general knowledge
  • Role-Specific Expertise: Deep specialization for executive functions
  • Structured Parameters: Industry, company size, timeline, risk tolerance configuration
  • Professional Output: Export-ready reports, not chat responses
  • Context Intelligence: Understands business continuity across conversations
  • Action-Oriented: Specific next steps and implementation guidance

Think of it as having specialized consultants for each C-suite role, rather than a general-purpose assistant.

Pricing & Payment

We use a tier-based system with generation limits designed for different business needs:

Core Tier (Free):

  • 25 AI generations per month
  • Access to basic features across all roles
  • Standard support

Pro Tier:

  • 50 AI generations per month
  • Access to Pro-tier features
  • Conversation history (20 conversations)
  • Priority support

Enterprise Tier:

  • 150 AI generations per month
  • Access to all features including Factory tools
  • Extended conversation history (150 conversations)
  • PDF export capabilities
  • Dedicated support

Pricing reflects the value of specialized business consulting, not generic AI chat.

Each "generation" represents one complete AI analysis request. This includes:

  • One configured feature request (e.g., Business Growth Blueprint)
  • Complete analysis with configured parameters
  • Full structured output with recommendations
  • Follow-up questions in the same conversation don't count as new generations

Why limits?

Each generation involves significant computational resources for:

  • Business context analysis
  • Role-specific framework application
  • Industry-specific customization
  • Professional report generation

Limits reset monthly and unused generations don't roll over. You can always upgrade if you need more capacity.

No, we never store payment information on our servers.

Our Payment Security:

  • Stripe Integration: All payments processed by Stripe, a PCI-compliant payment processor
  • No Card Storage: Your payment details never touch our servers
  • Tokenized System: We only store secure tokens from Stripe for subscription management
  • Industry Standard: Same security used by major platforms like Shopify, Uber, and Lyft

What we do store:

  • Subscription status (active, cancelled, etc.)
  • Tier level for feature access
  • Usage metrics for generation tracking

Your financial data is protected by Stripe's enterprise-grade security, not handled by us.

Yes, you have full control over your subscription.

Changing Tiers:

  • Upgrade: Immediate access to new tier features
  • Downgrade: Takes effect at next billing cycle
  • Pro-rated Billing: You only pay for what you use

Cancellation:

  • Cancel anytime from your account settings
  • Access continues until end of current billing period
  • No cancellation fees or penalties
  • Conversation history preserved for 30 days after cancellation

We believe in transparent, user-friendly billing practices.

Features & Capabilities

Each executive role provides specialized tools designed for that function's unique challenges and responsibilities:

CEO (14 features):

  • Strategic planning and growth blueprints
  • Market analysis and opportunity mapping
  • Stakeholder management and organizational scaling

CMO (16 features):

  • Digital marketing and campaign strategies
  • SEO, social media, and content planning
  • Brand development and user engagement

CFO (10 features):

  • Revenue modeling and financial forecasting
  • Risk assessment and funding strategies
  • Cost optimization and competitive analysis

CTO (10 features):

  • AI implementation and tech stack recommendations
  • Automation blueprints and system architecture
  • Security frameworks and scalability planning

CSO (12 features):

  • Strategic scenario planning and analysis
  • Organizational behavior and adaptation
  • Decision modeling and implementation architecture

CHO (13 features):

  • Decision psychology and cognitive bias analysis
  • Leadership development and behavioral economics
  • Change management and personal optimization

Factory Tools are advanced mathematical analysis engines that go beyond traditional consulting approaches.

Available Factory Tools:

  • Business Model Stress Testing Laboratory: Subject your business to 50+ stress scenarios with failure probability assessments
  • Strategic Contradiction Resolver: Mathematical optimization for conflicting priorities using Pareto analysis
  • Operational Bottleneck Predictor: Queue theory modeling and capacity constraint analysis

Why Enterprise-only:

  • Computational Intensity: Require significant processing power for mathematical modeling
  • Professional Grade: Designed for complex enterprise decision-making
  • Advanced Methodologies: Built on operations research and advanced business analytics
  • High-Stakes Decisions: For strategic choices with significant business impact

These aren't consultative tools—they're analytical engines for serious strategists making data-driven decisions.

Yes, for Enterprise tier subscribers.

PDF Export Features:

  • Professional formatting suitable for board presentations
  • Executive summary with key recommendations
  • Complete analysis with configured parameters
  • Branded reports with your business context
  • Conversation history and decision rationale

Report Structure:

  • Executive Summary: Key findings and immediate actions
  • Analysis Details: Full methodology and reasoning
  • Recommendations: Prioritized next steps with timelines
  • Appendix: Parameters used and conversation context

Lower tiers can copy content but don't have PDF generation capabilities.

Our AI provides high-quality business insights, but always requires human judgment for implementation.

Strengths:

  • Built on proven business frameworks and methodologies
  • Considers industry-specific contexts and constraints
  • Provides structured, actionable recommendations
  • Accounts for company size, timeline, and risk factors

Limitations to Consider:

  • Context Dependent: Quality depends on the context you provide
  • Market Dynamics: Cannot predict sudden market changes or black swan events
  • Company-Specific: May not capture unique organizational nuances
  • Implementation Reality: Success depends on execution quality

Best Practices:

  • Treat recommendations as starting points, not final decisions
  • Validate insights with your team and market knowledge
  • Test strategies in small pilots before full implementation
  • Use our tools to accelerate thinking, not replace it

Disclaimer: AI recommendations are for informational purposes. Always consult relevant experts for critical business decisions.

Security & Privacy

We don't store passwords. All authentication is handled through Firebase.

Authentication Security:

  • Firebase Auth: Google's enterprise authentication system
  • No Password Storage: Passwords never touch our servers
  • OAuth Support: Sign in with Google, Microsoft, or other providers
  • Encrypted Tokens: All session management through secure tokens

Data We Store:

  • User profile information (name, email)
  • Subscription tier and usage metrics
  • Conversation history (for Pro/Enterprise tiers)
  • Business context you provide in analyses

Data We Don't Store:

  • Passwords or authentication credentials
  • Payment card information
  • Personally identifiable information beyond profile
  • Sensitive business data beyond what you explicitly share

All data storage follows industry best practices with encryption at rest and in transit.

Yes. We implement enterprise-grade security for all business data.

Data Protection Measures:

  • Encryption: AES-256 encryption for data at rest, TLS 1.3 for data in transit
  • Access Control: Strict authentication and authorization protocols
  • Data Isolation: Your conversations and data are completely isolated from other users
  • Audit Trails: Complete logging of all data access and modifications

Business Confidentiality:

  • Business context is used only for your analysis generation
  • No data sharing with third parties except required service providers
  • Conversation history accessible only to your account
  • Data retention policies respect business sensitivity

AI Training:

  • No Training on Your Data: Your business information is never used to train our AI models
  • Private Processing: Each request is processed independently
  • Context Isolation: No cross-contamination between user sessions

We understand business data sensitivity and treat it with appropriate confidentiality.

Account deletion results in complete data removal within 30 days.

Immediate Actions:

  • Account access terminated immediately
  • Active subscriptions cancelled
  • Data marked for deletion in our systems

30-Day Grace Period:

  • Recovery Window: Account can be restored if you change your mind
  • Data Preservation: Conversation history temporarily preserved
  • Export Opportunity: Contact support to export your data before deletion

After 30 Days:

  • Complete Removal: All personal and business data permanently deleted
  • System Purge: Data removed from all backups and logs
  • Irreversible: No way to recover data after this point

What Remains:

  • Anonymized usage statistics (no personal identifiers)
  • Financial transaction records (required by law, stored with Stripe)
  • Support ticket records (anonymized after 1 year)

We believe in true data portability and the right to be forgotten.

Technical & Integration

Not yet, but enterprise API access is on our roadmap for Q2 2025.

Planned API Features:

  • Feature Access: Programmatic access to all RefactorBiz features
  • Bulk Processing: Batch analysis capabilities for multiple scenarios
  • Custom Integration: Embed insights into existing business tools
  • Webhook Support: Real-time notifications for analysis completion

Current Workarounds:

  • PDF exports for integration with reporting systems
  • Copy/paste functionality for manual integration
  • Bulk parameter configuration for consistent analysis

Enterprise Preview:

Enterprise customers can join our API beta program. Contact enterprise@refactorbiz.com for early access and custom integration discussions.

API pricing will be separate from platform subscriptions, designed for high-volume usage.

RefactorBiz is a modern web application optimized for desktop and mobile use.

Supported Browsers:

  • Chrome: Version 90+ (Recommended)
  • Safari: Version 14+ (macOS/iOS)
  • Firefox: Version 88+
  • Edge: Version 90+

Device Compatibility:

  • Desktop: Windows 10+, macOS 11+, Linux (modern distributions)
  • Tablet: iPad (iOS 14+), Android tablets (Android 10+)
  • Mobile: iPhone (iOS 14+), Android phones (Android 10+)

Optimal Experience:

  • Screen Size: 13" or larger for complex features
  • Internet: Stable broadband connection
  • JavaScript: Must be enabled
  • Storage: Cookies enabled for authentication

Mobile Considerations:

  • Full functionality available on mobile devices
  • Responsive design optimizes for smaller screens
  • Factory tools may require landscape orientation
  • PDF exports work but viewing may require document apps

Generation times vary by complexity, typically 15-60 seconds for most features.

Typical Generation Times:

  • Basic Features: 15-30 seconds
  • Complex Analysis: 30-60 seconds
  • Factory Tools: 45-90 seconds
  • Multi-parameter Scenarios: 60-120 seconds

Factors Affecting Speed:

  • Feature Complexity: More sophisticated analysis takes longer
  • Parameter Count: Additional configurations increase processing time
  • Context Length: Longer conversation history requires more processing
  • Server Load: Peak usage times may see slight delays

Performance Optimization:

  • Progressive Loading: Partial results appear as analysis completes
  • Caching: Similar requests may load faster
  • Priority Processing: Enterprise tier gets priority queue access

We prioritize thorough analysis over speed, but continuously work to optimize performance without sacrificing quality.

Support & Help

Multiple support channels available based on your subscription tier.

Core Tier Support:

  • Knowledge Base: Comprehensive documentation and tutorials
  • Community Forum: User community and FAQ discussions
  • Email Support: support@refactorbiz.com (48-hour response)

Pro Tier Support:

  • All Core tier support options
  • Priority Email: 24-hour response time
  • Video Tutorials: Advanced feature walkthroughs
  • Best Practices Guide: Optimization recommendations

Enterprise Support:

  • All previous support options
  • Dedicated Account Manager: Direct point of contact
  • Phone Support: Business hours phone assistance
  • Custom Training: Team onboarding and training sessions
  • Priority Fixes: Expedited resolution for critical issues

Common Self-Help Resources:

  • Getting Started Guide: Step-by-step platform introduction
  • Feature Documentation: Detailed explanation of each tool
  • Video Library: Screen recordings of common workflows
  • Troubleshooting Guide: Solutions for frequent issues

We provide tools and guidance, but don't offer direct consulting services.

What We Provide:

  • Actionable Frameworks: Step-by-step implementation guides
  • Timeline Planning: Realistic timelines and milestones
  • Resource Allocation: Guidance on team and budget requirements
  • Success Metrics: KPIs and measurement frameworks

Implementation Support:

  • Best Practices: Proven implementation methodologies
  • Common Pitfalls: What to avoid during execution
  • Checkpoint Templates: Review frameworks for progress tracking
  • Iterative Refinement: How to adjust strategies based on results

Professional Services Network:

While we don't provide consulting directly, we maintain relationships with implementation partners:

  • Strategic consulting firms familiar with our methodologies
  • Industry specialists for sector-specific implementation
  • Technology partners for digital transformation
  • Change management experts for organizational initiatives

Contact us for referrals to qualified implementation partners in your industry.

Yes, Enterprise customers receive comprehensive team training and onboarding.

Enterprise Training Includes:

  • Executive Workshop: 2-hour leadership overview of platform capabilities
  • Role-Specific Training: Dedicated sessions for each C-suite function
  • Hands-On Practice: Guided exercises with real business scenarios
  • Best Practices Session: Optimization strategies and advanced techniques

Training Formats:

  • Virtual Sessions: Interactive online workshops via Zoom/Teams
  • Self-Paced Learning: Video modules and documentation
  • Custom Workshops: Tailored to your industry and use cases
  • Office Hours: Regular Q&A sessions with our experts

Training Materials:

  • Comprehensive user manuals for each role
  • Video library with feature demonstrations
  • Template library for common business scenarios
  • Certification program for power users

Ongoing Education:

  • Monthly Webinars: New features and advanced techniques
  • User Conference: Annual event with advanced training and networking
  • Resource Updates: New methodologies and business frameworks

Pro tier users receive access to self-paced training materials and monthly webinars.

AI recommendations should always be validated before implementation. Here's how to handle concerns:

Immediate Actions:

  • Don't Implement: Always review recommendations with your team
  • Context Check: Verify if the AI understood your business situation correctly
  • Expert Validation: Consult domain experts before making decisions
  • Pilot Testing: Test strategies on a small scale first

Quality Feedback:

  • Report Issues: Flag problematic responses through the platform
  • Context Improvement: Provide more detailed business context
  • Parameter Adjustment: Refine your input parameters
  • Feature Feedback: Help us improve specific tools

Risk Mitigation:

  • Multiple Perspectives: Try different role approaches to the same problem
  • Scenario Testing: Use our stress testing tools for validation
  • Incremental Implementation: Phase rollouts to minimize risk
  • Monitoring Systems: Track results and adjust quickly

Important Disclaimers:

  • Professional Judgment Required: AI is a tool to augment, not replace, business expertise
  • Market Dynamics: AI cannot predict all external factors affecting your business
  • Implementation Risk: Success depends heavily on execution quality and timing
  • Context Sensitivity: Recommendations depend on the accuracy of context provided

Remember: RefactorBiz accelerates strategic thinking but cannot replace sound business judgment and market expertise.

We actively seek user feedback to improve the platform. Multiple channels available:

Feedback Channels:

  • In-Platform Feedback: Thumbs up/down on AI responses with detailed comments
  • Feature Requests: features@refactorbiz.com for new tool suggestions
  • User Research: Periodic surveys and user interviews
  • Community Forum: Public discussions and feature voting

What We Track:

  • Feature Usage: Which tools are most/least valuable
  • User Flows: Where users encounter friction
  • Output Quality: Response accuracy and relevance
  • Performance Metrics: Speed and reliability issues

Development Priorities:

  • User Impact: Features that help the most users
  • Business Value: Tools that drive real ROI
  • Technical Feasibility: What we can build reliably
  • Strategic Alignment: Fits our platform vision

Feedback Response:

  • Acknowledgment: All feedback receives a response within 48 hours
  • Roadmap Updates: Quarterly updates on planned features
  • Beta Access: Early access to new features for active contributors
  • Credit Recognition: Contributors acknowledged in release notes

Your feedback directly shapes our development roadmap. Enterprise customers get additional weight in feature prioritization.

Still Have Questions?

Can't find what you're looking for? Our support team is here to help you get the most out of RefactorBiz.

Contact Support