Question 1

What exactly is Xpert6?

Accepted Answer

Xpert6 is a white-label SaaS platform designed for business consultants. It combines a branded client portal, an intelligent knowledge base, project management, online booking and recurring billing. Everything you need to transform your expertise into recurring revenue without selling a single extra hour.

Question 2

How is Xpert6 different from a CRM or a project management tool?

Accepted Answer

CRMs and project management tools are designed for YOU. Xpert6 is designed for your CLIENTS. Your client logs into portal.yourfirm.com, sees the progress of their projects, consults your documents, asks questions to your knowledge base and books time slots. It's a complete client portal, not another internal tool.

Question 3

How long does setup take?

Accepted Answer

Initial onboarding takes about 30 minutes. You upload your logo, choose your colours, import your existing documents (PDF, DOCX, PPTX) and invite your first client. Within an hour, your professional portal is live under your own domain.

Question 4

How does the knowledge base work?

Accepted Answer

You feed the platform with your documents, methodologies, case studies and articles. Cortex indexes everything and enables your clients to get sourced answers in seconds. Every answer cites the exact source document. Automated monitoring continuously enriches your base with up-to-date content in your area of specialization.

Question 5

Will my clients see the Xpert6 brand?

Accepted Answer

No. The white-label is complete. Your client sees your logo, your colours, your domain (portal.yourfirm.com), your transactional emails. No mention of Xpert6 appears anywhere in the client experience. Your clients will think you built this platform.

Question 6

How do I generate recurring revenue with Xpert6?

Accepted Answer

You create your own monthly subscription packages (e.g., $300/month for access to the portal, the knowledge base and reports). Billing is automatic via Stripe, GST and QST included. Each subscribed client generates predictable revenue, month after month, without any intervention on your part.

Question 7

What if a client asks a question the knowledge base can't answer?

Accepted Answer

The system is designed with an "I don't know" mode. When the question goes beyond the documented corpus, the platform clearly states it cannot answer and sends you a notification to step in. No hallucinations, no fabricated answers. You remain the strategic brain.

Question 8

Does Xpert6 work in French and English?

Accepted Answer

Yes. The interface is 100% in native Canadian French, not a translation. For bilingual clients, a French/English option is available. The knowledge base can answer in French even if the source documents are in English.

Question 9

What are the security guarantees?

Accepted Answer

Hosted in Canada (Quebec's Law 25 and PIPEDA compliance). AES-256 encryption at rest and TLS 1.3 in transit. Complete data isolation between each consultant and each client. Daily backups. We are pursuing SOC 2 Type II certification.

Question 10

Can I try before committing?

Accepted Answer

Absolutely. 12-day free trial with all features included and 200 Cortex credits. Onboarding is complete before day 1. If the platform doesn't suit you, you pay nothing. No commitment, no credit card required.

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