PULSE, frequently asked questions

PULSE is the operating system for multi-site teams. It puts policies, SOPs, projects, learning, hazards, and risk on one calm, audit-ready platform that your team actually opens, instead of spreading them across spreadsheets, wikis, and chat.

Multi-site service operators, pet care, hospitality, clinics, fitness, retail, and franchises, who need shared standards, consistent training, and a single audit trail across every location.

Wikis store documents but cannot enforce reviews, training assignments, or risk workflows. PULSE joins SOPs to training, hazards to risks, and risks to tasks, so policy, learning, and execution stay in sync.

Yes. The Learn module covers block-based courses, gamified learning, timed quizzes, certifications, and AI-assisted course creation, all tied to your SOPs and people directory.

Yes. Every workspace is tenant-isolated, so multi-brand groups and franchise networks can run separate workspaces under one billing parent.

Pricing is on application while we re-figure our public commercial model. Tell us a bit about your operation on a short call and we'll send a written proposal. Pricing is per location, per month, with HQ users included on every plan.

Any physical site your team operates out of — a shop, clinic, café, studio, branch, or franchise unit. Mobile teams that float between locations don't add to your count, and HQ doesn't count as a location.

No. Head-office users (owners, ops managers, finance, HR, support staff who don't sit at a single location) are included on every plan, with no per-seat fee.

Every plan includes a monthly allowance for AI features — Porter answers, the AI Course Creator, document drafting, and similar. It comfortably covers normal day-to-day use. If your team consistently exceeds it, we'll talk to you about a higher allowance rather than auto-billing overages.

Workspace branding, module configuration, and a manager walkthrough are part of every onboarding. Bulk historical document migration and bespoke integration work are quoted on a per-engagement basis once we've scoped the volume with you.

Yes. We don't lock customers into long contracts to keep them around. You can export your data at any time, in standard formats. It's yours.

Yes. Every workspace lives in its own database schema with request-time scoping. Cross-tenant access is impossible by construction, not by convention.

In the region you select at sign-up. Backups are encrypted at rest and retained per your plan.

Yes, mandatory for every user. Step-up auth is required for sensitive admin actions and typed confirmation is required for destructive ones.

Yes. Every privileged action is logged to an append-only table, enforced at the database layer with a trigger, not just permissions.

Only with time-boxed, fully audited support access. The control plane is fully separated from your tenant workspace.

Multi-site service operators across pet care, hospitality, clinics, fitness and wellness, retail, and franchise networks.

Yes. Each franchisee gets their own tenant-isolated workspace under your brand, with shared policies and centrally-rolled-out updates.

Yes. Every dashboard is mobile-first. Field staff can complete checklists, log hazards via QR codes, and acknowledge SOPs from a phone.

Most teams are live in under a week. We import your existing policies and SOPs, brand the workspace, and run your managers through the first review cycle.

No. PULSE is a hosted platform. Your IT team only needs to add a few DNS records if you want a custom subdomain, and configure SSO if you are on Enterprise.

Yes. We accept Word, PDF, Notion, Confluence and Google Docs exports and convert them into the Playbooks format with revision history preserved.

Yes. Every paid workspace gets a guided onboarding session. Enterprise customers get a dedicated CSM for the rollout.

Yes. Multi-workspace Slack integration with smart routing means people get the right notification on the right channel, without notification fatigue.

Yes. The Microsoft Teams connector ships a tenant-facing bot with slash commands, adaptive cards, and deep-linking back into PULSE so your team can act on Signal events without leaving Teams.

Outlook calendar synchronisation ships today via the Microsoft integration. Google Calendar is on the roadmap.

Yes. The Finance module reads from Xero Finance, Xero Accounting, and QuickBooks Online. The Payroll surface is read-only across Xero, Employment Hero, Gusto, and other major providers.

Yes, at any time, in standard formats. Your data is yours.

Yes, a tenant-scoped REST API is available on Enterprise plans, with per-key audit logging.

Yes. Tenants on Enterprise can configure their own Slack and Microsoft Entra applications through the Integrations Hub instead of using the platform-managed defaults.

Yes. The Data Import Hub ships one-shot importers for SharePoint, Dropbox, Google Drive, Workday, Notion, Confluence and others.

The mobile dashboards queue checklist completions and hazard reports when connectivity drops, and sync as soon as the device is back online.

Yes. The Risk module is aligned with ISO 31000 principles and PULSE produces the version history, training records, and audit trail auditors typically ask to see.

Yes. Role-based access control with branch scoping means people only see the sites, projects, and people they should. Permission changes are themselves audited.

Yes. Every Rulebook and Playbook revision is preserved with author, timestamp, and a diff. You can roll back to any prior version at any time.

Active workspace data is retained for the life of the subscription. On cancellation, data is exportable for 30 days then deleted. Encrypted backups are retained per your plan.

No. We do not train external models on your workspace content. Porter answers in-context using only the data the current user is allowed to see.

No. AI output paths cannot publish, approve, delete, or otherwise perform privileged actions. Those require an explicit human action with step-up authentication.

Yes. Every model call is metered, quota-bounded per workspace, and fully auditable. You can see exactly what was asked and answered.