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These guides are for owners and managers of small and mid-sized businesses who want AI to take real work off their team, and for the MSPs and IT providers who support them. They are written in plain English, with examples from front desks, billing, quoting and insurance calls, and they are honest about what AI cannot do yet. Read them in any order: each one stands on its own and links to the next useful step.
The library is built around four topics. How to approach AI automation in your business covers where to start, what to measure and how to keep staff from pasting data into personal accounts. How EdgeKeeper connects AI to your business tools explains connections, context, read-only agents and human approval. What is a managed AI service provider? is for buyers deciding who should build and run the work, and for MSPs adding AI to their services. AI guides for healthcare and dental practices deal with patient data, business associate agreements and insurance verification.
If you only read a few, start with Is ChatGPT safe for business?, how to detect shadow AI, what an assessment, build and support cost and the HIPAA and AI buyer checklist. New to the vocabulary? The glossary defines each term in a few sentences, with a link to the guide that goes deeper.
All Resources
What is a managed AI service provider?
A MAISP is an AI managed service provider. Understand the assessment, proposed build, access controls, support responsibilities, and ownership to expect.
How EdgeKeeper connects AI to your business tools
Understand AI orchestration: the connections, context, instructions and access controls behind the workflows we build and support with EdgeKeeper.
How to approach AI automation in your business
Measure the work, check the business case, decide what to build, and keep it supported. A practical guide for business owners.
AI guides for healthcare and dental practices
Guides for practice owners and managers: dental insurance verification, AI receptionists, ChatGPT and HIPAA, and a HIPAA buyer checklist for AI tools.
AI for MSPs and IT providers: delivering the client offering
MSP AI that actually works starts with a client workflow. Deliver the assessment, build, and support with Automated Edge behind your team.
How managed AI engagements are priced
Understand the assessment fee, scoped build price, and ongoing service. Compare costs with measured opportunities, not a generic rate card.
Your IT provider and managed AI: how the work fits together
Compare the scope, delivery, ownership, and support behind an AI offer, including delivery through your existing MSP or IT provider.
How to write an AI use policy for your business
A guide to the decisions behind your AI policy: approved tools, information handling, review, access, and responsible owners.
AI audit for small business: what an assessment should tell you
The evidence, consent, report, and proposal behind a decision to automate. What Edgerton measures and what happens next.
How to detect shadow AI in your business
Four places to look for unapproved AI use, what to record about each finding, and why blocking tools before measuring them makes the problem harder to see.
Is ChatGPT safe for business? What to check
Data controls by plan, the training setting to check, why staff personal accounts are the real gap, and how a written policy and a shadow AI check keep client data where it belongs.
Private AI for business: what private should mean
Four tests for private AI: scoped access, logging, people approving changes, and data you own and can export. What private cannot mean, what it costs, and questions to ask.
Dental insurance verification with AI: what it can and cannot do
What AI can and cannot check in dental insurance verification, where a person still reviews, and how to compare software, services and AI agents.
Dental AI receptionists: how to compare them
What a dental AI receptionist does on a call, where it helps and where it does not, what to check about booking, handoff and patient data, and how to judge payback.
HIPAA and AI: a buyer checklist
Why no AI tool is HIPAA compliant on its own, and the questions to put to any vendor: BAAs, retention, training on inputs, access, audit logs, breach notice and automation tools.
Is ChatGPT HIPAA compliant? What to check first
Which ChatGPT plans come with a BAA, why a BAA alone is not enough, what counts as PHI, and the risk of staff using personal accounts with patient details.