FAQ
Frequently asked questions.
If your question isn't here, write to Sales@thelobbi.io and ask the real one. We'd rather you knew than signed.
The product
What is WagonWorks?
A Windows desktop app that helps your team find company information and prepare work inside the Microsoft 365 you already have. Ask in plain words; it answers from your own email and files, names the sources, and a person approves anything before it is sent or saved.
What can I do with it?
Find a file, catch up on a project or an inbox, draft a document or a reply, turn a sentence into a Planner task, and pull numbers into a spreadsheet. The Ask pages walk through six everyday examples.
What is included with every seat?
Everything. Meeting Intelligence, Task Management and Actions are part of every seat. There are no add-ons to buy.
Who is it for?
Teams of up to 50 people on Microsoft 365. We have built it out first for insurance brokers, wealth managers, construction and the trades, and small businesses.
Does it work on a Mac or a phone?
Not today. WagonWorks installs on Windows from Microsoft Store. One seat covers all of a person’s Windows computers, such as the desk and the laptop.
Cost and your free month
What does WagonWorks cost?
$39 per seat per month, month to month, no minimum seats, built for teams up to 50. You can manage or cancel your subscription from Seats & billing. Each seat is one person, on every computer they sign in on. For more than 50 seats, email Sales@thelobbi.io; there is no self-service checkout above 50 seats.
How does the free month work?
Your first 30 days are Free and $0 is due today. A card is required at checkout. After the trial, billing is $39 per seat per month plus applicable tax. Cancel before the trial ends to avoid a charge.
Can I cancel?
Yes, any time, from Seats & billing. Billing is month to month.
Do I need to buy Microsoft 365 Copilot?
No. WagonWorks runs on the Copilot Chat already included in Microsoft 365 Business Standard, Business Premium and Enterprise E3/E5. If your team does pay for the Copilot add-on, WagonWorks uses it to do more. If you're on Business Basic on its own, WagonWorks won't run.
Install and setup
Which Microsoft 365 plan do I need?
Business Standard, Business Premium or Enterprise E3/E5 with SharePoint. These plans include Copilot Chat; the paid Microsoft 365 Copilot add-on is not required. Business Basic on its own will not work. Not sure which plan you have? Your Microsoft 365 administrator can tell you.
What do I actually have to install?
Two things, both yours to do in about fifteen minutes: a workspace in your company's SharePoint (one person, once) and the desktop app on each Windows machine that will use it.
Where do I get the app?
From its official Microsoft Store listing. Select Get or Install, then open WagonWorks and sign in with the work account that has your seat.
Which account do I sign in with?
Your Microsoft work account, the one assigned your WagonWorks seat. Not a personal account, and not a guest account from another organization.
What if my company's settings stop me approving setup?
Send the request to your Microsoft admin. Once they approve, WagonWorks builds your workspace in your company's SharePoint and you can ask your first question.
Your files
Where do my files go?
They stay where they are. The workspace lives in your company's SharePoint, on Microsoft's servers, not ours. When you ask a question, the AI receives only the excerpts it needs for the answer, and WagonWorks keeps no copy of your files.
Can it see files my team can't see?
No. It runs on each person's own Microsoft 365 sign-in, and Microsoft's own permissions carry over exactly. If someone can't open a folder today, they still can't see it through WagonWorks.
Is my work used to train someone else's AI?
No. WagonWorks trains nothing on your files and keeps no copy of them.
If I stop using it, what happens to my files?
Everything stays where it always was, in your own SharePoint. The workspace and everything in it is yours. Nothing is taken back or held hostage.
How it works
Who approves what gets sent or saved?
Someone on your team, every time. Nothing WagonWorks drafts (an answer, a document, a task, a reply) is sent or saved for real until a person says yes.
What if I ask for something it can't do, like an image or a branded deck?
It tells you plainly that it can't do that today, and hands you a link straight into Microsoft's own tool for that job, with your request already carried over. It doesn't fail silently or pretend it finished.
Does it work when the internet is down?
No. The workspace lives in your SharePoint, so it needs the same connection Microsoft 365 needs.
Who do I contact with questions?
For buying, pricing or a demo, write to Sales@thelobbi.io. For help with the app or your account, write to support@wagonworksai.com. Either way, a person replies within one business day.
Didn't find your question? Ask the real one.
A person answers within one business day, in plain words. No sales script. If WagonWorks isn't a fit for you, we'll say so.