Copp OakService Schedule
Last updated: October 4, 2026
This Service Schedule lists each Copp Oak service, its current status, and the addenda that apply to it. A feature is a production service only if this Schedule lists it as Production. Statuses are operational descriptions; a directory listing, host-platform registration, or hosted endpoint does not by itself make a feature production.
| Service | Status | What is active now | Applicable documents |
|---|---|---|---|
| Copp Oak website and consulting services | Production | Public website at https://coppoak.com and consulting services under an accepted Order. | Master Privacy Notice; Master Terms of Service; Data Processing Addendum where applicable to a business engagement. |
| Copp Oak Fit Call booking | Production | A 20-minute Fit Call appointment schedule is embedded on https://coppoak.com/book and books through Google Calendar. This is Copp Oak's own consulting intake booking, not an Operator booking channel. | Master Privacy Notice; Master Terms of Service; Booking and Operator Addendum customer provisions (C1–C4) where applicable. |
| Savings Scout | Beta (RC1) | Hosted connector is live for read and proposal functions with a sandbox rail. It is registered for private testing in the owner's ChatGPT account; it is not a public directory listing. No connector write operations are enabled. Energy enrollment, where separately approved, is completed through the Energy Price Choice provider rail only when that feature is listed as Production here. | Master Privacy Notice; Master Terms of Service; Connector Addendum; Financial-Data Addendum. |
| SaaS Spend Optimizer | Sandbox | Hosted sandbox using synthetic data and sanitized user-supplied CSV files. No external actions are taken. Plaid, Ramp, and Brex connections are disabled stubs. Sessions are process-local and expire one hour after creation. | Master Privacy Notice; Master Terms of Service; Connector Addendum; Financial-Data Addendum. |
| Energy Price Choice energy comparison and referral | Demonstration | Energy Price Choice is an independent provider rail. The EPC connector was submitted to Meta Muse on September 25, 2026 and is not approved or listed; no Copp Oak production energy-enrollment feature is active under this Schedule. Enrollment may be offered only when this Schedule lists the feature as Production and the authorization page identifies the licensed entity described in Section 11 of the Master Terms. | Master Privacy Notice; Master Terms of Service; Connector Addendum when an energy feature is enabled. |
| Copp Oak booking channel for Operators (Connector-in-a-Box / Agentify bookings) | Demonstration | Pilot design and operator materials exist. No production Operator booking, payment, or fee-collection feature is active until an Operator Order is accepted and this Schedule is updated to Production for that channel. | Master Privacy Notice; Master Terms of Service; Booking and Operator Addendum; applicable Operator Order. |
## Status meanings
- Demonstration: shown or described for evaluation; not available for production reliance.
- Sandbox: testing environment using synthetic or sanitized data; no external production action.
- Beta: limited live or hosted use for testing and feedback; not a general production release.
- Production: generally available for the functions described for that service.