Terms of service

1. The agreement

By creating a company account, ticking the acceptance box at sign-up, or using the service, you agree to these terms on behalf of the company. If you do not have authority to bind the company, do not create the account. The privacy policy and the data handling page form part of this agreement.

2. Accounts and users

• The person who creates the company is its owner. Owners invite office staff and technicians and assign roles; each user must keep their password confidential and must not share accounts.
• You are responsible for everything done in your account by your users, and for keeping user lists current (deactivate people who leave).
• You must provide accurate company, contact and billing details and keep them updated.
• Platform staff will only enter your account through an audited impersonation session with a recorded reason, for support, security or legal purposes.

3. Trial, subscription and billing

• Trial. New companies receive a free trial of the length shown on the plan (14 days on the public plans). No card is required to start. When the trial ends without a subscription, access to create new records pauses; your data is kept.
• Plans. Plans, add-ons and their prices are those shown on the Pricing page at the time you subscribe. Payment is by card through Stripe, monthly or annually in advance, and renews automatically until cancelled.
• Changes. We may change prices or plan contents with at least 30 days’ notice by email to the owner; changes apply from the next renewal. A plan we retire remains available to its existing subscribers.
• Failed payments. If a renewal payment fails, you keep full access for a grace period of 10 days while Stripe retries. After that, access pauses until payment succeeds. Data is never deleted because of a billing failure.
• Taxes. Prices exclude any sales or similar taxes, which are added where applicable.
• Refunds. Fees are non-refundable except where the law requires otherwise or we agree in writing.

4. Metered usage and providers

• Voice minutes, AI receptionist minutes, transcription minutes, SMS segments, emails, storage and phone numbers beyond a plan’s included allowances are metered and billed by usage in arrears. Current usage is visible in Settings → Billing.
• Calls and texts run on your own Twilio account; email on the SMTP provider you configure or the platform default. Charges from those providers are between you and them and are separate from our fees.
• Features marked “configuration required” work only after you supply the needed credentials. We do not guarantee any third-party provider’s availability.

5. Your data

• You own the data you and your users put into your account and the data your customers submit through your website and portal. You grant us a licence to host, process, back up and transmit it only as needed to provide the service.
• You can export any table as CSV or a full ZIP at any time. We keep your data for 30 days after cancellation, then permanently delete it.
• You are responsible for the lawfulness of the data you store and for your own privacy notice to your customers. Where the law treats you as controller and us as processor, we process on your instructions as set out in these terms and the data handling page. A separate data processing agreement can be requested.
• We will not sell your data or use your customers’ data to train models.

6. Calls, texts and the AI receptionist

• You are responsible for complying with telephone consumer protection, telemarketing, anti-spam and call-recording laws in every jurisdiction you call or text (for example TCPA, CAN-SPAM and state two-party consent rules). The platform records consent you collect; obtaining it is your obligation.
• Call recording and transcription are off until you switch them on. If you switch them on, you are responsible for disclosure wording and consent. We recommend legal review before enabling recording.
• The AI receptionist is instructed to identify itself as an automated assistant when asked. You configure what it may say and promise; it may make mistakes, and you remain responsible for confirming bookings, prices and commitments with customers.
• Emergency calls: the service is not a substitute for emergency services and must not be presented as one.

7. Acceptable use

You must not: use the service for anything unlawful; send unsolicited calls, texts or emails; upload malware or content you have no right to use (uploads are limited to images and PDFs); attempt to access another company’s data or to bypass rate limits, permissions or the API and MCP token scope; resell the service without our agreement; or use it to build a competing product by copying its features. We may suspend an account that breaks these rules (see section 8).

8. Suspension, cancellation and deletion

• By you. Cancel at any time from Settings → Billing (through the Stripe billing portal) or by writing to support. The subscription ends at the close of the paid period; you can export until the retention window ends.
• By us. We may suspend an account for non-payment beyond the grace period, for breach of these terms, or where required by law or to protect the platform, other companies or their customers. Suspensions are recorded with a reason. We may cancel with 30 days’ notice for convenience; you may then export your data.
• Deletion. After cancellation, deletion is scheduled after the retention window and carried out by an automated task. Backups age out within 14 days after that.

9. Availability and support

We aim to keep the service available at all times but do not promise uninterrupted or error-free operation; maintenance windows and third-party outages happen. We provide email support through the address shown in the footer during business hours. Any service-level commitment must be agreed in writing (Enterprise plans).

10. Warranties and liability

The service is provided “as is” and “as available”. To the fullest extent the law allows, we disclaim implied warranties, and our total liability for any claim relating to the service is limited to the fees you paid in the twelve months before the claim. We are not liable for indirect, consequential or lost-profit damages, or for loss caused by third-party providers, your users, or data you supplied. Nothing in these terms excludes liability that cannot be excluded by law. You will indemnify us against claims arising from your data, your calls and messages, or your breach of these terms.

11. General

• Changes to these terms. We may update them; material changes are notified to owners by email at least 30 days before they take effect. Continued use after that date is acceptance.
• Governing law and venue: to be set by the operator’s counsel.
• Entire agreement, assignment, severability, no waiver: standard clauses to be confirmed by counsel.
• Notices to you go to the owner’s email on file; notices to us go to the support address.

This document describes how the platform works today and is provided for review. It is not legal advice; governing law, venue and several standard clauses are placeholders until counsel confirms them.