Who may use the services

You must be at least the age of majority in your jurisdiction, able to form a binding contract, and use the services on behalf of yourself or a legal entity with authority to bind that entity. If you use the Platform on behalf of an organization, “you” means that organization and you represent that you are authorized to accept these Terms on its behalf. The Platform is not intended for use by individuals under the age of 18.

The services

The Platform provides tools to configure AI Agents that communicate via voice (Twilio), SMS (Twilio), and email (SendGrid). Current services include:

  • AI Agent provisioning from role-based templates or custom configurations
  • Pro-and-higher knowledge base management with document upload, chunking, embedding, scoped storage and retrieval, and semantic vector search
  • Channel-specific voice, SMS, or email workflows with one destination, scheduling, lifecycle management, and archival
  • Layered conversation controls, including configured content moderation, sensitive-value detection and redaction, semantic topic checks, deterministic policy rules, and suppression handling
  • Asynchronous post-conversation analytics that can generate message- and conversation-level sentiment, emotion, intent, frustration, estimated CSAT, agent-quality, compliance, and language-quality signals
  • Subscription billing with included usage allowances and supported overage charges processed through Stripe
  • A platform-managed OpenAI configuration and supported customer-supplied LLM configurations for OpenAI, Azure OpenAI, Google Gemini, Anthropic, or a custom OpenAI-compatible service. AWS Bedrock credential support is not currently available

We may modify the services to improve security, performance, or usability. If a change materially reduces core functionality of a paid plan, we will provide reasonable advance notice.

Platform status

The Platform is currently in Early Access. During this period, certain features may be modified, added, or removed as we iterate based on customer feedback. We will endeavor to communicate material changes in advance. Early Access participants may receive preferential pricing or terms as specified in their order form or subscription agreement.

Accounts & security

  • Registration. Accurate account information is required, including a valid email address and phone number. Both must be verified via one-time passcode (OTP) before full Platform access is granted. You are responsible for all activities under your account credentials.
  • Access controls. The Platform currently uses user, administrator, and internal-system roles together with ownership and scope checks. It does not currently provide customer-managed custom roles, organization memberships, or a tenant-administrator permission console. You are responsible for using available access and guardrail settings appropriately.
  • Security. You must safeguard your API keys, passwords, and customer-supplied LLM credentials. Notify us immediately at support@chattergenius.ai of any suspected compromise. We reserve the right to suspend access to protect Platform integrity, including via per-IP and per-email login lockouts.

Customer data & data roles

Customer Data means conversation content (voice audio, transcripts, SMS/email bodies), agent prompts and instructions, knowledge base documents and their derived embeddings, analytics results, and metadata generated by your use of the Platform.

  • Processor role. We act as a processor/service provider for Customer Data, processing it only on your documented instructions (including your configuration of AI Agents, knowledge bases, and guardrails).
  • Controller role. We act as an independent controller for account administration data, billing records, and Website usage analytics (Google Analytics 4, consent-gated).
  • Ownership. As between the parties, you retain all ownership rights in your Customer Data. We claim no ownership over your conversation transcripts, knowledge base documents, agent configurations, or analytics outputs.
  • No model training. We do not use your identifiable Customer Data or knowledge base content to train models operated by Chatter Genius. We may use aggregated, de-identified metadata to improve Platform performance and latency. Processing by a third-party AI provider is governed by the selected provider account, configuration, and applicable terms.

Knowledge base

  • Content responsibility. You are solely responsible for the content you upload to agent knowledge bases. You represent that you have all necessary rights to upload, store, and use such content within the Platform.
  • Processing. Uploaded documents (PDF, Word, PowerPoint, Excel, CSV, JSON, HTML, Markdown, and plain text) are automatically chunked and embedded into vector representations for semantic retrieval. Plain-text formats are parsed locally; when cloud parsing is configured, supported rich documents are sent to LlamaParse, a LlamaIndex service, for text extraction. See the Privacy Policy for processing details.
  • Tier access and limits. Knowledge base access is currently included with Pro, Business, and Enterprise plans, not Basic. Storage, document count, maximum file size, and maximum PDF page count are governed by the selected capacity tier.
  • Deletion. The Platform supports deletion of individual active knowledge-base documents and their associated active vector chunks. Deletion from active systems does not imply immediate removal from backups or third-party systems, which remain subject to their applicable retention schedules.

Acceptable use & safety

You agree not to use the Platform to:

  • Violate applicable laws (including telemarketing, anti-spam, data protection, and recording consent laws).
  • Generate or disseminate malicious code, hate speech, harassment, or fraudulent content.
  • Upload knowledge base content that infringes third-party intellectual property rights.
  • Attempt to bypass rate limits, guardrails, content safety mechanisms, or reverse-engineer the Platform.
  • Use the Platform to collect or store sensitive personal data (e.g., Social Security Numbers, payment card numbers) beyond what is necessary for your documented business purpose.
  • Emergency services disclaimer: THE PLATFORM IS NOT INTENDED FOR EMERGENCY CALLS (e.g., 911/112). YOU AGREE NOT TO RELY ON THE PLATFORM FOR CRITICAL SAFETY OR EMERGENCY COMMUNICATIONS.

Telephony, SMS & email compliance

  • Consent. You are solely responsible for obtaining all necessary consents for calls, texts, and emails, including compliance with the Telephone Consumer Protection Act (TCPA), General Data Protection Regulation (GDPR), Canada’s Anti-Spam Legislation (CASL), and CAN-SPAM Act.
  • A2P 10DLC. You must comply with carrier requirements for Application-to-Person (A2P) messaging, including brand and campaign registration where applicable.
  • Transcription and recording notices. The current voice workflow uses realtime audio processing and conversation transcription; the Platform does not currently provide stored call recording as a product control. You are responsible for providing any legally required notice and obtaining required consent for transcription and for any recording you arrange separately.
  • Opt-out assistance. The Platform detects common opt-out signals such as STOP and UNSUBSCRIBE, records suppression state, and checks suppression before outbound SMS and email. These controls assist with, but do not guarantee, compliance with TCPA, GDPR, CASL, CAN-SPAM, or other requirements. You must not attempt to circumvent them.
  • Phone number provisioning. Communication assets (phone numbers and email sender identities) provisioned through the Platform are subject to Twilio’s and SendGrid’s acceptable use policies. We reserve the right to reclaim or decommission assets that violate these policies.

AI Agents & model orchestration

  • Platform defaults. Platform-managed text, realtime voice, embeddings, moderation, and analytics currently use OpenAI services. Text calls are routed through the Platform’s LiteLLM gateway. A local sensitive-value boundary scans text before text persistence and onward egress, while other policy layers depend on configuration and provider availability. Realtime voice audio reaches the configured provider before the Platform receives a final transcript for local filtering.
  • Customer-supplied LLM. If you configure a supported OpenAI, Azure OpenAI, Google Gemini, Anthropic, or custom OpenAI-compatible account, you are responsible for that provider relationship, fees, terms, and data-processing agreement. Customer-supplied realtime voice is currently limited to OpenAI and Azure OpenAI. Twilio and SendGrid remain platform-managed, and AWS Bedrock credentials are not currently supported.
  • Provider data handling. We do not use Customer Data to train models operated by Chatter Genius. A third-party provider’s retention and model-improvement treatment depends on the selected provider account, product, configuration, and applicable terms; these Terms do not promise zero retention by those providers.
  • Guardrails limitations. While our Guardrails Engine is designed to detect and prevent policy violations, no automated system is perfect. We do not warrant that guardrails will catch 100% of policy violations, and you remain responsible for monitoring your AI Agents’ behavior and outputs.
  • Analytics outputs. Conversation analytics (sentiment, emotion, intent, CSAT, agent quality, etc.) are generated by automated models and should be treated as supplementary insights, not definitive assessments. You are responsible for any business decisions made based on analytics outputs.

Fees & billing

  • Capacity tiers. The Platform offers tiered subscription plans (Basic, Pro, Business, and Enterprise), each with defined allocations for AI Agents, calls, voice minutes, SMS, and emails plus, where enabled, explicit knowledge-base entitlements. Communication-usage figures are included plan allowances subject to applicable overages. Active-agent slots and knowledge-base availability, storage, document-count, per-file, and PDF-page limits are enforced product entitlements in the current application unless an order form says otherwise. Current plan details and pricing are available on our Pricing page.
  • AI vendor modes. The available billing modes distinguish the platform-managed AI configuration from a supported customer-supplied LLM configuration. Twilio and SendGrid communication delivery remains platform-managed in both modes. Applicable prices are those shown at checkout or in an order form.
  • Usage-based billing. Fees are calculated based on your subscription plan plus supported metered overages. Current metering records initiated calls, completed-call duration rounded up to whole minutes, and successful initial outbound SMS and email workflow sends. Later conversation replies do not currently add SMS or email usage units. LLM-token and knowledge-base usage may be recorded for visibility but are not current overage line items. Monthly subscriptions use monthly usage periods. Under the current Early Access billing implementation, an annual subscription receives its stated allowances once for the annual usage period rather than through monthly resets.
  • Invoicing. Stripe processes recurring subscription charges. Supported usage is aggregated by billing period, and applicable overages may be invoiced separately when a billing cycle is closed. Fees are due as shown at checkout, on the invoice, or in your order form and are non-refundable unless otherwise stated there.
  • Stripe integration. Payment processing is handled by Stripe, Inc. By using the Platform, you agree to Stripe’s Terms of Service as applicable to payment processing.
  • Taxes. You are responsible for applicable sales, use, or value-added taxes. All listed prices are exclusive of taxes unless stated otherwise.
  • Plan changes. Available upgrade, downgrade, cancellation, and proration options are those presented in the Platform, Stripe billing portal, checkout flow, or applicable order form. We reserve the right to modify pricing with 30 days’ advance notice.

Intellectual property

Chatter Genius owns its rights in the Platform, Website, proprietary code, configurations, Guardrails Engine, orchestration technology, and proprietary improvements. Third-party and open-source software and models remain subject to their respective owners’ rights and applicable licenses; these Terms do not transfer those rights to Chatter Genius. You grant us a limited, non-exclusive license to process Customer Data (including knowledge base documents) solely to provide the services. If you provide feedback or suggestions, we may use them without obligation or compensation.

Confidentiality

Each party will protect the other’s confidential information with reasonable care and use it only for the purposes of these Terms. Confidential information includes, without limitation, Customer Data, API keys, vendor credentials, pricing terms, and Platform architecture details. Confidential information does not include data that is public, independently developed, or rightfully obtained from third parties.

Disclaimers & warranties

THE PLATFORM IS PROVIDED “AS IS.” WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. WE DO NOT WARRANT THAT AI AGENTS WILL BE ERROR-FREE, THAT GUARDRAILS WILL CATCH 100% OF POLICY VIOLATIONS, THAT ANALYTICS SCORES WILL BE PERFECTLY ACCURATE, THAT KNOWLEDGE BASE RETRIEVAL WILL ALWAYS RETURN THE MOST RELEVANT CONTENT, OR THAT SERVICE WILL BE UNINTERRUPTED. DURING EARLY ACCESS, THE PLATFORM MAY EXPERIENCE PERIODS OF DOWNTIME OR DEGRADED PERFORMANCE AS WE ITERATE AND IMPROVE.

Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY SHALL BE LIABLE FOR INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES, INCLUDING LOST PROFITS, LOST DATA, OR BUSINESS INTERRUPTION. EXCEPT FOR INDEMNITY OBLIGATIONS, BREACH OF CONFIDENTIALITY, AND PAYMENT OF FEES, EACH PARTY’S AGGREGATE LIABILITY SHALL BE LIMITED TO THE AMOUNTS PAID BY YOU TO US IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

Indemnification

You agree to indemnify and hold us harmless from claims arising out of: (a) your Customer Data, including knowledge base content, (b) your violation of these Terms (including telephony, SMS, and email compliance), (c) your use of a customer-supplied LLM service, or (d) your AI Agents’ interactions with third parties. We agree to indemnify you against third-party claims that the Platform itself infringes intellectual property rights, provided you promptly notify us and cooperate in the defense.

Term & termination

These Terms remain in effect while you use the services. We may suspend access immediately for non-payment, security violations, or material breach of the Acceptable Use policy. You may cancel an eligible subscription through available Platform or Stripe billing controls, or contact support to request account termination; accrued fees for the current billing cycle will remain due. Upon termination:

  • We will cease processing your Customer Data within a commercially reasonable period.
  • You may contact us before termination to ask what export options are available for your data at support@chattergenius.ai.
  • Customer Data (including knowledge base documents, conversations, and analytics) will be deleted or de-identified in accordance with our retention policies and any applicable Data Processing Agreement (DPA).
  • Subscription cancellation and resource cleanup are separate operations. The applicable subscription-deletion flow can deactivate associated Agents and workflows when no active replacement subscription exists; an ordinary Stripe cancellation or status update does not currently perform that cleanup. Provisioned communication assets (such as phone numbers or email sender identities) require a separate operational decommissioning process; contact support to coordinate their return where applicable.

General provisions

  • Governing law. These Terms are governed by the laws of the State of New York, without regard to its conflict of laws principles.
  • Arbitration. Any unresolved disputes shall be submitted to binding arbitration in New York, NY, under the rules of the American Arbitration Association. Class actions and class arbitrations are waived.
  • Severability. If any provision of these Terms is found unenforceable, the remaining provisions remain in full force and effect.
  • Force majeure. Neither party shall be liable for delays or failures caused by events beyond its reasonable control, including natural disasters, acts of government, pandemics, or infrastructure outages.
  • Assignment. You may not assign these Terms without our prior written consent. We may assign these Terms in connection with a merger, acquisition, or sale of all or substantially all of our assets.
  • Entire agreement. These Terms, along with our Privacy Policy, Cookie Settings, and any Data Processing Agreement (DPA) or order form, constitute the entire agreement between you and Chatter Genius.
  • Amendments. We may update these Terms by posting the revised version on the Website. Material changes will be communicated via email or a prominent notice. Your continued use of the Platform after changes take effect constitutes acceptance of the revised Terms.

Contact

For legal inquiries, please contact: legal@chattergenius.ai.

For general support: support@chattergenius.ai.

Codex Labs Corp, New York, NY, United States.