Terms of Service

Agent Ivan is a business operations platform that connects tools such as email, calendar, phone/SMS, CRM, bookings, quotes, invoices, payments, lead prospecting, a website chatbot, and outbound email, LinkedIn, and social messaging, and provides an AI assistant (“Agent Ivan”) that surfaces insights and takes actions on your behalf, subject to your configuration and approvals. We may add, modify, suspend, or discontinue any feature, in whole or in part, at any time, with or without notice, and we are not liable to you or any third party for doing so. Some features depend on third-party services that are outside our control.

You must provide accurate, current, and complete information when creating an account and keep it up to date. You are responsible for safeguarding your credentials and for all activity that occurs under your account, whether or not authorized by you. You must promptly notify us of any unauthorized use. You must be at least the age of majority in your jurisdiction and able to form a binding contract to use the Service. The Service is intended for business and commercial use, not for personal, family, or household purposes.

If you create an account on behalf of a company or other entity, you represent that you have authority to bind that entity to these Terms, and “you” refers to that entity. Account owners are responsible for the acts and omissions of any team members, staff, or other users they invite or permit to access the account.

• Free trial. We may offer a free trial (for example, a 5-day trial). To start a trial you may be required to provide a valid payment method. Unless you cancel before the trial ends, you authorize us and our payment provider to automatically charge your payment method for the plan you selected at the end of the trial, with no further notice.
• Automatic renewal. Subscriptions renew automatically for successive billing periods (monthly or annual, as selected) at the then-current rates until cancelled. By subscribing, you authorize recurring charges to your payment method for each renewal term until you cancel.
• Cancellation. You may cancel at any time through your billing settings or our payment provider's portal. Cancellation takes effect at the end of the then-current billing period. You will retain access until the end of the period for which you have paid, and you will not receive a refund for the remainder of that period except where required by law.
• Failed payments. If a charge fails, we may retry the charge, suspend or limit paid features, downgrade, or cancel your subscription. You are responsible for keeping a valid payment method on file.

• Paid plans and add-ons — including extra seats, additional connected inboxes, phone numbers, outbound sending domains, mailboxes, mailbox warming, lead/reveal credits, and email-verification credits — are billed through our payment provider (Stripe) on a recurring or one-time basis as described at the point of purchase.
• Non-refundable items. Except as required by law or expressly stated by us in writing, all fees are non-refundable. This includes one-time and consumption charges such as domain registrations, lead/reveal credits, email-verification credits, phone-number provisioning, and amounts already incurred. Prepaid credits have no cash value and may expire as stated at purchase.
• Taxes. Fees are exclusive of taxes. You are responsible for all applicable sales, use, VAT, GST, and similar taxes, other than taxes based on our net income.
• Price changes. We may change prices, plans, and add-on fees. Changes apply to future billing periods, and where required we will provide notice. Your continued use after a price change takes effect constitutes acceptance.
• If a payment fails or is reversed (including chargebacks), we may suspend or limit paid features (including outbound and telephony services) until the balance is resolved, and we may recover amounts owed and associated costs.

You agree not to use the Service to, and not to permit anyone to:

• violate any law or regulation, or infringe or misappropriate the rights of others;
• send unsolicited bulk or commercial messages, spam, or communications in violation of anti-spam, marketing, or telemarketing laws (including CAN-SPAM, CASL, TCPA, and GDPR/ePrivacy where applicable);
• send messages or place calls to recipients without a lawful basis or any required consent;
• distribute malware, attempt to gain unauthorized access to any system or data, probe or test the vulnerability of, or interfere with or disrupt the Service's operation, integrity, or security;
• reverse engineer, decompile, scrape, or copy the Service, or resell, sublicense, or provide the Service to third parties except as expressly permitted;
• upload or transmit content that is unlawful, defamatory, harassing, deceptive, or harmful;
• collect, store, or process sensitive categories of data (such as government identifiers, full payment card data, health, or financial-account information) through free-text fields or otherwise outside intended functionality;
• misrepresent your identity or affiliation, or impersonate any person or entity.

We may investigate suspected violations and may suspend or terminate access, remove content, or limit functionality to protect the Service, other users, third parties, or to comply with law or provider policies. You are responsible for all content, messages, calls, and actions originating from your account.

If you use outbound, cold-email, or marketing email features, you are solely responsible for the content and targeting of your messages, for ensuring you have a lawful basis and any required recipient consent, for honoring unsubscribe and opt-out requests, for including accurate sender identification and a valid physical mailing address, and for complying with all applicable email, marketing, anti-spam, and privacy laws in every jurisdiction you send to.

You are responsible for the reputation, configuration, and compliance of any sending domains, mailboxes, and DNS records used through the Service, including those purchased or provisioned via the Service. Tools such as domain warming, deliverability features, and automated unsubscribe handling are provided to assist you but do not guarantee deliverability, inbox placement, or legal compliance. We may throttle, suspend, or limit sending to protect deliverability, comply with provider policies, or address abuse or complaints.

Phone numbers, SMS, and voice features are provided through third-party telecommunications providers (such as Twilio). If you use these features, you are solely responsible for compliance with all applicable telecommunications and consumer-protection laws and carrier requirements, including the U.S. Telephone Consumer Protection Act (TCPA), CAN-SPAM, A2P 10DLC registration, do-not-call rules, calling/texting time-of-day (quiet hours) restrictions, and obtaining and maintaining prior express consent before sending SMS or placing calls.

You are responsible for honoring opt-out requests (e.g., STOP) and maintaining do-not-contact lists. You acknowledge that calls, voicemails, and messages may be recorded, transcribed, or processed (including by AI) and that you are responsible for any required notices or consents related to recording and transcription. Carriers may filter, block, or delay messages, and we do not guarantee delivery.

Features that connect or automate third-party accounts — including LinkedIn, WhatsApp, Instagram, Telegram, and similar networks (often via a third-party bridge such as Unipile) — may not be officially supported by those platforms and may violate their terms of service. You acknowledge and agree that:

• you use these features at your own risk and are solely responsible for ensuring your use complies with the applicable third-party platform's terms, policies, and rate limits;
• connecting an account may require you to provide that platform's credentials to a third-party bridge, and you authorize that connection and the actions you configure;
• these platforms may, at any time and for any reason, restrict, suspend, ban, throttle, or terminate your account, challenge your login, or remove your content, including as a result of automated activity;
• rate limits, safety thresholds, and human-like timing are provided as a precaution only and do not guarantee that your account will not be restricted or banned.

We are not responsible or liable for any restriction, suspension, ban, loss of account, loss of connections or data, or other consequence arising from your use of these features or from any third-party platform's enforcement of its terms. You assume all such risk.

Lead search, contact reveal, enrichment, and email-verification features rely on third-party data providers (such as Apollo.io and ZeroBounce). You are responsible for using any contact data obtained through the Service lawfully and in accordance with applicable privacy, data-protection, and anti-spam laws, and with the providers' terms. We do not own, control, or warrant the accuracy, completeness, legality, or fitness of third-party data, and contact data may be inaccurate, outdated, or unverified. Reveal, enrichment, and verification credits are consumed when used and are non-refundable.

The Service uses artificial intelligence to generate suggestions, drafts, classifications, summaries, transcriptions, and other outputs, and — where you enable it — to take actions such as sending messages, updating records, or replying on your behalf, including automatically (“auto-send”).

• AI outputs may be inaccurate, incomplete, biased, or inappropriate. They are not professional, legal, financial, tax, or other advice. You are responsible for reviewing outputs before relying on or sending them.
• You are responsible for all actions taken through your account, including actions you approve and any actions taken automatically because you enabled auto-send, automations, or similar settings, and for all resulting communications and consequences.
• You configure thresholds, quiet hours, caps, approvals, and automations; you are responsible for those configurations and for monitoring the audit trail and outgoing activity.
• You will not use AI features to generate unlawful, deceptive, or infringing content, and you are responsible for the content of messages sent through your account.

If you connect your own payment account (e.g., via Stripe Connect) to accept payments from your customers, those payments are processed by the payment provider directly to your account and are governed by your agreement with that provider. We are not a party to transactions between you and your customers, do not hold or control your funds, and are not a payment processor, money transmitter, escrow, or collections agent.

You are solely responsible for the goods and services you sell, your quotes and invoices, applicable taxes, refunds, disputes, chargebacks, fraud, and compliance with the payment provider's requirements (including verification/KYC). Processing fees and payout timing are determined by the payment provider. We are not liable for any failure, delay, hold, reversal, or error in payment processing or payouts.

If you deploy the website chatbot or use website-scraping/knowledge-base features, you represent that you own or are authorized to use, scrape, and ingest the content and websites involved, and that the embed and the content you provide do not infringe any rights or violate any law. You are responsible for the accuracy of your knowledge base and for any responses the chatbot provides to your visitors, and for any required notices or disclosures to visitors (including that they are interacting with an automated assistant).

You may use the Service to collect and process personal information about your own leads, contacts, customers, and other individuals (“Customer Data”). As between you and us, you are the controller (or equivalent) of Customer Data and we act as a processor/service provider acting on your instructions, as further described in our Privacy Policy.

You are responsible for the lawfulness of your collection and use of Customer Data, including providing required privacy notices, obtaining and maintaining any required consents, honoring opt-outs and data-subject requests, and having a lawful basis to add contacts and to send them communications via the Service. You will not provide us with sensitive data except as intended by the Service. If you require a data processing agreement, contact us.

The Service integrates with third-party services (such as Google, Microsoft, Stripe, Twilio, Apollo.io, ZeroBounce, Unipile, domain registrars, and email-infrastructure and hosting providers). Your use of those services is also subject to their respective terms and policies. We do not control and are not responsible for third-party services, their availability, or their acts or omissions, and your access to them through the Service may change or be discontinued at any time. You authorize us to access and use data from connected accounts as described in our Privacy Policy.

If you participate in our affiliate or referral program, you agree to the following in addition to these Terms:

• Commissions accrue only on qualifying paid invoices of validly referred accounts, subject to the rates, durations, attribution rules, and minimum payout thresholds we publish, which we may change at any time.
• We may withhold, reverse, adjust, or claw back commissions related to refunds, chargebacks, fraud, self-referrals, abuse, duplicate or invalid accounts, or violations of these Terms or program rules.
• You will promote the Service truthfully, will not engage in spam, deceptive, or misleading practices, will clearly disclose your affiliate relationship as required by law (e.g., FTC guidelines), and will not bid on our trademarks or run paid ads using our brand without our prior written permission.
• You are responsible for the accuracy of your payout details and for any taxes on commissions. Payouts are made at our discretion after review and may be delayed or denied for suspected abuse.
• We may modify, suspend, or terminate the program, or your participation, at any time. Commissions are not guaranteed and do not create an employment, agency, partnership, or joint-venture relationship.

The Service, including its software, models, design, branding, and content (excluding your data and Customer Data), is owned by Agent Ivan and its licensors and is protected by intellectual-property laws. We grant you a limited, non-exclusive, non-transferable, revocable right to use the Service in accordance with these Terms. All rights not expressly granted are reserved. You retain ownership of the data and content you provide; you grant us a worldwide, non-exclusive, royalty-free license to host, copy, transmit, display, and process it as necessary to provide, secure, and improve the Service and as described in our Privacy Policy.

If you submit feedback, suggestions, or ideas about the Service, you grant us an unrestricted, perpetual, irrevocable, royalty-free license to use and incorporate them without obligation or compensation to you.

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. We do not warrant that the Service will be uninterrupted, timely, secure, or error-free, that defects will be corrected, that data will not be lost, or that AI-generated outputs, suggestions, classifications, or transcriptions will be accurate, complete, or appropriate. We do not warrant any results, including deliverability, lead quality, response rates, revenue, or that your use will comply with any law applicable to you. You are responsible for reviewing and approving actions taken on your behalf. Any material obtained through the Service is used at your own discretion and risk.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, Agent Ivan AND ITS AFFILIATES, OFFICERS, EMPLOYEES, AND SUPPLIERS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS, OR FOR ACCOUNT SUSPENSIONS, BANS, OR RESTRICTIONS IMPOSED BY THIRD-PARTY PLATFORMS, ARISING OUT OF OR RELATED TO THE SERVICE OR THESE TERMS, WHETHER BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR ANY OTHER THEORY, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR TOTAL CUMULATIVE LIABILITY FOR ALL CLAIMS RELATING TO THE SERVICE WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID US FOR THE SERVICE IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100). SOME JURISDICTIONS DO NOT ALLOW CERTAIN LIMITATIONS, SO SOME OF THE ABOVE MAY NOT APPLY TO YOU.

You agree to defend, indemnify, and hold harmless Agent Ivan and its affiliates, officers, directors, employees, and agents from and against any claims, demands, damages, liabilities, losses, costs, and expenses (including reasonable legal fees) arising out of or related to: (a) your use of the Service; (b) your content, Customer Data, messages, calls, campaigns, or outreach (including email, SMS, voice, LinkedIn, and social messaging); (c) your use of automated or AI features and actions taken through your account; (d) your collection or use of third-party contact data; (e) transactions between you and your customers; (f) your violation of these Terms, applicable law, or the rights of any third party; or (g) any third-party platform's enforcement action relating to your activity.

These Terms apply while you use the Service. You may stop using the Service at any time. We may suspend, limit, or terminate your access immediately if you violate these Terms, create risk or legal exposure, fail to pay, or for prolonged inactivity, or as needed to comply with law or protect the Service. Upon termination, your right to use the Service ceases.

Following cancellation or termination, we may retain your account data for a limited period (for example, 30 days) in a deactivated state to allow export or reactivation, after which it may be permanently deleted. We are not obligated to retain or return data after that period. Provisions that by their nature should survive (including those on fees, intellectual property, feedback, disclaimers, limitation of liability, indemnification, dispute resolution, and miscellaneous) survive termination.

Please read this section carefully — it affects your legal rights. Before filing a claim, you agree to first contact us at hello@agentivan.ai and attempt to resolve the dispute informally for at least 30 days.

To the maximum extent permitted by law, any dispute, claim, or controversy arising out of or relating to the Service or these Terms that is not resolved informally will be resolved by binding individual arbitration rather than in court, except that either party may bring an individual claim in small-claims court or seek injunctive relief for intellectual-property or unauthorized-use matters. You and Agent Ivan waive any right to a jury trial and agree that claims may be brought only on an individual basis and not as a plaintiff or class member in any class, collective, or representative action. If this class-action waiver is found unenforceable, the remainder of this section will be void as to that claim and proceed in court. Where arbitration is not permitted by applicable law, this section does not apply to you.

These Terms are governed by the laws of the jurisdiction in which Agent Ivan is established, without regard to its conflict-of-laws rules and excluding the U.N. Convention on Contracts for the International Sale of Goods. Subject to Section 21, disputes will be resolved exclusively in the courts located in that jurisdiction, and you consent to their personal jurisdiction, unless applicable law requires otherwise.

We may update these Terms from time to time. When we make material changes, we will update the “Last updated” date above and, where appropriate, provide additional notice. Your continued use of the Service after changes take effect constitutes acceptance of the updated Terms. If you do not agree, you must stop using the Service.

• Entire agreement. These Terms and any policies referenced here are the entire agreement between you and us regarding the Service and supersede prior agreements.
• Severability & waiver. If any provision is held unenforceable, the remaining provisions remain in effect. Our failure to enforce a provision is not a waiver.
• Assignment. You may not assign these Terms without our consent. We may assign them, including in connection with a merger, acquisition, or sale of assets.
• Force majeure. We are not liable for delays or failures caused by events beyond our reasonable control, including outages or actions of third-party providers, internet or carrier failures, or acts of God.
• No third-party beneficiaries; relationship. These Terms create no third-party beneficiary rights, and no agency, partnership, or employment relationship.
• Notices. We may provide notices to you via the Service or the email associated with your account.

Questions about these Terms? Contact us at hello@agentivan.ai.