Terms & Conditions

These Terms & Conditions (the “Terms”) form a binding contract between you (the “Customer”) and Optify LLC, a Delaware limited liability company (“Optify”), and govern your access to and use of Operavo— our real-time voice agent — together with the dashboard, websites, APIs, integrations, and documentation we provide (the “Service”).

By requesting access, signing in, or using any part of the Service, you agree to these Terms. If you are accepting on behalf of an organization, you represent that you have the authority to bind that organization, and “you” includes that organization.

• Age. You must be at least 18 years old and able to enter into a binding contract.
• Approval. New workspaces are created in “pending” status until an Optify admin reviews and approves them. We may decline any request, at our sole discretion, including for unsupported verticals or locations.
• Credentials. You are responsible for keeping your password and any API keys secret, and for all activity under your account. Tell us at security@optifyllc.com if you suspect a compromise.
• One human per seat. Login credentials are personal — do not share them between multiple humans. Add seats instead.

The Service includes the following components:

• Operavo voice agent. Answers inbound calls, qualifies the caller, books appointments against your live calendar, transfers to a human when asked, and handles safe recovery if audio degrades.
• Live availability. Reads up to three open slots from your business hours in under two seconds.
• SMS confirmation. Sends a personalised text the moment a booking confirms, including a one-tap calendar link.
• Lead scoring & summaries. Tags every call Hot / Warm / Cold with a two-sentence summary and recommended next action.
• Dashboard. Workspace approvals, call log, calendar view, and integrations management for admins and clients.
• Integrations. Optional connections to Google Calendar, Google Drive, Google Sheets, and SMS providers.

You agree that you will:

• Comply with law. Use the Service only for lawful purposes. You are responsible for complying with telephony, recording, marketing, and consumer protection laws in every jurisdiction where your callers are located — including the TCPA, CAN-SPAM, A2P 10DLC registration, two-party consent rules, GDPR, UK GDPR, and CCPA / CPRA.
• Recording disclosures. Keep the call-recording disclosure enabled in any region that requires it. We will not disable it on your behalf.
• Accurate calendar & routing. Connect a calendar that reflects real availability and configure handoff numbers that actually answer. Operavo cannot book what you do not expose, and cannot transfer to a number that rings out.
• No prohibited verticals. Do not use Operavo for emergency services, lethal weapons, illegal drugs, gambling without licence, or to impersonate humans in jurisdictions where AI-disclosure is mandatory unless you display the required disclosure.
• Caller consent for outbound. If you enable outbound features (now or in future), you must have prior express written consent from each recipient. We will suspend any workspace generating spam complaints above industry thresholds.
• Customer Data accuracy. You are the source of truth for your business hours, services, scripts, and FAQs. You are responsible for reviewing transcripts and lead scores before acting on them.

You will not, and will not allow any third party to:

• Reverse-engineer, decompile, or attempt to extract source code or model weights from the Service.
• Resell, sublicense, or expose the Service as a stand-alone product to third parties without a written reseller agreement with Optify.
• Use the Service to harass, defraud, threaten, or impersonate any person, or to generate content that is illegal, defamatory, or sexually exploitative of minors.
• Send malware, attempt to bypass rate limits, scrape audio, or run penetration tests without prior written authorisation from security@optifyllc.com.
• Use the Service to make automated calls to emergency numbers (911, 999, 112, etc.).

We may suspend or terminate access immediately for violations that create risk for callers, our infrastructure, or other Customers.

• Plans. Subscriptions are billed monthly or annually in advance, in U.S. dollars, based on the plan and seat count selected when your workspace is approved.
• Usage charges. Per-minute call usage, SMS messages, and overage above plan allowances are billed in arrears at the rates published in your workspace.
• Auto-renewal. Plans renew automatically for successive equivalent terms unless cancelled before the renewal date through the dashboard or by email to billing@optifyllc.com.
• Late payment. Invoices are due on receipt. Unpaid amounts more than 15 days overdue accrue interest at 1.0% per month or the maximum allowed by law, whichever is lower.
• Taxes. Fees are exclusive of taxes. You are responsible for sales, use, VAT, GST, and similar taxes, except taxes on Optify’s net income.
• Refunds. Fees are non-refundable, except where required by law or expressly granted in writing by Optify.

Features marked “beta”, “preview”, or “coming soon” — for example warm transfer with spoken brief — are provided “as is” and without warranty. They may be modified or removed at any time, and they are not covered by any service-level commitment. Use them only for evaluation.

• Your data is yours. As between you and Optify, you own all rights in the call audio, transcripts, lead records, and any data you upload or that your callers provide (“Customer Data”).
• Licence to operate. You grant Optify a worldwide, royalty-free licence to host, process, transmit, and display Customer Data solely to provide and improve the Service for you.
• Aggregated insights. We may use de-identified, aggregated data (with no caller PII or Customer-identifying details) to improve speech recognition, language models, and product analytics.
• Export. You may export your call log and lead records from the dashboard at any time during the term.
• Deletion. Within 30 days after termination we will delete Customer Data, except where retention is required by law. See the Privacy Policy for default retention windows.

The Service, including the Operavo agent, dashboard, models, prompts, documentation, and any feedback or improvements, is and remains the property of Optify and its licensors. We grant you a non-exclusive, non-transferable, revocable licence to use the Service during the term and for your internal business purposes only. All rights not expressly granted are reserved.

The Service interoperates with third-party platforms (such as Google Workspace, telephony carriers, SMS gateways, and large-language-model providers). Your use of those platforms is governed by their own terms. Optify is not responsible for their availability, accuracy, or actions, and we may discontinue an integration with reasonable notice if the third party changes its terms or pricing.

Operavo uses generative AI to converse, summarise, score, and propose next actions. AI output can be wrong, biased, or unexpected. You agree to:

• Review summaries and lead scores before acting on them.
• Not rely on Operavo for medical, legal, financial, or other professional advice.
• Apply your own human judgement before any high-stakes follow-up (refunds, contract terms, medical triage, etc.).

Except as expressly provided in a separately signed agreement, 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, non-infringement, accuracy of AI output, and uninterrupted operation. Some jurisdictions do not allow exclusion of implied warranties; in those jurisdictions our warranties are limited to the minimum extent permitted.

To the maximum extent permitted by law:

• No indirect damages. Neither party will be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost revenue, lost data, or business interruption, even if advised of the possibility.
• Cap. Each party’s total liability arising out of or related to these Terms will not exceed the fees you paid Optify for the Service in the twelve (12) months immediately preceding the claim.
• Carve-outs. The cap does not apply to your payment obligations, your breach of the Acceptable Use section, or either party’s indemnification obligations.

You will defend, indemnify, and hold harmless Optify, its affiliates, and personnel from any third-party claim arising out of: (a) your or your callers’ misuse of the Service, (b) your violation of any law or these Terms, (c) Customer Data infringing the rights of a third party, or (d) outbound messages you send through or as a result of the Service. Optify will defend, indemnify, and hold you harmless from any third-party claim that the Service, used as permitted by these Terms, infringes that third party’s intellectual property rights.

• Term. These Terms start when you accept them and continue until your subscription ends.
• Termination for convenience. Either party may terminate at the end of the current billing term with at least 14 days’ notice through the dashboard or email.
• Termination for cause. Either party may terminate immediately if the other materially breaches these Terms and does not cure within 30 days of written notice.
• Suspension. We may suspend access immediately for security risk, non-payment beyond 30 days, or violation of the Acceptable Use section.
• Effect. On termination your right to use the Service ends, accrued fees remain payable, and we delete Customer Data per the Privacy Policy.

We may update the Service and these Terms as the product evolves. Material changes will be announced in-product and by email to workspace admins at least 14 days before they take effect. Continued use after the effective date constitutes acceptance. If you object, cancel before the effective date and we will refund any pre-paid, unused fees on a pro-rata basis.

These Terms are governed by the laws of the State of Delaware, United States, without regard to conflict-of-laws principles. Each party submits to the exclusive jurisdiction of the state and federal courts located in New Castle County, Delaware, except that either party may seek injunctive relief in any court of competent jurisdiction to protect its intellectual property.

The parties will first attempt to resolve any dispute in good faith for 30 days through senior representatives of each side before starting formal proceedings. The U.N. Convention on Contracts for the International Sale of Goods does not apply.

• Entire agreement. These Terms, together with the Privacy Policy and any order-form-specific terms you sign, are the entire agreement between us about the Service.
• Assignment. You may not assign these Terms without our prior written consent; we may assign them in connection with a merger, acquisition, or sale of substantially all our assets.
• Severability. If any provision is unenforceable, the rest remain in effect.
• No waiver. Failure to enforce a right is not a waiver of that right.
• Force majeure. Neither party is liable for delay or failure caused by events beyond reasonable control.
• Notices. Legal notices to Optify must be sent to legal@optifyllc.com and to our registered office listed below.

• Sales & general. hello@optifyllc.com
• Billing. billing@optifyllc.com
• Legal & disputes. legal@optifyllc.com
• Security. security@optifyllc.com
• Mail. Optify LLC, 1007 N Orange St, 4th Floor, Suite #1382, Wilmington, DE 19801, United States