⚠️ Draft — not yet legally binding
This document is an internal first draft awaiting review and approval by ScaleLogix AI's CTO and legal counsel. It describes how the product works today, but it has not been reviewed by a lawyer and must not be relied on as a binding agreement or as a complete statement of your rights. Sections still needing a business or legal decision are marked ⚠️ REVIEW below.
Terms of Service
The rules for using ScaleLogix AI OS — what we provide, what we expect from you, and how the commercial relationship works.
Last updated: August 26, 2026Version terms-2026-08-26
1. The agreement
These terms govern your use of ScaleLogix AI OS — the platform, the agency dashboard, the client portal, the AI Revenue Audit, and the AI voice, chat, website, CRM, and outreach services delivered through them. By creating an account or using the platform, you accept these terms. If you are accepting on behalf of a company, you confirm you are authorised to bind it, and “you” means that company.
Our handling of personal data is described in the Privacy Policy, which forms part of this agreement.
⚠️ Review
Confirm the contracting legal entity (registered name, company number, registered address) and whether a separate Master Services Agreement or order form takes precedence over these terms for larger customers. Also decide whether acceptance is click-through at signup, and whether a returning user must re-accept when the version changes.
2. What the service does
ScaleLogix AI OS is infrastructure an agency operates under its own brand. It provisions and manages AI voice and chat agents, generates and publishes marketing websites, deploys automation workflows, connects to your CRM, and reports on the result. Capabilities are organised into packages that an agency installs onto its own workspace or onto a client's.
The platform is deliberately built to orchestrate the tools you already use rather than replace them. Several core functions therefore depend on accounts you connect yourself — see section 10.
We improve the platform continuously. We may add, change, or remove features. Where a change materially reduces functionality you rely on, we will give notice.
3. Accounts and access
Access is by invitation. Self-service signup is closed: prospective customers request access, and accounts are created by us or by an administrator of an existing organisation. You are responsible for the accuracy of the information you give us, for the security of your credentials, and for everything done under your account.
Accounts are personal to the individual. Do not share logins. Where your organisation has administrators, they can invite, re-role, and remove members, and can see the workspaces within their scope. Remove access promptly when someone leaves your team.
4. Your responsibilities for customer data
The platform is multi-tenant: ScaleLogix serves agencies, agencies serve business clients, and those clients serve consumers. For the data you load into or generate through the platform about your clients and their customers, you are responsible and we act on your instructions. That means you must:
- have a lawful basis for collecting and processing the personal data you put into the platform, and for the outreach you run through it;
- give the notices and obtain the consents your jurisdiction requires — including consent to record calls, where required;
- have the necessary agreements in place with your own clients to allow you to process their customers' data through the platform and through the third-party services it connects to;
- respond to privacy requests from the individuals whose data you control, and tell us if you need our help to do so;
- not upload data you are not permitted to share, and not use the AI agents in a regulated context without the additional controls that context requires.
⚠️ Review
These obligations belong in a Data Processing Agreement with defined processor commitments, sub-processor terms, and liability allocation. No DPA exists today. Decide whether one is offered, to which customer tiers, and whether it is incorporated here by reference.
5. Acceptable use
You must not use the platform to:
- break the law, infringe anyone's rights, or help anyone else do either;
- send unsolicited or deceptive communications, or run outreach that breaches marketing and telemarketing rules — including the rules governing automated calls and prior consent;
- impersonate a person or organisation, or configure an AI agent to deny being an AI when asked;
- generate or distribute content that is unlawful, harassing, deceptive, or that infringes intellectual property;
- attempt to gain access to another tenant's data, probe or test the security of the platform without our written permission, or interfere with its operation;
- reverse engineer the platform, scrape it, or resell access to it outside the white-label rights your plan grants;
- upload malicious code, or use the platform to store or transmit it;
- breach the terms of a connected third-party service — including the terms and automation policies of the CRM, email, voice, and social platforms the product integrates with.
Automated agents amplify mistakes. A misconfigured campaign or voice agent can contact thousands of people before anyone notices, so treat the compliance of what you deploy as your own responsibility, not the platform's.
⚠️ Review
Decide whether to publish a separate, more detailed Acceptable Use Policy that can be updated without re-versioning these terms, and whether specific regimes should be named explicitly (TCPA, CAN-SPAM, CASL, GDPR/ePrivacy) or referenced generically as they are above.
6. AI-generated output
Large parts of the product are generative: websites, site copy, assistant answers, call summaries, audit reports, and document summaries are produced by AI models. AI output can be wrong, incomplete, or misleading, and it can be confidently wrong. It is provided as a starting point, not as a finished product.
You must review AI-generated output before you publish it, send it to a customer, or act on it. In particular, an AI Revenue Audit report is a business-analysis aid, not professional, legal, financial, or tax advice, and a generated website is your published statement about your business once you put it live.
7. Ownership
Ours
The platform, its software, its workflow and site templates, its package definitions, the ScaleLogix name and brand, and everything we create in operating the service remain ours. Your plan grants you a limited, non-exclusive, non-transferable right to use the platform while your subscription is active — including, where your plan provides it, the right to present the service to your clients under your own brand. No other rights are granted.
Yours
The content and data you bring — your brand assets, your knowledge-base content, your client and customer records, your documents — remain yours. You grant us the licence we need to host, process, transmit, and display that content in order to provide the service, including sending it to the third-party providers listed in the Privacy Policy.
⚠️ Review
Unresolved and important: nothing in the product states who owns the website code and copy generated by the AI website builder. This needs a decision, and it interacts with an operational fact — generated sites are pushed to repositories in a ScaleLogix-controlled source-control organisation and deployed to ScaleLogix-controlled hosting projects, so even a clean grant of ownership to the customer leaves the question of whether they receive the repository, and what happens to a published site when the subscription ends. Recommend assigning ownership of generated output to the customer while retaining ownership of the underlying templates and generator, but this is a commercial call.
8. Plans, billing, and renewal
Paid plans are billed as recurring subscriptions through Stripe. Payment details are entered on Stripe's own hosted checkout and managed in Stripe's billing portal — we never receive or store your card number. Your subscription renews automatically for successive periods until it is cancelled.
You can cancel at any time from the billing portal. When a subscription ends, the organisation reverts to the entry-level plan and the capabilities of your former tier stop being available. Changing plans takes effect through the same billing portal.
⚠️ Review
Nothing in this section may be extended without a decision, because none of it is implemented: there is no free trial, no refund process, no custom proration, no failed-payment grace period, and no downgrade-at-period-end behaviour in the billing code — a cancellation takes effect immediately when the payment provider reports it. Decide and then state: trial length if any, the refund policy, whether cancellation runs to the end of the paid period, the dunning process for failed payments, notice period for price changes, taxes, and currency. Also note that platform administrators can grant a plan without payment for support purposes.
9. Usage limits and fair use
Each plan is sized for a level of use. We measure AI consumption per organisation and may contact you if usage is far beyond what your plan anticipates. Requests to the platform are rate-limited to keep the service stable for everyone, and abusive or automated traffic may be throttled or blocked.
⚠️ Review
Decide whether published plan allowances — AI usage, voice minutes, call volume, and seat counts — are contractual limits or indicative figures, and what happens when one is exceeded (overage billing, a hard stop, or a conversation). Today those figures are tracked or displayed but not enforced, so the terms should not describe them as hard caps unless enforcement is switched on first.
10. Third-party services and your credentials
Much of the platform's value comes from connecting the accounts you already hold — your CRM, your automation instance, your outreach tools, your document storage, your messaging workspace. When you connect one, you authorise us to act on that account on your behalf, and your use of that service stays governed by your agreement with its provider. We are not responsible for a third-party service's availability, its pricing, its terms, or what it does with the data it holds.
Credentials you store with us are encrypted at rest. You are responsible for the permissions you grant, for rotating keys when appropriate, and for revoking them when you stop using the platform. Some capabilities cannot function without a connected account, and a missing or expired credential will stop the corresponding feature from working.
11. Availability and support
We work to keep the platform available and to fix faults promptly, but the service is provided on an as-available basis. Planned maintenance, faults in third-party providers, and events outside our control can all interrupt it. Some functions depend on external services — voice, telephony, CRM, hosting, and AI providers — and an outage at one of them can interrupt the platform even when our own systems are healthy.
⚠️ Review
No service level agreement exists, and no uptime figure, support response time, or credit scheme should be stated until one does. Decide whether an SLA is offered at all, to which tiers, and whether it is a separate document referenced from here.
12. Suspension and termination
You may stop using the platform at any time by cancelling your subscription. We may suspend or terminate access if you materially breach these terms, if payment fails, if your use threatens the security or stability of the platform or another customer, or if we are required to by law. Where circumstances allow, we will warn you first and give you a chance to put things right.
On termination, your right to use the platform ends. Deployed integrations that run in your own connected accounts are not automatically removed — disconnect or revoke them yourself if you no longer want them running.
⚠️ Review
Decide the post-termination data position: how long data is retained before deletion, whether a customer can retrieve an export and by what means, and what happens to a published website and its deployed infrastructure. There is no self-service export today, and deletion is a manual administrative action, so any window promised here must be one operations can actually honour.
13. Disclaimers and liability
Except where the law says otherwise, the platform is provided “as is” without warranties of any kind. We do not warrant that it will be uninterrupted or error-free, that AI output will be accurate, or that it will produce any particular commercial result.
⚠️ Review
Liability terms must be drafted by counsel and are deliberately left incomplete. Decide the liability cap and its measurement period, the exclusion of indirect and consequential loss, the carve-outs that survive the cap (death or personal injury, fraud, breach of confidentiality, IP infringement, data protection breaches), and whether the customer indemnifies ScaleLogix for claims arising from their own outreach and content. Consumer-protection law limits some exclusions in several jurisdictions.
14. Changes to these terms
We may update these terms as the product and the law change. Every version carries a dated identifier, shown at the top and bottom of this page, which is recorded alongside your acceptance so it is always possible to establish which wording applied at a given time. Where a change materially affects your rights or obligations we will give notice before it takes effect, and continuing to use the platform after that point means you accept the new version.
⚠️ Review
Decide the notice mechanism and period for a material change, and whether continued use is sufficient acceptance or an explicit re-acceptance is required.
15. Governing law and disputes
⚠️ Review
Not drafted. Governing law, the exclusive jurisdiction or arbitration forum, the seat and rules of any arbitration, whether class actions are waived, and any pre-action escalation process all need to be chosen with counsel and matched to the contracting entity in section 1. No placeholder jurisdiction has been inserted, because a wrong one is worse than a visibly missing one.
16. General
These terms, together with the Privacy Policy and any order form or plan description that applies to you, are the entire agreement between us. If any provision is held unenforceable, the rest continues to apply. Our not enforcing a provision is not a waiver of it. You may not transfer this agreement without our consent; we may transfer it as part of a merger, acquisition, or sale of assets.
17. Contact
Questions about these terms, about your plan, or about anything else in this document are welcome — get in touch and we will respond.
⚠️ Review
Insert the contact address and the registered postal address for legal notices, and state how formal notice under this agreement must be given. Prefer a role mailbox over an individual's address, since it is published permanently.
Document version terms-2026-08-26. This identifier is recorded alongside your acceptance so we can show you exactly which wording you agreed to.