DFX Intelligence, Legal

Terms of Service

Last updated: July 12, 2026

These Terms of Service (the "Terms") are a binding legal agreement between you and Deal Flow Xchange Inc, a Delaware corporation that operates DFX Intelligence and The General ("DFX", "we", "us", or "our"). They govern your access to and use of our websites, applications, the AI operator product known as "The General", and all related services, features, and content (collectively, the "Services").

By creating an account, clicking to accept, completing checkout, or otherwise accessing or using the Services, you agree to these Terms and to our Privacy Policy, which is incorporated by reference. If you are entering into these Terms on behalf of a company or other entity, you represent that you have authority to bind that entity, and "you" refers to that entity. If you do not agree, do not use the Services.

PLEASE READ THESE TERMS CAREFULLY. THEY INCLUDE IMPORTANT LIMITATIONS ON OUR LIABILITY, DISCLAIMERS OF WARRANTIES, YOUR RESPONSIBILITY FOR YOUR DATA, YOUR OUTREACH, YOUR OUTBOUND CALLS AND USE OF ARTIFICIAL OR AI-GENERATED VOICE, YOUR TEXT AND SMS MESSAGING, YOUR SOLICITATION OF AND RESPONSES TO CUSTOMER REVIEWS AND RATINGS, THE SOFTWARE CODE, BUILDS, AND LOCAL COMPUTER COMMANDS THE SERVICES GENERATE OR RUN AT YOUR DIRECTION, AND THE AUTONOMOUS AND AUTOMATED ACTIONS YOU AUTHORIZE, AND A BINDING ARBITRATION AGREEMENT AND CLASS-ACTION WAIVER THAT AFFECT HOW DISPUTES ARE RESOLVED.

  1. 1. Eligibility and accounts

    You must be at least 18 years old and able to form a binding contract to use the Services. You are responsible for the accuracy of the information you provide and for all activity that occurs under your account, your team members' accounts, and any access links we issue.

    You are responsible for maintaining the security of your account credentials, multi-factor authentication, and any magic links or access tokens. Access links may be personal to a team member; you are responsible for distributing them appropriately and for all use under them. You must notify us promptly of any unauthorized access or use. We are not liable for any loss arising from your failure to safeguard your credentials.

  2. 2. The Services and what they are not

    The General is a software product that uses artificial intelligence to research, draft documents, organize work, communicate, and, where you connect accounts and configure the corresponding settings, take certain actions on your behalf, including on a recurring or autonomous basis. The Services are provided as a software tool. They are not a law firm, accounting firm, investment adviser, broker-dealer, financial planner, tax adviser, marketing or political consultant, or provider of professional advice of any kind, and no fiduciary, agency, employment, or advisory relationship is created by your use of the Services.

    Outputs are generated by automated systems and large language models and may be inaccurate, incomplete, outdated, fabricated, or unsuitable for your purpose. You are solely responsible for reviewing, verifying, and deciding whether and how to use any output. You must not rely on any output as professional, legal, financial, tax, medical, electoral, or other regulated advice. We do not guarantee any particular result, outcome, revenue, response, deliverable quality, accuracy, deliverability, or availability.

    Some features stage actions (such as emails, messages, calls, or updates to connected systems) for your review, and other features, when you enable them, act without per-action approval. You are responsible for the settings you choose and for the consequences of every action taken under them, whether you approve it individually or authorize it in advance.

  3. 3. Demos, trials, tours, and sample outputs

    We may offer interactive demonstrations, guided product tours, trials, business audits, sample reports, and other evaluation experiences (including voice-guided, in-browser, and phone-based demos, the interactive tour in which you drive the real product while The General guides you, and sample deliverables) so you can evaluate the Services before or apart from a paid subscription. These experiences are provided for illustration and evaluation only, on an AS-IS basis, may use sample, seeded, or placeholder data rather than live or verified results, are time-limited, and may be reset, wiped, or discontinued at any time without notice. Anything shown in a demonstration, tour, audit, or sample is an example of the kind of work the Services can produce; it is not verified, is not advice, and must not be relied upon for any decision.

    By requesting or taking part in a demonstration, tour, trial, or audit, you agree that the session, including your inputs, your interactions, and any microphone or call audio, may be recorded, transcribed, analyzed, stored, and used by us to operate, secure, and improve the experience and the Services and to follow up with you, and that we may contact you about DFX and the Services using the information you provide, subject to your ability to opt out of marketing messages. You must not submit confidential, regulated, or sensitive information, personal information about others, or anything you are not authorized to share, into any demonstration, tour, trial, or audit, and you are solely responsible for any information you choose to submit.

  4. 4. Subscriptions, fees, usage, and billing

    The Services are offered on a paid subscription basis plus usage-based charges. By subscribing you authorize us and our payment processor to charge your payment method on a recurring basis and for any usage, credits, seats, overages, taxes, and other amounts due.

    • +Subscription fees are billed in advance on a recurring monthly or annual basis and renew automatically until cancelled.
    • +Onboarding fees, where applicable, are applied as usage credits and are non-refundable.
    • +Usage of the Services consumes prepaid credits at a rate we set, which includes a markup over our underlying costs. Features described as having little or no per-run or per-action cost remain part of your paid subscription and are not free of the subscription fee. If your card is on file, we may automatically purchase additional credits when your balance runs low; if not, usage may pause until you add credits.
    • +Additional team seats, credit packs, and overages are charged as incurred or as described at purchase.
    • +All fees are exclusive of taxes, which you are responsible for, except taxes on our net income.

    You can review usage, update your payment method, download invoices, set a monthly spend cap, manage auto-recharge, pause activity, and cancel your subscription through the account and billing tools we provide, including a billing portal operated by our payment processor. Configuring these controls, including spend caps and send and automation settings, is your responsibility.

    ALL FEES, CHARGES, CREDITS, AND PAYMENTS ARE NON-REFUNDABLE, except where required by applicable law. Cancellation stops future renewals; it does not entitle you to a refund of fees already paid or credits already purchased, and unused credits may expire as described at purchase or upon termination.

    We may change our prices, plans, credit rates, or markups on a prospective basis. We will provide notice of material changes, and continued use after the change takes effect constitutes acceptance. If your payment fails, we may retry, suspend or limit the Services, and you remain responsible for amounts due plus any costs of collection.

  5. 5. Your data and connected accounts

    "Your Content" means the data, documents, instructions, business information, and credentials you provide or connect, and the data the Services access from accounts you connect (such as email, calendar, CRM, telephony, social, sending domains, or other tools), and the data the Services generate or collect at your instruction. As between you and us, you own Your Content.

    You grant us a worldwide, non-exclusive license to host, copy, process, transmit, and display Your Content, and to access and act within your connected accounts, solely as necessary to provide, secure, and improve the Services and to act on your instructions and settings. You represent and warrant that you have all rights, consents, and authority necessary to provide Your Content, to connect those accounts, to authorize the Services and The General to access and act on them, and to permit the processing of any personal data contained in or accessed through them.

    We encrypt the sensitive credentials you provide (such as connected-account passwords, app passwords, OAuth tokens, and API keys) using strong industry-standard encryption and decrypt them only server-side to perform the work you request. Although we apply reasonable technical and organizational measures, no method of transmission or storage is completely secure, and we do not warrant or guarantee that Your Content or credentials will be free from unauthorized access, loss, or misuse. You provide credentials and Your Content at your own risk.

    You are responsible for the accuracy and legality of Your Content and for maintaining your own backups. We are not responsible for any loss, deletion, or alteration of Your Content, or for any action taken in a connected account at your instruction, under your settings, or with your approval.

  6. 6. Data protection roles and personal data about others

    The Services process personal data. With respect to personal data about you and your team, we act as a controller as described in our Privacy Policy. With respect to personal data you provide or direct the Services to collect, source, enrich, store, or contact about third parties (such as your contacts, prospects, leads, donors, recipients, or counterparties), you are the controller or business and we act as your processor or service provider, processing such data only on your documented instructions to provide the Services.

    You represent and warrant that you have a valid legal basis and all required rights, notices, and consents to collect and process such personal data and to direct us to do so, including for sourcing, enrichment, profiling, and outreach. You are responsible for responding to data-subject requests; we will provide reasonable assistance as required by applicable law. Where applicable data-protection law requires a data processing agreement, the data processing terms we make available are incorporated into these Terms.

  7. 7. Acceptable use

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

    • +violate any law, regulation, or third-party right, including privacy, publicity, intellectual property, anti-spam (such as CAN-SPAM and CASL), telemarketing and calling (such as the TCPA), recording and wiretap laws, data protection (such as GDPR, UK GDPR, ePrivacy, or CCPA/CPRA), election and campaign-finance, securities, or consumer-protection laws;
    • +send spam, unsolicited or unlawful communications, or messages without a required lawful basis or consent, or contact anyone on a suppression or do-not-contact list;
    • +send any text or SMS/MMS message without the prior express (or, for marketing texts, prior express written) consent required by law, or in violation of the TCPA and FCC rules, the CTIA Messaging Principles and Best Practices, wireless-carrier requirements, or A2P 10DLC or toll-free registration and use-case rules, or in violation of quiet-hours or message-frequency limits, or without providing required opt-in disclosures and honoring STOP, HELP, and other opt-out and help keywords immediately;
    • +solicit, gate, write, publish, exchange, or incentivize fake, false, misleading, or deceptive reviews, ratings, testimonials, or endorsements, selectively solicit reviews only from customers expected to be favorable, fail to disclose a material connection or incentive, or otherwise violate the Federal Trade Commission's rules or guidance on reviews and endorsements or the review, rating, or content policies of any platform;
    • +place any outbound telephone call, robocall, or call using an artificial, prerecorded, synthetic, or AI-generated or cloned voice, or using an autodialer, without the prior express or prior express written consent required by law, to any number on the National Do-Not-Call Registry or your internal do-not-call list, outside permitted calling hours, with spoofed or inaccurate caller identification, or without required caller identification and any required disclosure that the recipient is speaking with an automated or artificial-intelligence system;
    • +engage in fraud, deception, harassment, defamation, discrimination, or harm to any person;
    • +use the Services for high-risk activities, regulated financial, legal, medical, or electoral advice, or any use requiring a license, registration, or authorization you do not hold;
    • +upload malware, attempt to gain unauthorized access, probe or test our systems, or circumvent usage, security, or rate limits;
    • +access, automate, or take action in any third-party system, account, or website that you are not authorized to use or in a manner that violates that third party's terms;
    • +reverse engineer, scrape, resell, or build a competing product from the Services or their outputs except as permitted by law;
    • +input or generate content that is illegal, infringing, deceptive, or that you do not have the right to use, or use outputs in a manner that misrepresents them, or that misrepresents AI-generated or AI-assisted content as human-created where prohibited.

    You are solely responsible for your use of the Services and for ensuring that any communications, outreach, automations, or actions you direct, configure, authorize, or approve comply with all applicable laws and the policies of any platform or recipient. We may investigate suspected violations and may suspend or terminate access, remove content, or report unlawful activity, with or without notice.

  8. 8. Outreach and communications

    Where you use the Services to draft, schedule, or send communications, or to act in your connected accounts, you are the sender and the responsible party. You are solely responsible for obtaining any required consents, honoring opt-outs and do-not-contact requests, providing required disclosures and identification, and complying with all applicable communication, marketing, calling, recording, and privacy laws.

    DFX AND THE GENERAL TAKE NO RESPONSIBILITY FOR THE CREATION OR SENDING OF ANY COMMUNICATION. Any message, email, reply, call script, voicemail, sequence, post, or other communication that the Services generate is an automated draft or automated action that you are responsible for, and DFX is not responsible for its content, accuracy, tone, claims, recipients, timing, or compliance. No communication is sent and no outward action is taken except in accordance with the sending and automation behavior you explicitly configure and authorize.

    When you connect a sending account, phone line, social channel, or other outbound channel, you choose and authorize how the General may act, for example: prepare drafts only (nothing is sent), stage each communication for your approval before it sends, or send communications you have authorized automatically within limits you set. You may change this setting at any time. By selecting a setting that permits sending or automated action, and by connecting the account, you expressly authorize the Services and The General to send communications and take the corresponding actions on your behalf under that setting, and you accept sole responsibility for them. You represent that you are authorized to send from the address, number, domain, or account you connect.

    Where you connect social media accounts and authorize publishing, the Services may create, schedule, and publish posts and other content to those accounts on your behalf. You are the publisher of record and are solely responsible for the content, its accuracy, its legal compliance, and compliance with each platform's terms. We are not responsible for any published content, for platform enforcement actions, or for account restriction, suspension, or termination arising from your use.

    Cold and bulk outreach carry specific legal obligations, and you bear them. If you conduct outbound, cold, or bulk outreach, whether by email, text or SMS/MMS message, chat, social message, or telephone call, you are the sender or caller of record and are solely responsible for compliance with anti-spam, telemarketing, texting, calling, and marketing laws (including CAN-SPAM, CASL, the TCPA and FCC rules, the CTIA messaging guidelines and wireless-carrier and A2P/10DLC requirements, the Telemarketing Sales Rule, state "mini-TCPA" laws, and GDPR/ePrivacy), including having the lawful basis or consent required for the channel (and, for calls using an artificial or AI-generated voice or an autodialer, or for marketing text messages, the prior express written consent required by the TCPA and FCC rules, as described in "Outbound calls, AI and synthetic voice, and robocalling" and "Text messages and SMS/MMS"), using accurate routing, header, and caller-identification information, clearly identifying yourself, providing and honoring a functioning opt-out, maintaining and honoring suppression, do-not-contact, and do-not-call lists, and sending or calling only from addresses, numbers, domains, and accounts you are authorized to use. Suppression and unsubscribe tools, dedicated sending-domain guidance, authentication checks, warm-up, daily caps, reply detection, and other deliverability and safety features are provided to assist you and on an as-is basis. We do not warrant deliverability, inbox placement, response rates, or that any feature ensures legal compliance, and we are not responsible for blocklisting, domain or sender-reputation harm, account suspension, recipient complaints, or regulatory exposure arising from your outreach.

    We are not responsible for the creation, content, timing, deliverability, delivery failures, recipients, or consequences of any communication or action you direct, configure, authorize, or approve. You are responsible for monitoring the communications and actions taken under the settings you enable.

  9. 9. Autonomous operation, Autopilots, and Missions

    The Services can operate continuously and, where you enable it, autonomously. Features including recurring routines ("Autopilots"), multi-step objectives ("Missions"), automatic inbox handling, scheduled campaigns, and auto-send may research, source, draft, communicate, and take actions in your connected accounts on a schedule or in response to events, without further prompting from you, until you change the setting, pause, or disable them.

    By enabling any Autopilot, Mission, automatic inbox handling, auto-send, or any other setting that permits the Services to act without your per-action approval, you authorize the Services and The General to act autonomously on your behalf within those settings, and you accept sole responsibility for all resulting actions, communications, and consequences. This includes actions taken outside your working hours and actions you did not individually review.

    You are responsible for monitoring autonomous activity and for configuring appropriate guardrails, including rules, spend caps, daily limits, send modes, and approvals. You can pause all paid activity at any time. We do not guarantee the timing, frequency, accuracy, completeness, or outcome of any autonomous activity, and we are not liable for actions the Services take within the settings you authorized.

  10. 10. Email, calls, voice, meetings, and recordings

    If you connect a mailbox, you authorize the Services to read, analyze, classify, triage, summarize, and draft replies to incoming and outgoing email, and, under your settings, to send email as you. If you enable telephony or voice features, you authorize the Services to place and receive calls and to use an artificial, synthetic, or AI-generated voice on your behalf, including outbound calls placed by The General as described in the section titled "Outbound calls, AI and synthetic voice, and robocalling" below. Voice features may include an in-app or in-browser voice assistant or guide that, while active, captures and transmits your microphone audio to provide a spoken, interactive experience and to perform the work you request; voice usage is metered by duration and billed as usage. If you enable the meeting assistant, you authorize it to join your video meetings.

    Calls and meetings may be recorded, transcribed, summarized, and stored to provide the Services. YOU ARE SOLELY RESPONSIBLE FOR PROVIDING ALL LEGALLY REQUIRED NOTICES AND OBTAINING ALL LEGALLY REQUIRED CONSENTS from call participants, meeting attendees, and other affected individuals before any call, recording, transcription, or meeting capture, including under all-party and two-party consent, wiretap, eavesdropping, and privacy laws in every applicable jurisdiction. We provide functionality, not legal compliance, and we are not responsible for your failure to obtain required notices or consents.

  11. 11. Outbound calls, AI and synthetic voice, and robocalling

    Where you enable and configure it, The General can place outbound telephone calls on your behalf using an artificial, synthetic, prerecorded, or AI-generated or AI-cloned voice, including for sales, discovery, qualification, appointment-setting, follow-up, surveys, and other outreach. This is a powerful capability that is subject to strict laws. When you enable outbound calling, YOU are the "caller," the initiator, and the party making or initiating each call for all legal purposes, including under the Telephone Consumer Protection Act ("TCPA") and its implementing rules. DFX and The General provide the calling technology only; you decide who is called, when, why, and what is said, and you alone are responsible for every call and its consequences.

    OPT-IN ONLY. You may direct or authorize the Services to call only individuals who have given YOU the prior express consent required by law for the specific type of call being made, at the specific number being called, and by an artificial or AI-generated voice or automated system. For any telemarketing, sales, advertising, or promotional call placed with an artificial, prerecorded, or AI-generated voice, or using an automatic telephone dialing system, this means prior express WRITTEN consent from the called party, and you must be able to prove it. Each time you direct, schedule, authorize, or enable an outbound call, you represent and warrant that the called party has affirmatively opted in to being contacted by you at that number by that method, that the opt-in covers artificial or AI-generated voice calls, and that the consent has not been revoked. YOU MUST NOT USE THE SERVICES TO CALL ANY PERSON WHO HAS NOT OPTED IN.

    You acknowledge that under the Federal Communications Commission's February 2024 declaratory ruling, calls that use AI-generated or cloned voices are treated as using an "artificial or prerecorded voice" under the TCPA and require the same prior express, and for telemarketing prior express written, consent. Consent obtained for one purpose or by one channel does not authorize calls of another type.

    You are solely responsible for complying with all federal, state, local, and foreign laws governing outbound calls, robocalls, autodialing, and artificial or AI-generated voice, including without limitation: the TCPA and FCC rules; the Telemarketing Sales Rule and state telemarketing and "mini-TCPA" laws (such as Florida's FTSA and the laws of Oklahoma, Washington, and other states); the National Do-Not-Call Registry and your own internal do-not-call and suppression lists; federal and state calling-time restrictions (generally 8:00 a.m. to 9:00 p.m. in the called party's local time); accurate, non-spoofed caller identification and applicable caller-ID and STIR/SHAKEN requirements; any requirement to identify yourself and your business at the start of the call; any legally required disclosure that the person is speaking with an artificial-intelligence, automated, or synthetic-voice system (including state "bot" and AI-disclosure laws); call-recording notice and consent; and prompt honoring of opt-out, revocation, and do-not-call requests, including revocation communicated by any reasonable means during a call. You must maintain records of consent and honor revocation within the time the law requires.

    Any gating, pre-authorization, suppression, calling-window, consent-capture, and disclosure controls we may provide are tools to assist you and are provided on an AS-IS basis. They are not legal advice, do not ensure compliance, and do not shift any responsibility to us. You must configure and use them, and independently verify your own compliance, before placing any outbound call. We do not warrant that any call, voice, script, or disclosure complies with any law.

    DFX AND THE GENERAL TAKE NO RESPONSIBILITY FOR ANY OUTBOUND CALL PLACED THROUGH THE SERVICES, including its placement, timing, recipient, script, content, voice, disclosures, consent, or consequences, and are not responsible or liable for any claim, penalty, fine, statutory damages (including the per-call and per-violation damages available under the TCPA and state law), settlement, or regulatory or enforcement action arising from calls you direct, authorize, configure, schedule, or enable. You assume all such risk and you will defend and indemnify us for it as set out below. Because the TCPA and similar laws impose significant statutory penalties per call, you should obtain your own legal advice before conducting any outbound calling campaign.

  12. 12. Text messages and SMS/MMS

    Where you enable and configure it, the Services can send and receive text messages (SMS and MMS) on your behalf, including appointment reminders and confirmations, replies to inbound texts, follow-ups, review-link and other requests, and other messages, to the numbers you or your customers provide. When a text message is sent through the Services at your direction or under your settings, YOU are the sender, message originator, and responsible party for all legal purposes. DFX and The General provide the messaging technology only; you decide who is texted, when, why, and what is said, and you alone are responsible for every message and its consequences.

    Text messaging is subject to strict laws and to wireless-carrier and industry requirements, and you bear them. You may direct or authorize the Services to text only individuals who have given YOU the prior express consent required by law for the type of message being sent at the number being texted, and, for any marketing, promotional, or advertising text, the prior express WRITTEN consent required by the TCPA and FCC rules, and you must be able to prove it. You are solely responsible for complying with all laws and standards governing text messaging, including without limitation: the TCPA and FCC rules; the CTIA Messaging Principles and Best Practices; wireless-carrier requirements and A2P 10DLC and toll-free registration, brand and campaign vetting, and approved use-case rules; the Telemarketing Sales Rule and state telemarketing and "mini-TCPA" laws; the National Do-Not-Call Registry and your own suppression and do-not-contact lists; quiet-hours and message-frequency limits; providing clear opt-in disclosures (including program or business name, the purpose and frequency of messages, and that message and data rates may apply, with links to applicable terms and privacy notices); and providing and immediately honoring STOP, END, UNSUBSCRIBE, and other opt-out keywords and HELP responses. You must obtain and retain records of consent and honor opt-out and revocation immediately.

    You are solely responsible for the content, accuracy, and legality of every text message the Services send at your direction or under your settings, for ensuring your messaging use case, sender identity, and content match any brand, campaign, or number registration you have made, and for not sending prohibited, restricted, or age-gated content. Wireless carriers and messaging providers may filter, block, throttle, suspend, or terminate messaging traffic, numbers, or campaigns, and may impose fees or penalties, based on content, volume, complaint rates, consent, or registration status, in their sole discretion. We do not warrant deliverability, that any message will be delivered, or that any feature ensures legal or carrier compliance.

    DFX AND THE GENERAL TAKE NO RESPONSIBILITY FOR ANY TEXT MESSAGE SENT OR RECEIVED THROUGH THE SERVICES, including its content, recipients, timing, consent, opt-outs, or consequences, and are not responsible or liable for any claim, penalty, fine, statutory damages (including the per-message and per-violation damages available under the TCPA and state law), settlement, carrier action, number or campaign suspension, or regulatory or enforcement action arising from messages you direct, authorize, configure, schedule, or enable. Any consent-capture, opt-out keyword, quiet-hours, frequency, and suppression controls we may provide are tools to assist you, are provided on an AS-IS basis, are not legal advice, do not ensure compliance, and do not shift any responsibility to us. You assume all such risk and will defend and indemnify us for it as set out below.

  13. 13. Reviews, ratings, testimonials, and reputation

    Where you enable them, the Services include features that request reviews and ratings from your customers (for example, by asking recent customers to leave a review and by offering a review link by message, text, email, or during a call), and that draft and, under your settings, publish responses to reviews on third-party platforms (such as Google) on your behalf. When you use these features, you are the party soliciting the reviews and publishing the responses, and you are solely responsible for them.

    You are solely responsible for ensuring that your solicitation of reviews and your review responses comply with all applicable laws and with the policies of each review platform, including the Federal Trade Commission's rules and guidance on consumer reviews, endorsements, and testimonials (including the prohibitions on fake, false, or misleading reviews, on suppressing or manipulating reviews, and on providing compensation or incentives in exchange for reviews without the required disclosure) and each platform's own rules, which may prohibit selectively soliciting reviews only from customers you expect to be favorable ("review gating"), incentivized reviews, or automated or bulk posting. You are responsible for the truthfulness and substantiation of any statement in a review or response, for any material connection or incentive disclosure, and for any legally required disclosure that a response is automated or AI-generated.

    Review requests and responses that the Services generate are AI-assisted drafts or automated actions that you are responsible for. We are not responsible or liable for any review solicited, any response drafted or published, the accuracy, tone, or compliance of either, or for any platform enforcement action, content removal, rating impact, account restriction, suspension, or termination, or regulatory action arising from your use of these features. We do not warrant that any review will be received or published, or that any feature ensures compliance with any law or platform policy.

  14. 14. Website concierge, front desk, and captured leads

    The Services include a website concierge widget, front desk, and chat and voice assistants that, where you deploy them, interact autonomously with your website visitors and callers, answer questions about your business, gate and route inquiries, and capture leads. When you deploy these features on your own site, domain, or phone line, you are the operator and the responsible party for every interaction they have with your visitors and customers.

    You are solely responsible for the accuracy of the information you configure the assistant to convey, for the statements, representations, quotes, commitments, and disclosures it makes to your visitors and callers, for providing any legally required notice that they are interacting with an automated or artificial-intelligence system, and for any recording notices and consents. Outputs of these assistants are AI-generated and may be inaccurate or unsuitable. We are not responsible or liable for anything the concierge, front desk, or assistant says, promises, or does, for the leads or data captured, or for any consequence to your visitors, callers, or business.

  15. 15. Contact-data sourcing and enrichment

    Where you enable sourcing and enrichment, the Services identify and collect contact and company information from publicly available sources and from third-party data-enrichment providers (such as contact-discovery and email-finding services) and write it into your workspace, CRM, and connected tools at your instruction. Contact data obtained this way may be inaccurate, outdated, or incomplete, and email addresses and other details may be inferred or unverified. We do not warrant the accuracy, completeness, deliverability, or lawful availability of any sourced or enriched data.

    You are solely responsible for the lawful collection, storage, and use of contact data about third parties, including having a valid legal basis and providing any required notices, and for complying with all applicable data-protection, anti-spam, and marketing laws before contacting any person whose information the Services source or enrich. You must not use the Services or any sourced data in a manner that violates the terms of any source or provider.

  16. 16. CRM and connected-tool writes

    Where you connect a CRM (such as HubSpot) or other third-party tools using API keys or authorized connections you provide, you authorize the Services to read from and write to those systems on your behalf, including creating and updating records, notes, and activities. You are responsible for the API keys and credentials you provide, for the scope of access you grant, and for the accuracy and consequences of any data written under your instruction or settings. We are not responsible for data loss, overwrites, duplication, or other effects in your connected systems, or for any change those providers make to their APIs or terms.

  17. 17. Actions in your connected accounts and browser

    You may authorize the Services, including through a browser connection, to operate within your own logged-in sessions and connected accounts and to take actions a user could take, such as navigating, reading, entering and submitting data, and updating records in third-party tools, portals, and websites.

    You represent and warrant that you have the authority and right to grant such access, that your use complies with the terms, policies, and access controls of each third party, and that you remain responsible for everything done in those accounts. Some third parties restrict or prohibit automated or programmatic access; you are responsible for compliance with their terms, and we are not liable for any account limitation, suspension, termination, data loss, or other consequence arising from such use. Where credentials or sessions remain on your own device or systems, you are responsible for their security.

  18. 18. Connecting your computer and running local commands

    Where you enable it, you may connect your own computer or device to the Services and authorize The General to propose and, subject to the approval controls provided, run commands, scripts, and programs on that device on your behalf. These commands run on your own machine, under your own operating-system account and its permissions, with the access that account has to your files, networks, applications, and connected systems.

    Commands, scripts, and code the Services generate are produced by automated systems and may be incorrect, unsafe, or destructive, and may create, modify, move, delete, transmit, or expose data, install or change software, or make other changes to your device or connected systems. YOU ARE SOLELY RESPONSIBLE FOR REVIEWING EACH COMMAND BEFORE APPROVING IT AND FOR EVERYTHING THAT RUNS ON YOUR DEVICE OR SYSTEMS AS A RESULT OF THE SERVICES, whether you approve it individually or authorize it in advance. You are responsible for the security, configuration, and backups of your device, for limiting the access the local connection has, and for ensuring you are permitted to run what you approve. We provide this capability on an AS-IS basis and are not responsible or liable for any data loss, corruption, downtime, security incident, unintended change, or other consequence of any command, script, or program proposed, run, or facilitated through the Services on your device or systems.

  19. 19. Software builds, code, and repositories

    Where you enable engineering or build features, The General may write, modify, and generate software code, create branches and open pull requests in the source-code repositories you connect, and run your build, test, and continuous-integration pipelines on your behalf. You authorize these actions, and you remain responsible for the repositories, accounts, and pipelines you connect and for the scope of access you grant.

    Code and other output the Services generate are produced by automated systems and may contain errors, bugs, security vulnerabilities, insecure or non-compliant patterns, or material that is subject to third-party or open-source license terms, and may not be original, correct, or fit for your purpose. YOU ARE SOLELY RESPONSIBLE FOR REVIEWING, TESTING, SECURING, AND DECIDING WHETHER TO MERGE, DEPLOY, OR RUN ANY CODE THE SERVICES GENERATE, and for the operation, security, and licensing of your software and systems. We do not warrant that generated code is correct, secure, non-infringing, or suitable, and we are not responsible or liable for any defect, outage, data loss, security incident, infringement, license violation, or other consequence arising from code the Services generate or from any branch, pull request, build, merge, or deployment you accept.

  20. 20. Artificial intelligence and outputs

    The Services use third-party AI models, including from Anthropic and OpenAI, and may fail over between model providers to maintain availability. To generate outputs, take actions, and classify communications, your instructions, business context, connected-account data, message content, and documents are transmitted to these third-party providers for processing, as further described in our Privacy Policy. Outputs are probabilistic and generated by large language models that can and do produce errors, omissions, hallucinated or fabricated information (including invented facts, citations, names, and contact details), and content that may not be unique to you. You must independently verify any facts, figures, citations, contact details, legal, tax, medical, financial, or other statements, and any other material, before relying on, sending, publishing, or distributing them.

    We make no representation that outputs are accurate, complete, current, non-infringing, fit for a particular purpose, or compliant with any law or standard, and outputs do not constitute professional, legal, financial, tax, medical, or other regulated advice. You assume all risk arising from your use of outputs and from any action the Services take based on them.

  21. 21. Intellectual property

    We and our licensors own all right, title, and interest in and to the Services, including all software, models, technology, designs, and content we provide, and all related intellectual property. Except for the limited right to use the Services under these Terms, no rights are granted to you.

    Subject to your compliance with these Terms and payment of fees, you may use the deliverables the Services generate for you for your internal business purposes. As between you and us, you own the deliverables produced specifically for you, excluding our underlying technology, templates, and any third-party materials.

    If you provide feedback or suggestions, you grant us a perpetual, irrevocable, royalty-free license to use them without restriction. We may collect and use aggregated and de-identified data derived from use of the Services to operate, secure, analyze, and improve our products.

  22. 22. Third-party services and sub-processors

    The Services rely on third-party providers, including for AI models, payment processing, communications and email delivery, voice and telephony, meetings, hosting and databases, authentication, web analytics, sourcing data, and connected applications you choose. Your use of connected third-party services is governed by their terms, and we are not responsible or liable for them, for their availability, or for changes they make. We may add, change, or remove sub-processors and integrations.

  23. 23. Confidentiality

    Each party may receive non-public information of the other. The receiving party will use it only to perform under these Terms and will protect it with reasonable care. This does not apply to information that is public, independently developed, rightfully obtained, or required to be disclosed by law.

  24. 24. Disclaimer of warranties

    THE SERVICES AND ALL OUTPUTS ARE PROVIDED "AS IS" AND "AS AVAILABLE", WITH ALL FAULTS AND WITHOUT WARRANTY OF ANY KIND. TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, AND ANY WARRANTY ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

    WE DO NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, SECURE, ERROR-FREE, OR THAT OUTPUTS, COMMUNICATIONS, OR AUTONOMOUS ACTIONS WILL BE ACCURATE, TIMELY, DELIVERABLE, OR RELIABLE, OR THAT DEFECTS WILL BE CORRECTED. YOU USE THE SERVICES AT YOUR OWN RISK.

  25. 25. Limitation of liability

    TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT WILL DFX OR ITS AFFILIATES, OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, OR LICENSORS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, GOODWILL, BUSINESS, OPPORTUNITY, OR SENDER REPUTATION, OR FOR ANY COMMUNICATION SENT, ACTION TAKEN, OR NOT TAKEN BY THE SERVICES, ARISING OUT OF OR RELATING TO THE SERVICES OR THESE TERMS, EVEN IF ADVISED OF THE POSSIBILITY.

    OUR TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THE SERVICES OR THESE TERMS WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU ACTUALLY PAID TO US FOR THE SERVICES IN THE THREE (3) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100). THESE LIMITATIONS APPLY REGARDLESS OF THE THEORY OF LIABILITY AND ARE A FUNDAMENTAL BASIS OF THE BARGAIN.

    Some jurisdictions do not allow certain exclusions or limitations, so some of the above may not apply to you; in that case our liability is limited to the maximum extent permitted by law.

  26. 26. Indemnification

    You will defend, indemnify, and hold harmless DFX and its affiliates, officers, directors, employees, and agents from and against any and all claims, damages, liabilities, losses, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to: (a) Your Content and your connected accounts; (b) your use of the Services and any outputs; (c) any communication, outreach, call, text or SMS/MMS message, recording, review solicitation or response, social or website post, published content, concierge or front-desk interaction, or action you direct, configure, authorize, send, publish, or approve, including those taken autonomously under settings you enabled, and any code, branch, pull request, build, deployment, command, script, or program the Services generate, run, or facilitate on your systems, devices, or repositories at your direction or with your approval; (d) your collection, sourcing, enrichment, storage, processing, or contacting of personal data about any third party, and your use of contact data obtained through the Services; (e) your violation of these Terms or any law or third-party right, including anti-spam, telemarketing, calling, texting, robocalling, and autodialing laws (including the TCPA, FCC rules, the Telemarketing Sales Rule, the CTIA guidelines, wireless-carrier and A2P/10DLC and toll-free messaging requirements, and state calling, texting, and "mini-TCPA" laws), artificial-, synthetic-, and AI-generated-voice and AI-disclosure laws, do-not-call requirements, the Federal Trade Commission's rules and guidance on reviews, ratings, endorsements, and testimonials and any platform review or content policy, recording and wiretap, data-protection, consumer-protection, intellectual-property, and election laws, and the terms of any connected platform or provider; and (f) your negligence or willful misconduct.

  27. 27. Suspension and termination

    You may cancel at any time, effective at the end of the current billing period. We may suspend or terminate your access immediately if you breach these Terms, fail to pay, create risk or legal exposure, or if required by law or a provider. Upon termination, your right to use the Services ends, outstanding amounts become due, automations stop, and we may delete Your Content after a reasonable period. Sections that by their nature should survive termination will survive.

  28. 28. Changes to the Services and Terms

    We may modify, suspend, or discontinue any part of the Services at any time, and features may be offered on a beta or evolving basis. We may update these Terms from time to time; if we make material changes we will provide notice (for example, by posting the updated Terms with a new date or by email). Your continued use after the changes take effect constitutes acceptance. If you do not agree, you must stop using the Services.

  29. 29. Dispute resolution, arbitration, and class-action waiver

    Please read this section carefully; it affects your legal rights. These Terms are governed by the laws of the State of Delaware, the state of incorporation of Deal Flow Xchange Inc, without regard to its conflict-of-laws rules, except that the Federal Arbitration Act governs the interpretation and enforcement of the arbitration provisions.

    Except for claims that may be brought in small-claims court and claims for injunctive relief to protect intellectual property or confidential information, any dispute, claim, or controversy arising out of or relating to the Services or these Terms will be resolved by final and binding individual arbitration administered by a recognized arbitration provider, conducted in the English language. The arbitration will take place in Delaware or by remote means, and judgment on the award may be entered in any court of competent jurisdiction.

    YOU AND DFX AGREE THAT EACH MAY BRING CLAIMS ONLY IN AN INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, OR REPRESENTATIVE PROCEEDING. THE ARBITRATOR MAY NOT CONSOLIDATE MORE THAN ONE PERSON'S CLAIMS. YOU AND DFX EACH WAIVE ANY RIGHT TO A JURY TRIAL. Any claim must be brought within one (1) year after it arises, or it is permanently barred to the extent permitted by law.

  30. 30. General

    These Terms and the Privacy Policy are the entire agreement between you and us regarding the Services and supersede all prior agreements. If any provision is held unenforceable, it will be modified to the minimum extent necessary and the remaining provisions will remain in effect. Our failure to enforce a provision is not a waiver. You may not assign these Terms without our consent; we may assign them freely. We are not liable for any delay or failure to perform due to causes beyond our reasonable control (force majeure). Notices to you may be given by email or by posting in the Services.

    Questions about these Terms may be sent to hello@dfxintel.com.