Terms of Service

1. Agreement to Terms

These Terms of Service ("Terms") govern your access to and use of the services provided by BoltDesk LLC ("BoltDesk AI," "we," "us," or "our"), including the website boltdesk.ai and all associated AI-powered call answering, lead qualification, appointment booking, follow-up automation, review management, and CRM tools (collectively, the "Service").

By subscribing to or using the Service, you ("Client," "you," or "your") agree to be bound by these Terms. If you do not agree, do not use the Service.

2. Description of Service

BoltDesk AI provides an AI-powered front office platform for service businesses. The Service includes:

• AI voice agents that answer inbound phone calls on your behalf, 24/7.
• AI-powered chat agents for website visitor engagement.
• Automated lead qualification and data capture.
• Appointment booking integrated with your calendar.
• Automated follow-up sequences via SMS and email.
• No-show recovery automation.
• Google review request automation.
• CRM pipeline and lead management dashboard.
• Monthly performance reporting.
• White-labeled mobile application.

The Service operates as an intake and communication automation platform. It does NOT provide legal advice, medical advice, case management, billing, document management, or any professional services. BoltDesk AI is a technology provider, not a law firm, healthcare provider, or professional services firm.

3. Eligibility

You must be at least 18 years old and have the legal authority to bind the business entity you represent. By subscribing, you represent that you have such authority and that all information provided during registration is accurate and complete.

4. Account Registration and Security

You agree to provide accurate, current, and complete information during registration and to keep your account information updated. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You must notify us immediately at help@boltdesk.ai if you suspect any unauthorized access to your account.

5. Subscription and Pricing

5a. Pricing

The Service is offered at a flat rate of $497 per month. This includes all features described in Section 2 with no per-call charges, no setup fees, and no usage caps on call volume.

We reserve the right to change pricing with 30 days' advance written notice. Any price change will take effect at the start of your next billing cycle following the notice period.

5b. Billing

Subscription fees are billed monthly in advance on the same date each month (your "billing date"). Payment is processed automatically via the payment method on file through our payment processor.

5c. Failed Payments

If a payment fails, we will attempt to process it again over the following 7 days. If payment cannot be collected after multiple attempts, your account may be suspended until payment is resolved. We will notify you by email of any payment issues.

5d. No Refunds

All fees are non-refundable. Because the Service is delivered digitally and resources are consumed immediately upon activation, we do not offer refunds for partial months, unused time, or any period during which the Service was available to you. If you cancel, your access continues through the end of the current billing period.

6. Cancellation

You may cancel your subscription at any time by contacting us at help@boltdesk.ai or through your account dashboard. Upon cancellation:

• Your Service will remain active through the end of the current billing period.
• No further charges will be made after the current billing period.
• Your account data (including call recordings, transcripts, and contact records) will be retained for 90 days after cancellation, after which it will be deleted in accordance with our platform provider's data deletion processes.
• You may request an export of your data prior to deletion by contacting help@boltdesk.ai.

There are no cancellation fees, early termination penalties, or long-term contracts.

7. Onboarding and Setup

Upon subscribing, you will complete an onboarding form providing necessary business details including but not limited to: business name, contact information, practice area(s) or service type(s), phone number, calendar preferences, and business hours. You agree that:

• All information provided is accurate and complete.
• You are authorized to forward your business phone number to a BoltDesk AI number.
• You are authorized to connect your business calendar to the Service.
• If you upload a past client list for review generation, you have the legal right to contact those individuals and they have not opted out of communications from your business.

We aim to have your account fully operational within 24-48 hours of receiving your completed onboarding form. Timelines may vary depending on responsiveness and calendar integration complexity.

8. AI Voice and Chat Agents

8a. Nature of AI Agents

The AI agents provided through the Service are artificial intelligence systems, not human beings. While designed to sound natural and professional, they are automated technology. We continuously improve our AI agents but do not guarantee they will handle every call or chat interaction perfectly.

8b. Call Recording

Calls handled by AI agents may be recorded and transcribed. Our system includes configurable call recording disclosure messages that can be set to play at the beginning of each call. You are responsible for:

• Enabling appropriate call recording disclosures for your jurisdiction.
• Ensuring compliance with all applicable federal, state, and local call recording laws, including one-party and two-party consent requirements.
• Understanding which states require two-party consent (including but not limited to California, Florida, Illinois, and Pennsylvania) and configuring disclosures accordingly.

BoltDesk AI provides the tools to enable recording disclosures but does not provide legal advice on which disclosures are required in your jurisdiction. Consult your own legal counsel for compliance guidance.

8c. No Legal, Medical, or Professional Advice

The AI agents are designed to collect information, qualify leads, and book appointments. They are programmed NOT to provide legal advice, medical advice, or any professional recommendations. However, AI systems can produce unexpected outputs. You acknowledge that:

• BoltDesk AI is not responsible for any statements made by the AI agent that could be construed as advice.
• You should regularly review call recordings and transcripts to ensure the AI is performing as expected.
• You are responsible for any reliance your callers place on information provided during AI interactions.

8d. AI Disclosure

If an End User (caller or chat user) directly asks whether they are speaking with a human or AI, the AI agent is programmed to truthfully disclose that it is an AI assistant. You agree not to modify this behavior to misrepresent the AI as a human being.

9. SMS and Email Communications

The Service sends SMS and email messages on your behalf, including appointment confirmations, reminders, follow-up sequences, and review requests. You agree that:

• You have appropriate consent from recipients to send these communications.
• You will comply with all applicable laws governing electronic communications, including the Telephone Consumer Protection Act (TCPA), CAN-SPAM Act, and any state-specific regulations.
• You will promptly honor all opt-out requests.
• BoltDesk AI provides opt-out mechanisms (STOP for SMS, unsubscribe for email) in all automated messages, but compliance with communication laws is ultimately your responsibility.

10. Client Responsibilities

You are responsible for:

• Ensuring all information provided during onboarding is accurate.
• Complying with all laws and regulations applicable to your business and industry, including but not limited to attorney advertising rules, bar association ethics requirements, HIPAA (if applicable), and state-specific consumer protection laws.
• Enabling appropriate call recording disclosures for your jurisdiction.
• Reviewing AI agent interactions (call recordings, transcripts, chat logs) periodically to ensure quality and accuracy.
• Notifying us promptly of any issues, errors, or concerns with the AI agent's performance.
• Maintaining appropriate professional liability insurance for your business.
• Obtaining any necessary consents from your clients or callers for data collection, recording, and automated communications.

BoltDesk AI is a technology platform. We do not provide legal compliance advice. You should consult with your own legal counsel regarding compliance with laws specific to your industry and jurisdiction.

11. Acceptable Use

You agree NOT to use the Service to:

• Violate any applicable law, regulation, or professional ethics rule.
• Transmit any content that is unlawful, defamatory, harassing, abusive, or otherwise objectionable.
• Send unsolicited communications (spam) to individuals who have not consented to receive messages from your business.
• Misrepresent the AI agent as a human being when directly asked by a caller.
• Interfere with or disrupt the Service or its infrastructure.
• Attempt to reverse-engineer, decompile, or extract the source code of any part of the Service.
• Use the Service for any purpose other than legitimate business communication and client intake.

We reserve the right to suspend or terminate your account for violations of this section.

12. Intellectual Property

12a. Our IP

The Service, including all software, AI models, workflows, templates, designs, and content provided by BoltDesk AI, is owned by BoltDesk LLC and is protected by intellectual property laws. Your subscription grants you a limited, non-exclusive, non-transferable license to use the Service for your business during the subscription term. You may not copy, modify, distribute, sell, or create derivative works based on any part of the Service.

12b. Your IP

You retain ownership of your business data, including your business name, branding, client lists, call recordings, and any content you provide to the Service. By uploading content to the Service, you grant us a limited license to use that content solely to provide the Service to you.

12c. Feedback

If you provide suggestions, ideas, or feedback about the Service, you grant us the right to use that feedback for any purpose without compensation or obligation to you.

13. Data and Privacy

Our collection and use of personal information is described in our Privacy Policy at boltdesk.ai/privacy. By using the Service, you agree to our Privacy Policy.

You acknowledge that in the course of providing the Service, we process personal information of your End Users (callers, chat users, website visitors) on your behalf. With respect to End User data, you are the data controller and we are the data processor. You are responsible for ensuring you have a lawful basis for collecting and processing End User data through our Service.

14. Service Availability

We strive to maintain high uptime for the Service but do not guarantee uninterrupted availability. The Service may be temporarily unavailable due to:

• Scheduled maintenance (we will provide advance notice when possible).
• Unscheduled maintenance to address critical issues.
• Circumstances beyond our reasonable control (internet outages, third-party service provider issues, natural disasters, etc.).

We are not liable for any losses resulting from Service downtime.

15. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW:

• BOLTDESK AI IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.
• WE DO NOT WARRANT THAT THE AI AGENTS WILL PERFORM FLAWLESSLY, THAT ALL CALLS WILL BE HANDLED CORRECTLY, OR THAT THE SERVICE WILL MEET ALL OF YOUR REQUIREMENTS.
• IN NO EVENT SHALL BOLTDESK LLC, ITS OFFICERS, DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF REVENUE, LOSS OF PROFITS, LOSS OF BUSINESS, LOSS OF CLIENTS, OR LOSS OF DATA, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE.
• OUR TOTAL AGGREGATE LIABILITY FOR ANY CLAIMS ARISING OUT OF OR RELATED TO THE SERVICE SHALL NOT EXCEED THE TOTAL AMOUNT YOU PAID TO US IN THE THREE (3) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

16. Indemnification

You agree to indemnify, defend, and hold harmless BoltDesk LLC, its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising out of or related to:

• Your use of the Service.
• Your violation of these Terms.
• Your violation of any applicable law or regulation.
• Any claim by a third party (including your clients, callers, or End Users) related to communications sent through or interactions with the Service on your behalf.
• Your failure to obtain necessary consents for call recording, SMS, email, or data collection.
• Your failure to enable appropriate call recording disclosures for your jurisdiction.

17. Dispute Resolution

17a. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Wyoming, without regard to its conflict of law provisions.

17b. Arbitration

Any dispute arising out of or relating to these Terms or the Service shall be resolved through binding arbitration administered by the American Arbitration Association (AAA) in accordance with its Commercial Arbitration Rules. The arbitration shall be conducted in English. The arbitrator's decision shall be final and binding. Judgment on the arbitration award may be entered in any court of competent jurisdiction.

17c. Class Action Waiver

You agree that any dispute resolution proceedings will be conducted only on an individual basis and not in a class, consolidated, or representative action.

17d. Small Claims Exception

Either party may bring an individual action in small claims court for disputes within the court's jurisdictional limits.

18. Modifications to Terms

We may modify these Terms at any time. We will notify you of material changes by email at least 30 days before they take effect. Your continued use of the Service after the effective date of modified Terms constitutes your acceptance of the changes. If you do not agree with the modified Terms, you may cancel your subscription before the changes take effect.

19. Termination by Us

We may suspend or terminate your access to the Service at any time if:

• You violate these Terms.
• Your payment is more than 14 days overdue.
• We reasonably believe your use of the Service could create legal liability for us or harm other users.
• We are required to do so by law.

In the event of termination for cause, no refund will be issued. We will provide you with 30 days' notice of termination unless the termination is for a material breach requiring immediate action.

20. Miscellaneous

• Entire Agreement: These Terms, together with the Privacy Policy, constitute the entire agreement between you and BoltDesk LLC regarding the Service.
• Severability: If any provision of these Terms is found to be unenforceable, the remaining provisions shall continue in full force and effect.
• Waiver: Our failure to enforce any right or provision of these Terms shall not constitute a waiver of that right or provision.
• Assignment: You may not assign or transfer your rights under these Terms without our prior written consent. We may assign our rights freely.
• Force Majeure: We shall not be liable for any failure or delay in performing our obligations due to circumstances beyond our reasonable control, including but not limited to natural disasters, acts of government, internet or telecommunications failures, or third-party service outages.

21. Contact Us

If you have questions about these Terms, contact us at:

BoltDesk LLC
Email: help@boltdesk.ai
Website: boltdesk.ai