HaloSuite Terms of Service

Version 1.0. Effective Not yet effective — draft awaiting launch date.

These terms are an agreement between you and HaloSuite, a trade name of its operator, whose identity is kept on record and given where the law requires ("HaloSuite", "we", "us"). They cover your use of the HaloSuite app, website and support (together, the "Service"). Please read them. By creating an account or using the Service you agree to them.

The short version: HaloSuite is a free, invite-only beta. Halo, our AI, drafts emails, posts, texts, web pages and plans for your business. You review and approve what goes out, and you are responsible for what you approve. The AI runs on your own AI provider account, so those costs are yours. Things may break or change while we build. Do not use the Service to spam, deceive or break the law.

1. Who can use HaloSuite

• The Service is for businesses. You must use it for your business or work, not for personal, family or household purposes.
• You must be at least 18 years old.
• If you use the Service for a business, you confirm you are allowed to accept these terms for it. "You" then means you and that business.
• You may not use the Service if you are barred from receiving services under US law, including US sanctions.

2. The beta

• Invite only. You need an invite code to sign up. Invites are personal and may not be sold or shared.
• Free. The beta costs nothing. We will not charge you without first telling you the price and getting your clear agreement. A paid plan will come with its own terms that you will be asked to accept.
• Experimental and "as is". The Service is unfinished. Features may be missing, wrong, slow, changed or removed, and the Service may be unavailable at times. We do not promise any level of uptime or support response time.
• Your data. We work hard to keep your data safe (see the Privacy Policy), but a beta can lose or corrupt data. Keep your own copies of anything important.
• Confidentiality. Before using the beta you sign the Beta Confidentiality Agreement. It is part of these terms.
• Ending the beta. We may end the beta, or your participation in it, at any time. If we end the beta for everyone, we will try to give you at least 30 days' notice and a way to get your data out.

3. Your account

• You sign up with an invite code, verify your email address and set up two-factor authentication. Keep your password and second factor safe and do not share accounts.
• You are responsible for what happens under your account and for the people you invite to your workspace. Workspace owners decide who is a member and what they may do.
• Tell us right away at hello@halosuite.ai if you think your account has been misused.

4. Your content and your customers' data

• You own your content. "Your Content" means everything you or your team put into the Service or create with it: business details, contacts and leads, messages, files, drafts, AI conversations and outputs.
• What you let us do with it. You give us permission to host, copy, process, transmit and display Your Content only as needed to run the Service for you, to keep it secure, to follow the law and to support you when you ask. This permission ends when Your Content is deleted from the Service, except for copies we must keep as the Privacy Policy explains.
• Your customers' data. When Your Content includes personal information about your customers, leads or contacts, we process it on your behalf under our Data Processing Addendum, which is part of these terms.
• You have the rights you need. You confirm that you have the right to put Your Content into the Service and to have us process it, including any notices and consents the law requires from the people it is about.
• Do not upload sensitive data. Do not put government ID numbers, payment card numbers, bank account numbers, health records or children's data into the Service unless a feature is clearly built for it. Bank feeds connected through Plaid are read-only and are the exception.

5. AI features and approvals

• AI makes mistakes. Halo's drafts, plans, summaries and suggestions are generated by AI. They can be inaccurate, incomplete, out of date, biased, or similar to content produced for others. They are not legal, tax, financial, accounting or other professional advice.
• You review before anything goes out. HaloSuite is designed so that emails, texts, social posts, payment requests and other actions that leave HaloSuite wait for approval by you or your team, under the approval settings you choose. Read what you approve. Approving it is your decision.
• You are the sender. Anything sent, posted or published from your workspace is sent by you and your business, not by HaloSuite, even when Halo drafted it.
• Check before relying. Check facts, prices, claims, names and figures before you approve or rely on them. Do not let the Service make claims about your business that you cannot back up.
• No training on your content. We do not use Your Content to train AI models.

6. Your own AI provider key

• AI features run on an API key from an AI provider you choose (for example Anthropic or OpenAI), connected to your own account with that provider ("bring your own key").
• When Halo uses AI for you, the text and context it needs are sent to that provider under your account. Your agreement with that provider governs how it handles the data and what it charges.
• Provider costs are yours. You pay your provider directly. We are not responsible for provider charges, rate limits, outages, or the provider's decisions about your account.
• Spending caps and limits in HaloSuite are safety features to help you control cost. They are not a guarantee. Also set a spending limit with your provider.
• Keep your key private. You can remove or replace it at any time in your settings.

7. Connected services

• You can connect services such as Google (Calendar, Gmail, Sign-in), Meta (Facebook, Instagram), LinkedIn, X, QuickBooks, Plaid (read-only bank feeds) and Twilio. When you connect one, you authorize us to access it on your behalf as you choose and as its permission screen describes.
• Those services are run by other companies under their own terms and policies, which you must follow. We are not responsible for them, and they may change or stop working with HaloSuite at any time.
• You can disconnect a service at any time in HaloSuite and in that service's own settings.

8. Your messages must follow the law

When you use the Service to contact people, you are responsible for following every law and rule that applies to you and your messages, including:

• Email: the US CAN-SPAM Act and similar laws: honest sender details and subject lines, a valid postal address, and a working unsubscribe that you honor. HaloSuite is built to add an unsubscribe link and your business postal address to marketing email, to hold marketing email until you have entered that address, and to keep a suppression list of people who unsubscribed. You must keep your address accurate and must not work around these controls.
• Text messages: the Telephone Consumer Protection Act (TCPA), state telemarketing laws, carrier and CTIA rules, and US A2P 10DLC registration of your own brand and campaign in your own Twilio account. You need the recipient's consent before texting them, and stronger, written consent for marketing texts. Our SMS Program Terms and Opt-In Guide explains the basics.
• Social media and websites: each platform's rules, advertising and endorsement rules (including the FTC's rules on reviews and testimonials), and privacy and cookie laws for any tracking you add to your pages.
• Advertising: claims must be true and backed up.

Instant auto-replies to an inquiry someone sent you are treated in HaloSuite as service messages, not marketing, as long as they only answer the inquiry. If you add promotional content to an auto-reply, treat it as marketing.

9. Acceptable use

You must follow our Acceptable Use Policy, which is part of these terms. In short: no spam, no deception, no scraping or harvesting personal data, no illegal or harmful content, and no attacking or overloading the Service.

10. Support access

• HaloSuite has no in-app tool for staff to sign in to or browse your workspace. The people who operate HaloSuite's servers can technically reach the data stored on them. They look at your workspace's content only when that is needed to run, secure or support the Service (for example, to fix a problem you report), and only as far as needed.
• Staff do not approve or send anything on your behalf.
• Staff are bound by confidentiality duties. We may also access data where the law requires it or to protect the Service and its users from an urgent security threat; we will tell you when we do unless the law forbids it.

11. Our rights

• HaloSuite, including its software, design, prompts, brand and documentation, belongs to us and our licensors. We give you a limited, personal, non-transferable, revocable right to use the Service during the beta under these terms.
• You may not copy, resell, sublicense, reverse engineer or make derivative works of the Service, use it to build a competing product, or remove our notices.
• If you give us feedback, we may use it freely, as the Beta Confidentiality Agreement explains.

12. Suspension and ending

• You can stop at any time. You can stop using the Service, remove your connections and ask us to delete your account or workspace. Deletion follows the Privacy Policy, including a 30-day period in which you can change your mind.
• We may suspend or end your access if you break these terms or the Acceptable Use Policy, if your use creates a security, legal or deliverability risk (for example spam complaints or carrier warnings), if we must by law, or if we end the beta. Where it is reasonable and lawful, we will tell you first and give you a chance to fix the problem. We may act at once to stop serious harm, such as spam, fraud or an attack.
• Pausing outgoing actions. To protect people and the Service we may pause or refuse outgoing messages, posts or other actions that appear to break the law or these terms.
• After ending, the parts of these terms that by their nature should continue (for example ownership, confidentiality, disclaimers, limits of liability, indemnity and disputes) continue.

13. Disclaimers

To the fullest extent the law allows, the Service, including all AI output, is provided "as is" and "as available", without warranties of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy and uninterrupted or error-free operation. We do not promise that the Service will meet your needs, that AI output will be correct, or that messages will be delivered, opened or answered. Financial figures, forecasts and bank-feed summaries are for information only.

14. Limits on our liability

To the fullest extent the law allows:

• We are not liable for indirect, incidental, special, consequential, exemplary or punitive damages, or for lost profits, revenue, business, goodwill or data, even if we were told they were possible.
• Our total liability for all claims relating to the Service or these terms is limited to the greater of US $100 or the amount you paid us for the Service in the 12 months before the claim.
• These limits apply to every kind of claim (contract, tort including negligence, or otherwise). They do not limit liability that the law does not allow to be limited, such as liability for fraud.

Some places do not allow some of these limits, so they may not all apply to you.

15. Your responsibility to us

You will defend and indemnify HaloSuite and its owners, staff and contractors against third-party claims, and the resulting losses, fines and reasonable legal costs, that arise from: Your Content; messages, posts or other actions sent or published from your workspace; your breach of these terms or the Acceptable Use Policy; or your breach of law or of someone else's rights. We will tell you promptly about such a claim, let you control the defense (we may join with our own lawyer at our cost), and not settle it in a way that admits fault for you without your consent.

16. Disputes

• Talk to us first. Most problems can be fixed quickly. Before starting a legal claim, email hello@halosuite.ai and describe the problem; we will both try in good faith to resolve it within 30 days.
• Governing law. These terms are governed by the laws of the State of Delaware, United States, without regard to its conflict-of-laws rules.
• Where. Disputes go to the state or federal courts located in the State of Delaware, and we both agree to those courts' jurisdiction. Either of us may instead bring an individual claim in small-claims court where it qualifies.
• Individually. To the extent the law allows, claims are brought only individually, not as a plaintiff or class member in a class, collective or representative action, and both of us waive a jury trial.
• Court orders to stop harm. Either of us may ask any competent court for an urgent order to protect confidential information or intellectual property.

17. Changes to these terms

We may update these terms. If a change is material, we will tell you by email or in the app at least 30 days before it takes effect, unless it is needed sooner for legal or security reasons or it only benefits you. Where a document needs your agreement, the app will ask you to accept the new version before you continue. If you do not agree to a change, stop using the Service and ask us to delete your account. Each version shows its version number and effective date.

18. General

• These terms, the Beta Confidentiality Agreement, the Acceptable Use Policy, the Data Processing Addendum and the Privacy Policy are the whole agreement between you and us about the Service.
• If part of these terms is unenforceable, the rest still applies.
• Not enforcing a right right away does not waive it.
• You may not transfer these terms without our consent. We may transfer them to a company that takes over HaloSuite or its business, including a company formed to run HaloSuite.
• Neither of us is responsible for delays caused by events beyond reasonable control, such as outages of providers, networks or power, natural disasters or government action.
• We may send you notices by email to your account address or in the app. Send notices to us at hello@halosuite.ai.
• Nothing in these terms creates a partnership, employment or agency relationship.

19. Contact

HaloSuite, hello@halosuite.ai