Terms and Conditions
Schaller Business Solutions LLC
Last Updated: 12/05/2025
These Terms and Conditions (“Terms”) govern your access to and use of the services provided by Schaller Business Solutions LLC (“the Company,” “we,” or “our”). By using our services, you agree to these terms.
1. Scope of Services
The Company provides a variety of AI-enabled business solutions (“the Services”). These include, but are not limited to:
• AI-powered communication tools
• AI voice, text, and chat agents
• Reputation and review management features
• CRM and marketing platform access
• Automations, workflows, pipelines, and scripts
• AI interview screeners and hiring assistants
• Done-for-you services such as onboarding, setup, integrations, and Google Business Profile optimization
• Digital goods such as templates, prompts, courses, eBooks, and video training
• Consulting, coaching, workshops, and strategy sessions
• Third-party integrations including Stripe, QuickBooks, email providers, social platforms, and related services
These categories apply to all current and future system features. New tools added later will be considered part of the Services.
2. Eligibility
You must be at least 18 years old to use the Services. Businesses collecting data from minors may do so only if they assume full responsibility for compliance with applicable laws.
3. Account Registration and Security
You are responsible for safeguarding your login credentials. You must notify us promptly if you suspect unauthorized access.
We may limit, suspend, or terminate an account for:
• non-payment
• violation of these Terms
• misuse of the platform
• conduct that risks carrier, platform, or reputational standing
• activity that violates applicable laws
• attempts to bypass or interfere with system safeguards
4. Ownership of Data and System Materials
A. Your Data
You retain ownership of all data you create or store in the system, including contacts, conversations, analytics, bookings, and form submissions. You may export your data before account termination, subject to platform capabilities.
B. Licensed System Materials
Workflows, automations, pipelines, scripts, templates, snapshots, AI training materials, digital goods, and system configurations supplied by the Company are licensed to you for use within your Schaller-powered CRM. These items are not sold and may not be transferred, resold, copied, or repurposed.
C. Educational Content
Courses, PDFs, eBooks, videos, and all digital training materials are licensed for your internal business use. They may not be reproduced, redistributed, or resold.
D. Software Access
Access to the Company’s branded CRM and related software is subscription-based and ends upon cancellation.
5. Payment Terms and Usage Fees
A. Subscription Billing
Services may be offered as monthly or annual subscriptions, one-time purchases, or products with setup fees. Free trials may be available at our discretion.
B. Usage-Based Charges
You are responsible for all usage fees associated with your account, including:
• SMS and MMS messaging fees
• telephony minutes
• call recording or transcription charges
• email delivery or SMTP costs
• carrier-imposed surcharges
• API usage charges
• third-party billing related to integrated services
These fees are billed separately and may change based on carriers or third parties.
C. Payment Processing
Payments may be handled by Stripe or other secure processors. Their terms apply to all transactions.
6. Refund Policy
Refunds vary by product type:
• Some digital goods are non-refundable once delivered
• Certain services may include a 30-day warranty or guarantee
• Annual plans may be eligible for a refund within 30 days of purchase
• Some refunds may be issued only if work has not begun
• In some cases, refunds may be granted at our discretion
Specific refund terms will be provided at purchase.
7. Acceptable Use Policy
You agree not to misuse the Services. Prohibited conduct includes:
• unlawful, harmful, or abusive activity
• copying, reverse-engineering, or repurposing workflows, prompts, or licensed materials
• sharing login credentials
• scraping or mass-harvesting data
• using the system to send spam or violate anti-spam laws
• interfering with platform stability
• allowing unauthorized parties to access licensed tools
• misusing AI to produce harmful or deceptive content
• attempting to evade platform security measures
Violations may result in immediate termination.
8. Sensitive and Restricted Data
A. HIPAA and Similar Requirements
You may not store or process protected health information or other regulated data unless you activate HIPAA-compliant hosting through the Company and sign a Business Associate Agreement (BAA). You must also follow all associated compliance rules.
B. Other Prohibited Data
You may not store:
• social security numbers
• full financial account numbers
• biometric identifiers
• legal case files requiring specialized handling
Credit card payments must be processed through a compliant third-party processor such as Stripe. Card numbers may not be stored within the system.
9. Third-Party Services and Integrations
The Services may interact with third-party platforms including:
• Stripe
• Twilio
• Google
• Facebook
• QuickBooks
• email delivery services
• social networks
We do not control or guarantee third-party performance, availability, or policies. Outages or changes by third parties are not the responsibility of the Company.
10. AI Output and User Responsibility
AI-generated responses may contain errors or omissions. You are responsible for:
• reviewing AI content before acting on it
• monitoring accuracy in customer communications
• updating training materials used by your AI agents
• notifying the Company promptly of major issues
The Company is not responsible for losses arising from reliance on AI-generated output.
11. System Configuration and User Obligations
You are responsible for:
• the accuracy of your own workflows, triggers, and automation settings
• maintaining valid third-party connections and API keys
• training your AI tools properly
• securing your account and user access
• ensuring compliance with messaging, privacy, and data laws
The Company is not liable for system failures caused by misconfiguration, expired credentials, third-party outages, or user error.
12. Service Modifications
We may update, modify, or discontinue features, components, or pricing at any time. This includes changes driven by carriers, platform providers, or external integrations.
13. Availability and Support
While we aim to maintain reliable service, uptime is not guaranteed. Downtime may occur because of:
• scheduled maintenance
• platform provider issues
• API disruptions
• carrier outages
• events outside our control
Support is available through:
• 24/7 chat (AI and human)
• email
• ticket requests
• scheduled calls when appropriate
The Company does not provide custom coding or engineering services.
14. Limitation of Liability
To the fullest extent permitted by law, our liability is limited to:
the amount you paid for the Service, or one hundred dollars if no purchase was made.
We are not liable for:
• lost revenue
• missed leads
• data loss
• downtime or outages
• integration failures
• AI errors
• consequential or indirect damages
15. Termination
You may cancel your subscription at any time. Upon cancellation:
• platform access will end
• licensed system materials will no longer be available
• usage charges remain payable
• data may be deleted after 90 days
We may terminate accounts for non-payment or violation of these Terms.
16. Data Retention
We may delete data associated with cancelled or inactive accounts after 90 days. You are responsible for exporting your data before this period ends.
17. Governing Law
These Terms are governed by the laws of the State of New York. Any dispute arising under these Terms shall be resolved exclusively in the courts of New York.
18. Dispute Resolution
Before beginning formal action, you agree to attempt to resolve disputes informally by contacting us at [email protected].
19. International Use
The Services may be accessed and used by customers outside the United States. If you are an international user, you are responsible for ensuring that your use complies with local laws, including any privacy, data handling, or export regulations. By using the Services, you confirm compliance with United States export laws and any restrictions that apply to your region.
20. Severability and Waiver
If any provision of these Terms is found invalid, the remaining sections remain in effect. Failure to enforce any right does not constitute a waiver.
21. Changes to Terms
We may update these Terms periodically. Significant changes will be announced at least 30 days before taking effect. Continued use of the Services constitutes acceptance of the revised Terms.
22. Contact Information
For questions about these Terms, contact:
[email protected]