Terms and Conditions

1. About Untangly.ai

Untangly.ai is a software-as-a-service platform that provides customer relationship management tools and related workflow functionality for financial firms and similar organizations. Depending on your subscription and enabled features, the Services may include contact management, communication tools, email and calendar integrations, project and workflow management, reporting, automation, and related functionality.

2. Eligibility and Authority

You may use the Services only if you are at least 18 years old and have the legal capacity to enter into these Terms. If you use the Services on behalf of a company, partnership, firm, or other legal entity, you represent that you are authorized to bind that entity to these Terms.

3. Account Registration and Security

You agree to:

• Provide accurate, complete, and current registration information
• Maintain and promptly update your account information
• Keep your login credentials confidential and secure
• Be responsible for all activity under your account
• Notify us at support@untangly.ai of any unauthorized use

4. Subscription, Billing, and Payment

If you purchase a subscription, you agree that you will pay all applicable fees and taxes, recurring fees may be charged automatically on a monthly or annual basis, you authorize us and our payment processors to charge your payment method, and payments are non-refundable except as required by law. We may change pricing with appropriate notice. Failed payments may result in suspension or termination of paid features.

5. License and Permitted Use

Untangly.ai grants you a limited, revocable, non-exclusive, non-transferable right to access and use the Services for internal business purposes. You may not copy, modify, reverse engineer, resell, interfere with security, or use the Services to build competing products or violate any law.

6. Customer Data

You retain ownership of your data. You grant Untangly.ai a limited right to host, copy, process, and store your data only as necessary to provide the Services, authenticate users, enable integrations, provide support, and protect security. You are solely responsible for the accuracy and legality of your data and for obtaining all necessary permissions for us to process it.

7. Financial Services and Regulatory Responsibility

Untangly.ai is a software provider and does not provide legal, tax, accounting, regulatory, or compliance advice. If you operate in a regulated industry, you are solely responsible for ensuring your use of the Services complies with all applicable laws, supervisory obligations, and internal policies. Untangly.ai does not guarantee the Services satisfy any specific regulatory requirement applicable to your business.

8. Third-Party Services and Integrations

The Services may interoperate with third-party services including Google OAuth, Gmail, Google Calendar, Microsoft Outlook, and Microsoft Azure. You acknowledge that third-party services are subject to their own terms and policies, may change at any time, and Untangly.ai is not responsible for their availability, accuracy, security, or data practices.

9. Google Integration Terms

If you connect your Google account, you authorize us to access Google user data only to provide requested features like email integration and calendar synchronization. Information is handled in accordance with the Google API Services User Data Policy. Untangly.ai does not sell Google user data and does not use Google Workspace data to train generalized AI/ML models. You may revoke access through your Google account settings.

10. Microsoft Integration Terms

If you connect your Microsoft account, you authorize us to access Microsoft data only to provide requested features like Outlook email and calendar synchronization. Untangly.ai does not sell Microsoft integration data. You may revoke access through your Microsoft account settings.

11. Privacy

Our collection and use of personal information is described in our Privacy Policy. By using the Services, you acknowledge that you have reviewed the Privacy Policy.

12. Intellectual Property

Untangly.ai and its licensors retain all right, title, and interest in the Services, including all software, technology, interfaces, designs, and intellectual property. No rights are granted except as expressly stated in these Terms. If you provide feedback, you grant Untangly.ai a worldwide, perpetual, irrevocable, royalty-free license to use it without restriction.

13. Acceptable Use

You may not use the Services to violate any law, infringe third-party rights, store unlawful or harmful material, send spam, impersonate others, access data without authorization, interfere with security, or probe for vulnerabilities. We may suspend accounts involved in prohibited activity.

14. Availability and Changes

We may update, modify, suspend, or discontinue any part of the Services at any time. We do not guarantee uninterrupted or error-free access. Features may change over time, including features dependent on third-party integrations.

15. Suspension and Termination

We may suspend or terminate your access if you violate these Terms, your payment is overdue, your use creates security or legal risk, or required by law. You may cancel at any time; cancellation takes effect at the end of your billing period. Upon termination, your right to use the Services will end and we may delete or anonymize data in accordance with our retention practices.

16. Disclaimers

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE." UNTANGLY.AI DISCLAIMS ALL WARRANTIES, EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.

17. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, UNTANGLY.AI WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR LOSS OF PROFITS OR DATA. UNTANGLY.AI'S TOTAL LIABILITY WILL NOT EXCEED THE GREATER OF: (A) TOTAL AMOUNT PAID TO UNTANGLY.AI IN THE TWELVE MONTHS BEFORE THE CLAIM, OR (B) USD $100.

18. Indemnification

You agree to defend, indemnify, and hold harmless Untangly.ai and its affiliates, officers, directors, employees, and agents from any claims, damages, losses, or expenses arising from your use of the Services, your Customer Data, your violation of these Terms, your violation of any law, or your infringement of third-party rights.

19. Governing Law and Venue

These Terms are governed by the laws of the United States, without regard to conflict of law principles. Any dispute will be brought exclusively in the courts of the United States, and each party consents to personal jurisdiction there.

20. Changes to These Terms

We may update these Terms at any time. Material changes will be posted on this page with an updated "Last Updated" date. Continued use after updates means you accept the revised Terms.

21. Contact Information

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