Terms of Service
Last updated: August 25, 2026
These Terms of Service ("Terms") govern access to and use of the Oversee platform, operated by Oversee AI LLC ("Oversee", "we", "us"), a limited liability company organized under the laws of the State of Florida, United States, with its registered office at 951 Brickell Ave, Miami, FL 33131, United States.
By creating a Workspace, accepting an invitation, or using the Platform, you acknowledge that you have read, understood and agree to these Terms, together with the Privacy Policy and the Subprocessor List, which form part of this agreement.
Please read Section 6 (use of artificial intelligence), Section 7 (your obligations as Controller) and Section 16 (limitation of liability) carefully. They describe risks and responsibilities that are yours, not ours. Section 22.2 contains a binding arbitration clause and a class-action waiver that affect how disputes are resolved.
If you are accepting on behalf of an entity, you represent that you have authority to bind it, and "you" and "Customer" refer to that entity.
1. Definitions
Platform — the software, web interfaces, APIs and services made available by Oversee, including WhatsApp integration, the AI agent, meeting and call recording and transcription, analytics, evaluations, prospecting, knowledge base and tools.
Workspace — the isolated environment representing the Customer's organization on the Platform. It is the unit of contracting: each Workspace corresponds to an agreement between Oversee and the Customer.
Customer — the individual or entity that owns the Workspace.
Authorized User — a person the Customer grants access to the Workspace, with an Administrator or User role.
Administrator — an Authorized User with management rights over the Workspace, including authority to accept these Terms on the Customer's behalf.
End Contact — a third party who communicates with the Customer through channels connected to the Platform (for example, a customer or prospect who sends WhatsApp messages, joins a recorded meeting, or takes part in a phone call).
Customer Content — all data the Customer, its Authorized Users or its End Contacts submit to or generate on the Platform: messages, contacts, documents, recordings, transcripts, configurations and derived outputs.
Agent — the artificial-intelligence assistant that operates on the Customer's channels, replying, drafting suggestions and executing tools.
Number — a WhatsApp Business line connected to the Workspace.
2. Acceptance, capacity and authority
2.1. The Platform is intended solely for professional use by individuals aged 18 or older. It is not directed to minors, and we do not knowingly collect data from minors.
2.2. Acceptance occurs through an unambiguous electronic action (checking an acceptance box and clicking a confirmation button). For each acceptance we record: the Workspace, the Authorized User who accepted, the version accepted, the language, the date and time, and the originating IP address and user agent.
2.3. Consent to electronic records and signatures. You agree that your electronic acceptance has the same legal effect as a handwritten signature, that the electronic records maintained by Oversee constitute evidence of this agreement, and that we may provide all notices and communications relating to this agreement electronically.
2.4. Only Administrators may accept these Terms on the Customer's behalf. By accepting, the Administrator represents that they are authorized to do so.
2.5. These Terms are versioned by date. The current version and its effective date appear at the top of this document.
3. Scope of services
3.1. Oversee grants the Customer a non-exclusive, non-transferable, revocable right to access and use the Platform for the term of this agreement, in accordance with the plan purchased.
3.2. The Platform is modular. Depending on Workspace configuration, it may include:
- WhatsApp — connection of Numbers through Meta's official API, sending and receiving messages, contact and history import, message template and group management.
- AI Agent — automated replies on the Customer's behalf, draft suggestions for human review, and execution of tools configured by the Customer.
- Meetings and calls — a recording bot that joins video meetings, ingestion of phone call recordings, transcription with speaker separation, and summarization.
- Analytics and evaluations — conversation classification, topic and signal extraction, quality scoring per conversation and per Authorized User, and aggregate reporting.
- Prospecting — scanning of the historical conversation corpus against a Customer-defined brief, with a score and rationale per contact.
- Knowledge base and tools — Customer-uploaded documents and Customer-configured external integrations.
3.3. Oversee may add, modify or discontinue features. Changes that materially reduce core functionality will be announced with reasonable advance notice.
3.4. Features identified as beta, preview or experimental are provided as-is, may change or be withdrawn at any time, and are not covered by any availability commitment.
4. Account, Workspace and Users
4.1. The Workspace is the unit of contracting and of data isolation. Customer Content in one Workspace is not accessible from another.
4.2. The Customer owns the Workspace and is responsible for all use by its Authorized Users, including acts performed using their credentials.
4.3. There are two roles: Administrator, with full access including user management, settings, billing and terms acceptance; and User, with access to operational features.
4.4. Authentication is provided by a third-party identity provider. The Customer is responsible for keeping credentials confidential and for promptly revoking access for departing personnel.
4.5. The Customer must provide accurate registration information and keep it current, in particular the contact email of its Administrators, which is the official notice channel under Section 21.
5. Plans, pricing and payment
5.1. Use of the Platform is paid and requires a valid payment method from the moment the Workspace is created. There is no free trial unless expressly agreed in writing.
5.2. Fees consist of:
- Per-active-user subscription — a fixed monthly amount per active Authorized User in the Workspace; and
- Metered usage — variable amounts based on actual use, currently comprising language-model processing (input and output tokens), speech synthesis (characters), meeting transcription (duration) and paid tool executions (per run).
5.3. Payment processing is handled by a third-party processor. Card details are provided directly to that processor; Oversee does not store full card data.
5.4. Billing is monthly, with metered usage billed in arrears. The Customer can review metered usage within the Platform.
5.5. Non-payment. If a payment fails, the Workspace enters a 7-day grace period during which cost-generating features may be blocked. If the failure is not cured within that period, access to the Workspace is suspended in full, with data preserved as set out in Section 19.
5.6. Prices may change on 30 days' notice. Changes apply from the following cycle; a Customer that does not agree may terminate without penalty before the change takes effect.
5.7. Fees are exclusive of applicable taxes, which will be added where due.
5.8. Except where required by law, fees are non-refundable, including on termination mid-cycle. Metered usage already incurred remains payable even if the Workspace is closed.
6. Use of artificial intelligence
This section describes real limitations of the technology. Read it before enabling automated replies.
6.1. Probabilistic output. The Agent is built on language models, which produce probabilistic output. It may contain errors, inaccuracies, omissions, or incorrect statements presented with apparent confidence. Oversee does not warrant the accuracy, completeness or fitness of any Agent output. The Customer is responsible for reviewing and validating output before acting on it.
6.2. The Agent acts as the Customer. When enabled, the Agent autonomously sends messages from the Customer's Numbers once the configured activation delay elapses without a human reply. As between the End Contact and any third party, the sender of those messages is the Customer. The Customer is fully responsible for content sent by the Agent as if the Customer had written it.
6.3. Agent identification. The Platform provides a feature that prepends a label identifying a message as automated, and the Agent is instructed to present itself as an assistant and never as the human being. These features are Customer-configurable and can be switched off. If the Customer disables identification, the Customer assumes all resulting risk, including under transparency, consumer-protection and advertising rules. Oversee recommends keeping it enabled.
6.4. Scope limits are not warranties. The Platform implements safeguards — not replying in group chats, frequency limits, configurable prohibited topics, and refusal of out-of-scope subjects. These are product behaviours and can fail. They are not a warranty that the Agent will never address a given subject.
6.5. No professional advice. Agent output does not constitute legal, medical, accounting, financial or investment advice. The Customer must not configure the Platform to provide such advice to End Contacts without qualified human supervision.
6.6. Drafts for human review. Where automated replies are disabled, the Agent may generate draft responses. The decision to send rests with the Authorized User, who is responsible for the content sent.
6.7. Speech synthesis and voice profiles. The Platform generates synthetic audio from text. Where the Customer enables it, the Platform builds a voice profile for a Number from audio samples of the Authorized User assigned to it, including that user's own WhatsApp voice messages, and uses that profile for the Agent's audio replies.
A voice profile is a biometric identifier in several jurisdictions. The Customer warrants that it has obtained the informed, documented consent of every individual whose voice is used to build a profile, before any sample is collected, and is responsible for compliance with the biometric-privacy, likeness and right-of-publicity rules applicable to that individual — including, where applicable, the Illinois Biometric Information Privacy Act and comparable statutes. The Customer is also responsible for deciding whether using a specific person's voice for automated replies is appropriate for its own customers.
6.8. Training. Customer Content is not used to train general-purpose artificial-intelligence models, whether ours or third parties'. Oversee may use aggregated and anonymized data, from which neither the Customer, its Authorized Users nor its End Contacts can be identified, to operate, measure and improve the Platform.
7. Customer obligations as Controller
For the purposes of applicable data protection law, the Customer is the Controller of personal data processed through the Platform, and Oversee is the Processor, acting on the Customer's instructions. Under United States law, the Customer is the business and Oversee is the service provider.
The Customer represents and warrants that it:
7.1. Legal basis. Has an adequate legal basis for processing personal data of End Contacts and Authorized Users through the Platform, and has provided those individuals with the disclosures required by law regarding the nature, purpose and means of processing — including the use of artificial intelligence and the storage and analysis of their communications.
7.2. Data subject rights. Is primarily responsible for receiving and responding to individual rights requests (access, correction, deletion, portability, objection, review of automated decisions). Oversee will provide reasonable assistance as set out in Annex I. Requests from End Contacts must be directed to the Customer, not to Oversee.
7.3. Recording of meetings and calls. Obtains all consents required to record, transcribe and analyze meetings and phone calls. The Customer acknowledges that:
- consent requirements differ by jurisdiction;
- several U.S. states — including California, Illinois, Florida, Pennsylvania, Washington and Massachusetts — require the consent of all parties, with penalties that may include criminal liability;
- the automated announcement made by the recording bot when it joins a meeting is a convenience feature and does not substitute for the Customer obtaining valid consent;
- the default setting that records every meeting must be reviewed by the Customer against the law applicable to its participants.
7.4. Monitoring of individuals. The Platform produces transcripts, quality evaluations and individualized performance indicators per Authorized User. The Customer is solely responsible for informing its employees and personnel in advance of such monitoring and for complying with applicable employment and data protection law, including state laws requiring prior notice of electronic monitoring (among others, Connecticut, Delaware and New York).
7.5. Contact and history import. When a Number is connected, the Platform imports the associated contact list and, if authorized, up to 180 days of message history. The Customer warrants it has a legal basis to transfer that data to Oversee. The Customer acknowledges that deleting a contact from a mobile device does not delete the corresponding record on the Platform, and that deletion requests must be processed through the channels set out in the Privacy Policy.
7.6. Meta compliance. Complies with Meta's terms applicable to the WhatsApp Business API, including its messaging, commerce and quality policies. Oversee is not responsible for suspension, limitation, quality-rating reduction or banning of Numbers by Meta, including where these result from messages sent by the Agent.
7.7. Unsolicited communications. Does not use the Platform to send unsolicited messages, and complies with laws applicable to electronic and telephone communications in its End Contacts' jurisdictions, including the Telephone Consumer Protection Act and analogous state statutes where applicable.
7.8. Knowledge base. Is responsible for the accuracy, lawfulness and currency of documents it uploads. The Agent uses that material as a source; incorrect content will produce incorrect answers.
7.9. External tools. In configuring external integrations, the Customer directs the transmission of data to third parties at its own risk. Oversee is not a party to those relationships and is not responsible for them.
8. Acceptable use
The Customer and its Authorized Users must not:
8.1. Use the Platform for unlawful, fraudulent or harmful purposes.
8.2. Send unsolicited bulk messages, engage in spam, or circumvent opt-out mechanisms.
8.3. Configure the Agent to present itself as a specific human being, or to deny its automated nature when asked.
8.4. Use Platform output as the sole basis for automated decisions producing legal effects or similarly significant impacts on individuals — including hiring, termination, disciplinary assessment, credit decisions or refusal of service — without qualified human review.
8.5. Reverse engineer, decompile, extract models from, or attempt to obtain the source code of the Platform.
8.6. Interfere with usage metering, circumvent plan limits, or share credentials to exceed the number of contracted users.
8.7. Resell, sublicense or make the Platform available to third parties as their own service, absent a specific written agreement.
8.8. Conduct scanning, penetration or load testing against the infrastructure without prior written authorization.
8.9. Submit sensitive categories of data beyond what the contracted purpose requires, in particular health, biometric, genetic, children's, or racial, religious or political data.
Oversee may suspend access, in whole or in part, for breach of this Section — ordinarily after notice, and immediately where there is imminent risk to third parties, the Platform or Oversee.
9. Intellectual property
9.1. The Platform, its code, architecture, interfaces, prompts, documentation and trademarks are the exclusive property of Oversee. Nothing in these Terms transfers ownership.
9.2. Customer Content remains the Customer's property. The Customer grants Oversee a non-exclusive, worldwide licence, limited to the term of this agreement, to host, process, transmit, display and transform that content solely to provide the services, including transmission to the subprocessors listed at /en/subprocessors/.
9.3. Output generated by the Platform from Customer Content belongs to the Customer. The Customer acknowledges that language-model output is not necessarily unique and that similar content may be generated for others.
9.4. Suggestions, criticism and ideas about the Platform submitted by the Customer may be used freely by Oversee, without compensation and without confidentiality obligations as to them.
10. Copyright notices (DMCA)
Oversee respects third-party intellectual property rights. Notices concerning allegedly infringing content hosted on the Platform should be sent to contact@getoversee.ai with the subject "Copyright Notice", including: identification of the work, location of the material, the notifier's contact details, a good-faith statement, and a statement of accuracy under penalty of perjury. Counter-notices use the same channel. Accounts with repeat infringements may be terminated.
11. Confidentiality
11.1. Each party will keep the other's confidential information secret, using at least the same care it applies to its own and no less than reasonable care.
11.2. Information is not confidential if it is or becomes public without breach, was already known without a duty of confidence, was independently developed, or was lawfully received from a third party.
11.3. Disclosure required by law or competent authority does not breach this section, provided the disclosing party notifies the other in advance where legally permitted.
11.4. These obligations survive for 5 years after termination.
12. Data protection
12.1. Processing of personal data is governed by the Privacy Policy and by Annex I — Data Processing Addendum, which form part of these Terms.
12.2. Oversee maintains technical and organizational security measures consistent with the state of the art, including encryption in transit and at rest, access control, isolation between Workspaces, and audit logging.
12.3. Oversee uses subprocessors to provide the services. The current list is at /en/subprocessors/. Material changes will be published there with reasonable advance notice.
12.4. International transfer. Oversee's infrastructure is located in the United States. Customers outside the United States acknowledge and authorize the international transfer of processed data, supported by the commitments in Annex I.
12.5. Oversee will notify the Customer without undue delay after becoming aware of a security incident likely to present a material risk to individuals, providing the information available so the Customer can meet its own notification duties.
13. Third-party services
13.1. The Platform depends on third-party services — among them the WhatsApp Business API (Meta), artificial-intelligence model providers, cloud, telephony, meeting-recording, authentication, email and payment providers.
13.2. Oversee does not control those services and is not responsible for their unavailability, modification, discontinuation, or changes in price or policy. Changes imposed by those third parties may require changes to the Platform.
13.3. Oversee is not affiliated with, sponsored by or endorsed by Meta Platforms, Inc. or WhatsApp. Integration occurs through the official channels Meta makes available.
14. Availability, support and changes
14.1. Oversee will use commercially reasonable efforts to keep the Platform available, without assuming any service level (SLA) or uptime percentage, absent a specific instrument signed by the parties.
14.2. Scheduled maintenance will be announced in advance where practicable. Emergency maintenance may occur without notice.
14.3. Support is provided at contact@getoversee.ai on business days, with no contractually guaranteed response time.
15. Warranties and disclaimers
15.1. Except for warranties that cannot be excluded by law, the Platform is provided "as is" and "as available", without express or implied warranties of merchantability, fitness for a particular purpose, accuracy, or uninterrupted and error-free operation.
15.2. Oversee does not warrant any commercial outcome. No projection of increased sales, conversion, productivity or cost reduction — including any in marketing materials, presentations or proposals — constitutes a warranty or an obligation of result.
15.3. Oversee does not warrant that the Agent will reply correctly, that it will classify conversations accurately, that it will identify every material risk, or that its quality evaluations reflect any individual's actual performance.
16. Limitation of liability
16.1. To the maximum extent permitted by applicable law, Oversee's total aggregate liability arising out of these Terms, on any theory, is limited to the amount actually paid by the Customer to Oversee in the 12 months preceding the event giving rise to the claim.
16.2. To the maximum extent permitted by applicable law, Oversee is not liable for indirect, incidental, special, consequential or punitive damages, lost profits, lost business opportunity, loss of data, lost revenue or reputational harm.
16.3. These limitations do not apply to willful misconduct, fraud, breach of confidentiality, or where applicable law prohibits the limitation.
16.4. Some jurisdictions do not allow certain exclusions or limitations of liability; in those jurisdictions, the maximum limitation permitted by law applies.
17. Indemnification
The Customer will indemnify and hold Oversee harmless from claims, demands, proceedings, fines and expenses — including reasonable attorneys' fees — arising from:
17.1. breach of these Terms, in particular Sections 7 and 8;
17.2. claims by End Contacts relating to content sent from the Customer's Numbers, including by the Agent, to the recording of meetings or calls, or to the processing of their personal data;
17.3. claims by the Customer's employees or personnel relating to monitoring, performance evaluation, or processing of their data;
17.4. the absence or insufficiency of a legal basis for processing instructed by the Customer.
18. Export controls, sanctions and anti-corruption
18.1. The Customer represents that it is not located in an embargoed country, does not appear on any applicable restricted-party list — including those maintained by the U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC) — and will not use the Platform in violation of export controls.
18.2. The parties will comply with applicable anti-corruption law, including the U.S. Foreign Corrupt Practices Act.
19. Term, termination and effects
19.1. This agreement runs for an indefinite term, in monthly cycles, from acceptance.
19.2. The Customer may terminate at any time by cancelling the subscription within the Platform. Termination takes effect at the end of the current cycle.
19.3. Oversee may terminate on 30 days' notice, or immediately for material breach, uncured non-payment, or legal requirement.
19.4. Export. For 30 days after termination, the Customer may request an export of Customer Content in a structured format, through the channel in Section 23.
19.5. Deletion. 90 days after termination, Customer Content is deleted from our production systems, except data whose retention is required by law or necessary for the exercise of legal rights, as described in the Privacy Policy.
19.6. Sections 9, 11, 15, 16, 17, 20 and 22 survive termination.
20. Changes to these Terms
20.1. Oversee may amend these Terms. An amended version will carry a new version date and a new effective date.
20.2. Changes will be communicated to Workspace Administrators by email 30 days before the effective date, and signalled within the Platform during that period.
20.3. From the effective date, continued access to the Platform is conditioned on express acceptance of the new version by an Administrator. Continued use without acceptance is not treated as agreement.
20.4. A Customer that does not agree to the new version may, at no additional cost, terminate and export its Customer Content under Section 19. Those options remain accessible even while access to other features is conditioned on acceptance.
20.5. The new version takes effect from acceptance, without retroactive effect.
21. General provisions
21.1. Notices. Oversee's notices to the Customer will be sent to the registered Administrators' email or posted within the Platform. The Customer's notices to Oversee go to contact@getoversee.ai.
21.2. Assignment. The Customer may not assign this agreement without Oversee's prior consent. Oversee may assign it in connection with a corporate reorganization, merger, acquisition or sale of assets, on notice.
21.3. Entire agreement. These Terms, the Privacy Policy, the Subprocessor List and Annex I constitute the entire agreement between the parties on this subject and supersede any prior communications, marketing materials, presentations, commercial proposals or oral statements. Specific commitments as to scope, timeline or price bind Oversee only if set out in a written instrument signed by the parties.
21.4. Severability. The invalidity of one provision does not affect the others.
21.5. No waiver. Failure to enforce any provision is not a waiver of it.
21.6. Force majeure. Neither party is liable for failure caused by events beyond its reasonable control.
21.7. No partnership. These Terms create no partnership, joint venture, employment or agency relationship.
22. Regional terms
This section prevails over conflicting provisions above.
22.1. Customers with a billing address in Brazil
- These Terms are governed by the laws of Brazil.
- The courts of the district (comarca) of São Paulo/SP have exclusive jurisdiction, waiving any other, save for a consumer's right to sue in the courts of their own domicile.
- Law No. 13,709/2018 (LGPD), Law No. 12,965/2014 (Marco Civil da Internet) and Law No. 8,078/1990 (Consumer Protection Code) apply where relevant.
- The Portuguese version of this document is the binding version.
22.2. Customers with a billing address outside Brazil
- These Terms are governed by the laws of the State of Florida, United States, excluding its conflict-of-laws rules and the United Nations Convention on Contracts for the International Sale of Goods.
- Binding individual arbitration. Any dispute will be resolved by individual, binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules, seated in Miami, Florida, conducted in English.
- Class-action and jury waiver. The parties waive any right to litigate on a class, collective or representative basis, and waive trial by jury.
- Small-claims exception. Either party may bring an individual claim in a competent small-claims court.
- Opt-out right. The Customer may opt out of the arbitration clause by writing to contact@getoversee.ai with the subject "Arbitration Opt-Out" within 30 days of first accepting these Terms. Opting out does not affect any other provision.
- The English version of this document is the binding version.
23. Contact
Oversee AI LLC 951 Brickell Ave, Miami, FL 33131, United States
- Contract, commercial and support matters: contact@getoversee.ai
- Privacy and data protection: privacy@getoversee.ai
- Government requests: see the Law Enforcement Policy
Annex I — Data Processing Addendum
This Annex forms part of the Terms of Service and governs personal data processed by Oversee on the Customer's behalf.
A1. Roles
A1.1. With respect to personal data of End Contacts and Authorized Users processed through the Platform, the Customer is the Controller and Oversee is the Processor.
A1.2. For the purposes of the California Consumer Privacy Act as amended by the California Privacy Rights Act, the Customer is the business and Oversee is a service provider.
A1.3. With respect to the Customer's own account and billing data, and to browsing data on our websites, Oversee acts as Controller, as described in the Privacy Policy.
A2. Subject matter, nature and purpose
Oversee processes personal data solely to provide the services described in the Terms: transmission and storage of messages, contact and history import, recording and transcription of meetings and calls, classification and summarization by language models, generation of replies and drafts, quality evaluation, prospecting across the corpus, semantic search and reporting.
A3. Categories of data and data subjects
Data subjects: the Customer's Authorized Users; the Customer's End Contacts; participants in meetings and calls.
Data: contact identifiers (name, phone number, email); communication content (text, audio, image, video, documents) and associated metadata; recordings and transcripts; AI-derived content (summaries, classifications, contact profiles, scores and rationales); access data (IP address, user agent, audit records).
A4. Instructions
A4.1. Oversee processes personal data only on the Customer's documented instructions, as expressed in the Terms, this Annex and the Workspace configuration.
A4.2. Oversee will not sell or share personal data within the meaning of the CCPA/CPRA, will not retain, use or disclose it for any purpose other than performing the services or outside the direct business relationship with the Customer, and will not combine it with personal information from other sources, except as permitted for service providers under applicable regulations.
A4.3. Oversee will inform the Customer if, in its view, an instruction would violate applicable law.
A5. Confidentiality and security
A5.1. Oversee personnel with access to personal data are bound by confidentiality obligations.
A5.2. Oversee maintains security measures consistent with the state of the art, including: encryption in transit and at rest; role-based access control and least privilege; logical isolation between Workspaces; logging and monitoring; and vulnerability management.
A6. Subprocessors
A6.1. The Customer grants general authorization for the engagement of subprocessors, listed and kept current at /en/subprocessors/.
A6.2. Oversee imposes on subprocessors data protection obligations equivalent to those in this Annex and remains responsible to the Customer for their acts.
A6.3. Material changes to the list will be published with reasonable advance notice; a Customer that objects may terminate under Section 19.
A7. Data subject rights
Oversee provides in-Platform functionality for access, correction, export and deletion, and will provide reasonable assistance to the Customer in responding to requests. Requests received directly from individuals will be referred to the Customer, unless law requires otherwise.
A8. Incidents
Oversee will notify the Customer without undue delay of a security incident involving personal data processed on its behalf, describing the nature of the incident, the categories and approximate volume of data and individuals affected, the measures taken, and a point of contact.
A9. International transfer
Data is processed on infrastructure located in the United States, supported by the contractual commitments in this Annex.
A10. Deletion on termination
On termination, the periods in Section 19 apply: 30 days for export and deletion within 90 days, except where retention is required by law.
A11. Audit
Oversee will make available to the Customer, on reasonable request and subject to confidentiality, the information necessary to demonstrate compliance with this Annex.