Terms of Service

1. About these terms

These terms are an agreement between Optik AI Limited, a company registered in Northern Ireland (number NI725113), registered office The AMP Building, 11 Ebrington Square, Londonderry BT47 6FA ("Optik", "we", "us"), and the business that subscribes to Optik (the "Customer", "you").

Whoever accepts these terms confirms they have authority to bind the Customer. Optik is for businesses only, not for consumers.

If the Customer has signed an order form or another agreement with us, that document wins where it differs from these terms.

Our Data Processing Agreement forms part of these terms, and our Privacy Notice explains how we handle personal data as a controller.

2. The service

Optik is a sales platform at app.optikai.io (the "Service"). It includes:

• finding companies and people;
• research briefs (Optimise) and contact details (Obtain);
• opportunities, email, calling, scheduling, automations, reports, and the Omni assistant.

We may improve and change the Service. We won't materially reduce its core features during a paid term without telling you first.

3. Accounts and users

• The person who creates the workspace is its first Super Admin and manages users and billing.
• Users are the people you allow to use the Service on your behalf. You are responsible for what they do in it and for keeping log-in details secure.
• Tell us straight away at contact@optikai.io if you think an account has been compromised.

4. Plans, leads and fair use

• The plan. The Platform plan includes every module, one user and 250 leads a month. Extra users and lead packs can be added in the app (section 5).
• What uses a lead. A person uses one lead the first time in a usage month that Optik Optimises them or Obtains contact details for them (individually, in bulk or during an import). Further work on that person in the same month uses no extra lead.
• Lead roll-over. Unused leads don't roll over to the next month.
• At the limit. When a month's leads are used up, Optimise, Obtain and import enrichment pause until the next month or until you buy a pack. Everything else keeps working.
• Fair use. Some features have fair-use limits so the Service stays reliable for everyone, for example a daily limit on Discover searches per user and limits on automation generation and meeting recordings. We set these at levels normal use doesn't reach and may adjust them.

5. Price, payment and renewal

• Term and payment. You choose a term of 12 months or 3 months at checkout and pay for it in advance. The monthly price is the same for both terms. There is no free trial.
• Prices. The prices are those on our pricing page and shown at checkout when you subscribe or add something.
• Currency. You choose GBP, EUR or USD at checkout, and it stays fixed for the life of the subscription.
• Add-ons. Extra users and lead packs (250 more leads a month) added during a term are charged pro rata for the rest of that term and invoiced straight away. A lead pack added mid-month gives its full 250 leads for that month. Add-ons renew with the subscription. To reduce them or change your term length, contact us before the renewal.
• Tax. Prices exclude VAT and other taxes, which we add where they apply.
• Payment. Payment is taken through our payment provider, Stripe, by card or another method we offer. You authorise us to charge it for the subscription, add-ons and renewals.
• Renewal. The subscription renews automatically for another term of the same length at the end of each term, unless you cancel before the term ends (section 6).
• Price changes. We may change prices for renewals. We'll tell you at least 30 days before a renewal at a new price. Prices don't change during a term.
• First payment. A new workspace is usable once its first payment is complete. If the first payment isn't completed within 72 hours of creating the workspace, the workspace and everything in it are removed.
• Late payment. If a later payment fails and isn't fixed, we may lock the workspace until it is paid. Your data stays safe in the meantime.

6. Cancellation and refunds

• You can cancel at any time in Plan & Billing. Cancelling stops the next renewal. The Service keeps working until the end of the current term, and you can undo the cancellation before then.
• Fees are not refundable, including for unused time, users or leads, except where the law requires a refund or we agree otherwise in writing.
• If we refund a term in full, the subscription ends at once and the workspace is locked.

7. Your data

• Customer Data is everything you or your users put into the Service, or that the Service collects for you: contacts, emails, call and meeting recordings, notes and files. Customer Data belongs to you.
• We use Customer Data only to provide, secure, support and improve the Service for you, as set out in the Data Processing Agreement.
• We don't sell Customer Data or use it to train AI models.
• We may use anonymous, aggregated information about how the Service is used, which identifies neither you nor any person, to run and improve the Service.
• You can export your data while your subscription is active. After it ends, we delete Customer Data within 90 days, unless the law requires us to keep it.

8. Your responsibilities

You are responsible for how you use the Service and the data in it. In particular, you must:

• have a lawful basis for the personal data you add or look up, and give the people concerned any notices the law requires;
• follow the laws on calls, emails and messages where you and the people you contact are. That includes rules on marketing consent, opt-outs, do-not-call registers (such as the UK TPS) and, where you record calls or meetings, telling people and getting consent where required;
• honour opt-outs and do-not-contact requests;
• not use the Service to send spam, harass anyone, process special-category data about contacts without a lawful basis, or break anyone's rights;
• not try to break, overload, reverse-engineer, scrape or resell the Service, or get around its limits or security;
• follow the terms of any third-party service you connect, such as Google, Microsoft, Twilio or Cronofy.

We may suspend access, after warning you where reasonable, if your use breaks these terms, puts the Service or others at risk, or is unlawful.

9. AI features and third-party data

• Some features use AI to write, summarise, transcribe or research. AI output can be wrong or incomplete. Review it before you rely on it or send it to anyone.
• Contact and company data comes from third-party providers and public sources. We don't guarantee it is accurate, complete or up to date.
• You are responsible for decisions you make and messages you send using the Service.

10. Third-party services

The Service works with services we don't control, such as Google, Microsoft, Twilio, Cronofy and Stripe. Their own terms apply to your use of them. We aren't responsible for their availability or changes. If one changes or stops, we'll do what we reasonably can to keep the affected features working.

11. Availability and support

We work to keep the Service available and secure, but we don't promise it will be uninterrupted or error-free. We may carry out maintenance, which we'll try to schedule at quiet times. Support is by email at contact@optikai.io and in the app.

12. Intellectual property

We own the Service and everything in it apart from Customer Data. While your subscription is active, you may use the Service for your own business. If you send us feedback, we may use it freely.

13. Confidentiality

Each of us will keep the other's confidential information private and use it only for this agreement. This doesn't apply to information that is public, that was already known, or that must be disclosed by law.

14. Liability

• Nothing in these terms limits liability for death or personal injury caused by negligence, for fraud, or for anything else the law doesn't allow us to limit.
• Neither of us is liable for indirect or consequential loss, or for loss of profit, revenue, business, goodwill or data (other than our obligations to restore data from our backups).
• Apart from the above, and your obligation to pay fees, each party's total liability under these terms in any 12 months is limited to the fees the Customer paid in the 12 months before the claim.

15. Ending the agreement

• The agreement lasts as long as the subscription.
• Either of us may end it straight away by written notice if the other materially breaks these terms and doesn't fix the breach within 30 days of being asked, or becomes insolvent.
• On termination, access ends and section 7 applies to your data. Sections that by their nature should continue (such as payment, confidentiality, liability and law) continue.

16. Changes to these terms

We may update these terms. We'll post the new version here, and for changes that matter we'll tell the Super Admin at least 30 days before they apply. Changes that would materially reduce your rights apply from your next renewal. Continuing to use the Service after a change applies means you accept it.

17. General

• Law and courts. These terms are governed by the law of Northern Ireland, and the courts of Northern Ireland have jurisdiction.
• Events beyond control. Neither of us is liable for delays caused by events outside our reasonable control.
• Transfer. We may transfer this agreement to a company that takes over our business. You need our consent to transfer it.
• Notices. Notices to us go to contact@optikai.io; notices to you go to the Super Admin's email address.
• Whole agreement. These terms, any order form and the Data Processing Agreement are the whole agreement between us about the Service.
• Third-party rights. No one else has rights under these terms.
• Severability. If part of these terms can't be enforced, the rest still applies.