Terms of Service

1. Definitions

• "Customer" means the organisation or business entity subscribed to the Service.
• "End User" or "User" means an individual authorised by the Customer to use the Service.
• "Customer Data" means all data submitted to or accessed by the Service on your behalf, including email content, calendar events, CRM records, file attachments, AgentBox documents, and Google Drive content.
• "Connected Accounts" means the email, calendar, and cloud storage accounts you connect to the Service via OAuth.
• "AI Features" means the artificial intelligence and machine learning capabilities within the Service, including email drafting, task generation, deal analysis, meeting preparation, document parsing, and CRM automation.
• "Autonomous Mode" means the optional feature that permits Agent07 to send emails from a User's account without per-message approval.
• "AgentBox" means the file management feature within the Service that allows storage and AI-assisted analysis of uploaded documents and email attachments.
• "Subscription" means the Customer's paid licence to access the Service.

2. The Service

2.1 Overview

Agent07 is an AI-powered assistant for sales teams. It connects to your email inbox, calendar, CRM data, file attachments, and cloud storage accounts (including Google Drive) to automate administrative tasks, draft and send communications, manage your sales pipeline, and prepare you for meetings. A summary of the Service's core functions:

• Email management: reading, classifying, drafting, and (where enabled) sending emails from your connected inbox;
• Calendar management: reading, creating, modifying, and RSVPing to calendar events on your behalf;
• CRM automation: creating and updating deal records, contact records, notes, and activity logs based on email and calendar activity;
• File and document management: extracting, storing, and analysing email attachments and uploaded documents via AgentBox;
• Google Drive integration: accessing and indexing files in your connected Drive to surface deal-relevant documents;
• AI-generated outputs: producing draft emails, meeting briefs, task lists, deal diagnoses, and meeting summaries.

2.2 Account Setup and OAuth Authorisation

To use the Service, you must connect your accounts via OAuth. By completing the OAuth authorisation flow, you grant Agent07 the specific permissions described below. You represent that you are authorised to grant these permissions and that your use complies with the terms of the relevant third-party platforms.

2.3 Email Account Access and Actions

By connecting your Gmail or Microsoft Outlook account, you authorise Agent07 to:

• Read your inbox, including full email bodies, subject lines, attachments, and metadata;
• Classify and store emails relevant to your active deal domains;
• Extract and store file attachments from emails;
• Compose and present draft emails for your review (Draft Mode);
• Send emails directly from your account without per-message approval (Autonomous Mode, where enabled — see Section 3);
• Sync email history and maintain a log of sales communications.

Email access is scoped to emails involving your configured deal domains. You may update your domain configuration at any time.

2.4 Calendar Account Access and Actions

By connecting your Google Calendar or Microsoft Calendar account, you authorise Agent07 to:

• Read your calendar events, including titles, descriptions, attendees, times, and RSVP status;
• Create new calendar events on your behalf;
• Modify existing events, including rescheduling and updating attendee lists;
• Accept or decline meeting invitations on your behalf;
• Delete events where appropriate (e.g. cancelled meetings).

2.5 CRM Data Management

Agent07 creates, stores, and manages CRM data on your behalf, including:

• Deal records: pipeline stage, deal value, associated contacts, and stage history;
• Contact and company records: names, email addresses, roles, and company domains;
• Activity logs: emails sent and received, meetings held, and tasks completed;
• Notes: manually entered and AI-generated notes associated with deals;
• Custom fields: any fields you configure for your pipeline.

CRM data is owned by the Customer (see Section 6). You may export your CRM data — including deals, contacts, and associated records — at any time in CSV format from within the Service. Upon termination, you have 90 days to export your data before it is deleted.

2.6 File Attachments and AgentBox

Agent07 processes and manages file attachments and documents as follows:

• Email attachments: files attached to emails are automatically extracted, stored in secure cloud storage, and associated with relevant deals. Agent07 may parse document content using AI to extract deal-relevant insights;
• Uploaded documents: you may upload documents directly to AgentBox. Uploaded files are stored securely and may be processed by AI for content extraction and analysis;
• Document parsing: Agent07 uses AI to extract text, data, and action items from documents. Parsed content is used only to enhance deal context and surface insights within the Service.

You are responsible for ensuring that any files you upload or that are extracted from your email do not infringe third-party intellectual property rights or violate applicable law. Agent07 does not review uploaded files for legal compliance.

2.7 Google Drive Integration

If you connect your Google Drive account, you authorise Agent07 to:

• Access files and folders within the scope of permissions you grant;
• Read file metadata (names, types, sizes, dates) and file content to identify deal-relevant documents;
• Index and surface Drive files within the Service linked to relevant deals and contacts.

Agent07 accesses only the files and folders within the permissions you grant. We do not access your entire Drive without explicit authorisation. You may disconnect Google Drive at any time via your account settings; this immediately terminates Drive access.

Agent07 is not responsible for changes, deletions, or access issues affecting your Google Drive files. Do not use Agent07 as a backup or sole storage solution for critical documents.

3. Autonomous Mode — Email and Calendar Actions

This section contains important authorisations. Read carefully before enabling Autonomous Mode.

Agent07 offers an optional Autonomous Mode that allows the Service to take actions — including sending emails and managing calendar events — without requiring your approval for each individual action. Autonomous Mode is disabled by default.

3.1 What Autonomous Mode Enables

• Sending emails directly from your account without per-email approval;
• Accepting or declining calendar invitations on your behalf;
• Creating calendar events based on scheduling requests in emails.

3.2 Your Responsibilities When Enabling Autonomous Mode

By enabling Autonomous Mode, you:

• Acknowledge that Agent07 will send emails and take calendar actions on your behalf without per-action approval;
• Accept full responsibility for all emails sent and calendar actions taken by the Service from your connected accounts;
• Agree to periodically review the actions taken by Agent07 in Autonomous Mode, including sent emails and calendar changes;
• Understand that AI-generated outputs may contain errors, inaccuracies, or contextually inappropriate content, and that you bear all risk arising from autonomous actions;
• Confirm that you have the authority to enable Autonomous Mode for your connected accounts and that doing so complies with your organisation's policies.

3.3 Disabling Autonomous Mode

You may disable Autonomous Mode at any time in your account settings. Disabling it takes effect immediately for future actions. It does not recall or undo emails already sent or calendar actions already taken.

4. Licence and Acceptable Use

4.1 Licence Grant

Subject to these Terms and payment of applicable fees, Agent07 grants you a limited, non-exclusive, non-transferable, revocable licence to access and use the Service during your Subscription term, solely for your internal business purposes.

4.2 Restrictions

You must not, and must ensure your Users do not:

• Use the Service for any unlawful purpose or in violation of any applicable law or regulation, including privacy laws governing the processing of third-party personal data;
• Use Autonomous Mode to send unsolicited commercial email, conduct mass outreach campaigns, or engage in any activity that would constitute spam under applicable law;
• Use AgentBox or Google Drive integration to store or process files you do not have rights to;
• Use the Service to transmit malware, phishing content, or other harmful materials;
• Reverse engineer, decompile, or attempt to extract the source code or AI models of the Service;
• Resell, sublicence, or make the Service available to third parties outside your organisation;
• Attempt to circumvent or disable any security controls, access limitations, or authentication mechanisms;
• Use the Service to process or transmit data in violation of any third party's rights.

4.3 Third-Party Platform Compliance

Your use of Connected Accounts must comply with the terms of service of the relevant third-party platforms (Google, Microsoft). Agent07 is not responsible for changes to third-party platform terms that affect the Service's functionality. If a third-party platform restricts or revokes access, Agent07's ability to provide certain features may be limited.

4.4 Administrator Responsibilities

Customers are responsible for managing User access, configuring Autonomous Mode permissions, and ensuring Users comply with these Terms. Customers remain liable for the actions of their Users within the Service.

5. AI Features and Outputs

5.1 Nature of AI Outputs

The AI Features generate outputs — including draft emails, task suggestions, deal insights, meeting briefs, meeting summaries, and document analyses — based on your Customer Data. These outputs are tools to assist you and are not professional advice of any kind.

AI-generated outputs may be inaccurate, incomplete, misleading, or contextually inappropriate.

You are solely responsible for reviewing, editing, and approving any AI-generated content before acting on it. In particular:

• Always review AI-drafted emails before sending, even in Autonomous Mode where pre-approval has been waived;
• Treat AI-generated deal insights and recommendations as one input among many — not as definitive analysis;
• Review AI-generated meeting briefs and summaries for accuracy before sharing with others.

AGENT07 DOES NOT WARRANT THE ACCURACY, COMPLETENESS, OR SUITABILITY OF ANY AI-GENERATED OUTPUT. YOU ASSUME ALL RISK ARISING FROM RELIANCE ON AI OUTPUTS.

5.2 AI Sub-Processors

Agent07 uses Anthropic (Claude) and Google Gemini to power its AI Features. Your Customer Data — including email content, calendar data, CRM records, document content, and file attachments — is transmitted to these providers for processing. By using the Service, you consent to this processing. See our Privacy Policy for details.

5.3 No Guarantee of Results

Agent07 does not guarantee that use of the Service will result in increased revenue, improved deal close rates, more efficient scheduling, or any other specific business outcome. The Service is a productivity and automation tool; results depend on User skill, deal context, market conditions, and factors outside Agent07's control.

5.4 Quality Evaluation and Service Improvement

To measure and improve the accuracy and helpfulness of the AI Features, Agent07 records "interaction traces" of AI Feature usage. An interaction trace consists of the request submitted to an AI Feature (for example, a question asked of the CRM assistant), the Customer Data context retrieved to answer it, and the AI-generated output returned. Authorised Agent07 personnel may access and review these interaction traces solely for the purpose of evaluating and improving the quality, accuracy, and reliability of the AI Features, including for your organisation.

Agent07 commits that interaction traces will:

• be used only for quality evaluation, debugging, and improvement of the Service, and for no other purpose;
• be accessible only to a limited number of authorised Agent07 personnel, under access controls that log who viewed which trace and when;
• not be sold, shared with other customers, or used for advertising;
• not be used to train the foundation models of third-party AI sub-processors (see Section 5.2); Customer Data is not made available to those providers for model training;
• be retained only for a limited evaluation window and then deleted, and be subject to the same deletion rights and retention periods that apply to Customer Data on termination (Section 8.4).

Interaction traces are Customer Data and remain owned by the Customer (Section 6.1). Where you have configured a per-organisation opt-out, or upon written request to legal@agent07.com, Agent07 will disable interaction-trace capture for your organisation. Disabling capture does not affect your ability to use the Service.

5.5 AI Model Training and Feedback by Plan

Whether Agent07 uses your activity to train or improve its AI models depends on your Subscription plan:

• Free Plan. If you use Agent07 on the Free Plan, then, with your permission, we use your chats, prompts, AI Feature interactions, and related feedback to train and improve Agent07's AI models and to develop stronger safeguards against inaccurate or harmful outputs. This helps make Agent07 more accurate and helpful for everyone. You are always in control: you may turn this off at any time in Settings → Data & Privacy. Interactions already used to improve a model cannot be retroactively withdrawn from that model, but nothing further will be used once you turn the setting off.
• Paid Plans (Startup, Pro, and Enterprise). Agent07 does not use Customer Data submitted under a Paid Plan — including email content, calendar data, CRM records, documents, meeting transcripts, or AI Feature interactions — to train, fine-tune, or otherwise improve any AI or machine learning model, whether ours or a third party's. That data is processed solely to deliver the Service to you and remains solely the property of the Customer (Section 6.1). The only way AI Feature performance is improved using Paid Plan activity is where an authorised User of that Customer affirmatively and voluntarily submits feedback on an AI output (for example, a rating or written comment) — Agent07 does not generate this feedback on a User's behalf, and it is handled under Section 5.4 above.

The interaction-trace quality-evaluation process described in Section 5.4 applies to both Free and Paid Plans and, on Paid Plans, is used only for evaluation and debugging — never for model training.

6. Customer Data

6.1 Ownership

As between Agent07 and the Customer, Customer Data — including email content, calendar records, CRM data, file attachments, AgentBox documents, and Drive content accessed by the Service — remains the property of the Customer. Agent07 claims no ownership over your data.

6.2 Licence to Operate the Service

By submitting or connecting Customer Data to the Service, you grant Agent07 a limited, worldwide licence to process, store, and use Customer Data solely to provide and improve the Service, as described in our Privacy Policy. This licence terminates upon account closure subject to applicable retention periods.

6.3 CRM Data Export

You may export your CRM data — including deal records, contact records, and associated notes — at any time in CSV format from within the Service. Upon termination of your account, you have 90 days to export your CRM data before it is permanently deleted.

6.4 File and Attachment Data

File attachments extracted from your email and documents uploaded to AgentBox are stored in secure cloud storage for the duration of your account. You may delete individual files within the Service at any time. Bulk file export is not currently available; contact us at legal@agent07.com if you require assistance with file retrieval prior to account closure.

6.5 Data Accuracy

You are responsible for the accuracy, quality, and legality of Customer Data submitted to or accessed by the Service. You represent that you have all necessary rights and permissions to connect your accounts and grant Agent07 the access described in these Terms.

6.6 Third-Party Personal Data

Your Connected Accounts contain personal data of third parties — your prospects, clients, and colleagues. By connecting your accounts, you acknowledge that Agent07 will process this third-party data to provide the Service. You are responsible for ensuring your use of the Service complies with applicable privacy laws with respect to such third-party data, including any obligations to disclose AI processing to those individuals or to obtain necessary consents.

6.7 Data Portability

Upon written request to legal@agent07.com, Agent07 will provide an export of your Customer Data in a machine-readable format within 30 days. This includes CRM records, activity logs, notes, and metadata associated with your account. File attachments and AgentBox documents can be downloaded individually or by contacting support for bulk retrieval.

7. Fees and Payment

Agent07 is a B2B subscription service. Fees are set out in your order or subscription agreement. Unless otherwise agreed:

• Subscriptions are billed in advance on a monthly or annual basis;
• Fees are non-refundable except as expressly stated or required by applicable law;
• Failure to pay may result in suspension or termination of access;
• We reserve the right to change fees upon at least 30 days' written notice; continued use after the notice period constitutes acceptance of new fees.

8. Term and Termination

8.1 Term

These Terms remain in effect for the duration of your Subscription and any renewals.

8.2 Termination by Customer

You may terminate your Subscription at any time in accordance with your subscription agreement. Termination does not entitle you to a refund of prepaid fees unless required by law.

8.3 Termination by Agent07

Agent07 may suspend or terminate your access immediately if you breach these Terms, fail to pay applicable fees, or if continued provision of the Service would violate applicable law. We will provide reasonable notice where practicable.

8.4 Effect of Termination

Upon termination: your licence to use the Service ceases immediately; all Connected Account access is revoked; your Customer Data (including CRM records, email content, calendar data, files, and Drive content) is retained for 90 days after which it is deleted or anonymised. You may export your CRM data within this 90-day window. Prepaid fees are non-refundable unless required by law.

9. Confidentiality

Each party agrees to keep confidential any non-public information disclosed by the other party in connection with the Service that is designated as confidential or that reasonably should be understood to be confidential. This obligation does not apply to information that: (a) becomes publicly available through no fault of the receiving party; (b) was independently developed by the receiving party; or (c) must be disclosed by law or court order, provided that where legally permissible the disclosing party is given prompt notice.

10. Intellectual Property

10.1 Ownership

Agent07 and its licensors own all right, title, and interest in and to the Service, including all software, AI models, algorithms, interfaces, and documentation. Nothing in these Terms transfers any intellectual property rights in the Service to you. Customer Data and any outputs derived exclusively from your Customer Data remain yours, subject to the licence in Section 6.2. Feedback you provide about the Service may be used by Agent07 without restriction or compensation.

10.2 Customer Marks and Public Reference

We're proud of the teams who sell with Agent07. By creating an account and using the Service, you grant Agent07 a limited, non-exclusive, royalty-free licence to use the Customer's name, trademarks, service marks, and logos (collectively, "Marks") solely to identify the Customer as a user of the Service — for example, in customer lists, case studies, investor materials, marketing pages, and press announcements.

• Any use of your Marks will be factually accurate and current;
• We will not state or imply any endorsement, sponsorship, or affiliation beyond your use of the Service;
• We will follow any brand guidelines you provide to us on request.

You may withdraw this permission at any time, on a going-forward basis, by emailing legal@agent07.com. We will remove your Marks from new materials within a reasonable time; this does not require us to recall materials already published or distributed.

11. Warranties, Disclaimers, and Service Levels

Each party represents and warrants that it has the legal authority to enter into these Terms.

Agent07 will use commercially reasonable efforts to maintain Service availability of at least 99.9% uptime, measured on a monthly basis, excluding scheduled maintenance windows and force majeure events. Scheduled maintenance will be communicated at least 24 hours in advance where practicable. This uptime target is a goal, not a guarantee, and does not create an enforceable SLA unless separately agreed in writing.

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE". TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, AGENT07 DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

12. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, AGENT07 SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING: LOSS OF PROFITS; LOSS OF REVENUE; LOSS OF DATA OR CUSTOMER DATA; LOSS OF GOODWILL; BUSINESS INTERRUPTION; DAMAGE TO REPUTATION; OR COSTS OF SUBSTITUTE SERVICES — ARISING OUT OF OR IN CONNECTION WITH THE SERVICE OR THESE TERMS, EVEN IF AGENT07 HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

THIS INCLUDES, WITHOUT LIMITATION, DAMAGES ARISING FROM: AUTONOMOUS EMAILS SENT FROM YOUR ACCOUNT; CALENDAR ACTIONS TAKEN ON YOUR BEHALF; AI-GENERATED OUTPUT ERRORS; FILE LOSS OR CORRUPTION IN AGENTBOX; LOSS OF GOOGLE DRIVE ACCESS; OR THIRD-PARTY PLATFORM CHANGES AFFECTING THE SERVICE.

AGENT07'S TOTAL AGGREGATE LIABILITY TO YOU ARISING OUT OF OR IN CONNECTION WITH THESE TERMS SHALL NOT EXCEED THE FEES PAID BY YOU TO AGENT07 IN THE THREE (3) MONTHS PRECEDING THE CLAIM.

Nothing in these Terms limits liability for: (a) death or personal injury caused by negligence; (b) fraud or fraudulent misrepresentation; or (c) any other liability that cannot be excluded or limited under applicable law.

13. Indemnification

You agree to indemnify, defend, and hold harmless Agent07 and its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable legal fees) arising out of or relating to:

• Your use of the Service in violation of these Terms or applicable law;
• Customer Data you submit to or connect to the Service, including any claim that such data infringes third-party rights or violates applicable law;
• Emails sent from your account via Autonomous Mode, including any claims by email recipients;
• Calendar actions taken by Agent07 on your behalf, including any consequences of meeting acceptances, declines, or creations;
• Your failure to comply with applicable privacy laws in relation to third-party personal data processed through your Connected Accounts;
• Files uploaded to AgentBox or accessed via Google Drive that infringe third-party intellectual property or other rights.

14. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of Delaware, United States, without regard to conflict of laws principles.

Any dispute shall first be subject to good-faith negotiation between the parties for a period of 30 days. If unresolved:

• US Customers: disputes shall be resolved by binding individual arbitration under the rules of the American Arbitration Association. Each party waives any right to participate in a class action or class-wide arbitration. You may opt out of the arbitration provision by sending written notice to legal@agent07.com within 30 days of first accepting these Terms.
• UK Customers: the courts of England and Wales shall have exclusive jurisdiction.

15. Changes to These Terms

Agent07 may update these Terms from time to time. If changes are material — particularly changes affecting Connected Account permissions, Autonomous Mode, data handling, or liability — we will notify you at least 14 days in advance by email or through the Service. Your continued use of the Service after the effective date constitutes acceptance of the updated Terms. If you do not agree to the updated Terms, you must stop using the Service before the effective date.

16. General

• Entire Agreement: These Terms, together with the Privacy Policy and any order or subscription agreement, constitute the entire agreement between the parties regarding the Service.
• Severability: If any provision is found unenforceable, the remaining provisions continue in full force.
• Waiver: Failure to enforce any provision does not constitute a waiver.
• Assignment: You may not assign your rights under these Terms without Agent07's prior written consent. Agent07 may assign freely.
• Notices: Legal notices to Agent07 should be sent to legal@agent07.com. Notices to you will be sent to your account email address.
• Force Majeure: Agent07 shall not be liable for failures due to causes beyond its reasonable control, including third-party platform outages (Google, Microsoft), internet disruptions, or government actions.
• Third-Party Platforms: Agent07 is not affiliated with, endorsed by, or responsible for Google, Microsoft, or other third-party platforms whose APIs power Connected Accounts. Changes to third-party platform terms or API access may affect Service functionality; Agent07 will notify affected users where reasonably practicable.

17. Contact

For questions about these Terms, please contact us:

Email: legal@agent07.com

Subject line: Terms of Service Inquiry