These Terms of Service (“Terms”) govern access to and use of Raisi’s small-business AI-agent platform, the websites that link to these Terms, and related services provided by Raisi, Inc., a Delaware corporation (“Raisi,” “we,” “us,” or “our”). We refer to these collectively as the “Services.”
By accepting these Terms when creating an account, purchasing a subscription, or entering an order that incorporates these Terms, you agree to them. If you use the Services on behalf of a business, you represent that you have authority to bind that business. In that case, “you” and “your” refer to the business and its authorized users, as applicable.
If you do not agree to these Terms, do not create an account or use the Services.
1. What Raisi provides
Raisi provides AI-powered tools and related support to help businesses identify growth opportunities and manage recurring work.
Depending on your plan and the features enabled for your account, the Services may include business assessments, growth recommendations, customer and company research, marketing materials, suggested messages, customer follow-ups, workflow coordination, and business insights.
Features, supported integrations, usage limits, implementation work, and support vary by plan and agreement. Only the capabilities included in your subscription or written order are included in your purchase.
Demonstrations, screenshots, example metrics, and sample workflows are illustrative. They are not guarantees of results or promises that every displayed capability is available in every account.
Separate agreements apply to other Raisi products or services when identified at purchase. These Terms do not automatically govern fundraising, investment, acquisition, or business-sale engagements.
2. Accounts and authorized users
You must be at least 18 years old and legally able to enter a binding agreement to use the Services.
You agree to provide accurate account information, protect your login credentials, and notify us promptly if you suspect unauthorized access.
You are responsible for deciding who may access your business account and what authority those users have. You must remove access when a person is no longer authorized.
Account administrators may be able to access business information, manage users, configure workflows, and control connected accounts, depending on the available account settings. Users should not assume that information submitted to a business workspace is private from its authorized administrators.
3. AI-generated work and human review
The Services may generate recommendations, research summaries, messages, documents, and other outputs using artificial intelligence.
AI-generated information can be inaccurate, incomplete, outdated, or unsuitable for a particular situation. Review important details before relying on an output, including factual claims, recipient information, prices, deadlines, calculations, and statements about your services.
You are responsible for deciding whether an output is appropriate for your business and for obtaining professional advice when needed. Your review responsibilities do not remove obligations that apply to Raisi under law or an express written agreement.
Raisi does not guarantee increased revenue, customer acquisition, response rates, cost savings, or any other business outcome.
References to an “AI agent” describe software functionality. They do not grant Raisi unrestricted authority to represent your business or make binding decisions on its behalf.
4. Approvals and automated actions
Some features prepare work for your review. Other features, when available and expressly enabled, may carry out actions through connected systems.
Connecting an account does not, by itself, authorize every action that its permissions technically allow. External actions must fall within your specific approval or the scope of a workflow you have expressly enabled.
When configuring automation, you are responsible for reviewing its purpose, recipients, conditions, frequency, permitted actions, and any spending or usage limits. Raisi will use those instructions to define the authorized scope of the workflow.
Unless expressly authorized through an appropriate supported workflow, the Services are not authorized to enter contracts, make purchases, issue refunds, change prices, transfer money, file returns, or make security-sensitive changes on your behalf.
You may request that an automation be paused or that a connection be disabled through available controls or by contacting us. Actions already completed, or transferred to another system for processing, may not be reversible.
5. Your information and responsibilities
“Customer Content” means information you or your authorized users submit, upload, or make available through the Services. This includes business documents, customer records, contact lists, messages, instructions, connected-account information, and other materials.
You retain your rights in Customer Content. You grant Raisi permission to process it as necessary to provide the Services you request, including hosting, organizing, retrieving, analyzing, and generating work from that information.
This permission is limited by these Terms, the Privacy Policy, applicable law, and any data-processing agreement between us. It is not an unrestricted license to sell your information or use it for unrelated purposes.
You are responsible for having the rights and lawful basis necessary to provide Customer Content, including required notices and consents relating to customers, employees, contractors, and other individuals.
Only provide information that is relevant to the intended workflow. Do not upload another person’s confidential information merely because you can access it.
6. Acceptable use
You may not use the Services to carry out unlawful activity, deceive or impersonate others, infringe intellectual property or privacy rights, send unlawful communications, or access systems without authorization.
You may not introduce malware, interfere with the Services, bypass access restrictions, evade usage limits, or attempt to obtain another customer’s information.
You must not use the Services for solely automated decisions that significantly affect an individual’s access to employment, credit, housing, insurance, healthcare, or similar essential opportunities without our express written approval and the safeguards required by applicable law.
We may investigate suspected misuse and restrict activity that creates material security, legal, or operational risk.
7. Customer communication and outreach
When using Raisi to prepare or support outreach, you are responsible for the accuracy of your claims, the appropriateness of your recipient lists, and the lawful basis for contacting those recipients.
You must follow applicable advertising, privacy, anti-spam, electronic communication, and platform requirements. This includes obtaining consent where required, using accurate sender information, providing required disclosures and unsubscribe mechanisms, and honoring opt-outs.
You must not instruct Raisi to contact someone in violation of an applicable suppression or do-not-contact request. Where your workflow uses opt-out records, you must provide and maintain the relevant information.
Email, SMS, telephone, and recorded communications may have different requirements. Availability of a technical capability does not establish that a particular use is lawful.
Nothing in these Terms transfers or eliminates legal responsibilities that independently apply to Raisi.
8. Professional services and sensitive information
The Services support business workflows. They are not a substitute for a licensed accountant, tax professional, lawyer, investment adviser, cybersecurity professional, or other qualified specialist.
Your business remains responsible for reviewing professional advice, filings, financial conclusions, client deliverables, and security decisions.
Do not provide protected health information, full payment-card details, government identification numbers, tax-return information, or similarly sensitive records unless we have expressly agreed in writing that the relevant workflow supports that data and the necessary contractual and technical safeguards are in place.
Do not place passwords, private keys, or administrative credentials in ordinary prompts or uploaded documents. Use approved connection methods.
The Services are not intended for emergency response, life-safety decisions, or unsupervised control of critical infrastructure.
9. Connected accounts and third-party services
The Services may connect with third-party software that you authorize, such as email, customer-management, calendar, document, and business-management tools.
You must have permission to connect each account and grant the requested access. You remain responsible for your third-party subscriptions, fees, account settings, and compliance with the provider’s terms.
Third-party providers may change their interfaces, permissions, availability, or technical requirements. Those changes can affect an integration or require reauthorization.
Disconnecting an account stops future access through that connection once the disconnection takes effect. It does not necessarily delete previously imported information, reverse completed actions, or remove copies held by the third-party provider.
Our use of service providers remains subject to our own contractual and legal obligations.
10. Ownership of the platform and outputs
Raisi and its licensors retain ownership of the Services, including the underlying software, models, interfaces, templates, and reusable technology.
Subject to payment and compliance with these Terms, you may use the Services for your business during the applicable subscription term.
As between you and Raisi, you may use, edit, publish, and retain outputs created specifically for your business. To the extent Raisi holds transferable rights in those outputs, Raisi assigns those rights to you upon payment of the applicable fees, excluding underlying Raisi technology and third-party materials.
Where an output contains reusable Raisi materials, we grant you a continuing, non-exclusive right to use those materials as incorporated into the output for your business purposes.
AI-generated outputs may not be unique or eligible for intellectual property protection. You are responsible for checking third-party rights before using an output in a way that requires clearance.
11. Confidentiality and customer data
Each party will use the other party’s nonpublic business information only for the purposes of providing or receiving the Services, meeting legal obligations, and exercising rights under the applicable agreement.
Access may be provided to personnel, advisers, and service providers who need it for those purposes and are subject to appropriate confidentiality obligations.
Confidentiality restrictions do not apply to information that was lawfully known without restriction, becomes public without a breach, is independently developed without using confidential information, or is lawfully received from another source.
If disclosure is legally required, the receiving party will provide notice where legally permitted and limit disclosure to what is required.
Submitting customer contacts does not give Raisi permission to independently solicit them or make your customer list available to another customer. Any separately agreed Customer Contact Data Protection Addendum continues to govern the information it covers.
We will obtain your permission before publishing your name, logo, testimonial, or identifiable business results as an endorsement.
12. Fees, subscriptions, and cancellation
The price, billing frequency, included usage, initial commitment, implementation charges, and any trial or promotional conditions will be disclosed in your checkout or written order before purchase.
For a subscription expressly identified as recurring, you authorize charges to your selected payment method at the agreed billing intervals until the subscription is canceled. A trial converts to a paid subscription only when that arrangement and the applicable charges were disclosed and accepted.
Cancellation. Unless a separately signed business agreement states otherwise, you may cancel renewal before the next billing date using the cancellation method provided with your subscription or by emailing info@raisi.ai. Cancellation generally takes effect at the end of the current paid term. We will confirm the effective cancellation date.
Disconnecting an integration, stopping a workflow, or no longer using the Services does not by itself cancel a subscription.
Refunds. Except where required by law, stated in your order, or provided under these Terms, fees for completed billing periods, delivered implementation work, and authorized nonrecoverable third-party costs are not refundable. Cancellation alone does not create a refund for an unused portion of a paid term.
Additional costs. Advertising spend, third-party software, domain registrations, and other external charges are not included unless your order expressly includes them. Additional costs require your authorization.
Price changes. We will notify you before a recurring price change takes effect and provide an opportunity to cancel before you are charged the new price.
Billing concerns. Contact info@raisi.ai if you believe a charge is incorrect. Nothing in these Terms restricts rights to dispute a charge that cannot lawfully be waived.
13. Service changes, suspension, and termination
We may update the Services, introduce limits, or change features. Where a change materially reduces a paid service during an existing term, we will provide reasonable notice and an appropriate remedy consistent with your agreement and applicable law.
We may suspend or terminate access for a material breach, nonpayment, unlawful activity, or a significant security risk. Where reasonable, we will provide notice and an opportunity to resolve the issue. Urgent risks or legal requirements may require immediate action.
You may terminate for our material breach if we do not resolve it within 30 days after receiving reasonably detailed written notice. In that case, we will refund prepaid subscription fees for the unused portion of the terminated Services.
If we discontinue your paid Services for reasons other than your breach, we will refund the unused portion of prepaid subscription fees.
Following termination, platform access ends. Your rights in Customer Content and paid outputs survive. Data return and deletion are addressed in the Privacy Policy and any applicable data-processing agreement.
14. Disclaimers and limitation of liability
Except for express commitments in these Terms or a written agreement, the Services are provided “as is” and “as available,” to the extent permitted by law.
We do not warrant that every output will be accurate, that third-party connections will always be available, or that the Services will achieve a particular commercial result.
To the extent permitted by law, neither party is liable for indirect, incidental, special, or consequential losses arising from these Terms, including lost profits or lost business opportunities.
Except where a separate signed agreement provides otherwise, Raisi’s total liability arising from the Services is limited to the greater of $100 or the fees you paid for the affected Services during the 12 months before the event giving rise to the claim.
These limitations do not apply to fraud, willful misconduct, or liability that cannot lawfully be excluded or limited. They do not remove mandatory privacy, consumer, or other statutory rights.
15. Third-party claims
If you are a business customer, you agree to defend and indemnify Raisi against third-party claims to the extent caused by your unlawful use of the Services, Customer Content that infringes another party’s rights, or your material breach of these Terms.
This obligation does not apply to the extent a claim results from Raisi’s own breach, negligence, or unlawful conduct.
Raisi will promptly notify you of a claim and provide reasonable cooperation. You may not settle a claim in a way that admits fault or imposes a nonmonetary obligation on Raisi without our written agreement.
16. Governing law and disputes
These Terms are governed by Delaware law, excluding conflict-of-law rules, except where mandatory law requires otherwise.
Before filing a claim, either party may contact the other to seek an informal resolution. Neither party must delay urgent relief or allow a legal deadline to expire while attempting to resolve a dispute.
Unless a separate signed agreement provides otherwise, disputes will be heard in the state or federal courts located in Delaware, and each party consents to those courts’ jurisdiction, subject to rights that cannot lawfully be waived.
17. Changes and other terms
We may update these Terms as the Services change. We will identify the effective date and provide reasonable advance notice of material changes affecting existing customers, except where an earlier change is required for legal or security reasons.
Changes do not retroactively authorize actions or data uses that required separate permission.
A signed order or service agreement controls over conflicting provisions in these Terms for the engagement it covers. A data-processing agreement controls for the processing it governs.
If a provision is unenforceable, the remaining provisions continue to apply. Failure to enforce a provision does not waive it.
Neither party may assign this agreement without the other party’s consent, except to a successor in a merger, reorganization, or sale of the relevant business that assumes the agreement’s obligations.
18. Contact
Raisi, Inc.
995 Market St
San Francisco, CA 94103
United States