These Terms of Service ("Terms") govern your access to and use of the Pulse platform, provided by Sales Pulse AI, LLC, a Florida limited liability company doing business as AI Sales Pulse ("AI Sales Pulse," "we," "us," or "our"). By creating an account or using the Service, you agree to be bound by these Terms.
Plain-Language Summary: You own your data. We provide the tools. Use them responsibly. If something goes wrong, here's how we handle it.
1. Definitions
"Service" means the Pulse web application, the Pulse mobile apps for iOS and Android, the API, and all related services provided by AI Sales Pulse.
"User" means any individual who creates an account or accesses the Service.
"Company Account" means the organizational workspace created during signup, to which users belong.
"Admin" means a User with administrative privileges within a Company Account.
"Your Data" or "Customer Data" means all data you or your team upload, import, or create within the Service, including customer records, messages, products, and pipeline data.
"Integration" means a connection between the Service and a third-party system (e.g., ERP, email, WhatsApp, AI provider).
2. Eligibility & Account Registration
2.1 Eligibility
You must be at least 18 years old and authorized to enter into agreements on behalf of your organization to use the Service. Pulse is a business-to-business (B2B) platform designed for professional use.
2.2 Account Creation
When you sign up, you create a Company Account and become its initial administrator.
You must provide accurate and complete information, including your name, email address, and company name.
You select an ERP/accounting system type during signup (for example BGATE, QuickBooks Online, SAP Business One, Oracle NetSuite, Microsoft Dynamics 365, Epicor Prophet 21, Acumatica, or Other) so we know which system you use. Selecting a system does not mean a ready-made connector exists for it; see Section 7.2 for the integrations currently available.
Each email address may only be associated with one account.
2.3 Team Members & Roles
The user who creates a Company Account becomes its CEO, the highest-privilege role, which cannot be locked out of the account. The CEO and Admins may invite additional users. Roles are:
CEO, full access to all company data, settings, financials, and permissions; held by the account creator
Admin, team, product, and configuration management as granted
Sales Rep, access limited to their own assigned customers and conversations
The CEO and Admins are responsible for managing user access and ensuring that team members comply with these Terms.
3. Service Description
Pulse is an AI-powered sales assistant platform that provides:
Customer Relationship Management (CRM): Customer records, contact management, health scores, and communication history
Sales Pipeline: Prospect tracking, opportunity management, and deal stages
Unified Inbox: Email and WhatsApp conversation management (when integrations are enabled)
AI Sales Assistant: AI-powered chat, insights, follow-up suggestions, and draft messages (included with your subscription)
Admin Dashboard: Team performance metrics, KPIs, promotional tools, product intelligence, and user management
ERP Integration: Synchronization of customers, products, and inventory from supported ERP systems
Daily Digest Emails: Automated summary of pending follow-ups and tasks (configurable)
Sample Data: New accounts are created with clearly labeled demo records so the Service is usable before you connect a live system. Demo data is identified as such in the interface and is removed when you import or sync your own data.
Privacy Controls: Settings for communication tracking preferences and data export
4. Plans & Payment
4.1 Subscription Plans
The Service is offered under tiered subscription plans. Current plan details and pricing are available on our pricing page. We reserve the right to modify pricing with 30 days' advance notice.
4.2 Free Tier
We may offer a free plan with limited features. Free plans are provided "as is" and may be modified or discontinued at any time.
4.3 Payment Terms
Paid subscriptions are billed in advance on a monthly or annual basis.
All fees are non-refundable except as expressly stated in these Terms or required by law.
If payment fails, we may suspend access to paid features until payment is resolved.
Fees do not include taxes. You are responsible for any sales, use, or similar taxes that apply to your purchase, other than taxes on our income.
4.4 Cancellation & Refunds
You may cancel at any time. Cancellation takes effect at the end of your current billing period, and you keep access until then. We do not give partial refunds for the unused part of a period you cancel.
If we end your subscription for our convenience (not because you broke these Terms), we will refund the prepaid fees for the unused part of the period.
5. Your Data & Ownership
You own your data. We do not claim any ownership rights over Your Data. We only access it to provide the Service.
5.1 Ownership
All Customer Data you create, upload, or import into the Service remains your property. We claim no intellectual property rights over Your Data.
5.2 License to Us
You grant us a limited, non-exclusive license to host, process, store, and display Your Data solely for the purpose of providing and improving the Service. This license terminates when you delete your data or close your account.
5.3 Data Portability
You can export all your personal and business data at any time through Settings > Privacy > Export My Data. The export includes your profile, audit log, sessions, customers, messages, and follow-ups in JSON format.
5.4 Data Isolation
Your data is isolated from other companies on the platform using multi-tenant architecture. All database queries are scoped by your company identifier, ensuring strict separation. See our Privacy Policy for details.
5.5 Backups
We perform routine database backups as part of our hosting infrastructure. However, we recommend you periodically export your data as an additional safeguard.
5.6 Your Role and Ours
For the business data you bring into Pulse (your customers, contacts, and the messages you connect), your company decides what is collected and why, and we process it on your behalf and under your instructions. In privacy-law terms, you are the controller and we are your processor (or "service provider"). Our Data Processing Addendum (DPA) is part of these Terms and applies automatically; a countersigned copy is available on request at support@aisalespulse.com. The subprocessors we use are listed in our Privacy Policy.
5.7 Your Responsibilities for Connected Data
When you connect email, WhatsApp, or an ERP, Pulse processes the business messages and records in those accounts. You are responsible for:
Having the right to connect those accounts and to process the data in them
Telling your employees and users that their business email and WhatsApp activity will be processed by Pulse, and getting any consent your local law requires
Giving any notice to your own customers and contacts that applicable law requires
Using the Privacy Settings to exclude personal chats and contacts that should not be processed
6. Acceptable Use
You agree not to:
Use the Service for any illegal purpose or in violation of applicable laws
Attempt to access other companies' data or bypass multi-tenant isolation
Upload malicious code, viruses, or harmful content
Engage in unauthorized automated access (scraping, bots) beyond normal API usage
Reverse engineer, decompile, or attempt to extract the source code of the Service
Use the Service to send spam, unsolicited messages, or bulk marketing via connected integrations
Resell, sublicense, or redistribute access to the Service without written authorization
Impersonate another user or misrepresent your identity
Circumvent rate limits, security controls, or authentication mechanisms
Store sensitive financial data (credit card numbers, bank account details) in customer notes, messages, or other free-text fields
We reserve the right to suspend or terminate accounts that violate these terms.
7. Third-Party Integrations
7.1 Your Credentials
To connect third-party services (ERP and accounting systems, email, WhatsApp), you provide OAuth authorization, API keys, or access tokens. These credentials are encrypted at rest in our database and only used to access the specific services you configure. You may revoke any connection at any time from Settings; for OAuth-based connections, disconnecting invalidates the stored tokens.
AI features are an exception: they are included with your subscription and run on AI Sales Pulse's own AI provider account, so no API key is required from you. See Section 8.
7.2 Third-Party Terms
When you connect an Integration, you are also subject to the terms of service and privacy policies of that third-party provider. We are not responsible for the practices or policies of third-party services. Currently supported integrations include:
BGATE, ERP/distribution system connector
CSV / Excel import, for customers, products and sales history from any other system
Connections to other ERP systems (such as SAP Business One, Oracle NetSuite, Epicor Prophet 21, Microsoft Dynamics 365 or Acumatica) may be built on request and are not available by default
Microsoft Outlook, Email integration via Microsoft Graph API (OAuth2)
WhatsApp Business, Messaging integration via Meta Graph API
Anthropic Claude, AI assistant, included with Pulse and provided on our own Anthropic account
7.3 Data Sync
When you enable an ERP or accounting integration, customer, product, invoice, and inventory data is periodically synced into Pulse. You can configure sync settings and disconnect at any time. Automated syncs run on a scheduled basis (typically every 30 minutes; the interval may vary by connector and is subject to change) and can also be triggered manually.
7.4 Integration Availability
Third-party integrations depend on the availability and API compatibility of external services. We are not responsible for downtime, API changes, or discontinuation of third-party services.
8. AI Features & Limitations
8.1 AI-Powered Features
Pulse includes AI features powered by large language models (currently Anthropic's Claude). AI is included with your Pulse subscription and is active by default; it is not a separate paid add-on and does not require you to supply an API key. These features include:
AI sales assistant chat
AI-generated insights and recommendations
AI-drafted follow-up messages
Sentiment analysis on conversations
Reorder predictions and deal rescue suggestions
8.2 How AI Is Provided
AI features run on AI Sales Pulse's own Anthropic API account and are included in your subscription at no additional per-use charge.
To generate insights, answers, and drafts, the business data relevant to the request (such as customer records, conversation history, product catalog, and sales metrics) is transmitted to Anthropic for processing on our behalf. We do not sell your data, and your business data is not used to train AI models, by us or by Anthropic.
Optional bring-your-own key. You may instead supply your own Anthropic API key in Settings. If you do, AI requests run on your provider account, the resulting usage costs are your responsibility, and your key is encrypted at rest and used only to serve your account.
AI features are subject to fair-use limits. We may apply rate limits or temporarily suspend AI processing to protect the Service, and we may change the underlying model or provider, provided we do not materially reduce the functionality described here.
8.3 AI Limitations
Important: AI-generated content (insights, suggestions, draft messages) is provided as a tool to assist your sales process. It may contain inaccuracies or incomplete information. You are responsible for reviewing and validating all AI output before acting on it or sending it to customers.
AI features are assistive tools, not replacements for professional judgment.
We do not guarantee the accuracy, completeness, or appropriateness of AI-generated content.
You are responsible for any actions taken based on AI recommendations.
AI features send your business data (customer info, product catalog, sales metrics) to the AI provider for processing. See our Privacy Policy for details.
8.4 Messages You Send
AI-generated drafts are suggestions only. When a message is sent through a channel you have connected (email, WhatsApp, or any other Integration), that message is your communication, transmitted under your identity, your business name, and your own sending credentials, even where the text originated as an AI draft. It is not a communication from AI Sales Pulse.
You are solely responsible for reviewing content before it is sent and for ensuring that your communications comply with all applicable laws, regulations, and platform policies, including as applicable the CAN-SPAM Act, the Telephone Consumer Protection Act (TCPA), CASL, the GDPR and ePrivacy rules, and the WhatsApp Business Messaging Policy and other Meta platform terms. This includes:
Obtaining and maintaining any consent or opt-in required before contacting a recipient;
Honoring opt-out, unsubscribe, and do-not-contact requests promptly;
Respecting messaging windows, template rules, and rate limits imposed by a channel provider;
Ensuring messages are accurate, not misleading, and correctly identify you as the sender.
You agree to indemnify and hold us harmless against claims, penalties, and costs arising from messages sent from your account. We may suspend or disable an Integration used to send unlawful, unsolicited, or abusive messages, and any suspension or ban imposed on you by a channel provider is a matter between you and that provider.
9. Security & Account Responsibilities
9.1 Your Responsibilities
Keep your login credentials confidential and use a strong password (minimum 12 characters with mixed case, digits, and special characters).
Enable Two-Factor Authentication (2FA) for enhanced security, especially for admin accounts.
Notify us immediately at support@aisalespulse.com if you suspect unauthorized access to your account.
Review your active sessions regularly via Settings > Security and revoke any you do not recognize.
Safeguard any Integration API keys and credentials you configure in the Service.
9.2 Our Responsibilities
We implement industry-standard security measures including:
Bcrypt password hashing (12 rounds)
AES encryption for stored credentials
TLS/HTTPS for all data in transit
Session management with inactivity and absolute timeouts
In the event of a data breach affecting your personal data, we will notify affected users and relevant authorities as required by applicable law (e.g., within 72 hours under GDPR).
10. Service Availability & Support
10.1 Uptime
We strive to maintain high availability but do not guarantee uninterrupted access. Planned maintenance will be communicated in advance via platform announcements whenever possible.
10.2 Support
Support is provided via email at support@aisalespulse.com. Support is also available by phone or WhatsApp at +1 (954) 807-9824. Response times may vary by plan tier; no service-level commitment applies unless agreed in a separate written agreement.
11. Termination
11.1 By You
You may stop using the Service and request account deletion at any time by contacting us at support@aisalespulse.com. Before deleting your account, we recommend exporting your data using the built-in export feature.
11.2 By Us
We may suspend or terminate your access if:
You violate these Terms or the Acceptable Use policy
Your payment is overdue for more than 30 days
Required by law or to protect the security of other users
Your Company Account is deactivated by a super administrator
We will provide reasonable notice before termination (except in cases of serious violations or legal requirements) and allow you to export your data.
11.3 Effect of Termination
Upon termination, your access to the Service will be revoked, all active sessions will be invalidated, and your data will be scheduled for deletion within 30 days unless you request an export or legal retention requirements apply. Copies in backups are removed as those backups expire in the normal backup cycle.
11.4 Survival
Sections that by their nature should continue after termination will continue, including payment obligations, Your Data & Ownership, Limitation of Liability, Indemnification, and Governing Law & Disputes.
12. Limitation of Liability
12.1 Disclaimer
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.
12.2 Limitation
TO THE MAXIMUM EXTENT PERMITTED BY LAW, SALES PULSE AI, LLC SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR BUSINESS OPPORTUNITIES ARISING FROM YOUR USE OF THE SERVICE.
12.3 Cap
OUR TOTAL AGGREGATE LIABILITY FOR ANY CLAIMS ARISING FROM OR RELATED TO THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE AMOUNT YOU PAID US IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.
12.4 AI Disclaimer
We specifically disclaim liability for any decisions made or actions taken based on AI-generated content, insights, or recommendations provided through the Service. AI output is assistive and does not constitute professional advice.
13. Indemnification
You agree to indemnify and hold harmless Sales Pulse AI, LLC, its members, managers, officers, employees, and agents from any claims, liabilities, damages, losses, and expenses (including reasonable legal fees) arising from:
Your use of the Service in violation of these Terms
Your violation of applicable laws or third-party rights
Data you upload, import, or transmit through the Service
Your use of third-party Integrations configured through the Service
14. Modifications to Terms
We may update these Terms from time to time. When we make material changes:
We will post the updated Terms with a new "Last Updated" date.
We will notify you by email or platform announcement at least 30 days before the changes take effect.
Continued use of the Service after the effective date constitutes acceptance of the updated Terms.
If you do not agree with the changes, you may terminate your account before the effective date.
15. Governing Law & Disputes
15.1 Governing Law
These Terms are governed by the laws of the State of Florida, United States, without regard to its conflict-of-law principles.
15.2 Dispute Resolution
Any dispute arising from these Terms or the Service will first be attempted to be resolved through good-faith negotiation. If negotiation fails, disputes will be resolved through binding arbitration in Broward County, Florida, under the Commercial Arbitration Rules of the American Arbitration Association. Either party may bring an individual claim in small claims court, or seek an injunction in court to protect its intellectual property or confidential information.
15.3 Class Action Waiver
You agree to resolve disputes on an individual basis and waive any right to participate in a class action, collective action, or representative proceeding.
16. General Provisions
Entire Agreement: These Terms, our Privacy Policy, our Data Processing Addendum, and any order form you sign with us are the entire agreement between you and us about the Service. If a signed agreement conflicts with these Terms, the signed agreement controls. On data protection, the Data Processing Addendum controls.
Severability: If any part of these Terms is found unenforceable, that part will be limited to the minimum extent necessary and the rest stays in effect.
No Waiver: If we do not enforce a right, that is not a waiver of it.
Assignment: You may not transfer these Terms without our written consent. We may transfer them in connection with a merger, acquisition, or sale of all or substantially all of our business or assets, with notice to you.
Force Majeure: Neither party is liable for delays or failures caused by events beyond its reasonable control, such as outages of internet, hosting, or third-party platforms (including Meta, Microsoft, or ERP providers), natural disasters, or government action. This does not excuse payment obligations.
Independent Parties: You and we are independent contractors. Nothing in these Terms creates a partnership, joint venture, or employment relationship.
Notices: We may send notices to the email address on your account. You may send notices to support@aisalespulse.com or to our address below.
Export & Sanctions: You may not use the Service in violation of U.S. export control or sanctions laws.
17. Contact Us
If you have questions about these Terms, please contact us: