Self-Service Terms of Service

These Self-Service Terms of Service (“Terms”) are entered into between Advanced Revenue Technologies Inc., doing business as RevTech (“RevTech”), and the organization for which an authorized representative creates, purchases or administers a RevTech account (“Customer”).

By clicking to accept, creating or administering a paid workspace, starting a trial, purchasing credits or using the Services after being presented with these Terms, Customer agrees to the Agreement. If the individual accepting lacks authority to bind Customer, they must not accept or use the Services.

“Agent”

software functionality that can retrieve information, reason over context, generate Outputs, call tools or perform Agent Actions.

“Agent Action”

an action initiated or completed through the Services, including reading or updating a record, creating a task, preparing or sending a communication, invoking a workflow or calling a connected tool.

“Agreement”

these Terms, the Privacy Policy, the Data Processing Addendum where applicable, and any documents expressly incorporated by reference.

“Authorized User”

an individual whom Customer authorizes to access the Services under Customer’s account.

“Customer Data”

information submitted to, connected to, generated within or otherwise processed through the Services for Customer, including Inputs and Agent Action data, but excluding Usage Data and RevTech Technology.

“Input”

content, data, instructions, prompts, files, configuration or context submitted or made available to the Services.

“Output”

content generated by the Services in response to an Input or workflow, including summaries, recommendations, scores, forecasts, classifications, messages, drafts and generated materials.

“RevTech Technology”

the Services, software, models, prompts, workflows, interfaces, documentation, methods, templates, know-how and other technology owned or licensed by RevTech, excluding Customer Data.

“Services”

RevTech’s hosted software, Agents, support and related services made available under a self-service plan.

“Usage Data”

technical and operational information about use, performance, reliability, security, consumption and interaction with the Services that does not consist of the substantive content of Customer Data.

2.1 The Services are offered to organizations and authorized business users, not for personal, family or household use. Customer must be legally capable of entering into a binding commercial agreement.

2.2 Customer is responsible for its account, Authorized Users, administrators, permissions, credentials, activity and compliance with the Agreement. Customer must provide accurate registration and billing information and promptly update it.

2.3 Customer will use reasonable security measures, protect credentials, require appropriate authentication, and promptly notify RevTech at support@revtech.ai of suspected unauthorized access.

2.4 An administrator may control workspace settings, users, connections, data, Agents and approval policies. Customer is responsible for actions taken by an administrator and for ensuring the administrator has proper authority.

3.1 The features, usage limits, credits, Authorized User limits, support and price of a self-service plan are described at checkout, in the account or on the applicable pricing page. Customer may not exceed plan limits.

3.2 RevTech may modify or discontinue a feature, model, connector or plan to improve the Services, address security or legal requirements, or manage third-party dependencies. RevTech will provide reasonable notice of a material reduction to paid core functionality where practicable.

3.3 Trials, previews and beta features are provided for evaluation, may be changed or withdrawn at any time, and may be subject to additional limits. Unless RevTech states otherwise, they are provided without service levels or warranties.

4.1 Customer will pay the fees and applicable taxes shown at checkout or in the account. Unless otherwise displayed, fees are charged in United States dollars (USD). Customer authorizes RevTech and its payment processor to charge the selected payment method.

4.2 Paid subscriptions automatically renew for the same billing period at the then-current price unless Customer cancels before the renewal date. RevTech may provide renewal or price-change notice as required by law or stated in the account.

4.3 Customer may cancel through the account settings or by contacting support@revtech.ai. Cancellation takes effect at the end of the current paid billing period. Fees are non-refundable and non-creditable except where required by law or expressly stated by RevTech.

4.4 Usage credits and allowances are measured as described in the product. Credits have no cash value, are non-transferable, and expire as stated in the applicable plan or account. RevTech may suspend usage that exceeds purchased capacity until additional credits are purchased.

4.5 If payment fails or is overdue, RevTech may retry the payment method, restrict paid functionality, suspend access or terminate the account after reasonable notice. Customer remains responsible for accrued fees and collection costs permitted by law.

5.1 Subject to the Agreement and payment of fees, RevTech grants Customer a limited, non-exclusive, non-transferable, non-sublicensable right during the subscription term to access and use the Services for Customer’s internal business purposes.

5.2 Customer will not copy, modify, distribute, sell, lease, sublicense, reverse engineer or create derivative works of RevTech Technology except to the limited extent applicable law prohibits the restriction. Customer will not use the Services to build or train a competing product or model without RevTech’s written permission.

5.3 RevTech may use Affiliates, contractors and subprocessors to provide the Services. RevTech remains responsible for their performance to the extent required by the Agreement and applicable law.

6.1 The Services may use probabilistic AI models and agentic workflows. Results may vary, and model behaviour may change as RevTech updates models, prompts, routing, tools, evaluations and safeguards.

6.2 Customer controls connected accounts, credentials, permissions, data sources, instructions, tools, approval gates, confidence thresholds and automation settings. Customer authorizes RevTech to perform the resulting Agent Actions within those settings.

6.3 Customer will apply human review appropriate to the risk of an Output or Agent Action. Customer must review material external communications, irreversible changes, legal or financial commitments and consequential decisions before relying on or executing them.

6.4 Agents are software functionality. They are not legal agents and have no independent authority to bind RevTech or Customer. Customer remains responsible for its offers, communications, records, approvals and business decisions.

6.5 RevTech may block, pause or limit an Agent Action where reasonably necessary to prevent harm, protect security, comply with law or enforce the Agreement.

7.1 Customer represents that it has all rights, notices, consents and lawful bases required to provide Customer Data, connect systems, record or transcribe communications, contact individuals, configure Agents and grant the licences in the Agreement.

7.2 Customer will comply with privacy, employment, communications, anti-spam, telemarketing, intellectual-property and other laws applicable to its use. Customer is responsible for messages and campaigns sent through or prepared by the Services, including required identification and unsubscribe mechanisms.

7.3 Customer will not submit data subject to special sector, sovereignty, localization or security requirements unless RevTech expressly supports the use in writing.

7.4 Customer will not use the Services as the sole or determinative basis for decisions producing legal or similarly significant effects in employment, credit, lending, housing, education, insurance, healthcare, legal rights or access to essential services unless RevTech expressly approves the use in writing and Customer implements all legally required safeguards.

8.1 As between the parties, Customer retains all right, title and interest in Customer Data. Customer grants RevTech and its subprocessors a non-exclusive right to host, copy, transmit, display, modify and otherwise process Customer Data as necessary to provide, secure, support and administer the Services, perform Customer instructions, comply with law and exercise the Output licence in section 9.

8.2 RevTech processes personal information as described in the Privacy Policy. Where RevTech processes personal information on Customer’s behalf, the RevTech Data Processing Addendum version in effect when Customer accepts these Terms is incorporated into the Agreement.

8.3 Except for Outputs under section 9, RevTech will not use Customer Data or Inputs to train or fine-tune a model used by other customers unless Customer expressly opts in in writing. Ordinary use of the Services is not an opt-in.

8.4 RevTech may use Usage Data and de-identified or aggregated information to operate, secure, bill, analyze, benchmark and improve the Services, provided it does not attempt to re-identify a customer or individual.

9.1 As between the parties and to the extent rights exist under applicable law, Customer owns Outputs generated specifically for Customer. Customer may use those Outputs for its business purposes, subject to the Agreement, applicable law and third-party rights.

9.2 Customer grants RevTech, its Affiliates, successors, assigns, contractors and service providers a perpetual, irrevocable, worldwide, royalty-free, fully paid, transferable and sublicensable licence to host, use, reproduce, modify, adapt, translate, create derivative works from, distribute, display, perform, disclose, analyze, commercialize and otherwise exploit Outputs for any lawful business purpose. This includes operating, evaluating, securing, improving, marketing and developing the Services and other products; creating benchmarks and datasets; and training or fine-tuning AI systems. The licence survives expiration or termination of the Agreement.

9.3 RevTech will exercise the licence subject to its confidentiality obligations, the Privacy Policy, the Data Processing Addendum and applicable law. RevTech will not publicly disclose an Output in a manner that identifies Customer, reveals Customer Confidential Information or exposes personal information unless Customer authorizes the disclosure or law permits it. After Customer Data must be deleted, RevTech may continue to use only an Output or derivative that no longer identifies Customer or an individual, unless another lawful basis permits retention.

9.4 Customer represents that it has the authority to grant the licence in this section. Customer will not include third-party material in an Input where the resulting Output licence would violate that third party’s rights.

9.5 Outputs may be inaccurate, incomplete, biased, outdated, non-unique or not eligible for intellectual-property protection. RevTech does not represent that Output is free of third-party rights. Customer is responsible for review, clearance, attribution and use.

10.1 Customer authorizes RevTech to access and exchange information with connected services selected by Customer. Customer is responsible for the connected account, permissions and third-party terms.

10.2 Third-party services, models, data and content may be governed by their own terms. RevTech is not responsible for a third party’s independent acts or omissions, but remains responsible for subprocessors it appoints as required by law and the Data Processing Addendum.

10.3 RevTech may add, remove or replace models and service providers to improve quality, availability, cost, safety or regional support, provided it does not materially reduce committed data protection during a current paid period.

11.1 “Confidential Information” means non-public information disclosed by a party that a reasonable person would understand to be confidential, including Customer Data, product roadmaps, security information, pricing and business plans. It excludes information that is public without breach, already known without duty, independently developed or lawfully received from another source.

11.2 Each party will use the other’s Confidential Information only to perform or receive the Services, protect it using reasonable care and disclose it only to personnel and service providers with a need to know and confidentiality obligations.

11.3 A party may disclose Confidential Information where legally required after giving notice where lawful and reasonably practicable. RevTech may disclose de-identified information that does not identify Customer or reveal Customer Confidential Information.

• Customer will not use the Services unlawfully, deceptively or to violate another person’s rights;
• Customer will not introduce malicious code, attempt unauthorized access, probe vulnerabilities or interfere with service integrity;
• Customer will not bypass safety, usage, approval, authentication or access controls;
• Customer will not generate or distribute unlawful harassment, fraud, impersonation, malware or content that facilitates violence or exploitation;
• Customer will not use Output to train or develop a model that competes with RevTech without written permission;
• Customer will not scrape, benchmark publicly, resell or provide the Services as a service bureau except as expressly permitted;
• Customer will not misrepresent AI-generated content or automated interactions where disclosure is required by law;
• Customer will not submit payment-card data, government identifiers, protected health information, precise biometrics, children’s information, classified information or other specially regulated data unless RevTech expressly supports the use in writing.

RevTech may investigate suspected violations and suspend or restrict affected access where reasonably necessary to prevent harm, protect security, comply with law or enforce the Agreement.

13.1 RevTech and its licensors own all right, title and interest in RevTech Technology. Except for the limited access right in section 5, no rights are granted to Customer by implication, estoppel or otherwise.

13.2 If Customer voluntarily provides feedback, suggestions or feature requests, Customer grants RevTech a perpetual, irrevocable, worldwide, royalty-free right to use them without restriction or attribution. This does not expand RevTech’s rights to Customer Data except as expressly stated in the Agreement.

14.1 These Terms begin when Customer accepts them and continue until all subscriptions end and accounts are closed.

14.2 RevTech may suspend or terminate access for material breach, non-payment, security risk, unlawful use, harm to the Services or where required by law. Where practicable, RevTech will provide notice and an opportunity to cure.

14.3 On termination, Customer’s access ends. Customer should export available Customer Data before cancellation. RevTech may provide a limited post-termination export period in its discretion and will delete Customer Data according to the Data Processing Addendum and retention practices.

14.4 Sections concerning fees owed, Output licences, intellectual property, confidentiality, disclaimers, indemnities, liability, dispute resolution and other provisions intended by their nature to survive will survive termination.

15.1 RevTech warrants that it will provide paid Services in a professional and workmanlike manner and substantially in accordance with applicable documentation. Customer’s exclusive remedy for a material breach is for RevTech to use commercially reasonable efforts to correct the nonconformity or, if it cannot, terminate the affected paid Service and refund prepaid fees for the unused period.

15.2 Except for the express warranty above, the Services, Agents, Outputs, trials and beta features are provided “as is” and “as available.” To the maximum extent permitted by law, RevTech disclaims implied warranties of merchantability, fitness for a particular purpose, non-infringement, accuracy and uninterrupted or error-free operation.

15.3 RevTech does not warrant any revenue, forecast, conversion, pipeline, productivity or other business result, or that an Output or Agent Action will be accurate, unique, lawful or suitable for a particular use.

16.1 Customer will defend, indemnify and hold harmless RevTech and its Affiliates, officers, directors and personnel from third-party claims arising from Customer Data, Inputs, Customer’s grant of the Output licence, Customer’s use of Outputs or Agent Actions, connected services, violation of law or breach of the Agreement.

16.2 RevTech will defend Customer from a third-party claim that paid Services, when used as authorized, directly infringe a Canadian copyright, patent or trademark, and will pay finally awarded damages or approved settlements. RevTech may modify or replace the affected Service or terminate it and refund prepaid fees for the unused period. This obligation does not apply to Customer Data, Inputs, Outputs, third-party services, modifications not made by RevTech, combinations not supplied by RevTech or use outside the Agreement.

16.3 The indemnified party must promptly notify the indemnifying party, provide reasonable cooperation and allow control of the defence and settlement, except no settlement may admit fault or impose non-monetary obligations on the indemnified party without consent.

17.1 To the maximum extent permitted by law, neither party is liable for indirect, incidental, special, exemplary, punitive or consequential damages, or for loss of profits, revenue, goodwill, data or business opportunity, even if advised of the possibility.

17.2 Each party’s aggregate liability arising out of the Agreement will not exceed the greater of: (a) fees paid or payable by Customer for the Services during the 12 months before the event giving rise to liability; and (b) CAD $100. The cap does not apply to Customer’s payment obligations, infringement or misuse of the other party’s intellectual property, breach of section 12, or liability that cannot lawfully be limited.

18.1 The Agreement is governed by the laws of British Columbia and the federal laws of Canada applicable there, without regard to conflict-of-law principles. The United Nations Convention on Contracts for the International Sale of Goods does not apply.

18.2 The parties will first attempt in good faith to resolve a dispute through business representatives. If unresolved, the courts located in Vancouver, British Columbia have exclusive jurisdiction, and each party attorns to those courts. Either party may seek urgent injunctive relief in any court of competent jurisdiction.

19.1 RevTech may update these Terms by posting a new version and providing notice through the Services, email or website. Material changes will apply on the next renewal or 30 days after notice, whichever is later, unless earlier application is required by law or is necessary to address security or abuse. Continued use after the effective date constitutes acceptance.

19.2 Notices to RevTech must be sent to legal@revtech.ai. RevTech may send notices to an account administrator or the contact information associated with the account. Electronic notices satisfy writing requirements.

19.3 Customer may not assign the Agreement without RevTech’s written consent. RevTech may assign it to an Affiliate or in connection with a merger, financing, reorganization or sale of all or substantially all relevant assets.

19.4 The parties are independent contractors. The Agreement is the entire agreement concerning the Services and supersedes prior discussions. If a provision is unenforceable, it will be modified to the minimum extent necessary and the remainder will continue. Failure to enforce a provision is not a waiver.

19.5 The parties have expressly requested that the Agreement and related documents be drawn up in English. Les parties ont expressément demandé que la présente convention et les documents qui s’y rattachent soient rédigés en anglais. Where Quebec law requires a French version to be provided before that election, RevTech will provide it.