Terms of Service

You must be at least 18 years old and capable of entering into a legally binding agreement to use the Service. The Service is intended for business use.

To access the Service, you must create an account with accurate and complete information, including a valid email address and secure password. You are responsible for maintaining the confidentiality of your account credentials.

You are responsible for all activity that occurs under your account. You agree to:

• Use a strong, unique password
• Not share your account credentials with unauthorized parties
• Notify us immediately at [email protected] if you suspect unauthorized access

We are not liable for losses resulting from unauthorized use of your account where you have failed to maintain reasonable security of your credentials.

The Service is offered through the following subscription tiers:

The Free plan provides access to the platform with the following limitations:

• Zero credits included — credits must be purchased as pay-as-you-go at $0.10 per credit
• All AI models available (Haiku, Sonnet, Opus) — charged at standard base credit rates
• Maximum of 1 active automation
• No team member access (single user only)
• No access to PrimeBotz or AuthorizedSites integrations

AI credits are the unit of consumption for AI-powered features within the Service. Credits are consumed when you use AI chat, AI-assisted actions, automated workflows, and other AI-powered features.

Base credit costs per AI interaction:

• Haiku model: 1 credit
• Sonnet model: 2 credits
• Opus model: 5 credits
• Auto routing: 0.25 credits

Credit consumption may exceed base costs for interactions that involve higher-than-typical processing (longer messages, complex analysis, large data sets). The actual credit charge is calculated dynamically based on processing usage, with the base cost serving as a minimum.

Credits included in your subscription are allotted at the start of each billing period. Unused credits from the current billing period do not roll over to the next period.

Additional credits can be purchased as one-time top-ups at any time. The per-credit rate varies by subscription tier:

• Free: $0.10/credit
• Starter: $0.05/credit
• Professional: $0.04/credit
• Agency: $0.03/credit
• Enterprise: $0.025/credit

Purchased top-up credits do not expire and are consumed before subscription credits.

We reserve the right to change subscription prices with at least 30 days' advance notice. Price changes apply at the start of the next billing period after the notice period. Existing customers retain their current pricing through the end of their current billing period.

All payments are processed by Stripe, Inc. By subscribing to a paid plan or purchasing credits, you agree to Stripe's terms of service. We do not store your credit card details — all payment information is handled directly by Stripe.

Paid subscriptions are billed monthly on the date you first subscribed. Your subscription automatically renews each month unless cancelled. By subscribing, you authorize us to charge your payment method on file for each recurring billing period.

If a payment fails, we will attempt to process the charge again according to Stripe's retry schedule. If payment cannot be collected after reasonable attempts, your account may be downgraded to the Free plan. Remaining purchased (non-subscription) credits will be preserved.

• Subscriptions: You may cancel at any time. Cancellations take effect at the end of the current billing period — no partial-month refunds are issued. You retain access to all paid features and remaining credits through the end of the period.
• Credit top-ups: Purchased credits are non-refundable once delivered to your account.
• Disputed charges: If you believe a charge is incorrect, contact [email protected] within 30 days of the charge. We will investigate and issue corrections where appropriate.

Prices listed may be exclusive of applicable sales tax, VAT, or other taxes as required by your jurisdiction. Applicable taxes will be calculated and added at checkout.

You may cancel your subscription at any time through:

• The Stripe Customer Portal (accessible from Settings → Billing → Manage Subscription)
• Contacting [email protected]

Upon cancellation:

• Your subscription remains active until the end of the current billing period
• After the billing period ends, your account reverts to the Free plan
• Remaining subscription credits are forfeited at the end of the billing period
• Remaining purchased (top-up) credits are preserved on the Free plan
• Your data remains accessible on the Free plan
• CRM connections remain active

You may request complete account deletion by contacting [email protected]. Account deletion permanently removes your account, settings, AI conversation history, and cached CRM data. This action is irreversible. Data is removed within the timeframes specified in our Privacy Policy.

The Service integrates with third-party CRM platforms through authenticated OAuth 2.0 connections. By connecting your CRM account, you authorize PrimeOverview to access, read, and cache your CRM data as described in our Privacy Policy, and to execute actions in your CRM on your behalf (subject to your AI permission settings).

You are responsible for:

• Ensuring you have authority to connect your CRM account and grant the requested permissions
• The accuracy and legality of the data in your CRM
• Compliance with your CRM provider's terms of service
• Compliance with applicable laws regarding the contacts and communications managed through the Service (including CAN-SPAM, TCPA, and similar regulations)

PrimeOverview's AI assistant can perform actions in your CRM (sending messages, updating contacts, moving deals, booking appointments, etc.) based on your instructions. You control what the AI can do through the AI Permission settings:

• Auto mode: The AI executes actions automatically. You are responsible for actions taken in Auto mode.
• Approve mode: The AI proposes actions and waits for your explicit approval before executing.
• Off mode: The AI cannot perform that category of action.

Actions taken by the AI are logged and visible in your account. You are responsible for reviewing and managing your AI permission settings.

You may disconnect your CRM at any time from Settings → Connections. Upon disconnection, PrimeOverview stops accessing your CRM data and cached data is removed within 30 days.

The Service, including its code, design, features, documentation, branding, and all related intellectual property, is owned by Prime Business Systems. Nothing in these Terms grants you any right to use our trademarks, logos, or brand elements except as necessary to use the Service.

You retain ownership of all data you input into the Service, including business information, knowledge base content, AI configurations, and CRM data. By using the Service, you grant us a limited license to process this data solely for the purpose of providing the Service.

Content generated by the AI assistant (draft messages, social media posts, analysis reports, etc.) is generated for your use. You may use AI-generated content for your business purposes. However, AI-generated content is provided without warranty of accuracy, and you are responsible for reviewing and approving any AI-generated content before use.

We strive to maintain high availability but do not guarantee uninterrupted access. The Service may be temporarily unavailable due to maintenance, updates, or circumstances beyond our control. We will provide reasonable notice for planned maintenance when possible.

The AI assistant features use third-party artificial intelligence models. AI-generated responses, analysis, and actions may contain errors, inaccuracies, or inappropriate content. The AI features are tools to assist your decision-making, not replacements for human judgment. You are responsible for reviewing and verifying all AI outputs before relying on them.

PrimeOverview caches data from your CRM for performance purposes. Cached data may not reflect real-time changes made directly in your CRM. We are not responsible for data accuracy issues originating from your CRM or third-party integrations.

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE.

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

Before filing any formal dispute, you agree to contact us at [email protected] and attempt to resolve the dispute informally for at least 30 days.

Any dispute that cannot be resolved informally shall be resolved through binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. The arbitration shall take place in Delaware or remotely at the arbitrator's discretion. Each party bears its own costs, and the arbitrator's decision is final and binding.

You agree to resolve disputes with us on an individual basis. You waive any right to participate in a class action, class arbitration, or representative proceeding.

Either party may bring qualifying claims in small claims court in the jurisdiction where you reside, if the claim falls within the court's jurisdictional limits.

You may stop using the Service at any time by cancelling your subscription and/or deleting your account.

We may suspend or terminate your account if:

• You violate these Terms
• You engage in conduct that is harmful to other users, the Service, or our business
• Your payment method fails and cannot be collected after reasonable attempts
• Required by law or legal process

We will provide reasonable notice before termination where possible, except in cases of violations requiring immediate action.

Upon termination:

• Your access to the Service will be revoked
• Remaining subscription credits are forfeited
• Remaining purchased credits are non-refundable
• We will retain your data in accordance with our Privacy Policy's retention schedule
• Provisions that by their nature should survive (including Sections 9, 10, 11, 12, and 13) shall survive termination

These Terms, together with our Privacy Policy, constitute the entire agreement between you and Prime Business Systems regarding the Service and supersede all prior agreements.

If any provision of these Terms is found to be unenforceable, the remaining provisions remain in full force and effect.

Our failure to enforce any provision of these Terms does not constitute a waiver of that provision or any other provision.

You may not assign your rights under these Terms without our written consent. We may assign our rights and obligations without restriction.

We are not liable for delays or failures in performance resulting from circumstances beyond our reasonable control, including natural disasters, acts of government, internet or infrastructure failures, or third-party service outages.