Terms of Service

1. Who you are contracting with

These Terms form an agreement between you and the company operating the Oliv.IA platform, identified in this section and in the footer of every page of this site.

The platform is operated by SOCIOS A.I USA LLC, with its registered office at 7550 Futures Drive, Suite 204, Orlando, FL 32819, United States. Wherever these Terms say "we", "our" or "Sócios AI", they refer to that legal entity.

For contractual matters, write to socio@sociosai.com.

The official support channels are also listed on the contact page of this site.

2. Acceptance of these terms

By creating an account, accessing the platform or subscribing to any plan, you confirm that you have read, understood and fully accept these Terms of Service, the Privacy Policy, the Refund Policy and the Acceptable Use Policy, which form part of this agreement.

If you accept these Terms on behalf of a company, you represent that you have authority to bind it. In that case, "you" means that company.

If you do not agree with any part of these Terms, do not use the platform.

3. Eligibility and your account

The platform is intended for people aged 18 or over and for duly incorporated legal entities. Accounts created by minors will be closed.

You are responsible for keeping your credentials confidential and for all activity carried out under your account. We recommend enabling two-factor authentication in the security settings.

• Provide accurate registration data and keep it up to date.
• Do not share a single login between different people. Create users inside your workspace instead.
• Report any unauthorised use of your account immediately to socio@sociosai.com.

4. What the platform does

Oliv.IA is software as a service (SaaS) that provides an artificial intelligence sales agent to answer the leads who contact your business on WhatsApp, email and SMS. The agent makes first contact within seconds, holds the conversation, qualifies leads with configurable questions, runs up to 10 follow-ups per funnel, schedules meetings on Google Calendar with reminders, can send payment links and hands the conversation over to your team with a summary.

The platform also includes a leads CRM with 0 to 100 scoring, a unified inbox with one-click human takeover, campaigns, a funnel builder, multiple named AI assistants, analytics, channel management and team management with Owner, Admin and Member roles, subject to per-plan seat limits. Leads arrive through your own forms and webhooks, through CSV or XLSX imports, through Meta Lead Ads via official authorisation, or through manual entry.

Message delivery depends on channels operated by third parties, such as WhatsApp, SMS telephony providers and email providers. Rate limits, supported formats and availability of those channels depend on those platforms and may change without notice.

We are an independent product. We are not affiliated with, sponsored by or endorsed by Meta, Google or Twilio. All trademarks belong to their respective owners and are named only to identify the available integrations.

5. Connecting channels and third-party accounts

To answer on your behalf, you connect your own channels to the platform: WhatsApp is connected through QR-code pairing, in a way similar to WhatsApp Web, using your own number; Google Calendar and Meta Lead Ads are connected through official OAuth authorisation; SMS is sent using your own Twilio credentials; and email uses the credentials you configure.

You confirm that you own the WhatsApp number and the connected accounts, or that you have the owner's express permission to operate them. Connecting each channel also means accepting that platform's own terms. We may suspend integrations at any time to comply with those platforms' requirements, including Meta Platform Terms and the WhatsApp Business policies.

You can disconnect any channel or account at any time from the dashboard, which revokes our access to that connection's data.

6. Plans, pricing and billing

Current plans, limits and prices are listed on the pricing page. The price and the billing currency are shown before you complete checkout and may include taxes as required by applicable law.

Subscriptions are recurring and renew automatically at the end of each cycle (monthly, yearly or as contracted) until you cancel, which you can do at any time in the billing portal. Billing is handled by an external, PCI DSS certified payment processor; we do not store full card details.

We may change prices with at least 30 days' notice sent to your registered email. The new price applies from the following cycle, and you may cancel before then at no extra cost.

• Failed payments: we retry the charge and may suspend access after the grace period communicated by email.
• Plan usage limits, such as team seats and AI features, are tied to the cycle and do not roll over unless the plan says otherwise.
• Every plan starts with a 14-day free trial: the first charge happens only when the trial ends, and the trial converts into a paid subscription unless cancelled beforehand.

7. Cancellation and refunds

You can cancel your subscription at any time from the dashboard. Cancelling stops future renewals and access remains active until the end of the period already paid for.

Refund conditions, including the 14-day free trial with cancellation at no charge within that window, are set out in the Refund Policy, which forms part of these Terms.

8. Acceptable use

You are responsible for the conversations and messages sent through the platform, including those conducted by the AI agent on your behalf, and must comply with the Acceptable Use Policy, applicable law and the rules of each connected channel.

The platform is meant for answering leads who contacted your business. You may not use it for mass cold messaging, for contacting purchased contact lists, for spam, for content that is unlawful, discriminatory, misleading or infringes third-party rights, or for any automation that breaches the terms of the connected channels.

9. Your content and intellectual property

You retain ownership of all content, brand assets and material you upload, including your business description, knowledge base files and media library. You grant us a limited, non-exclusive, revocable licence to store, process, reformat and transmit that content solely to deliver the service you contracted. Uploaded materials feed only the artificial intelligence of your own workspace.

Lead personal data is processed on your behalf: you decide the purposes of the processing and we process that data under your instructions and the Privacy Policy. You can export your leads to CSV at any time.

The software, interface, brand and documentation of Oliv.IA remain our property. These Terms transfer no intellectual property rights in the platform.

Content produced by artificial intelligence features, including the agent's replies in conversations with your leads, is provided as support for your operation. You are responsible for supervising those conversations, reviewing the agent's configuration and validating the generated material, including accuracy, third-party rights and regulatory compliance. The inbox lets you take over any conversation at any time, pausing the AI.

10. Availability and support

We work to keep the platform continuously available, but the service is provided "as is". Interruptions may occur for scheduled maintenance, infrastructure incidents or third-party failures.

Support is provided through the channels shown in the dashboard and at socio@sociosai.com, in Portuguese, Spanish and English, on business days.

11. Suspension and termination

We may suspend or terminate access, with prior notice whenever possible, in case of breach of these Terms, non-payment, use that puts the platform at risk, or a legal requirement or requirement from a connected platform.

You may close your account at any time. After closure, your data is handled according to the Privacy Policy and the Data Deletion Instructions.

12. Limitation of liability

To the maximum extent permitted by applicable law, our total liability arising from use of the platform is limited to the amount actually paid by you in the 12 months preceding the event giving rise to the claim.

We are not liable for loss of profit, loss of opportunity, indirect damages, nor for the acts, omissions, policy changes or downtime of connected channels and services, such as messaging platforms, calendars and telephony or email providers.

Nothing in these Terms removes rights that the consumer law of your country treats as non-waivable.

13. Changes to these terms

We may update these Terms to reflect product, legal or connected-platform changes. Material changes are announced by email or through a dashboard notice at least 30 days in advance.

Continuing to use the platform after the new version takes effect means acceptance. If you disagree, you may cancel your subscription under the Refund Policy.

14. Governing law and jurisdiction

Before taking any legal action, we encourage you to contact us directly so we can try to resolve the matter, which is usually faster for both sides.

These Terms are governed by the laws of the country where SOCIOS A.I USA LLC has its registered office, as stated in section 1, and the courts of that registered office are elected to settle disputes, without prejudice to a consumer's right to sue in their own place of domicile where local law grants it.

For any contractual matter, write to socio@sociosai.com.