LEAD AGENTICS LLC

Terms of Service

Effective Date: February 5, 2026

Please read these Terms of Service (“Terms”) carefully before using any services provided by Lead Agentics LLC (“Lead Agentics,” “we,” “our,” or “us”). These Terms constitute a legally binding agreement between you (“Client,” “you,” or “your”) and Lead Agentics LLC governing your access to and use of our website at leadagentics.com (the “Site”) and all related services, including AI voice agent deployment, appointment scheduling automation, CRM configuration, lead management systems, and ongoing platform management (collectively, the “Services”).

By accessing our Site, engaging our Services, or executing a service agreement with Lead Agentics, you acknowledge that you have read, understood, and agree to be bound by these Terms. If you are entering into these Terms on behalf of a business entity, you represent and warrant that you have the authority to bind that entity to these Terms.

1. Overview of Services

Lead Agentics provides AI-powered communication and automation solutions for businesses, including but not limited to:

AI Voice Agent Deployment: Design, configuration, and deployment of AI-powered voice agents (including our agent “Alex”) capable of receiving inbound calls, placing outbound calls, qualifying leads, handling objections, and booking appointments autonomously.

Deal Flow AI System: An end-to-end automated appointment funnel that contacts new leads within 60 seconds, conducts multi-channel follow-up sequences (voice, SMS, email) over a 7-day period, and manages a tracked pipeline from lead capture through closed appointment.

CRM Configuration and Automation: Setup and configuration of customer relationship management workflows, pipeline stages, automated sequences, and reporting dashboards.

Ongoing Platform Management: Monthly management services including system monitoring, performance optimization, workflow adjustments, and technical support.

The specific scope of Services for each Client is defined in the applicable service agreement, statement of work, or order form executed between the Client and Lead Agentics.

2. Third-Party Platforms and Tools

Our Services are built on and integrate with third-party platforms. By engaging Lead Agentics, you acknowledge and agree to the following:

2.1 Retell AI

We use Retell AI (retellai.com) as our AI voice agent infrastructure provider. Retell AI powers the voice conversation capabilities of our AI agents, including call handling, natural language processing, voice synthesis, and telephony integration. Your use of our AI voice agent Services is subject to Retell AI’s Terms of Service, available at: https://www.retellai.com/legal/terms-of-service

Key provisions you should be aware of include:

• Retell AI processes voice recordings, transcriptions, and call metadata on our behalf as part of service delivery.
• Retell AI may use communications data in aggregated, de-identified form to improve its models and services, provided such use does not identify you or your end users.
• Retell AI is SOC 2 Type 1 and Type 2 certified, HIPAA compliant, and GDPR compliant.
• You agree not to use our AI voice agents for any unlawful purpose, including violations of the Telephone Consumer Protection Act (TCPA), state telemarketing laws, or Retell AI’s Acceptable Use Policy.
• Retell AI disclaims warranties regarding the accuracy or reliability of AI-generated outputs. Lead Agentics likewise does not guarantee specific outcomes from AI voice interactions.

2.2 GoHighLevel (HighLevel, Inc.)

We use GoHighLevel (gohighlevel.com) as our CRM, automation, and calendar management platform. GoHighLevel powers the workflows, pipelines, SMS and email sequences, appointment scheduling, and client dashboards integral to our Services. Your use of our CRM and automation Services is subject to GoHighLevel’s Terms of Service, available at: https://www.gohighlevel.com/terms-of-service

Key provisions you should be aware of include:

• GoHighLevel stores and processes lead data, contact records, appointment information, communication logs, and pipeline data on our behalf.
• GoHighLevel’s platform facilitates outbound SMS, email, and voice communications. You are responsible for ensuring that all communications sent through the platform comply with applicable laws, including the TCPA, CAN-SPAM Act, and state consumer protection regulations.
• GoHighLevel requires accurate A2P (Application-to-Person) messaging registration. Lead Agentics will assist with registration, but you are responsible for providing accurate business information and maintaining compliance.
• GoHighLevel’s fees for platform access, phone numbers, SMS/voice usage, and related services may be passed through to you as part of your management fee or billed separately, as specified in your service agreement.

2.3 General Third-Party Provisions

Lead Agentics is not responsible for the performance, availability, security practices, or terms of any third-party platform. We will make commercially reasonable efforts to select and maintain reliable platform partners, but we cannot guarantee uninterrupted service from third-party providers. Changes to third-party terms, pricing, or functionality may require adjustments to our Services, and we will communicate any material impacts to you promptly.

3. Client Responsibilities

By engaging our Services, you agree to the following responsibilities:

• Provide accurate, complete, and timely information necessary for service delivery, including business details, branding assets, appointment availability, and target audience parameters.
• Maintain ownership of and administrative access to all accounts created on your behalf, including GoHighLevel sub-accounts, phone numbers, and domain registrations.
• Ensure that all communications and campaigns conducted through our platform comply with applicable federal, state, and local laws, including the TCPA, CAN-SPAM Act, CCPA, and applicable state telemarketing regulations.
• Obtain all necessary consents from your customers and leads before we initiate outbound communications (calls, SMS, email) on your behalf, including proper opt-in procedures for text messaging.
• Respond to Lead Agentics communications regarding service delivery, approvals, and compliance matters within a reasonable timeframe.
• Pay all fees in accordance with Section 4 of these Terms and the applicable service agreement.
• Not use our Services for any unlawful, fraudulent, deceptive, harassing, threatening, or abusive purpose.
• Not reverse-engineer, decompile, or attempt to extract the source code, prompts, or proprietary configurations of our AI agents or automation workflows.

4. Fees, Payment Terms, and Refund Policy

4.1 Fees

Fees for our Services are set forth in your service agreement, statement of work, or order form. Fees may include one-time setup fees for system configuration and deployment, recurring monthly management fees for ongoing platform management and support, and pass-through costs for third-party platform usage (phone numbers, SMS/voice minutes, email sends, and similar usage-based charges).

4.2 Payment Terms

All invoices are due upon receipt unless otherwise specified in your service agreement. Recurring monthly management fees are billed in advance on the first business day of each billing cycle. Payment may be made via credit card, ACH transfer, or other methods agreed upon in writing. Late payments may be subject to a late fee of 1.5% per month (or the maximum rate permitted by law, whichever is less) on the outstanding balance.

4.3 Refund Policy

Lead Agentics offers refunds based on the stage of project engagement at the time of cancellation, as summarized in the table below:

 

Stage of Engagement	Refund Amount	Conditions
No work has commenced	100% refund	Client requests cancellation before any project work begins
Work has commenced but solution not yet deployed	70% refund (30% retained)	Development, configuration, or integration work has begun but final solution has not been delivered to production
Solution has been deployed	No refund	Solution has been delivered to production environment; ongoing management fees apply per agreement

 

Important: Refund requests must be submitted in writing to info@leadagentics.com. Refunds will be processed within 30 business days of approval. Third-party platform fees (such as GoHighLevel subscription charges, phone number provisioning, or Retell AI usage charges) that have already been incurred are non-refundable, as these are paid directly to the respective vendors on your behalf.

4.4 Missed Payments and Service Termination

If a Client fails to pay a monthly management fee by the due date, Lead Agentics reserves the right to suspend or terminate Services immediately upon written notice. A single missed monthly management fee payment constitutes grounds for termination at Lead Agentics’ sole discretion. Upon termination for non-payment, we may deactivate AI agents and automation workflows, remove access to the GoHighLevel sub-account, release phone numbers provisioned for your account, and delete stored data after a 30-day grace period. Lead Agentics is not liable for any loss of leads, appointments, or business revenue resulting from service suspension or termination due to non-payment.

5. Intellectual Property

5.1 Lead Agentics IP

All intellectual property developed by Lead Agentics in the course of providing Services, including but not limited to AI agent configurations, prompt engineering, automation workflow designs, pipeline templates, and proprietary methodologies, remains the exclusive property of Lead Agentics LLC. Client is granted a non-exclusive, non-transferable, revocable license to use such intellectual property solely in connection with the Services during the term of the service agreement.

5.2 Client IP

All content, branding, trade names, logos, and business data provided by the Client remain the exclusive property of the Client. Lead Agentics will not use Client intellectual property for any purpose other than providing the Services unless otherwise agreed in writing.

5.3 Data Ownership

Client retains ownership of all lead data, customer records, appointment records, and communication logs generated through the use of our Services. Upon termination, Client may request an export of their data, subject to the data retention provisions in our Privacy Policy and any applicable third-party platform limitations.

6. Confidentiality

Each party agrees to maintain the confidentiality of all proprietary and confidential information disclosed by the other party in connection with these Terms or the Services. Confidential information includes, without limitation, business strategies, client lists, pricing, technical configurations, AI agent prompts, and any information marked as confidential. This obligation survives termination of the service agreement for a period of two (2) years.

Confidentiality obligations do not apply to information that is publicly available through no fault of the receiving party, was already known to the receiving party prior to disclosure, is independently developed without reference to confidential information, or is required to be disclosed by law or legal process.

7. Term and Termination

7.1 Term

The initial term of your service engagement begins on the date specified in your service agreement and continues for the period stated therein. Following the initial term, services renew on a month-to-month basis unless either party provides written notice of non-renewal at least 30 days prior to the end of the then-current billing period.

7.2 Termination for Convenience

Either party may terminate the service agreement for any reason by providing 30 days’ written notice to the other party. Termination for convenience does not entitle Client to a refund of fees already paid for the current billing period.

7.3 Termination for Cause

Either party may terminate immediately upon written notice if the other party materially breaches these Terms and fails to cure such breach within 15 days of receiving written notice. Lead Agentics may terminate immediately without a cure period in cases of non-payment (see Section 4.4), illegal use of the Services, or violation of third-party platform terms.

7.4 Effect of Termination

Upon termination, Lead Agentics will deactivate all AI agents, automation workflows, and integrations. Client will retain access to their GoHighLevel sub-account data for 30 days following termination, after which data may be permanently deleted. Any outstanding fees remain due and payable. Sections 5 (Intellectual Property), 6 (Confidentiality), 8 (Limitation of Liability), 9 (Indemnification), and 14 (Governing Law) survive termination.

8. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, LEAD AGENTICS LLC, ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF REVENUE, LOSS OF PROFITS, LOSS OF BUSINESS, LOSS OF DATA, OR LOSS OF LEADS, ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICES, REGARDLESS OF THE THEORY OF LIABILITY.

Lead Agentics’ total aggregate liability arising out of or related to these Terms or the Services shall not exceed the total fees paid by Client to Lead Agentics during the six (6) months immediately preceding the event giving rise to the claim.

Lead Agentics does not guarantee specific outcomes, conversion rates, appointment volumes, lead quality, or revenue results from the use of our Services. AI-generated voice interactions may contain errors, and Lead Agentics is not liable for any inaccuracies in AI agent responses.

9. Indemnification

Client agrees to indemnify, defend, and hold harmless Lead Agentics LLC, its officers, directors, employees, and agents from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) Client’s use of the Services; (b) Client’s breach of these Terms; (c) Client’s violation of applicable laws, including TCPA, CAN-SPAM, and state telemarketing laws; (d) any claims by Client’s customers, leads, or end users related to communications sent through our platform; or (e) Client’s failure to obtain required consents for outbound communications.

10. Disclaimer of Warranties

THE SERVICES ARE 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, TITLE, AND NON-INFRINGEMENT.

Lead Agentics does not warrant that the Services will be uninterrupted, error-free, or free of harmful components. We do not warrant the accuracy, completeness, or reliability of any AI-generated content, including voice agent conversations, lead qualification assessments, or automated communications.

11. Compliance with Laws

Client is responsible for ensuring that its use of the Services complies with all applicable federal, state, and local laws and regulations, including but not limited to:

• Telephone Consumer Protection Act (TCPA) and FCC regulations governing automated calls and text messages.
• CAN-SPAM Act governing commercial email communications.
• California Consumer Privacy Act (CCPA/CPRA) and other state privacy laws.
• State-specific telemarketing registration and do-not-call requirements.
• A2P 10DLC messaging registration requirements for SMS campaigns.

Lead Agentics will provide reasonable guidance on compliance matters related to our Services, but we do not provide legal advice. Client should consult with qualified legal counsel regarding specific compliance obligations.

12. SMS/Text Messaging Terms, Opt-Out Instructions, and Carrier Disclosures

12.1 Consent to Receive Messages

By providing your telephone number and opting in to receive communications from Lead Agentics or its AI agents (including “Alex”), you consent to receive SMS/text messages, including marketing messages, appointment confirmations, follow-up communications, and service-related notifications. You understand that message frequency varies based on your engagement with our Services and automated follow-up sequences. Consent to receive text messages is not a condition of purchasing any goods or services from Lead Agentics.

12.2 Opt-Out Instructions

You may opt out of receiving SMS/text messages from Lead Agentics at any time using any of the following methods:

• Reply STOP: Text the word STOP to any message received from Lead Agentics or its AI agents. You will receive a one-time confirmation message acknowledging your opt-out request. No further messages will be sent unless you re-subscribe.
• Email: Send an opt-out request to info@leadagentics.com with the subject line “STOP SMS” and include the phone number you wish to unsubscribe.
• Phone: Call 1-435-900-7883 and request removal from our messaging list.

Opt-out requests will be processed within a commercially reasonable timeframe, typically within 24 hours. Please note that opting out of SMS messages will not affect communications sent via other channels (email, voice calls) unless you separately opt out of those channels. You may also text HELP to any message for assistance or contact us at info@leadagentics.com.

12.3 Message and Data Rates Disclosure

Message and data rates may apply. Standard messaging and data rates charged by your wireless carrier apply to all SMS/text messages sent to and received from Lead Agentics and its AI agents. Lead Agentics is not responsible for any fees or charges imposed by your wireless carrier in connection with the receipt or transmission of text messages. Message frequency varies depending on your level of interaction and the automated follow-up sequences configured for your account. If you have questions about your text messaging plan or data charges, please contact your wireless carrier directly.

12.4 Carrier Liability Disclaimer

Lead Agentics and the wireless carriers associated with the delivery of SMS/text messages are not liable for any delayed, undelivered, or misdirected messages. Delivery of messages is subject to effective transmission by your wireless carrier and network conditions outside of Lead Agentics’ control. Wireless carriers are not responsible for the content, accuracy, completeness, timeliness, or reliability of any messages sent through our Services. By opting in to receive messages, you agree that neither Lead Agentics nor any wireless carrier shall be liable for any claims, damages, or losses arising from or related to the delivery or non-delivery of SMS/text messages, regardless of the cause.

Lead Agentics’ messaging Services are offered on an “as is” basis with respect to carrier transmission, and we make no representations or warranties regarding message delivery speed, reliability, or availability across all carrier networks.

13. Age Restriction

The Services offered by Lead Agentics are intended for use by individuals who are at least eighteen (18) years of age. By accessing the Site, providing your personal information through any lead capture form, or otherwise engaging our Services, you represent and warrant that you are at least 18 years old.

Lead Agentics does not knowingly collect personal information from individuals under the age of 18. If we become aware that we have inadvertently collected personal information from a person under the age of 18, we will take commercially reasonable steps to delete such information from our systems and third-party platforms promptly. If you believe that a person under the age of 18 has provided personal information to Lead Agentics, please contact us immediately at info@leadagentics.com so that we can take appropriate action.

If you are under 18 years of age, you are prohibited from using our Services, submitting information through our forms, or entering into any agreement with Lead Agentics. Any agreement entered into by a person under the age of 18 is voidable at our discretion.

14. Privacy

Our collection, use, and protection of personal information is governed by our Privacy Policy, available at leadagentics.com. By using our Services, you acknowledge and agree to the terms of our Privacy Policy. Our Privacy Policy is incorporated into these Terms by reference.

15. Force Majeure

Neither party shall be liable for any failure or delay in performing its obligations under these Terms if such failure or delay results from circumstances beyond the party’s reasonable control, including but not limited to acts of God, natural disasters, war, terrorism, pandemics, government orders, labor disputes, third-party platform outages, internet failures, or power outages. The affected party will provide prompt notice and make reasonable efforts to resume performance.

16. Governing Law and Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the State of Utah, without regard to its conflict of law principles. Any disputes arising out of or related to these Terms or the Services shall first be submitted to good-faith mediation. If mediation is unsuccessful, disputes shall be resolved through binding arbitration administered in Washington County, Utah, in accordance with the rules of the American Arbitration Association. Each party shall bear its own costs and attorneys’ fees unless the arbitrator determines otherwise.

17. Modifications to Terms

Lead Agentics reserves the right to modify these Terms at any time. Material changes will be communicated to active Clients by email at least 30 days prior to the effective date. Your continued use of the Services following the effective date of any modifications constitutes your acceptance of the updated Terms. If you do not agree with a material modification, you may terminate your service agreement in accordance with Section 7.

18. Severability

If any provision of these Terms is found to be invalid, illegal, or unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. The invalid provision shall be modified to the minimum extent necessary to make it valid and enforceable while preserving the parties’ original intent.

19. Entire Agreement

These Terms, together with the applicable service agreement, statement of work, order form, and our Privacy Policy, constitute the entire agreement between you and Lead Agentics LLC with respect to the Services and supersede all prior or contemporaneous communications, whether oral or written. No modification of these Terms shall be binding unless made in writing and signed by both parties, except as provided in Section 17.

20. Contact Information

If you have any questions about these Terms of Service, please contact us:

 

Lead Agentics LLC

Email: info@leadagentics.com

Phone: 1-435-900-7883

 

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