# Linevio legal documents Version: 2026-09-18 Updated: September 18, 2026 Status: approved. Effective: September 18, 2026. --- ## Company details Linevio LLC · Wyoming 3857 Birch Street 3133, Newport Beach, CA 92660, United States Legal and privacy: legal@linevio.com Governing law: State of Wyoming, subject to applicable federal law and mandatory protections Courts: State and federal courts located in Wyoming --- # Terms of Service The business agreement: authority, ownership, confidentiality, warranties, liability, and disputes. ## 1. Your agreement with Linevio These Terms govern the managed inbound AI phone service supplied by the legal entity identified in the Company details on the Legal center (we, us, or Linevio). Customer or you means the business identified in the accepted order. Linevio is a brand, not a substitute for identifying the contracting entity. The service is offered for business use by adults authorized to bind their organization. By affirmatively accepting these Terms at checkout or signing an order referencing them, your authorized representative agrees on the business’s behalf. Merely visiting the website does not enroll you in a subscription. Keep a copy of the agreement and your order. The agreement includes these Terms, the Service Agreement, Billing & Cancellation Policy, Acceptable Use Policy, AI & Call Data Disclosure, and, for customer personal data, the Data Processing Addendum. The Privacy Notice explains our own handling of personal information; acknowledging it is not blanket consent to every processing activity. All documents are available from the Legal center. For a conflict, a separately signed order controls only the provisions it expressly overrides; the Data Processing Addendum controls customer personal-data processing; these Terms control other legal issues; and the remaining policies govern their specific subjects. Mandatory law always controls. Purchase-order boilerplate does not amend the agreement. ## 2. Service, orders, and activation AI answers callers. A human Voice Partner manages setup, testing, support, and approved changes. We do not supply a live human answering desk, legal or other professional advice, an emergency response service, or a replacement for your telephone carrier. The Service Agreement defines the supported work and its limits. Your order identifies the plan, recurring price, included usage, overage rate, setup charge or confirmed waiver, and billing period. Payment starts the subscription and onboarding; it does not mean a phone line is immediately ready. Activation requires complete approved business information, supported routing, applicable disclosures, testing, and release approval. You remain responsible for your existing phone service while setup is pending. We may use qualified service providers to perform the service. We remain responsible for our contractual obligations; using a provider does not remove duties that law places on us. No provider’s separate terms impose an undisclosed extra charge from us. Your own carrier and separately purchased connected accounts remain your responsibility. ## 3. Customer authority and cooperation You represent that you have authority to use the business name, telephone numbers, routing destinations, uploaded material, appointment accounts, and connected systems you submit. You authorize us to configure and operate the approved service using that information, within the agreed scope. This does not authorize us to bind you to unrelated contracts, issue refunds, collect payments from callers, or promise exceptions to your policies. You must provide accurate, current, lawfully obtained business information; review proposed configurations; identify legally required notices and permissions; and promptly report changes or errors. You are responsible for your personnel, approved recipients, account access, and business decisions based on calls or summaries. Do not share private access links or credentials. Promptly report unauthorized access. You must maintain a lawful non-AI contact route appropriate for your business, monitor messages that need human action, and keep approved transfer destinations staffed when promised. Do not rely on the service as the sole safeguard against injury, financial loss, or missed deadlines. We may refuse instructions that are unsafe, unlawful, unsupported, or outside your plan. ## 4. Customer materials and intellectual property As between the parties, you retain your rights in your business information, uploads, and customer call records, subject to callers’ and other third parties’ rights. You grant us a limited, nonexclusive right to process those materials only to provide, secure, support, and administer the service and as permitted by the Data Processing Addendum. You do not grant us a right to sell caller information or use it for unrelated advertising. We and our licensors retain rights in our software, templates, general methods, service designs, and pre-existing technology. Subject to payment and compliance, you may access the service for your internal business use during the subscription. No software ownership, source-code license, or exclusivity is transferred. You may use delivered call outcomes for lawful business purposes; AI output may be inaccurate, non-unique, or not eligible for intellectual-property protection. Optional product feedback may be used without payment or restriction, but this permission does not include your confidential information or personal data. Neither party may use the other’s logo or identify the other as an endorsement or case study without separate permission. ## 5. Confidentiality Each party will protect the other’s nonpublic business information using reasonable care, use it only for the agreement, and disclose it only to personnel, advisers, and providers who need it and are bound to appropriate confidentiality obligations. Customer call content and private business configurations are confidential. Information independently developed, already lawfully known, lawfully received without restriction, or publicly available without breach is excluded. A party may disclose information when law requires it, limiting disclosure where practicable and giving notice when legally permitted. Confidentiality continues for three years after termination, and for trade secrets while legally protected. Personal-data obligations continue for as long as the information is held under the applicable law and Data Processing Addendum. ## 6. Charges and renewal Subscriptions renew monthly until canceled. You authorize the disclosed recurring subscription, confirmed setup charge, applicable taxes, and metered overage charges described in your order and the Billing & Cancellation Policy. Overage may be invoiced after the service period or cancellation. No sales, revenue, savings, or return on investment is promised. We will give at least 30 days’ notice before increasing a recurring price or materially reducing your purchased plan entitlements. Such changes apply no earlier than the next renewal after that notice period. You may cancel before the changed terms apply. Any change requiring affirmative consent under applicable law will require that consent. ## 7. Service commitments and warranty limits We will perform our managed services with reasonable care and skill, materially in accordance with the agreed scope. Tell us promptly about a material failure so we can investigate and, where practicable, correct or reperform the affected work. If we cannot remedy a material failure within 30 days after written notice, you may terminate the affected service and receive a proportional refund of prepaid fees for its unused period. This remedy does not limit rights that cannot lawfully be limited. EXCEPT FOR OUR EXPRESS COMMITMENTS AND NON-WAIVABLE RIGHTS, THE SERVICE AND AI OUTPUT ARE PROVIDED AS AVAILABLE. TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT UNINTERRUPTED OR ERROR-FREE CALLS, ACCURATE AI OUTPUT IN EVERY CASE, SUCCESSFUL TRANSFERS, EVERY BOOKING OR DELIVERY, OR PARTICULAR BUSINESS RESULTS. Examples and demonstrations illustrate capabilities and are not guarantees for your caller, carrier, language, background noise, integration, or business. We do not promise a service-level agreement or automatic outage credits unless separately agreed in writing. These limits do not excuse our express security, confidentiality, or data-processing obligations. ## 8. Limitation of liability TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY IS LIABLE UNDER THIS AGREEMENT FOR INDIRECT, SPECIAL, INCIDENTAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES, OR LOST PROFITS, REVENUE, BUSINESS OPPORTUNITIES, GOODWILL, OR ANTICIPATED SAVINGS, WHETHER THE CLAIM ARISES IN CONTRACT, TORT, OR OTHERWISE AND EVEN IF THE POSSIBILITY WAS KNOWN. SUBJECT TO THE EXCEPTIONS BELOW, EACH PARTY’S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THIS AGREEMENT WILL NOT EXCEED THE FEES PAID OR PAYABLE BY CUSTOMER FOR THE SERVICE DURING THE 12 MONTHS BEFORE THE FIRST EVENT GIVING RISE TO THE CLAIM. RELATED CLAIMS ARE TREATED AS ONE EVENT; MULTIPLE CLAIMS DO NOT MULTIPLY THE CAP. The cap does not limit your obligation to pay properly incurred fees or your defense and indemnity obligations in section 9. Neither the cap nor the excluded-damages provision limits a party’s fraud, willful misconduct, gross negligence, death or personal injury caused by its negligence, or any liability that applicable law prohibits limiting. These provisions allocate business risk and are reflected in the price; they do not waive a caller’s independent statutory rights. ## 9. Third-party claims To the extent permitted by law, you will defend and indemnify us and our personnel against third-party claims, damages finally awarded, approved settlements, and reasonable defense costs to the extent arising from materials or instructions you supplied that infringe rights, your unlawful use, your breach of the Acceptable Use Policy, or your failure to obtain notices or permissions for which you are responsible. This does not cover a claim to the extent caused by our breach, negligence, willful misconduct, or unauthorized processing. We must promptly notify you of the claim, permit you to control the defense with reasonably qualified counsel, and reasonably cooperate at your expense. Delayed notice excuses your obligations only to the extent it materially prejudices the defense. No settlement may admit fault by us, impose a nonmonetary duty, or fail to release us without our prior written consent, which will not be unreasonably withheld. We may participate with separate counsel at our expense. ## 10. Suspension and termination You may stop renewal using the cancellation methods in the Billing & Cancellation Policy. Either party may terminate for a material breach not cured within 30 days after written notice. We may immediately restrict or suspend affected functionality when reasonably necessary to address unlawful activity, security threats, serious misuse, a provider requirement, or a risk to others. We will keep restrictions proportionate, notify you when lawful and practicable, and restore service when the issue is resolved. Failed payment may lead to notice, payment retries, and suspension or termination after the applicable grace process. We do not treat the first payment failure as an automatic instruction to disconnect your line. We may end the service for convenience on at least 30 days’ notice and refund prepaid fees for any unused service period we end early, excluding properly incurred usage and completed setup work. At service end, stop forwarding calls to our destination and verify your own route. Access and managed destinations may cease. We will handle customer data under the Data Processing Addendum; request any needed export before access ends. Accrued payment obligations, confidentiality, ownership, liability limits, disputes, and provisions intended to survive remain in effect. ## 11. Notices, governing law, and disputes Send contractual notices to the legal contact in Company details; we may send notices to your account email. Keep that address current. Operational support requests are not a substitute for legally required service of process. We will try in good faith to resolve a written dispute for 30 days before litigation; either party may seek urgent protective relief or file to preserve a deadline without waiting. The agreement is governed by the laws of the State of Wyoming, excluding its conflict-of-law rules, and applicable federal law. Subject to mandatory law and any separately signed order, each party consents to exclusive jurisdiction and venue in the state and federal courts located in Wyoming for disputes arising from this agreement. This selection does not displace mandatory protections that apply regardless of the chosen law or forum. These Terms do not impose mandatory arbitration or a class-action waiver. ## 12. General terms and changes The parties are independent contractors; no partnership, employment, or general agency is created. Neither party may assign the agreement without the other’s reasonable consent, except to an affiliate or as part of a merger or sale of substantially all relevant assets if the successor assumes these obligations and the assignment does not unlawfully impair data protection. Neither party may assign to evade an obligation. Neither party is responsible for delay caused by events outside its reasonable control, except payment already due. The affected party must take reasonable steps to limit harm and resume performance. If an interruption materially prevents service for more than 30 days, either party may end the affected service and unused prepaid service fees will be refunded. An unenforceable provision is limited only as needed or severed; the remainder continues. A failure to enforce a term is not a waiver. This agreement and the accepted order are the entire agreement for the service. No salesperson or AI response can alter it without an authorized written amendment. There are no intended third-party beneficiaries. We will notify you of material contract changes at least 30 days before they apply, normally at a future renewal. We will obtain renewed assent when legally required. Urgent legal or security changes may take effect sooner to the extent necessary, with notice. Changes do not retroactively alter accrued claims. A new version will be published and prior accepted versions retained. You may cancel before a change applies. --- # Service Agreement Exactly what the managed service covers, how activation works, and what remains your team’s responsibility. ## 1. Your order and plan Your accepted checkout or signed order identifies the customer, selected plan, charges, included usage, locations, lines, transfer destinations, supported appointment types, and routine changes. The plan comparison on Pricing is a useful summary; your accepted order and approved configuration establish your purchased scope. Extra work, additional locations, or custom integrations require a separate written quote and acceptance before charges are incurred. Included routine changes cover supported updates to approved business details, greetings, hours, and routing. They do not include a new product, bespoke software, a new integration category, or ongoing administration of your business systems. Monthly allowances do not roll over unless your order expressly says so. A request is not confirmation that a change has been published. ## 2. Setup, review, and activation You provide authorized business information, supported call-handling rules, transfer destinations, account access where needed, and approval of the proposed setup. Unknown information remains unknown; the operator should ask, take a message, or follow an approved fallback instead of inventing an answer. Uploaded documents are source material for review, not automatically approved instructions. We prepare the configuration, run required checks, provide a test path, and request approval before release. A standard setup is generally targeted within two business days after complete information and required approvals, but this is an estimate, not a guaranteed activation date. Integration review, incomplete information, compliance questions, carrier issues, and requested changes may take longer. Keep your existing answering arrangements until activation is confirmed. Your approval confirms the business facts and requested workflow; it does not waive our duty to perform the agreed service with reasonable care. Later material changes follow review and testing before publication. Customer silence alone is not approval to publish a new material configuration. ## 3. Supported inbound calls Within the approved plan and configuration, the AI operator may answer routine questions from approved facts, collect a short message and callback details, identify the purpose of a call, and attempt a transfer to an approved destination. You decide who receives messages and who follows up. A stored or sent message is not proof that a person has read or acted on it. Transfers are cold transfers: the operator attempts to connect the caller without a human introduction or a promise that someone will answer. Carrier or provider acceptance is not proof of a human answer. Return to the AI after an unsuccessful transfer is not guaranteed. Your fallback route must be tested for your actual carrier and destinations. Warm transfers and outbound follow-up are not included. ## 4. Appointments and connected software Eligible plans support reviewed Cal.com connections for approved appointment types. A new booking requires available time returned by the connected calendar and explicit caller confirmation. Rescheduling is limited to a verified future booking using the caller’s booking reference and matching attendee email, fresh availability, and confirmation of the replacement time. We do not search broadly for someone’s appointments. The operator does not cancel appointments. It can attempt an approved transfer or record a cancellation request for your team; the appointment stays active until a person confirms cancellation. If a booking or rescheduling outcome is uncertain, your team may need to reconcile it. Repeating an uncertain request can create duplicates. Eligible plans may deliver a structured completed-call outcome to one approved compatible REST endpoint within the purchased scope. This is a limited one-way handoff, not full transcript synchronization, universal CRM support, contact or pipeline administration, task management, or sales follow-up. Credentials, permissions, account availability, and actions taken inside customer-connected systems remain the customer’s responsibility. SMS is not included. ## 5. Phone numbers and forwarding You keep your existing public number and carrier account and authorize forwarding to the approved managed destination. Carrier fees, forwarding availability, network coverage, and control of your public number remain with you and your carrier. Number porting is not included. A managed destination is provided for use with the service; you do not acquire ownership or a right to port or retain it after termination unless separately agreed. You must be able to remove forwarding and restore your normal phone route. At cancellation or interruption, follow the forwarding instructions and test inbound calls yourself. Canceling Linevio does not automatically change settings at your carrier. The service must not replace emergency calling access or an emergency dispatch line. ## 6. Human support and reliability Your Voice Partner handles setup, questions, and routine updates. You can send a message at any time; this does not promise a human is continuously staffed or will respond immediately. Support targets, where separately supplied, are operating targets rather than guaranteed response or resolution times. AI availability around the clock is subject to maintenance, network conditions, provider availability, and the agreement’s limitations. Keep a backup answering arrangement and review messages, important bookings, and business-critical outcomes. Tell us promptly about defects or unexpected behavior, identifying the affected call without sending unnecessary sensitive information. We may pause a particular function while investigating. Planned material maintenance or service changes will be communicated when practicable. --- # Billing & Cancellation Policy Recurring charges, usage, setup fees, refunds, and a clear way to stop renewal. ## 1. Monthly renewal and payment authorization Your subscription begins when payment is confirmed and renews automatically each month until canceled. The monthly subscription is charged in advance; usage beyond the included allowance is charged in arrears. Payment starts onboarding, not immediate phone activation. There is no free trial unless a written offer expressly provides one. Before you pay, checkout identifies the recurring price, usage allowance, overage rate, applicable setup fee or confirmed waiver, and taxes if applicable. By accepting the checkout agreement, you authorize these disclosed charges through the payment method supplied to Stripe. We do not authorize ourselves to charge for unaccepted custom work. Keep your billing information current. ## 2. How usage is measured The current plan amounts and usage allowances appear in Pricing and your order. Additional usage is calculated from actual billable AI-connected seconds at the per-minute equivalent disclosed in your order; the call itself is not rounded up to a whole minute. Invoice currency rounding may apply. Included time is pooled only within the coverage specified by your plan and does not roll over. Human conversation after a completed transfer is excluded. Internal quality-assurance calls and confirmed provider-failure calls are nonbillable. Short calls and spam that consume AI-connected time are counted unless a credit is granted. A forwarded call may also incur separate carrier charges outside our invoice. The customer portal shows usage information; final invoices reflect reconciled billing records. ## 3. Setup fees and promotions A one-time setup charge applies unless your checkout or signed order confirms a waiver. A founding offer is limited by actual eligibility and availability; seeing promotional copy alone does not reserve it. No setup charge is silently added after a checkout that confirmed it was waived. Setup fees are refundable before setup work begins. Once agreed setup work has begun, the fee is earned for that work and ordinarily nonrefundable, except for duplicate or erroneous charges, our inability to supply the agreed supported service, an express written guarantee, or rights required by law. ## 4. How to cancel Open Customer portal, choose Minutes & billing, and use the support and cancellation link to reach your secure cancellation page. You may also use the private support link supplied with your service. Select Schedule cancellation and retain the confirmation. If you cannot access the portal or link, contact your Voice Partner or the support contact on the Contact page; you do not have to explain why you are canceling. Cancellation stops renewal at the end of the current paid billing period; the confirmation identifies the effective date. Submit before the next renewal charge to avoid the next period. If the online method is unavailable, a verifiable cancellation request received through support before renewal will be honored for that renewal even if we process it later. We may verify authority, but do not require you to purchase another service, attend a retention call, or give up a legal claim to cancel. You may request earlier disconnection, but it does not automatically create a refund of an otherwise valid current-period charge. Remove carrier forwarding before the service ends and test your restored route. Forwarding removal is your operational responsibility, not a condition for stopping subscription renewal. A final invoice for usage already incurred may arrive after cancellation. ## 5. Refunds, corrections, and disputes Monthly fees ordinarily are not refunded or prorated for unused time, customer delay, unused allowances, or a voluntary mid-period cancellation. This does not apply to duplicate charges, billing mistakes, an express service remedy in the Terms, our early termination for convenience, or refunds required by law. If we determine during onboarding that we cannot supply the agreed supported service, we will cancel and refund prepaid charges for service not delivered and setup we cannot complete. Tell us promptly if an invoice appears wrong, ideally within 30 days, with the invoice reference and affected dates. That request is not a waiver of any longer statutory dispute period, chargeback right, or other mandatory protection. We investigate disputed amounts and correct confirmed errors. Pay undisputed charges when due. Any approved refund is ordinarily returned through the original payment method; bank processing time is outside our control. ## 6. Plan changes, taxes, and failed payments A confirmed upgrade may involve disclosed prorated charges. Downgrades normally take effect at the next billing period and may require reducing active lines, locations, appointment types, or other settings to the lower plan’s limits. We will coordinate those reductions rather than silently delete business configurations. Unapproved changes do not authorize new charges. Prices are in U.S. dollars unless the order states otherwise and exclude applicable taxes shown at checkout or on the invoice. We remain responsible for taxes on our own income. Failed payments may be retried, and we may ask you to update your payment method. Continued nonpayment can lead to suspension or termination under the Terms, with the applicable notice and grace process. --- # AI & Call Data Disclosure What callers interact with, the limits of AI, and responsibilities for transcription and recording. ## 1. AI answers; people manage the service Caller-facing conversations use artificial intelligence and a synthetic voice. Your Voice Partner is a human who configures, tests, supports, and updates the service; this does not mean a human is listening to every call or available to answer immediately. The operator must not falsely claim to be human and should identify itself truthfully when asked. Additional upfront disclosure is used where required by the approved configuration or applicable law. AI can misunderstand speech, accents, names, dates, intent, or business instructions, and can produce incomplete or incorrect answers and summaries. Background noise, interruptions, language limitations, and network failures affect results. You must review important outcomes and keep suitable human follow-up. The service does not promise revenue, perfect accuracy, a completed transfer, or successful emergency help. ## 2. Live audio, transcripts, and optional recordings Audio is processed in real time by our voice and AI providers to conduct the conversation. Call information may be transcribed, summarized, classified, and stored for the approved service, follow-up, quality review, billing, or troubleshooting, subject to the Privacy Notice and Data Processing Addendum. Recording being off does not mean there is no audio processing or transcript. Stored audio recording is disabled by default. Turning it on requires a separately approved lawful configuration and the required caller notices and permissions. Do not describe every call as unrecorded without checking both our settings and any customer-controlled carrier or connected service. Authorized service personnel may review necessary call records for support and quality purposes. ## 3. Notices and permissions before activation The business customer must identify its lawful purpose for processing calls, provide an appropriate caller privacy notice, and obtain any notice, consent, or other authorization required for AI interaction, transcription, recording, transfers, and data sharing. Requirements can differ depending on where callers and the business are located and what information is handled. A customer’s checkout acknowledgment is not the caller’s consent. We will help implement the approved disclosure and call-handling configuration, but do not provide legal advice or determine that every caller jurisdiction permits it. We retain responsibility for our own legal obligations and must not follow unlawful instructions. If required permission cannot be obtained or a caller objects, use an approved alternative contact route or end the affected processing as the lawful workflow requires. Do not enable a workflow that cannot honor the required choice. A starting point for counsel to adapt is: ‘You’re speaking with the AI assistant for [business]. Your call is processed by our service providers and may be transcribed to help with your request. Please don’t share payment-card details or sensitive personal information.’ This example is not a universal consent script; recording, consent collection, and alternative-contact wording must match the actual setup. ## 4. Limited authority and human decisions The operator works from approved business information and supported actions. Missing facts are not permission to invent. It is not authorized to give regulated advice, collect payment-card details, make exceptions to your policies, negotiate legal obligations, or promise emergency dispatch. Callers should confirm important details with the business. Appointment creation and verified rescheduling are limited to supported approved flows. A cancellation request is only a request to the business; the appointment remains active until a human confirms it. Completed-call handoffs do not prove that someone has read the message or taken action. Customer decisions and follow-up remain with the customer. ## 5. Public demonstrations The public demo is an illustration using a sample business, not your production line or a promise of every feature. Microphone access lets the demo process the audio you choose to provide. Do not enter confidential business details or sensitive personal information. Limits may apply to call length, number of sessions, or availability to prevent abuse. Browser permission alone does not replace legally required notice or consent for other people you record. --- # Privacy Notice What information is handled, why it is used, who receives it, and how to make a privacy request. ## 1. Who is responsible for your information The company identified in the Legal center operates Linevio. This Notice covers our website, demonstrations, business accounts, support, and service administration. For those activities we determine the purposes of processing. For a customer’s caller information and uploaded business records, we generally process on the business customer’s instructions under the Data Processing Addendum; that business is responsible for its own caller privacy notice and lawful instructions. If you called a business using Linevio, contact that business first about its use of your information. You may also contact our privacy contact for help identifying the responsible business or raising a concern. We do not require you to buy a service or agree to marketing to make a privacy request. ## 2. Information we handle and its sources From customers and their representatives: names, business and contact details, account identifiers, phone numbers, business rules, hours, services, prices, routing instructions, approval records, uploaded documents, integration settings, and support communications. Source documents may contain information about personnel or other people; customers should remove irrelevant personal information before uploading. From calls and connected services: caller number where supplied, callback and appointment details, audio needed for live processing, transcripts, call summaries, call time and duration, transfer or appointment outcomes, and technical delivery information. Stored audio is disabled by default and requires separate approval. Connected systems may return available appointment times and verified booking details. From website and demo use: necessary session identifiers, browser or device information, network information, security logs, and microphone audio when you start a voice session. Security or demo limits may use a keyed fingerprint derived from network and browser information. Billing information includes Stripe customer and subscription identifiers, payment status, and invoices. Stripe handles payment-card entry; our application is not designed to store full card numbers. ## 3. Why information is used We use information to set up and provide the requested service, authenticate access, process calls, perform approved appointment actions, deliver messages and call outcomes, support customers, review quality, troubleshoot incidents, prevent abuse, reconcile usage, collect payment, maintain approval and audit records, and comply with law. We do not use caller content to make lending, employment, insurance, housing, or similarly significant eligibility decisions. Customer call content is not provided to us for unrelated advertising or training general-purpose AI models. The Data Processing Addendum restricts that use. AI and other providers process information under the applicable service arrangements; this Notice does not claim that every provider offers zero retention or that transient processing never occurs. Customer-authorized destinations have their own responsibilities once information is delivered. ## 4. Who may receive information Authorized personnel and contracted providers receive the information needed for their work, including hosting and database services, AI and voice processing, transactional email, and billing. See the Provider & Subprocessor Register for the identified services and their purposes. Eligible customer-authorized calendar and CRM connections receive information needed for the approved action; a CRM call-outcome handoff does not include a full transcript. We may disclose information to comply with valid legal process, protect rights and safety, investigate misuse, or establish or defend legal claims, subject to applicable law. Information may be transferred in a financing, merger, acquisition, or asset sale with appropriate confidentiality and continued legal protections. We do not authorize recipients to use customer call data for unrelated advertising. ## 5. Cookies, session data, and advertising The application uses necessary authentication and session storage for secure account access and identifiers or logs for security and demo limits. Blocking necessary cookies may prevent sign-in or disrupt the service. Our application does not currently include advertising pixels or cross-site behavioral advertising trackers. We do not sell personal information or share it for cross-context behavioral advertising as those activities are defined under applicable U.S. privacy law. We do not currently change these processing practices in response to browser Do Not Track signals. Where applicable law requires honoring an opt-out signal, we will honor it for the activity to which it applies. Our no-sale and no-cross-context-advertising practice applies regardless of whether a signal is enabled. Third-party sites reached through links are governed by their own notices. ## 6. Retention and deletion We keep information only for the service, lawful business records, security, dispute resolution, and legal obligations for which it is needed. Retention differs by category: transcripts and any approved audio require shorter operational retention; account, invoice, approval, and audit records may need longer retention. The schedule applicable to customer call content must be agreed and implemented before production activation; retention periods vary by data category and provider under the agreed schedule. Deleting a transcript does not automatically delete the separately retained call summary, invoice, source document, audit entry, or a copy already delivered to the customer. Request deletion or an explanation of the applicable category through the privacy contact. We will explain lawful exceptions and handle customer processing requests under the Data Processing Addendum. Backup copies may persist for a limited backup lifecycle, remain protected, and must not be restored to ordinary use without reapplying relevant deletion instructions. ## 7. Security and processing locations We use safeguards appropriate to the information and service, including access controls, customer separation, protected connections, and restrictions on operational access. No system or transmission can be guaranteed completely secure. Protect your account and private access links and promptly report suspected unauthorized access. We do not claim a certification or independent security audit that has not been completed. The launch service is intended for U.S. businesses. Our providers may process information in the United States or other countries under their service arrangements. We do not promise exclusive U.S. storage or claim that international transfer requirements are automatically satisfied. A customer requiring restricted hosting regions or a specific international transfer mechanism must obtain an expressly agreed arrangement before submitting affected information. ## 8. Your choices and privacy requests Depending on applicable law and our role, you may have rights to access, correct, delete, or obtain a copy of your personal information; restrict or object to certain processing; withdraw consent where consent is the basis; or appeal a decision. Withdrawal does not affect earlier lawful processing. We will not unlawfully discriminate against you for exercising a privacy right. A right applies when the relevant law covers the activity; this Notice does not assume every state law applies to every business. Use the privacy email or mailing address in Company details, or the published support contact on the Contact page. Describe the request and your connection to the account or called business without sending passwords, government IDs, or payment-card information. We may request proportionate information to verify identity or an agent’s authority. We respond within the period required by applicable law and explain any permitted extension or refusal. You may ask for review of a refusal through the same contact and may complain to your applicable regulator. For customer-controlled caller data, we will direct the request to or assist the responsible business, unless law requires us to act directly. You do not need a Linevio account to contact us. Essential service and billing notices continue while needed for the service; any optional marketing communication must offer the applicable unsubscribe method. ## 9. Children and sensitive information Our business website and account service are intended for adults, not directed to children under 13. Do not submit children’s personal information for a child-directed use. If you believe a child has provided information inappropriately, contact us so we can investigate and take the action required by law. The service is not designed for payment-card numbers, bank credentials, Social Security numbers, government IDs, passwords, medical histories, privileged legal communications, voiceprints, or other prohibited sensitive intake. We do not create voiceprints to uniquely identify callers. If sensitive information is accidentally submitted, notify us without repeating it so we can assess restriction or deletion. ## 10. Notice changes and contact The version and update date appear at the top of this Notice. We will provide notice of material changes and obtain consent where required before using information in a materially different way. The current Notice and retained versions are linked from the Legal center. Contact Linevio LLC at legal@linevio.com or 3857 Birch Street 3133, Newport Beach, CA 92660, United States. --- # Acceptable Use Policy Supported business use and the activities, data, and instructions the service must refuse. ## 1. Approved inbound business use Use the service only for approved, lawful inbound business calls and the limited actions in your plan. You are responsible for your authorized users and instructions. A general sales conversation does not expand the supported scope or override this Policy. Report suspected abuse through your Voice Partner or the Contact page. ## 2. Prohibited and unsupported activities Do not use Linevio for outbound campaigns, mass dialing, lead reactivation, debt collection, unsolicited marketing, deceptive impersonation, scams, harassment, threats, discriminatory treatment, unlawful surveillance, or evading communication restrictions. The service does not send SMS, conduct sales follow-up, or administer your CRM. Do not use it for emergency dispatch or triage, medical or HIPAA-regulated workflows, privileged legal intake or legal advice, lending or securities decisions, financial or insurance advice or claims handling, regulated eligibility decisions, or other high-risk intake. The current service does not support those uses even if a caller volunteers information or a customer labels them ordinary support. Do not request or intentionally submit payment-card details, bank-access credentials, passwords, Social Security numbers, government IDs, medical histories, biometric identifiers, or similarly sensitive information. Route sensitive matters to an appropriate separate human channel. ## 3. Truthful, authorized information Do not instruct the AI to claim it is human, invent business facts or availability, hide required notices, give unauthorized discounts or commitments, disclose confidential information, or route calls to a destination you do not have permission to use. You must hold the rights and permissions required for names, content, documents, voices, and account connections you provide. Do not upload malware, deceptive instructions, irrelevant personal records, or material that infringes another person’s rights. Documents and web material are untrusted input until reviewed. Instructions inside an uploaded document do not override the approved call policy or system safeguards. ## 4. Security and service integrity Do not attempt to access another customer’s information, bypass authentication or usage limits, share private access links publicly, scrape confidential records, overload the service, evade suspension, or interfere with providers. Security testing requires prior written authorization defining the scope. Do not use the public demo to probe real customer systems or submit confidential data. Do not resell access, sublicense the platform, or reverse engineer it except to the extent applicable law expressly permits notwithstanding a contractual restriction. These restrictions do not prevent lawful reporting of a suspected vulnerability or a legally protected disclosure. ## 5. Enforcement We may reject instructions, remove access to prohibited material, or restrict the affected service when reasonably necessary to investigate or stop a violation. We will apply the notice and proportionate suspension provisions in the Terms where practicable. Serious or repeated violations may lead to termination. Contact us if you believe a restriction was mistaken; a report alone does not prove a violation. Nothing here authorizes us to disregard our own legal or privacy obligations. --- # Data Processing Addendum Instructions, confidentiality, subprocessors, security incidents, rights requests, and deletion of customer data. ## 1. Scope and roles This Addendum forms part of the business service agreement when Linevio processes personal information on Customer’s behalf. Customer is the business or controller and Linevio is its service provider or processor, to the extent those roles apply under relevant law. Personal information means information about an identified or reasonably identifiable person under applicable data-protection law. Our separate handling of account administration, billing, and our own legal records is described in the Privacy Notice. Customer must have authority and a lawful basis for its instructions, provide necessary notices, and respect individuals’ rights. We remain responsible for obligations applicable to our processing role. Neither party may use this Addendum to waive a person’s rights or transfer responsibility for its own unlawful conduct. ## 2. Processing instructions and description The subject is the provision of the approved managed inbound phone service. Processing includes collection, transmission, real-time audio processing, transcription, summarization, storage, retrieval, approved appointment actions, delivery of call outcomes, support, protection, export, and deletion. It continues for the subscription and any lawful, limited return, deletion, or retention period afterward. Data subjects may include callers, customer personnel, authorized account users, and people named in approved business documents or appointments. Data may include names, business contact details, caller and routing numbers, call audio in transit, transcripts, summaries, appointment details, configuration materials, and technical call metadata. Stored recordings require separate approval. Prohibited sensitive information and child-directed or regulated intake are outside the authorized scope. Documented instructions consist of the accepted agreement, approved setup and changes, and lawful authenticated support instructions consistent with the service. We will process customer personal information only on those instructions or as legally required. If law requires otherwise, we will notify Customer before processing unless prohibited. We will inform Customer if an instruction appears to violate applicable data-protection law and may pause that instruction pending resolution. ## 3. Use restrictions We will not sell customer personal information, share it for cross-context behavioral advertising, use it for unrelated advertising, or use it to train general-purpose AI models. We will not retain, use, or disclose it outside the direct business relationship or for purposes other than the specified service purposes, except as applicable law permits. We will not combine it with personal information from other customers or our own interactions except as expressly permitted by applicable service-provider law for the specified business purposes. Where California service-provider or contractor rules apply, these restrictions have the meanings required by that law. We certify that we understand and will comply with the applicable restrictions, provide the legally required level of privacy protection, and notify Customer if we determine we can no longer meet those obligations. Customer may take reasonable and appropriate steps to verify compliance and stop and remediate unauthorized use, consistent with the audit process below. ## 4. Confidentiality and safeguards We will limit access to people who need it for the service and are bound to confidentiality. Safeguards will be appropriate to the nature, scope, context, and risks of processing and will include access authorization, customer data separation, secure transmission, protection of stored credentials and sensitive content, change controls, relevant audit records, incident handling, and reasonable retention controls. We will not materially reduce the overall protection during the service term. Customer must protect its own accounts, carrier settings, authorized recipients, and connected-system access. Customer must not submit prohibited data or demand unapproved security or residency guarantees. This Addendum does not represent a completed SOC 2 audit, HIPAA business associate agreement, or zero-risk system. ## 5. Subprocessors and customer destinations Customer authorizes the service providers identified in the Provider & Subprocessor Register to perform the listed processing to the extent used for Customer’s service. We will bind subprocessors to written obligations appropriate to their work that protect customer personal information consistently with this Addendum and remain responsible for their performance of the processing obligations we delegate. Before adding or replacing a subprocessor that will access customer personal information, we will give at least 15 days’ advance notice through the account contact and register. Customer may object within that period on reasonable, documented data-protection grounds. We will work toward a reasonable alternative; if none is available, either party may terminate the affected service and we will refund prepaid fees for its unused period. An urgent change needed for security or continuity may use shorter notice with an explanation and the same objection and termination remedy. A customer-selected calendar, CRM destination, carrier, or other service may be controlled by Customer under its own agreement rather than be our subprocessor. We will distinguish those roles in the register and limit the information sent to the approved action. Customer is responsible for its instructions and recipient permissions; we remain responsible for transmitting within those instructions. ## 6. Security incidents A security incident means confirmed unauthorized access to, acquisition, alteration, loss, destruction, or disclosure of customer personal information in our custody or control. Unsuccessful attempts that do not compromise such information are not by themselves a reportable incident under this Addendum. We will notify Customer without undue delay after becoming aware of a security incident affecting its personal information and within any shorter period required by applicable law. We will provide available details about the nature, affected data, likely consequences, response measures, and a contact for follow-up, supplementing information as the investigation proceeds. Notification is not an admission of liability. We will reasonably cooperate in containment, remediation, and legally required notifications. Neither party’s obligations are postponed until a complete forensic report is available. ## 7. Rights requests, assessments, and audit Taking account of the processing and available information, we will reasonably assist Customer with access, correction, deletion, portability, objections, regulator inquiries, security duties, and legally required risk assessments. We will promptly forward requests concerning Customer-controlled data to Customer unless legally prohibited and will not respond on Customer’s behalf without instruction unless law requires it. Customer determines the lawful response to its requests. We will make information reasonably necessary to demonstrate compliance available under confidentiality, normally through written responses and relevant existing records. If those materials are insufficient to verify a material concern, Customer or a qualified independent auditor may conduct a reasonably scoped assessment on reasonable notice, during business hours, without accessing other customers’ data or compromising security. Routine audits are limited to once annually; that limit does not restrict a regulator, a legal requirement, or a reasonable investigation of an incident or material noncompliance. Each party bears ordinary compliance costs. Material assistance outside ordinary service may require an agreed reasonable fee disclosed in advance, except where law requires assistance without charge or our breach caused the need. We will not delay a legally required response merely because a fee is disputed. ## 8. Return, retention, and deletion Before production activation, the parties must document the applicable retention and deletion schedule and confirm that the selected providers and operational processes support it. The schedule must distinguish transcripts, any audio, summaries and call metadata, uploaded sources, support records, and audit or billing records. Automatic deletion applies only where specified in the agreed schedule. At the end of processing, at Customer’s choice we will return available customer personal information in a reasonably usable form or delete it, and delete remaining copies under the agreed schedule unless applicable law requires retention. Customer should request export before service access ends. Any legally retained information remains protected and may be used only for the permitted retention purpose. Backups are isolated from ordinary use and expire on their documented lifecycle; deletion instructions must be reapplied if a backup is restored. Customer-controlled copies in an inbox, calendar, CRM, or carrier account are managed by Customer and that recipient. We will give reasonable assistance identifying what our deletion can and cannot reach. ## 9. Location, international transfers, and liability The initial service is intended for U.S. business customers. U.S. customers can still receive calls involving people elsewhere; Customer must identify any applicable additional requirements before using an affected workflow. We do not represent that a U.S. business address alone removes international data-protection duties. A requirement for GDPR or UK GDPR transfer clauses, a transfer assessment, a particular hosting region, or another jurisdiction-specific instrument must be reviewed and expressly agreed before that processing begins. This Addendum does not incorporate Standard Contractual Clauses; any required transfer instrument must be separately agreed. The Terms govern contractual liability except where mandatory law or an expressly agreed transfer instrument requires otherwise. --- # Provider & Subprocessor Register The identified services behind the product, their purposes, and the distinction between our providers and your connected accounts. ## 1. How to read this register This register describes the providers used to deliver the service. A provider processes your information only where used for the selected service. It is not a certification that each provider is active in production. Before activating a customer’s service, Linevio confirms the providers, products, processing locations, and data-protection terms applicable to that service. No exclusive U.S. residency or certification is implied. Our service providers may act as subprocessors for customer call data or as independent controllers for limited functions such as their own payment compliance. Customer-controlled integrations are separately identified. Changes affecting customer personal information follow the notification and objection process in the Data Processing Addendum. ## 2. Supabase — application data and authentication Purpose: database, authentication, and private application storage. Information may include customer account and business configurations, approvals, call metadata and summaries, protected transcript data where configured, uploaded source files, and audit records. Processing locations, retention, and backup settings are documented for the applicable service before activation. ## 3. OpenAI — AI processing Purpose: live speech interaction and supported analysis of approved setup materials. Information may include live audio, call context, transcripts, approved business facts, and document excerpts needed for setup assistance when enabled. Selected products and contractual settings determine provider retention; do not assume that an application storage setting guarantees zero provider retention. Production provider terms must support the data-use restrictions in the Data Processing Addendum. ## 4. Retell — applicable phone-agent lines Purpose: voice-agent and call handling on lines configured to use Retell. Information may include caller and destination numbers, live audio, approved instructions, call metadata, transcripts, and recordings only where separately approved. A line using another voice path does not necessarily use Retell. Any separate telephony or SIP carrier engaged for the production voice path must also be identified before activation. ## 5. Stripe — subscriptions and payments Purpose: secure checkout, subscriptions, invoicing, payment processing, fraud prevention, and billing compliance. Information may include business contact and billing details, payment details submitted directly to Stripe, subscription identifiers, and metered usage totals. Full call transcripts are not needed for payment processing. Stripe’s role may differ by activity and is governed by the applicable payment and privacy terms. ## 6. Resend — transactional email Purpose: service, setup, billing, and support emails. Information may include recipient contact details, message content, private service links, and delivery events. Email may contain limited account or call-outcome information where that notification is enabled; it is not a reason to include unnecessary sensitive caller data. ## 7. Website, worker hosting, and telephone infrastructure Vercel provides website and application hosting; Railway hosts the persistent voice worker. Hosting providers process application traffic, request and security metadata, and service data needed by the hosted components. The voice worker processes live call context and protected recovery records. Applicable telephone or SIP carriers and their processing roles are identified for the customer’s service before phone activation. ## 8. Customer-authorized services Cal.com: where the customer connects its account, the service checks approved availability, creates confirmed bookings, and reschedules verified future bookings. Data may include attendee name, email, booking reference, time, and appointment details. Appointment cancellation remains with the customer’s team. The service order identifies whether the account is customer-contracted or Linevio-contracted. Compatible CRM endpoint: where approved, the customer’s chosen HTTPS endpoint receives the supported structured completed-call outcome, not a full transcript. The customer chooses and authorizes that recipient and governs its later use under its own agreement. Customer’s existing carrier: the customer retains its public number and authorizes forwarding. The carrier handles its own network and account information under the customer’s carrier agreement. Additional Linevio-contracted carriers belong in the production register described above.