Terms of Service

Effective Date: July 10, 2026    Last Updated: July 10, 2026

At a Glance: Service Summary

  • The Provider: 1001551995 Ontario Inc., operating as SmartBizAssist ("SmartBizAssist", "we", "us", or "our").
  • The Services: AI-driven business communications, voice agents, automated SMS chat, routing workflows, CRM lead management, and scheduling tools.
  • Currency & Taxes: All prices and subscription fees are quoted and charged in Canadian Dollars (CAD). Quoted prices exclude Harmonized Sales Tax (HST), which will be added at invoicing based on billing region.
  • Compliance Duty: You retain full ownership and regulatory accountability for the data, instructions, and communication scripts you input into the platform. You must ensure your automated campaigns adhere to CASL and local telecom laws.
  • Support Contact: All technical inquiries, account modifications, or cancellations must be directed to Support@smartbizassist.ai.

1. Acceptance of Terms and Eligibility

By registering an account, subscribing to a plan, or otherwise accessing our Services at SmartBizAssist.ai (the "Services"), you agree to be bound by these Terms of Service ("Terms") and our Privacy Policy, which is incorporated by reference.

1.1 Commercial Capacity

These Services are intended for commercial, B2B, or professional business operations. By using the Services you represent and warrant that you are registering on behalf of a legally recognized business entity or as a registered sole proprietor and have authority to bind that entity.

2. Account Registration, Fees, and Taxes

2.1 Account Security

You are responsible for maintaining the confidentiality of your credentials, API keys, and multi-factor authentication. You accept liability for actions, automated routing, and credit consumption initiated under your account.

2.2 Currency & Pricing Structures

All fees, subscription rates, usage metrics, and add-on costs are denominated in CAD.

2.3 Tax Application (HST)

All listed prices exclude HST. Applicable taxes will be added at checkout based on your billing address.

2.4 Subscription Renewal & Cancellation

Subscriptions renew automatically on the selected billing cycle until cancelled. Cancellation requests must be processed via the user dashboard or emailed to Support@smartbizassist.ai prior to the next billing date. Fees are non-refundable and partial periods are not pro-rated unless stated otherwise.

  • Free trials, promotional credits, and beta access may be modified or discontinued at our discretion.
  • Upgrades, downgrades, overages, or plan changes may alter fees or functionality effective immediately or at the next renewal.
  • Failed payments or chargebacks may result in suspension or termination after notice.

3. Data Governance & Privacy Roles

3.1 Data Roles

You act as the Data Controller determining processing instructions; SmartBizAssist acts as the Data Processor.

3.2 Platform Usage Data Matrix

Data ClassificationDescription / ScopeOwnershipPlatform Rights
Customer ContentFAQs, knowledge bases, scripts, workflowsRetained by CustomerUsed to deliver and calibrate Services
End-User LogsPhone records, SMS transcripts, captured leadsRetained by CustomerProcessed on behalf of Customer; purged per retention settings
System AggregatesAnonymized metadata, performance metricsRetained by SmartBizAssistUsed for infrastructure, optimization, fraud prevention

3.3 AI Model Training Restriction

We do not use identifiable Customer Content or live end-user communications to train generalized AI models for unrelated third parties.

3.4 Privacy Policy Consistency, Retention, and Sub processors

See our Privacy Policy for details on retention, sub processors, and user rights. Third-party integrations may impose additional terms and fees.

4. Telephony and Communications Compliance (CASL)

When using voice agents, missed-call text-backs, or SMS sequences you assume regulatory liability and must comply with CASL and carrier rules. You must maintain consent records and suppression lists.

5. Artificial Intelligence Limitations and Warranties

AI outputs are probabilistic. You must supervise automated flows and not rely on the platform for high-risk, emergency, or regulated decisions.

6. Prohibited Uses

Prohibited activities include illegal use, spam, phishing, reverse-engineering, uploading PHI without a signed DPA, or other misuse described in this section.

7. Indemnification and Limitation of Liability

You agree to indemnify SmartBizAssist for claims arising from your misuse. Our liability is capped at fees paid in the prior three (3) months.

8. Term and Termination

Terms remain in force until subscriptions end. SmartBizAssist may suspend or terminate for breaches, CASL violations, or non-payment. Data deletion timelines are 30–60 days post-termination unless legal retention is required.

9. Governing Law and Dispute Resolution

These Terms are governed by the laws of Ontario, Canada. Disputes will be resolved in courts located in Brampton or Toronto, Ontario.

10. Notices and Support Inquiries

Support: Support@smartbizassist.ai
Legal Notices / Privacy Inquiries: hello@smartbizassist.ai

SmartBizAssist / 1001551995 Ontario Inc., Brampton, Ontario, Canada. Phone: +1-647-800-8403

Frequently Asked Questions

Click a question to reveal the answer. Tap again to collapse.

The website chat assistant can answer approved questions, collect lead details, qualify inquiries and direct customers toward an appropriate next step. Depending on its configuration, that next step may include requesting a quote, booking an appointment, leaving a message or connecting with a member of your team.
The Voice AI receptionist can answer supported incoming calls, provide approved business information, ask qualifying questions and collect caller details. It may also book appointments, route calls or create follow-up tasks when those functions are configured. It is not intended to make decisions requiring professional or human judgment.
When an eligible call is missed, the system can trigger a follow-up message or workflow so the caller is not forgotten. The response may acknowledge the inquiry, collect information or offer an appropriate next step. The exact workflow depends on your phone carrier, consent requirements and selected configuration.
Available plans can include a CRM workspace for contacts, leads, pipeline activity, tasks, conversations and reporting. This allows customer inquiries to be organized in one place instead of being scattered across personal phones, inboxes and spreadsheets. Included CRM functions vary by plan.
Yes, appointment booking can be configured when the appropriate calendar, availability rules and service information are connected. The system can collect required information and offer approved times. Businesses should review booking rules carefully to prevent incorrect appointment types, locations or availability from being offered.
SmartBizAssist can support connections with selected CRM, telephony, messaging, calendar and analytics platforms. Integration availability depends on the selected plan, the third-party provider and the technical requirements of the connection. Confirm the required integration before purchasing rather than assuming every platform is automatically included.
Yes. Approved answers, qualifying questions, service categories, routing rules, business hours and follow-up workflows can be adjusted around your operations. Custom development or advanced integrations may require additional setup, technical review or fees.
Available reporting may include conversations, captured leads, inquiries, usage and pipeline activity. The exact reports depend on the selected modules and integrations. Businesses should combine platform reporting with actual sales and customer data when evaluating results.