Rocalyn Edge — Terms of Service

The short version

Rocalyn Edge gives your business an AI assistant that answers your inbound calls. You stay the decision-maker for your business, and where your business is a licensed one you stay the licensed professional; the assistant answers in your brand, always identifies itself as an AI, and hands you the lead. Your callers’ records are your business data, handled as described in our Privacy Policy. These Terms cover the account, the subscription, what you can expect from us, and what we expect from you.

1. Acceptance and eligibility

Acceptance. You accept these Terms by clicking “I agree” (or a similar button or checkbox) when you create an account, or by accessing or using Rocalyn Edge. If you accept on behalf of a brokerage, team, or other entity, you represent that you have authority to bind it, and “you” means both you and that entity. You must be at least 18 and able to form a binding contract. Rocalyn Edge is a business tool for owner-operated US businesses and their staff.

Who may subscribe. By subscribing you represent, and you must continue to be able to represent, that: (a) your business is based in the United States and the number the assistant answers has a US service address; (b) you are an owner-operated business, or the staff you employ directly, and the person the assistant escalates a call or message to has authority over the subject of that call or message — you may not use the service to answer calls or messages on behalf of another business, or for inventory, clients or matters you handle for a third party for compensation; (c) your inbound calls and messages do not routinely involve the categories of restricted data listed in the Data Processing Addendum; and (d) you do not ask the assistant to perform a regulated act, such as quoting a regulated price, giving advice that a license is required to give, or accepting a payment. Booking, answering factual questions about your business from information you supply, taking a message, and handing a caller to you are not regulated acts. The same is true of the equivalent steps in a text conversation. If you are unsure whether your business qualifies, contact us before you sign up.

2. The service

In short: an AI assistant that answers your inbound calls in your brand, discloses that it is an AI on every call, and captures leads and bookings for you.

Rocalyn Edge answers inbound calls to your configured number with an AI assistant using your chosen assistant name, voice, and persona. It answers questions about your business, services, or property from the information you provide, captures caller details, offers to book appointments, escalates to you when a call needs a human, and sends you summaries. Feature availability depends on what your subscription includes.

AI disclosure is not optional. Every assistant identifies itself as an AI at the start of every call. This disclosure is structural: you cannot edit it out of the greeting, and attempting to present the assistant as a human is a violation of these Terms.

Inbound only; stock voices only. The service answers inbound calls only; it is not an outbound dialer and does not place cold, marketing, or automated outbound calls. Assistants speak with selected stock provider voices and never a clone of any real person’s voice. The inbound-only commitment in this paragraph concerns calls; text and email messages sent to your own customers, clients, or guests are a separate capability, off by default, available only if enabled by agreement, and governed by the Messaging Addendum.

3. Founding cohort and evolving features

Rocalyn Edge is onboarding subscribers in curated cohorts. Features labeled “in preview” are live but still stabilizing; features labeled “coming soon” are planned and not yet available. Neither label is a promise of a delivery date. Your subscription includes usage designed for a working business; if your usage runs well beyond that, we will review it with you collaboratively rather than cutting you off mid-month.

4. Your account

Keep your account information accurate and your sign-in method secure. Sign-in is handled by our identity provider; Rocalyn never stores your password. You are responsible for activity under your account. Tell us promptly at support@rocalynedge.com if you suspect unauthorized access.

5. Subscriptions, billing, and cancellation

In short: monthly or annual billing through Stripe; cancel anytime, effective at the end of the current billing period.

Subscriptions are billed in advance, monthly or annually, at the rates shown at checkout, plus applicable taxes, and renew automatically until you cancel. Cancellation takes effect at the end of the current billing period, and you keep access until then. You may cancel at any time through your account or by contacting support@rocalynedge.com. Except where required by law or expressly agreed (for example, in a founding-cohort arrangement), fees already paid are non-refundable. We will give you advance notice of price changes, which apply from your next renewal.

6. Your responsibilities

In short: you are the licensed professional — keep your listing information accurate, use your own numbers, and honor your professional obligations.

• Provide accurate business and service information, including listing information where your business involves listings. The assistant answers from what you give it; you are responsible for the accuracy and lawfulness of that content.
• Only connect phone numbers, calendars, and accounts you are authorized to use.
• You remain responsible for your own business and its legal obligations. The assistant does not provide legal, financial, tax, or other licensed advice, and it does not replace your professional judgment or your obligations under applicable law. Where you are a licensed professional, you remain the licensed professional and the assistant does not replace any duty that attaches to your license. Where your business relates to housing, your obligations under applicable law include fair-housing law, and the service includes fair-housing guardrails, but they supplement your own compliance obligations; they never replace them.
• Comply with the laws that apply to your practice and your use of the service, including telemarketing and messaging rules for any numbers you enroll.
• You are solely responsible for any recording or monitoring of calls that you perform, or that any other system on the line you enroll performs. Where you record, you must obtain whatever consent applicable law requires from everyone on the call — in California and a number of other states, that means every party. You must not publish the caller privacy notice’s statement that calls are not recorded if anything on that line records, and you must not configure or use the assistant as part of a recording flow.

7. Acceptable use

You agree not to:

• use the service for any unlawful or deceptive purpose, including attempting to configure the assistant to steer, screen, or answer callers differently based on protected characteristics, or using the messaging capability to treat people who text you differently on that basis; this applies to every subscriber, whatever your line of business and whether or not fair-housing law reaches it; such attempts violate these Terms and may result in suspension;
• attempt to make the assistant impersonate a human or a person other than your configured, disclosed AI persona;
• probe, overload, reverse-engineer, or interfere with the service, or access it to build a competing product; or
• resell or white-label the service without a written agreement with us.

8. Your data and our data-processing commitments

As between you and Rocalyn, you own the content you provide, the call records your assistant creates, and the text conversations we carry for you. We process them only to provide the service, as described in our Privacy Policy: no call recordings, no stored verbatim transcripts of production calls, no training on your conversations or leads, and no selling of personal information. Records and conversations are purged on the retention schedule described in the Privacy Policy.

Data Processing Addendum. Our Data Processing Addendum (DPA) is incorporated into and forms part of these Terms and governs our processing of personal information contained in the call records and, where you have enabled messaging, in the text conversations we carry on your behalf. For that personal information, you are the controller/business and Rocalyn is the processor/service provider. In the event of a conflict between the DPA and these Terms with respect to the processing of that personal information, the DPA controls.

9. AI-generated output

In short: the assistant is good, and it is still an AI — verify anything consequential.

The assistant generates responses in real time from the information you provide. Like any AI system, it can occasionally be wrong or incomplete. You should verify consequential details (pricing, terms, availability) before relying on them, and your callers are told they are speaking with an AI so they can do the same. Call summaries and extracted facts are aids to your judgment, not substitutes for it. The places where a mistake would matter most are handled by design, not left to the model’s judgment: questions that are sensitive, or that call for licensed or professional judgment, and — where your business relates to housing — fair-housing-sensitive questions are routed to you rather than answered by the assistant. This routing operates in every line of business; only the list of categories that trigger it varies.

10. Intellectual property

Rocalyn owns the service, its software, and its branding. You own your content and your data. You grant us the limited license needed to host and process your content to operate the service on your behalf, and nothing more. Feedback you choose to give us may be used to improve the service without obligation to you; improving the service never means training AI models on your callers’ conversations. When your subscription includes custom creative deliverables (such as a character bible and branded marketing assets), those finished assets are yours: on delivery we transfer to you the rights we hold in them, and you may use, adapt, and keep them even if you later cancel. This covers the delivered assets themselves, not the service, software, or platform that runs your assistant, which stay ours.

11. Messaging terms (SMS and RCS)

These Messaging Terms govern the text (SMS) and RCS messages Rocalyn sends. Consent to messaging is not a condition of purchase.

11.1 Account and service messages to subscribers

When you provide your mobile number, you agree to receive SMS and RCS messages about your account and service — for example new-lead and missed-call alerts, call summaries, appointment/booking notifications, and account, security, and service notices. These are transactional and customer-care messages, not marketing. Message frequency varies with your activity. Message and data rates may apply. Opt out anytime by replying STOP (we also honor STOPALL, END, QUIT, CANCEL, UNSUBSCRIBE, OPTOUT and REVOKE), or tell us to stop in any other reasonable way; reply HELP for help, or contact support@rocalynedge.com. Opting out may limit real-time alerting; you can still access activity in your portal.

11.2 Booking-link messages to callers

When a caller asks the assistant to text a scheduling link, we use a confirmed opt-in: the assistant asks the caller’s permission on the call, sends a one-time confirmation text, and sends the scheduling link only if the caller confirms. These messages contain the subscriber’s business name and the requested link, with no promotional content. Message and data rates may apply; reply STOP to opt out, HELP for help.

11.3 Replies to people who text a subscriber

Where two-way texting has been enabled for a subscriber by agreement with us under our Messaging Addendum, a person who texts the subscriber’s Rocalyn Edge number first receives one automated message from the subscriber’s assistant asking whether they want replies by text. Nothing further is sent unless they reply YES. If they do, they receive one automated confirmation and then replies from that same number, written by the subscriber or its staff. We send these messages only to a number that has already texted that subscriber’s line, and only about the inquiry that person started; we do not send them to lists or to numbers that have not contacted the subscriber. Each message identifies the subscriber’s business and contains no promotional content. Message frequency varies with the conversation. Message and data rates may apply. Reply STOP to stop texts from that number (we also honor STOPALL, END, QUIT, CANCEL, UNSUBSCRIBE, OPTOUT and REVOKE), or ask us or the subscriber to stop in any other reasonable way; reply HELP for help. Stopping texts from a number stops every text from that number, including the booking links described in Section 11.2, and also stops texts from other businesses that share the same registered messaging program; it does not affect a different line of business.

If two-way texting is enabled for you, you write the replies that follow a person’s YES and you are responsible for them: they must relate to the inquiry the person started, must not promote goods or services, and you must tell us within two business days if a person asks you directly to stop.

11.4 General

Message delivery is not guaranteed; carriers are not liable for delayed or undelivered messages. We may update these Messaging Terms; the current version is posted with its effective date. See our Privacy Policy for how we handle mobile-number and consent information.

12. Disclaimers

The service is provided “as is” and “as available.” During the founding cohort in particular, we do not promise uninterrupted or error-free operation, and, to the maximum extent permitted by law, we disclaim implied warranties of merchantability, fitness for a particular purpose, and non-infringement. Telephone networks, carriers, and third-party providers are outside our control. Rocalyn does not represent that the service is “certified compliant” with any law; the compliance guardrails, including the fair-housing guardrails where your business relates to housing, support your compliance but do not replace it.

13. Limitation of liability

To the maximum extent permitted by law, neither party is liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenue, or business opportunities. Rocalyn’s total liability arising out of the service is limited to the amounts you paid us in the twelve months before the event giving rise to the claim. Notwithstanding the foregoing, each party’s aggregate liability for breach of its confidentiality or data-protection obligations (including under the DPA) will not exceed two (2) times the amounts you paid us in the twelve months before the event giving rise to the claim. These caps do not apply to a party’s indemnification obligations under Section 14, to your obligation to pay fees, or to liability that cannot be limited by law, including for a party’s fraud or willful misconduct.

14. Indemnification

You will defend and indemnify Rocalyn against third-party claims arising from your content, the services you provide to your own customers, or your breach of these Terms, including claims arising from instructions you give the service in violation of Section 7. Your obligations under this Section are not subject to the limitation of liability in Section 13.

15. Suspension and termination

You can cancel at any time (Section 5). We may suspend or terminate the service for material breach of these Terms, including acceptable-use and discrimination-related violations, including fair-housing violations where that law applies to your business, or where required to protect callers, carriers, or the service. Where practical, we will notify you and give you a chance to cure. Sections that by their nature should survive (your data rights, disclaimers, liability limits, dispute resolution, and governing law) survive termination.

16. Governing law, arbitration, and class-action waiver

Please read this Section carefully. It affects how disputes between you and Rocalyn are resolved and requires most disputes to be resolved by binding individual arbitration rather than in court.

Governing law. These Terms are governed by the laws of the State of California, excluding its conflict-of-laws rules.

Binding arbitration. Except for the carve-outs below, any dispute arising out of or relating to these Terms or the service will be finally settled by binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules then in effect. The arbitration will be seated in California, before a single arbitrator for claims under $2,000,000 and a panel of three arbitrators for claims of $2,000,000 or more, conducted in English, with remote hearings available. The arbitrator may award any remedy available at law or in equity, and the award may be entered as a judgment in any court of competent jurisdiction. The arbitration and all related proceedings are confidential.

Carve-outs. Either party may (a) bring an individual claim in small-claims court if it qualifies, and (b) seek emergency injunctive or other provisional relief in a court of competent jurisdiction to preserve the status quo or prevent irreparable harm (for example, for actual or threatened infringement or misuse of intellectual property or confidential information) without waiving the arbitration agreement. For those court matters, the parties consent to the exclusive jurisdiction and venue of the state and federal courts located in California.

Class-action and jury-trial waiver. ALL DISPUTES WILL BE ARBITRATED OR LITIGATED ONLY IN EACH PARTY’S INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, CONSOLIDATED, OR REPRESENTATIVE ACTION. THE ARBITRATOR HAS NO AUTHORITY TO CONDUCT CLASS ARBITRATION OR TO CONSOLIDATE CLAIMS. EACH PARTY WAIVES ANY RIGHT TO A JURY TRIAL.

30-day opt-out. You may opt out of this arbitration and class-action-waiver Section by sending written notice to support@rocalynedge.com within 30 days after you first accept these Terms, stating your name, account, and intent to opt out. If you opt out, the court-jurisdiction and venue provisions above govern all disputes, and the jury-trial waiver does not apply to you. Opting out does not affect any other part of these Terms.

17. Changes to these Terms

We may update these Terms; the current version is posted with its effective date. For material changes, we will notify subscribers through the service or by email before the changes take effect. Continued use after the effective date is acceptance of the updated Terms.

18. Contact

Rocalyn LLC, 2108 N St, Ste N, Sacramento, CA 95816. Support: support@rocalynedge.com. Privacy requests: privacy@rocalynedge.com.