Last updated: 2026-05-14 Effective date: TBD (set at production launch)
This document is the terms of service for the Missed Lead / Follow-up Gap Audit utility ("the Service"). It is read together with the Privacy Policy. Capitalized terms have the meanings assigned to them here or in the Privacy Policy.
By installing the Service from the marketplace of the third-party CRM platform ("the platform") and authorizing the requested OAuth scopes, the installing agency ("you") accept these terms on behalf of the agency. If you do not agree to these terms, do not install the Service; if it is already installed, uninstall it via the platform's marketplace or use the Disconnect option in the Service.
The Service is a read-only diagnostic audit utility that runs four rule-based detectors against the metadata returned by the platform's read-only API:
response within the configured threshold.
configured threshold.
cancellation without a follow-up message before the configured cut-off.
within the configured threshold.
The Service also offers:
review (see §6 and the Scope Justification §7 for the AI policy contract).
Service's dashboard.
(see §4).
The Service does not:
/ appointment / calendar mutation).
(user_type=Company) bulk install. A single client-account (user_type=Location) direct install is accepted as a limited single-account fallback (it audits that one account only), not the agency-wide path.
your agency.
admin tokens with third parties not under your direct control.
Payment Link. The Service surfaces the Payment Link from its dashboard; checkout, card capture, and recurring charges are handled entirely by the payment provider.
manually by a Doptar staff member after the checkout session settles, and your account's payment status is updated accordingly. We do not store card numbers; the payment provider holds the payment instrument record.
defaults. VAT / sales tax handling is set on the payment provider's side and reflected on the checkout receipt.
on written request within 14 days of the first paid invoice. After the 14-day window, fees are non-refundable; you may cancel at any time and the cancellation takes effect on the next billing cycle.
You may use the Service to audit client accounts inside your own authorized agency installation. You may not:
or by combining outputs of the Service with external datasets.
obligation that requires a formally-attested audit; the Service's findings are diagnostic indicators, not formal audit attestations.
scraping the dashboard to drive outbound automation in another tool.
of service, intentional rate-limit floods, credential abuse).
rule-based detectors over read-only metadata. Detector thresholds are conservative defaults; false positives and false negatives are expected, and feedback is collected per finding for tuning.
consume opportunity monetary values and does not estimate lost revenue, recovered revenue, or pipeline value. Any internal reporting you build on top of findings is your own derivative work, and you are solely responsible for the conclusions you draw.
generated by a third-party model, runs over aggregate metadata only (no message bodies, no contact details), is post-checked for forbidden phrasing (revenue claims, vendor brand mentions, automatic-message language), and is presented as a draft that you edit before relying on. The AI draft is not a substitute for your own analysis or your client account's expertise.
The Service is provided "AS IS" and "AS AVAILABLE". To the maximum extent permitted by law, Doptar disclaims all warranties of any kind, whether express or implied, including but not limited to merchantability, fitness for a particular purpose, accuracy, non-infringement, and non-interruption. The Service is at an early stage; uptime and accuracy are best-effort.
To the maximum extent permitted by law:
related to the Service is limited to the fees actually paid by you to Doptar for the Service in the 12 months immediately preceding the event giving rise to the claim, or USD 100, whichever is greater.
special, exemplary, or punitive damages, including but not limited to lost profits, lost revenue, lost data, business interruption, or reputational harm.
or marketplace-policy changes on the connected platform.
the Service's source code, UI, AI prompts and guardrails, detector logic, schemas, and documentation. Nothing in these terms grants you any ownership of the Service.
your install. Doptar's processing of that metadata is limited to the purposes described in the Privacy Policy §5.
feedback that you provide to Doptar may be incorporated into the Service without compensation or attribution.
by uninstalling from the platform marketplace or by using the Disconnect option in the Service. Doptar may terminate for cause (acceptable-use breach, fraud, prolonged non-payment) on notice.
the platform on your behalf. The agency record is retained with uninstalled_at set for audit purposes; see Privacy §9 for retention and key-rotation handling.
is documented before β cohort onboarding.
Use of the Service is governed by the Privacy Policy, which is incorporated into these terms by reference.
You are responsible for ensuring that your use of the Service, your agency's internal operations, and any actions you take based on the Service's findings comply with applicable laws and regulations, including but not limited to consumer-protection, marketing, telephony (TCPA / CIPA / equivalent), privacy (GDPR / CCPA / equivalent), and data-retention rules in your jurisdiction. The Service does not provide legal, regulatory, or compliance advice.
Material changes are announced via an in-product banner and a notification to the agency-owner email on file at least 30 days before the change takes effect. Continued use of the Service after the notice period is treated as acceptance of the revised terms.
Governing law, venue, and dispute-resolution forum (good-faith negotiation, then arbitration or court) will be set at production launch. This section will be finalized at that time.
The Service is operated by Doptar (entity formation pending: Wyoming LLC, planned at the operator's MRR threshold; until then, operated as a sole-trader posture from the EU).
| Date | Change |
|---|---|
| 2026-05-14 | Initial draft. |