Terms & Conditions

1. Acceptance of Terms

By accessing or using Convened (the "Service"), operated by Convened ("we", "us", "Convened"), you agree to be bound by these Terms and Conditions. If you do not agree, do not use the Service. If you are accepting these Terms on behalf of an organization (a "Company"), you represent that you have authority to bind that Company.

2. Description of Service

Convened is an Organizational Intelligence Platform (OIP). The Service includes, without limitation:

• AI Echoes — personal AI personas created from a structured Socratic interview and optional document enrichment, representing how a specific person thinks and decides.
• Process Echoes — Echoes that encode a business process (triggers, steps, decision rules) as an autonomous agent.
• Future Echo types — the Service may, in the future, include non-human Echoes representing automated agents, integrated systems, or aggregated roles. Such Echoes will operate under the same attribution, consent, and decision-journaling requirements that apply to human Echoes.
• Echo Mesh — a hierarchical intelligence network in which directives cascade downward, signals bubble upward, and conflicts resolve through adversarial deliberation, with lineage and attribution tracked throughout.
• Board of Experts — AI expert personas that deliberate on business questions using the Convened Protocol, producing a structured brief with preserved dissent, confidence bands, and source citations.
• Decision Journal — an immutable, cryptographically hash-chained ledger of decisions, deliberations, directives, and outcomes intended to support enterprise accountability and audit.
• Supporting modules — meeting capture, financial analysis, health scoring, action item tracking, intelligence reports, microsites, workshops, and document generation.

Features, tiers, and availability evolve over time. Certain features are in beta or limited release and are identified as such.

3. User Accounts and Organizations

Accounts may be issued to individuals, teams, or organizations. You are responsible for the accuracy of your registration information, for safeguarding your credentials, and for all activity under your account. You must not share your account, and you must notify us promptly of any suspected unauthorized access. For organizational accounts, designated administrators are responsible for provisioning users, assigning roles, and configuring access.

4. Subscription Tiers and Billing

The Service is offered under tiered subscriptions (including Starter, Growth, Scale, and Enterprise). Fees, features, and limits are described at checkout or in a separate order form. Subscriptions are billed in advance via our payment processor (Stripe) or under an executed order form. Except where required by law or expressly stated, fees are non-refundable. You may cancel at any time; access continues through the end of the paid period. We may change pricing for future billing periods on at least 30 days' notice.

5. Your Content and Your Organization's Content

You retain ownership of all materials you upload or generate through the Service, including interview transcripts, documents, financial data, directives, meeting content, and decisions (collectively, "Customer Content"). Customer Content belongs to you or your Company.

You grant Convened a limited, non-exclusive, worldwide license to host, process, transmit, and display Customer Content solely to operate, secure, and improve the Service for you. We do not sell Customer Content, and, except as described in the Privacy Policy, we do not disclose it to third parties. Customer Content is not used to train third-party foundation models.

6. AI Echoes, Process Echoes, and Consent

You may create Person Echoes that represent you or — with appropriate authorization — other individuals in your Company, and Process Echoes that represent workflows within your Company. Echo creation requires explicit, granular consent covering (a) the use of interview or process data to synthesize the Echo, (b) the Echo's participation in the Echo Mesh, (c) document enrichment for grounding, and (d) any sharing or delegation within the Company. Consents are versioned and auditable. You may deactivate or delete your Echo at any time, subject to the retention rules in the Privacy Policy.

If you authorize an Echo of another person, you represent that you have obtained that person's informed consent and have the authority under applicable law and Company policy to do so. Administrators of organizational accounts are responsible for ensuring a lawful basis for Echoes of employees, contractors, and other personnel.

Mesh sessions and colleague invitations. When you initiate a mesh session that activates another user's Echo (including through features that invite colleagues into shared deliberations), you authorize that activation within the permissioned scope of your Company tenant. The Echo's owner will be notified and may decline, configure participation scope, or revoke the invitation. You will not use these features to impersonate, surveil, or circumvent the choices of another user.

Echoes and expert personas are computational simulations. They do not speak for, and are not endorsed by, any real individual except to the extent and in the manner that individual has expressly authorized.

7. AI-Generated Content; No Professional Advice

Output from Echoes, the Board of Experts, and other AI components ("AI Output") is probabilistic and may be incomplete or incorrect. Convened publishes Fidelity Scores, confidence bands, dissent, and source citations to help you assess reliability, but AI Output is not a substitute for professional judgment.

AI Output does not constitute financial, investment, legal, tax, medical, or other professional advice. You are solely responsible for decisions you make based on AI Output. For material decisions, you should consult qualified professionals. Convened's Decision Effectiveness tracking is a calibration mechanism, not a warranty of outcomes.

8. Meeting Capture and Recording

The Service offers meeting capture features that may record, transcribe, and analyze audio, video, or text from meetings (including live dual-track capture of context and analysis). Laws governing recording vary by jurisdiction; several U.S. states and many non-U.S. jurisdictions require the consent of all participants before a meeting may be recorded.

You are solely responsible for obtaining any consents required by applicable law before enabling meeting capture, including the consent of every participant in every recorded meeting. You represent that you will obtain such consents and will not use Convened's capture features in violation of any wiretap, eavesdropping, two-party consent, recording, or data protection law. Convened will surface in-product indicators when capture is active, but those indicators do not by themselves satisfy legal consent requirements. You will indemnify Convened for claims arising out of your failure to obtain required consents.

9. Voice and Biometric Data

Certain features may process voice data, including for speech-to-text transcription, voice synthesis for Echo playback, and voice-authored interview responses. Convened does not use voice data to create a voiceprint for biometric identification or to authenticate users via voice biometrics, and Convened does not sell or license voice data. You represent that you have authority to provide any voice data you submit (including voice data of others in meetings or recordings). If you are located in a jurisdiction with specific biometric privacy laws (including the Illinois Biometric Information Privacy Act, the Texas Capture or Use of Biometric Identifier Act, or Washington's biometric privacy law), you are responsible for ensuring that your use of the Service complies with those laws as applied to you and your participants.

10. Cross-Organization Benchmarking

The Service may offer cross-organization benchmarks and comparative intelligence derived from how organizations use Convened. Cross-organization benchmarking is off by default and requires explicit, opt-in consent by a Company administrator. Where opt-in is elected, Convened uses only statistical aggregates that are de-identified and are not reasonably attributable to any Company, user, or individual. Opt-in may be revoked at any time; revocation applies to future benchmark participation. Raw Customer Content, directives, decisions, and deliberation transcripts are never shared across Company tenants.

11. War Room and Competitive Intelligence Output

Simulation, not prediction. Convened's War Room feature produces simulated competitive responses based on public statements, historical actions, and known strategic positions of the modeled companies. War Room output is not a prediction. It models likely behavioral responses; actual responses may differ materially.

Not investment or trading advice. Some companies modeled in War Room are publicly traded. War Room output is not investment advice and is not a recommendation to buy, sell, or hold any security. You may not rely on War Room output as the sole basis for any trading or investment decision. Consult a qualified financial advisor for investment decisions.

No non-public third-party data. Convened will not ingest non-public data about third-party companies without explicit authorization from the rights holder. War Room company corpora are built from public sources: earnings calls, SEC filings, press releases, published interviews, public news coverage, and similar publicly-available material.

User-contributed intelligence. When you inject your own intelligence into a War Room, you represent that you have the right to use that intelligence. You will not inject confidential information covered by NDA, attorney-client privilege, or other restrictions you do not have authority to use within Convened.

12. Acceptable Use

You may not, and may not permit any user to:

• violate applicable law or the rights of others;
• upload content you do not have the right to upload, including third-party confidential information without authorization;
• create an Echo of a person without that person's informed consent or a valid legal basis;
• record, transcribe, or analyze meetings without the consents required by law;
• attempt to bypass, jailbreak, or manipulate safety, attribution, fidelity, or consent systems;
• interfere with or disrupt the Service, other users, or underlying infrastructure;
• reverse engineer, decompile, or extract the Service's models, personas, or blueprints;
• resell, sublicense, or offer the Service as a standalone competitive product;
• use the Service to generate disinformation, harassment, or content that violates our published usage policies or those of our model providers.

13. Expert Contributors and Marketplace

If you participate as an Expert Contributor — including through the Logic Ingestion Wizard, fidelity validation, or the expert marketplace — separate Expert Contributor Terms govern your relationship with Convened, including your grant of rights to your expert persona, credentialing requirements, calibration, compensation, and publishing of Fidelity Scores.

14. Intellectual Property

The Service, including its software, user interfaces, the Convened Protocol, industry blueprints, schemas, documentation, and the Convened name and marks, is owned by Convened or its licensors and is protected by intellectual property laws. We grant you a limited, non-exclusive, non-transferable right to access and use the Service during your subscription. No other rights are granted by implication.

15. Third-Party Services and Integrations

The Service interoperates with third-party providers (including Anthropic, OpenAI, Groq, Pinecone, Stripe, GoHighLevel, and cloud infrastructure providers) and may, at your option, connect to your systems (e.g., calendar, CRM, accounting). Your use of third-party services is governed by their terms. We are not responsible for third-party services, and connecting them means you authorize the described data flows.

16. Security; Enterprise and Compliance

We maintain a security program that includes encryption in transit and at rest (including AES-256-GCM for sensitive stores), role-based access control, tenant isolation, PII handling controls, audit logging, and — where elected — customer-managed encryption keys (BYOK). Our compliance roadmap includes SOC 2 Type II, HIPAA (BAA available for qualifying customers), and GDPR. Certain capabilities, including the immutable decision journal, are intended to support regulatory and audit obligations but do not, by themselves, constitute compliance.

17. Data Privacy

Your use of the Service is also governed by our Privacy Policy, which is incorporated by reference. For Enterprise customers, a Data Processing Addendum (DPA) is available and, when executed, takes precedence over conflicting terms in this Section.

18. Confidentiality

Each party will protect the other's non-public information disclosed under the Service with the same care it uses for its own confidential information, and in no event less than reasonable care. Customer Content is Customer's confidential information.

19. Warranty Disclaimer

THE SERVICE AND ALL AI OUTPUT ARE PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY LAW, CONVENED DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY WARRANTY THAT AI OUTPUT WILL BE ACCURATE, COMPLETE, OR FIT FOR A SPECIFIC DECISION.

20. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, CONVENED WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST REVENUE, LOST DATA, BUSINESS INTERRUPTION, OR DECISIONS MADE IN RELIANCE ON AI OUTPUT. CONVENED'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SERVICE WILL NOT EXCEED THE AMOUNTS YOU PAID TO CONVENED IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO LIABILITY. Some jurisdictions do not permit certain limitations; in those jurisdictions liability is limited to the maximum extent permitted.

21. Indemnification

You will defend, indemnify, and hold harmless Convened and its affiliates, officers, directors, employees, and agents from and against third-party claims, damages, and expenses (including reasonable attorneys' fees) arising out of (a) your Customer Content, (b) your violation of these Terms or applicable law, (c) Echoes you authorized to be created of others without adequate consent or authority, or (d) meetings you captured without required participant consents.

22. Suspension and Termination

We may suspend or terminate the Service, in whole or in part, for material breach, security risk, non-payment, or as required by law. On termination, your right to access the Service ends; you may request export of Customer Content for a limited period as described in the Privacy Policy. Sections that by their nature should survive termination (including IP, disclaimers, limitation of liability, indemnification, and governing law) will survive.

23. Governing Law and Disputes

These Terms are governed by the laws of the State of Florida, without regard to conflict-of-law principles. Exclusive venue for disputes lies in the state and federal courts located in Florida, and the parties consent to personal jurisdiction there. Nothing in this section limits either party's right to seek injunctive relief in any court of competent jurisdiction.

24. Changes

We may update these Terms. Material changes will be announced by email or in-app notice and, where appropriate, will require re-acceptance. Continued use after the effective date of an update constitutes acceptance.

25. Contact

Questions about these Terms: legal@convened.ai.