Terms and Conditions

The Services enable Customer to deploy AI voice agents that interact with patients, callers, and personnel to handle communications workflows including:

• Appointment scheduling, rescheduling, cancellation, and waitlist management
• Prescription refill request capture and routing (request and handoff only, not dispensing)
• Billing, payment, and balance inquiries
• Insurance eligibility verification and pre-visit coordination
• Referral status inquiries and coordination
• Patient recall, reminder, and re-engagement outbound campaigns
• Integration with Customer's electronic health record (EHR), practice management system (PMS), and telephony systems

The Services are a communications and workflow software platform. CallSara does not, and the Services may not be used to:

• Sell, dispense, market, fulfil, or distribute prescription drugs, over-the-counter medications, dietary supplements, herbal products, vitamins, controlled substances, or medical devices;
• Provide telehealth, telemedicine, remote clinical consultation, medical advice, diagnosis, or treatment;
• Market or fulfil any product subject to FDA, DEA, or equivalent regulatory pre-market approval;
• Replace or substitute for the professional judgment of a licensed healthcare provider.

You may need to register to access certain features. You agree to provide accurate, current, and complete information and to keep it updated. Accounts are for businesses; individuals under 18 may not register.

You are responsible for keeping your login credentials confidential and for all activity under your account. Notify us immediately at founders@callsara.ai if you suspect unauthorized access. We are not liable for losses caused by your failure to protect your credentials.

You may grant access to employees and contractors (”Authorized Users”) acting on your behalf. You are responsible for their compliance with these Terms and for revoking access when they leave or change roles.

You may only use the Services for lawful purposes and in accordance with these Terms and our Acceptable Use Policy at callsara.ai/legal/acceptable-use.

You must not use the Services to:

• Violate any applicable law, regulation, or professional obligation;
• Impersonate any person or entity, or misrepresent your affiliation with a person or entity;
• Upload or transmit malware, viruses, or any code designed to damage or interfere with any system;
• Harvest or collect contact information without authorization;
• Engage in unsolicited communications, spam, or unauthorized advertising;
• Market, sell, advertise, dispense, or fulfil any prescription drug, over-the-counter drug, dietary supplement, herbal product, or controlled substance;
• Facilitate the sale of any product on the LegitScript Unapproved Pharmaceuticals and Supplements list or subject to an FDA enforcement action;
• Make health claims regarding the prevention, treatment, or cure of any disease or condition;
• Operate outbound campaigns promoting regulated health products;
• Place automated calls to numbers on national or state do-not-call registries without consent;
• Use the Services in sanctioned jurisdictions or with sanctioned parties;
• Attempt to gain unauthorized access to the Services or related systems;
• Scrape, mine, or extract data from the Services by automated means;
• Reverse engineer, decompile, or attempt to discover the source code of the Services.

Customer is solely responsible for compliance with all laws governing telephone communications facilitated by the Services, including the U.S. Telephone Consumer Protection Act (TCPA), applicable state telemarketing and call-recording laws (including two-party consent requirements), the Telecom Regulatory Authority of India (TRAI) regulations, the GDPR where applicable, and equivalent laws in every jurisdiction where Customer or its callers are located.

Customer represents and warrants that it has obtained all consents required by applicable law before using the Services to place automated or AI-driven outbound calls, record calls, or contact numbers on any do-not-call registry.

Customer agrees to indemnify and hold CallSara harmless from any third-party claim arising from Customer's failure to comply with this section.

CallSara markets its Services through third-party advertising platforms (including Google Ads) that have their own content policies. CallSara may decline to publish, remove, or modify any Customer-supplied content, including testimonials, case studies, and co-marketing materials, that, in CallSara's reasonable judgment, creates a risk of disapproval or restriction under any applicable advertising platform policy. Such removal or modification is not a breach by CallSara.

Where the Services or any portion are made available for a fee, you will select a payment plan and provide valid payment information. You represent that the information is accurate and you are authorized to use the payment method.

We reserve the right to change our fees. If we change prices, we will give you at least 30 days' notice by posting to the Site or by email. Your continued use of the Services after the change takes effect is your agreement to the new price.

If CallSara issues invoices, payment is due within 30 days of the invoice date. Unpaid balances accrue interest at 1.5% per month (or the maximum rate permitted by law, whichever is lower), plus reasonable collection costs.

You are responsible for all taxes associated with the Services other than taxes based on CallSara's net income.

The Services and all underlying technology, software, algorithms, models, content, and materials are the property of CallSara and its licensors, protected by intellectual property laws. You receive a limited, non-exclusive, non-transferable, revocable right to use the Services during the term of your subscription, solely for your internal business purposes.

The CallSara name, logo, and marks are trademarks of CallSara, Inc. Other company, product, and service names referenced on the Site may be trademarks of their respective owners. Nothing in these Terms grants you any right to use CallSara trademarks without prior written permission.

References to third-party product names, logos, and brands on CallSara's marketing pages (including comparison pages) are made solely for identification and comparison purposes under nominative fair use. CallSara is not affiliated with, endorsed by, or sponsored by any such third party. All third-party trademarks remain the property of their respective owners. See callsara.ai/legal/trademark-notice.

If you provide feedback, suggestions, or ideas about the Services, you grant CallSara a perpetual, irrevocable, royalty-free license to use that feedback for any purpose without obligation to you.

You own all content you upload, submit, or generate through the Services (”Customer Content”). You represent and warrant that you have all rights necessary to grant the license below.

You grant CallSara a non-exclusive, worldwide, royalty-free license to use, copy, store, transmit, and process Customer Content solely to operate, maintain, and improve the Services and as required by law.

This license does not apply to Protected Health Information, which is governed exclusively by the BAA. This license also does not apply to Customer Confidential Information designated as such under any separate written agreement.

CallSara does not use customer call audio, transcripts, or PHI to train general-purpose AI models without the explicit, separate written consent of Customer.

Any ideas, feedback, or other information you provide to CallSara outside of the structured feedback process in Section 8.3 is deemed non-confidential. CallSara may use such submissions for any purpose without obligation.

Our collection and use of personal data is described in our Privacy Policy at callsara.ai/privacy-policy. By using the Services you consent to data practices as described there.

CallSara may preserve and disclose Customer Content if required to: (a) comply with legal process or government requests; (b) enforce these Terms; (c) respond to claims that content violates third-party rights; (d) protect the rights, property, or safety of CallSara, its users, or the public.

Most concerns can be resolved quickly. Before starting any formal process, contact us at founders@callsara.ai. If we cannot resolve the matter within 60 days of your written notice, either party may initiate arbitration.

Any dispute arising out of or relating to these Terms or the Services will be resolved through final and binding arbitration administered by the American Arbitration Association (”AAA”) under its Consumer Arbitration Rules, as modified by these Terms. The Federal Arbitration Act governs.

Exception: you may bring individual claims in small claims court if your claim qualifies. Nothing here prevents either party from seeking emergency injunctive relief from a court.

Arbitration hearings will take place at a location convenient for both parties. For claims of $10,000 or less, you may choose whether the hearing is conducted by documents, phone, or in person. For claims over $10,000, the AAA Rules apply.

If the value of your claim is $75,000 or less, CallSara will pay all arbitration fees if you request it. If you demonstrate that costs are prohibitive compared to litigation costs, CallSara will cover an appropriate portion.

These Terms are governed by the laws of the State of Delaware, without regard to its conflict-of-law rules. For any claims not subject to arbitration, you and CallSara consent to the personal jurisdiction of the state and federal courts of Delaware.

Any claim arising out of or related to these Terms or the Services must be filed within one (1) year after the claim arose. Claims not filed within this period are permanently barred.

If CallSara changes this arbitration section, you may reject the change by notifying us in writing within 30 days. Your rejection means disputes between us will be arbitrated under the version of this section in effect when you first accepted these Terms.

These Terms begin when you first access or use the Services and continue until terminated by either party.

CallSara may suspend or terminate your access to the Services at any time, with or without notice, if you violate these Terms or if we reasonably believe termination is necessary to protect the Services, other users, or third parties. Suspected fraudulent, abusive, or illegal activity may be reported to law enforcement.

On termination, your right to use the Services ceases immediately. CallSara may delete your account and associated data. Sections that by their nature should survive termination, including Sections 8, 9, 10, 14, 15, 16, and 17, will survive.

These Terms, together with the Privacy Policy, any executed BAA, and any Order Form, constitute the entire agreement between you and CallSara regarding the Services and supersede all prior agreements and understandings.

We may update these Terms from time to time. We will post the updated version on the Site with a new effective date and notify you by email or in-product notice at least 14 days before changes take effect (or immediately for changes required by law). Your continued use of the Services after the effective date constitutes acceptance of the updated Terms.

You may not assign these Terms without our prior written consent. CallSara may assign these Terms in connection with a merger, acquisition, or sale of substantially all assets, without your consent.

Failure to enforce any provision of these Terms is not a waiver. If any provision is found invalid or unenforceable, the remaining provisions remain in full effect, and the invalid provision will be modified to the minimum extent necessary to make it enforceable.

These Terms do not create a partnership, joint venture, employment, or agency relationship between you and CallSara.

Notices to you may be sent by email or posted to the Site. Notices to CallSara should be sent to founders@callsara.ai or to the address below. Printed versions of these Terms and related electronic notices are admissible in legal proceedings to the same extent as original printed records.

The Services are subject to U.S. export controls. You agree not to use or access the Services in violation of U.S. export laws or in any sanctioned jurisdiction.

Under California Civil Code Section 1789.3, California residents may contact the Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs at 1625 North Market Blvd., Suite N 112, Sacramento, CA 95834, or by telephone at (916) 445-1254 or (800) 952-5210.

For questions about these Terms, contact us at: