Terms of Service

Last Updated: April 2, 2026

Welcome to SalesGuard. By using our service, you agree to these Terms of Service.


Table of Contents

  1. Service Description
  2. Account Registration and Eligibility
  3. Subscription and Payment
  4. Call Transcription - Your Legal Obligations
  5. AI-Generated Content
  6. 5A. AI Coaching and Review Features
  7. 5B. Usage Limits and Fair Use
  8. 5C. AI Interaction Disclosure and Transparency
  9. 5D. High-Risk AI Classification and Compliance
  10. 5E. AI Literacy and Training Requirements
  11. 5F. International AI Compliance Summary
  12. Email Processing
  13. Your Responsibilities
  14. What You Own, What We Own
  15. Beta Software and Service Availability
  16. Limitation of Liability
  17. Service Changes and Discontinuation
  18. Account Termination
  19. Indemnification
  20. Data Backup and Loss
  21. Third-Party Services
  22. Acceptable Use
  23. Dispute Resolution and Governing Law
  24. Changes to These Terms
  25. Contact Information

1. Service Description

SalesGuard is a desktop CRM application that provides AI-powered sales assistance, including:

Call Recording and Transcription

  • Records audio from your microphone and system audio (the other person on the call)
  • Audio is streamed to our transcription provider in real-time
  • Audio is immediately discarded after transcription - we do not save audio files
  • Only text transcripts are stored

Real-Time AI Sales Coach (Elite tier only)

  • During live calls, provides word-for-word suggestions for what to say next
  • Rates your performance after each response
  • Coaching suggestions appear on your screen only - the other person cannot see them
  • Coaching suggestions are not permanently stored after the call ends

Post-Call Review (Pro and Elite tiers)

  • After a call, generates detailed AI analysis of your performance
  • Classifies every line you said and suggests improvements
  • Tracks conversation advantage and generates improvement plans
  • Full review analysis is stored in your account

CRM Auto-Fill

  • Extracts structured data from call transcripts (contact info, deal details, next steps)
  • Auto-generates follow-up emails, meeting notes, and handoff documents
  • All extracted data can be reviewed and edited before saving

Email Processing

  • You manually paste email content into SalesGuard
  • AI extracts contact information, deal details, and insights
  • Extracted data is saved to your CRM

2. Account Registration and Eligibility

You must be at least 18 years old to use SalesGuard. By creating an account, you confirm that you are 18 or older.

You must provide accurate and complete information during registration. You are responsible for maintaining the security of your account credentials.

Each account is for individual use only. Do not share your account credentials with others.


3. Subscription and Payment

Pricing

Current pricing is displayed on our pricing page at salesguardapp.com/pricing.

All prices are in USD and billed monthly in advance.

3-Day Free Trial

New users receive a 3-day free trial of your selected plan. Your payment method will be charged on day 4 unless you cancel. You can cancel anytime through your Stripe customer portal.

Payment Processing

Payments are processed by Stripe. We do not store your credit card information.

Automatic Renewal

Subscriptions automatically renew each month. You can cancel anytime. Cancellation takes effect at the end of your current billing period.

Refund Policy

By subscribing, you expressly consent to immediate access to SalesGuard and waive your 14-day statutory cancellation right under the UK Consumer Contracts Regulations 2013.

All sales are final. We do not offer refunds for change of mind, buyer's remorse, or dissatisfaction with features.

If SalesGuard is defective or does not perform as described, contact support@salesguardapp.com within 30 days. We will investigate and provide a refund if the software is genuinely faulty.

“Faulty” means the software does not work as described, has bugs preventing core functionality, crashes constantly, or has security vulnerabilities. It does not mean you don't like it, you found a cheaper alternative, or you changed your mind.

Price Changes

We may change subscription prices with 30 days' notice to existing subscribers.

Payment Failures

If your payment fails, we may suspend your account. Contact support@salesguardapp.com if you experience payment issues.


4. Call Transcription - Your Legal Obligations

You are solely responsible for obtaining all necessary consents before transcribing any call. Transcription laws vary significantly by jurisdiction.

Recording and Transcription Laws

United Kingdom: Generally permits recording your own calls, but you must comply with GDPR transparency requirements.

United States: 11 states require all parties to consent to recording/transcription, including California, Connecticut, Florida, Illinois, Maryland, Massachusetts, Michigan, Montana, New Hampshire, Pennsylvania, and Washington.

European Union: Must inform participants under GDPR.

International: If you are in one jurisdiction and the other person is in another, both jurisdictions' laws may apply.

Best Practices

We recommend:

  1. Announce “I'm transcribing this call for my notes” at the start of every call
  2. Obtain verbal consent from all parties
  3. Research your local laws - search “[your location] call recording consent laws”
  4. Consult a lawyer if unsure

SalesGuard's Role

SalesGuard provides transcription functionality as a tool. We are not responsible for how you use it. By using the transcription feature, you acknowledge that you are solely responsible for legal compliance, and you will indemnify SalesGuard against any claims arising from your transcription of calls.

System Audio Recording

SalesGuard records both your microphone audio and system audio (the other person's voice on the call). This is necessary to provide coaching and review features.

Recording system audio may be subject to additional legal requirements in some jurisdictions. You are responsible for understanding and complying with all applicable laws regarding recording both sides of a conversation.

Some platforms (Zoom, Google Meet, Microsoft Teams) may notify participants when system audio is being captured. SalesGuard does not automatically notify the other party. You must handle consent notifications yourself.

Stealth Mode Recording

SalesGuard offers a "stealth mode" feature that minimizes visual indicators of recording during calls. Even when using stealth mode:

  • You are still legally responsible for complying with recording consent laws in your jurisdiction
  • You must still obtain consent from all parties before recording if required by law
  • Stealth mode does not exempt you from legal obligations regarding recording disclosure
  • You must inform call participants they are being recorded, even if SalesGuard's interface is hidden

Stealth mode is provided solely to reduce visual distractions during calls, not to enable secret or non-consensual recording.


5. AI-Generated Content

AI Features

SalesGuard uses AI (powered by Anthropic's Claude) for multiple features including:

  • Extracting CRM data from call transcripts and emails
  • Real-time sales coaching during calls (Elite tier)
  • Post-call performance review and analysis (Pro and Elite tiers)
  • Generating follow-up emails, meeting notes, and handoff documents
  • Weekly performance reports and deal intelligence
  • Brief Me summaries of contacts, companies, and deals

Accuracy Disclaimer

All AI-generated content may contain errors, inaccuracies, or hallucinations. AI may generate plausible-sounding but incorrect information, including fabricated statistics, incorrect deal values, wrong contact details, or inaccurate performance assessments.

Verification Required

You must verify all AI-generated content before using it for any business purpose. Do not rely on AI outputs for:

  • Deal values, close dates, or financial projections
  • Contact information (names, emails, phone numbers)
  • Competitive intelligence or market analysis
  • Legal, financial, or compliance decisions
  • Performance evaluations of yourself or others
  • Any critical business decision

Not a Substitute for Professional Judgment

AI coaching suggestions, performance ratings, and improvement plans are educational tools only. They are not professional sales training, legal advice, or business consulting. Always apply your own professional judgment.

Liability

We are not liable for incorrect AI extractions, coaching suggestions, performance ratings, review analyses, generated documents, decisions you make based on AI-generated content, or any damages arising from reliance on AI-generated intelligence.


5A. AI Coaching and Review Features

Real-Time Coaching (Elite Tier)

The real-time coaching feature provides AI-generated suggestions during live calls. These suggestions are:

  • Generated in real-time based on the conversation transcript
  • Displayed only on your screen - the other party cannot see them
  • Not permanently stored after the call ends
  • Not guaranteed to be appropriate for every situation
  • Not a substitute for professional sales training or judgment

Coach Consent Requirement

Before activating the Real-Time AI Sales Coach for the first time, you must review and accept a consent notice explaining how coaching works, its limitations, and your responsibilities. You cannot use the coaching feature until you have acknowledged this consent notice.

Post-Call Review (Pro and Elite Tiers)

The post-call review feature provides AI analysis of your call performance. Reviews include:

  • Classification of each line you spoke (from “brilliant” to “blunder”)
  • Suggested alternative responses
  • Call advantage tracking throughout the call
  • An overall performance score and improvement plan

These ratings and suggestions reflect AI analysis only. They are not objective measures of sales performance and should not be used as the sole basis for employment decisions, compensation changes, or performance evaluations.

Usage Limits

AI coaching and review features are subject to usage limits based on your subscription tier. Current limits are displayed in the application. We may adjust these limits with reasonable notice.


5B. Usage Limits and Fair Use

Daily Limits

Currently, there are no daily limits on call transcription or AI processing. We reserve the right to implement fair use limits in the future with 14 days' notice.

Monthly Limits

  • Pro tier: 40 post-call reviews per month
  • Elite tier: 100 post-call reviews per month
  • Elite tier: 45 coached calls per month

Fair Use

These limits are designed for normal individual use. Automated, scripted, or bulk usage that exceeds reasonable individual use may result in temporary suspension or account review.

We reserve the right to adjust usage limits with 14 days' notice to existing subscribers.


5C. AI Interaction Disclosure and Transparency

In compliance with the EU AI Act (Article 50) and emerging global AI transparency requirements:

AI-Generated Content Labeling

All content generated by AI in SalesGuard is clearly indicated as AI-generated within the application interface. This includes CRM extractions, coaching suggestions, review analyses, generated emails, meeting notes, and intelligence reports.

AI Provider

SalesGuard uses Anthropic's Claude AI models for all AI processing. Specifically:

  • Claude Sonnet for post-call reviews and complex analysis
  • Claude for CRM extraction, email processing, and general AI tasks

No Automated Decision-Making

SalesGuard does not make automated decisions that produce legal or similarly significant effects on you. All AI outputs are suggestions and require your review and approval before any action is taken.

Your Disclosure Obligations

If you use AI-generated content from SalesGuard (such as follow-up emails or meeting notes) in communications with third parties, you may be required to disclose that the content was AI-generated, depending on your jurisdiction. You are responsible for complying with any such disclosure requirements.


5D. High-Risk AI Classification and Compliance

EU AI Act Classification

Under the EU AI Act, SalesGuard's AI features are classified as follows:

  • CRM extraction and email processing: Limited risk (transparency obligations apply)
  • Real-time coaching: Limited risk (transparency obligations apply)
  • Post-call review and performance rating: Potentially high-risk if used in employment contexts (Article 6, Annex III)

Employment Use Warning

If you use SalesGuard's review or coaching features to evaluate employees or make employment decisions (hiring, promotion, termination, compensation), this may constitute high-risk AI use under the EU AI Act. In such cases:

  • You are the deployer of a high-risk AI system and bear compliance obligations
  • You must conduct a fundamental rights impact assessment
  • You must ensure human oversight of AI-assisted decisions
  • You must inform employees that AI is being used to evaluate their performance
  • Employees have the right to an explanation of AI-assisted decisions affecting them

SalesGuard is designed as a personal productivity tool. We do not recommend using AI performance ratings as the sole basis for employment decisions.


5E. AI Literacy and Training Requirements

Under the EU AI Act (Article 4), providers and deployers of AI systems must ensure sufficient AI literacy among their staff and users.

What You Should Understand

By using SalesGuard, you confirm that you understand:

  • AI-generated content can be incorrect, biased, or misleading
  • AI suggestions are not guaranteed to improve sales outcomes
  • AI performance ratings are subjective assessments, not objective measurements
  • AI cannot understand context, emotion, or nuance the way humans can
  • You must always apply human judgment before acting on AI outputs

Resources

We provide documentation within the application to help you understand how AI features work, their limitations, and best practices for using them effectively. We recommend reviewing these resources before relying on AI outputs for important decisions.


5F. International AI Compliance Summary

European Union

SalesGuard complies with the EU AI Act transparency requirements for limited-risk AI systems. Users deploying SalesGuard in employment contexts should assess whether high-risk obligations apply (see Section 5D).

United Kingdom

SalesGuard complies with the UK's pro-innovation approach to AI regulation, including transparency and accountability principles outlined by the UK Government's AI Regulation White Paper.

United States

SalesGuard complies with applicable state AI laws, including:

  • California AB 2013: Disclosure of AI training data practices (see Privacy Policy Section 8)
  • Colorado AI Act: Transparency requirements for high-risk AI decisions
  • State recording laws: See Section 4 for details on two-party consent states

Canada

SalesGuard's AI features are used in accordance with Canada's proposed Artificial Intelligence and Data Act (AIDA) principles, including transparency and human oversight requirements.

Your Responsibility

AI regulation is evolving rapidly. You are responsible for ensuring your use of SalesGuard complies with all AI-related laws and regulations in your jurisdiction. This summary is informational only and does not constitute legal advice.


6. Email Processing

When you paste email content into SalesGuard, the email text is sent to our AI provider for processing. The AI extracts contact information, deal details, and insights, which are saved to your CRM.

Email text is processed and deleted by our AI provider within 30 days. Only the extracted CRM data is permanently stored in SalesGuard.

You are responsible for ensuring you have the right to process any personal data in emails you paste, and for complying with applicable data protection laws.

We do not connect to your email provider. You manually paste emails. We cannot access your email account.


7. Your Responsibilities

You are responsible for:

  • Obtaining consent before transcribing calls
  • Verifying accuracy of AI-extracted data before using it
  • Ensuring you have the right to process any personal data you input
  • Maintaining the security of your account credentials
  • Regularly exporting your data as a backup
  • Using SalesGuard in compliance with all applicable laws

8. What You Own, What We Own

You own all CRM data you input into SalesGuard, including contacts, companies, deals, call transcripts, email content you paste, and notes you create.

You grant us a limited license to process this data solely for providing the SalesGuard service. Upon account deletion, all your data is permanently removed within 30 days.

SalesGuard, its design, code, and AI models are our property. You receive a license to use the software, not ownership of it.

You may not reverse engineer the software, copy or redistribute our code, use our branding or trademarks, or create derivative works.


9. Beta Software and Service Availability

SalesGuard is currently in beta development. The software may contain bugs, experience interruptions, or undergo significant changes. We do not guarantee uninterrupted or error-free operation.

The software is provided “as is” without warranties of any kind, express or implied.

By using beta software, you accept the risks inherent in using software under development. You agree not to use SalesGuard for mission-critical operations where failure could result in significant harm.


10. Limitation of Liability

To the maximum extent permitted by law, our total liability for any claim arising from your use of SalesGuard shall not exceed the fees you paid in the 12 months immediately preceding the claim.

AI-Specific Limitations

Without limiting the above, we are specifically not liable for:

  • Incorrect AI coaching suggestions that lead to lost deals or damaged relationships
  • Inaccurate performance ratings or review analyses
  • AI-generated emails, notes, or documents that contain errors
  • Decisions made based on AI-generated CRM data, intelligence, or recommendations
  • Any consequences of following AI coaching suggestions during live calls
  • Loss of business opportunities due to AI-suggested responses
  • Reputational damage from sending AI-generated communications without review

We are not liable for indirect, incidental, special, consequential, or punitive damages, including lost profits, lost business opportunities, lost deals, damage to reputation, cost of substitute services, or loss of data (except where caused by our negligence).

This limitation applies regardless of the basis of liability: contract, tort, negligence, strict liability, or otherwise.

This limitation does not exclude liability for death or personal injury caused by our negligence, fraud or fraudulent misrepresentation, or any liability that cannot be excluded under UK law.

Some jurisdictions do not allow exclusion of certain damages. In those jurisdictions, our liability is limited to the maximum extent permitted by law.


11. Service Changes and Discontinuation

We may modify, add, or remove features at any time. Material changes that significantly reduce functionality will be communicated via email at least 14 days in advance.

We reserve the right to discontinue SalesGuard at any time. If we shut down:

  • We will provide at least 30 days' notice via email
  • You will have 30 days to export your data
  • Unused subscription fees will be refunded on a pro-rata basis
  • All data will be permanently deleted 90 days after shutdown

12. Account Termination

You can delete your account at any time by emailing support@salesguardapp.com. We will permanently delete your account and all associated data within 30 days. Upon request, we will provide a machine-readable export of your data before deletion.

EU Data Act Compliance

In accordance with the EU Data Act (Regulation 2023/2854), if you are an EU-based user:

  • You can request export of all your data in a structured, commonly used, and machine-readable format (JSON or CSV)
  • We will not impose unreasonable barriers to switching to a competing service
  • Data export will be provided within 30 days of request at no additional charge
  • We will not use your data to develop competing products or services after you leave

We reserve the right to suspend or terminate your account if you violate these Terms, your payment fails, you engage in fraudulent or abusive behavior, or as required by law.

Upon termination, your access will cease immediately, your data will be permanently deleted within 30 days, and active subscriptions will be cancelled (no refund for current billing period unless termination was our fault).


13. Indemnification

You agree to indemnify and hold harmless SalesGuard from any claims, damages, losses, and expenses (including legal fees) arising from your violation of these Terms, your violation of any law, your breach of third party rights, claims by people you transcribed without consent, or your use of SalesGuard in a negligent or improper manner.


14. Data Backup and Loss

We maintain regular backups through our hosting provider. However, we do not guarantee the availability or integrity of backups.

We strongly recommend you regularly export your data. You can request a data export by emailing support@salesguardapp.com.

We are not liable for data loss due to service failures, third-party provider failures, software bugs, user error, or account deletion, except where caused by our gross negligence.


15. Third-Party Services

SalesGuard uses the following third-party services:

  • Deepgram: Real-time call transcription (audio streaming and speech-to-text)
  • Anthropic / Claude AI: AI processing, including:
    • CRM data extraction from transcripts and emails
    • Real-time coaching suggestions (Elite tier)
    • Post-call review and performance analysis (Pro and Elite tiers)
    • Follow-up email, meeting note, and handoff document generation
    • Weekly reports and deal intelligence
    • Brief Me summaries
  • Supabase: Database and authentication
  • Stripe: Payment processing
  • Vercel: Website hosting
  • Resend: Transactional email delivery (verification emails, account notifications)

Your data is processed by these services. See our Privacy Policy for details.

While we use industry-leading services with strong security practices, we cannot guarantee absolute security. In the event of a third-party data breach, our liability is limited to the fees you paid in the 12 months prior to the breach.

You acknowledge that use of cloud services involves inherent security risks.


16. Acceptable Use

You agree not to:

  • Violate any laws or regulations
  • Transcribe calls without proper consent
  • Process data you're not authorized to process
  • Reverse engineer the software
  • Attempt to access other users' data
  • Automate mass uploads that degrade performance
  • Share your account credentials
  • Resell or redistribute SalesGuard services
  • Use SalesGuard to harass, abuse, or harm others

Prohibited AI Practices (EU AI Act Compliance)

You agree not to use SalesGuard for any prohibited AI practices under the EU AI Act, including:

  • Social scoring: Using AI to evaluate or classify people based on their social behavior or personal characteristics in a way that leads to detrimental or unfavorable treatment
  • Manipulation: Using AI to manipulate human behavior in a manner that causes or is likely to cause physical or psychological harm
  • Exploitation of vulnerabilities: Using AI to exploit vulnerabilities of specific groups (children, elderly, people with disabilities) in ways that cause harm
  • Real-time biometric identification: Using SalesGuard to perform real-time remote biometric identification in publicly accessible spaces (not applicable to typical sales calls)
  • Emotion recognition: Using AI emotion detection in workplace or educational settings (SalesGuard does not have this capability, but do not attempt to repurpose it for this)
  • Subliminal manipulation: Using AI to deploy subliminal techniques to materially distort behavior in harmful ways

Violation of these prohibitions may result in:

  • Immediate account termination
  • Fines up to €35 million or 7% of global annual turnover under EU AI Act
  • Criminal liability in applicable jurisdictions

If you are unsure whether your use case violates these prohibitions, consult a lawyer before using SalesGuard for that purpose.

Violation may result in immediate account termination without refund.


17. Dispute Resolution and Governing Law

These Terms are governed by the laws of England and Wales. The courts of England and Wales shall have exclusive jurisdiction over any disputes.

Before filing any legal claim, please contact support@salesguardapp.com to attempt informal resolution.


18. Changes to These Terms

We may update these Terms from time to time. Changes will be posted on this page with an updated “Last Updated” date.

For material changes that significantly affect your rights, we will notify you via email at least 14 days before the changes take effect.

Continued use of SalesGuard after changes take effect constitutes acceptance of the new terms.


19. Contact Information

SalesGuard Support

Email: support@salesguardapp.com

Response time: Within 48 hours on business days


Severability

If any provision of these Terms is found to be unenforceable, that provision will be limited to the minimum extent necessary, and the remaining provisions will remain in effect.

Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and SalesGuard.

By creating a SalesGuard account or using the service, you agree to these Terms of Service.