Acceptance of these terms
These terms of service (the “terms”) are an agreement between Quintessence Group, Inc. (“Quintessence Group”, “we”, or “us”) and you. They cover:
- the website at usecharter.com, including its documentation and the pilot request and contact forms;
- a request to join the Charter pilot; and
- the Charter service (the “service”), which we make available only to businesses we have accepted into the pilot.
By using the website, submitting a pilot request, or using the service, you agree to these terms and to our privacy policy, which explains how we handle personal information. If you do not agree, do not use the website or the service.
If you take part in the pilot, we agree written pilot terms with you before work starts. Those pilot terms cover the specifics of your pilot: the work in scope, any fees, how model and provider costs are handled, and how long the pilot runs. Where the written pilot terms and these terms conflict, the pilot terms prevail.
Eligibility
Charter is a business service. You may use the service only for the business you represent, and “you” in these terms means that business.
- The person who accepts these terms or agrees pilot terms for the business must be at least 18 years old, able to enter a binding contract, and authorized to bind the business. By accepting, that person confirms they have that authority. The privacy policy separately explains that the website itself is not directed to children.
- You are responsible for everyone who uses the service through your workspace, including anyone you invite or allow to use it, and for keeping your sign-in credentials confidential. Tell us promptly if you suspect unauthorized access.
- Keep the account and business information you give us accurate and current.
The service and the pilot
Charter carries authorized business work forward. It takes an inquiry, a request, or a routine, gathers context from the sources you connect, prepares a reply or document, asks for your review before anything leaves your business unless you have explicitly permitted an exact action, and keeps a record of what was done. The how it works page and the documentation describe the current capabilities and their limits.
Invite-only pilot
The service is available only through a private, invite-only pilot. We decide which businesses to accept and may decline a request without giving a reason. Participation begins when we accept your request and confirm the pilot scope with you in writing. We may limit the number of participants, the workflows in scope, and the connections and providers available to you.
Early software
The service is early software and is provided “as is” and “as available”. Features may change, be withdrawn, or behave unexpectedly, and the service may contain errors. We do not commit to any level of availability, uptime, or support response time, and there is no service level agreement unless the pilot terms say otherwise. Keep independent copies of anything you cannot afford to lose, and do not rely on the service as your only record of a commitment to a customer.
Changes and the end of a pilot
We may change, suspend, or discontinue any part of the service at any time. We may end your pilot on notice, and we may suspend access immediately where we reasonably believe it is necessary to protect the service, other participants, or a third party. The pilot terms set the intended length of your pilot and what happens when it ends.
Acceptable use
Use the service only for lawful business purposes and in line with these terms. Do not, and do not let anyone else:
- use the service to send unsolicited bulk email, or send email to anyone you do not have a lawful basis to contact;
- use the service for fraud, deception, or harassment, or to impersonate a person or business, including by presenting generated content as something it is not;
- bypass or attempt to bypass review steps, action permissions, budgets, limits, or any other control in the service, including by crafting content or events intended to change what a workflow is permitted to do;
- access accounts, workspaces, or systems you are not authorized to access;
- introduce malware, interfere with the service, or test its security without our prior written permission;
- upload or process content that is unlawful or that infringes another person’s intellectual property or privacy rights;
- reverse engineer or copy the service except where the law allows; or
- resell the service, or use it to build or benchmark a competing product, without our written consent.
Report a suspected vulnerability privately to support@usecharter.com and do not access other participants’ information. We may suspend access while we investigate a suspected violation and may remove content that violates these terms or the law.
Your content and connected accounts
Your content remains yours. As between you and us, you own the content you provide to the service (notes, files, brand assets, business facts, and messages) and the results the service produces at your direction (drafts, documents, and records). You grant us a limited, non-exclusive, worldwide license to host, copy, process, transmit, and display that content only as needed to provide, secure, maintain, and support the service, to carry out your instructions, and to comply with the law. We do not sell your content or use it for advertising, and we do not use it to train models, ours or anyone else’s.
Your responsibilities
- You must have the rights, consents, and lawful basis needed to provide your content and to have the service process it, including any personal information about your customers.
- When you connect an account (an email account, a model provider, Scoped, or Aether), you are responsible for being authorized to connect it and for the permissions you grant. Connect only accounts you are entitled to use for your business, and grant only the access the work needs.
- You are responsible for the facts you supply, such as prices, rates, service areas, and availability. The service uses them as given.
- Do not place passwords, private keys, or other secrets in content you provide.
Data we do not accept
Do not upload, connect, or process protected health information or other regulated health data, or payment card numbers, bank account credentials, or similar financial account data. The service is not designed or offered as a compliant environment for those categories, and we do not enter into business associate agreements.
Content from other people
Content that reaches the service from a customer or another third party, such as an inquiry, a reply, a form submission, or an attachment, is treated as information. It does not change what a workflow is permitted to do, and it cannot grant the service new authority. You remain responsible for how your workflows handle it.
Actions and your control
Some workflow steps act outside your workspace: sending an email, creating or updating work in Scoped, or retaining knowledge in Aether. These terms refer to those as “external actions”. Documents the service prepares stay in your workspace unless a step sends one: we may email a document to you, and a send you approve can attach it to the message that goes to the recipient you reviewed.
- Review by default. External actions pause for your review unless you have permitted that exact action in the workflow editor, for one step with the connection and inputs it covers. Setup conversations, saved proposals, and connected accounts do not grant permission on their own.
- Approval is bound to the exact action. When you approve an action, the approval covers the recipient, content, attachments, and amounts you reviewed. If any of these change, the approval expires and the action returns to review.
- You are responsible for what you approve or permit. This includes the content, recipients, and consequences of actions you approve and of actions you allow to run without review. Review the exact message, document, and figures before you approve, and check prices, availability, and commitments in the systems that hold the authoritative record.
- Receipts are records, not guarantees. The service records what it read, what it prepared, who approved it, and what a provider reported. A send accepted by an email provider is recorded as accepted, not delivered. An uncertain result is held for reconciliation rather than retried blindly. We do not guarantee that any message will be delivered, that a provider will complete an action, or that any business outcome, such as a reply, a booking, a sale, or a payment, will follow.
- Generated content can be wrong. Drafts, estimates, summaries, and answers are aids to your judgment. The service works from the facts you supply and the sources you connect, which may be incomplete or stale. Correct a draft before you rely on it or send it.
- Simulation is not a live check. A simulation replaces model calls and outside actions with stand-in results. Nothing is sent, no provider is called, and nothing changes in a connected service. It shows how a workflow moves; it is not evidence that a live action will succeed or that a provider will accept it.
- Stopping stops future work. Pausing or canceling a run, deactivating a workflow, or disconnecting an account stops future actions. It does not undo an action that has already been performed or retrieve information a provider has already received.
Third-party services
The service works with services you choose to connect and with providers we rely on to operate it. These include:
- email providers, such as Gmail and Microsoft 365, for reading mail, sending permitted messages, and checking replies, where you connect a mailbox;
- the provider that operates Charter’s own mail service, which carries the messages sent to your forwarding address and the notifications, review emails, and replies that pass between Charter and you. We engage that provider; you connect nothing for it;
- model providers, such as OpenAI and Anthropic, which process the content a run sends them in order to generate text. Where we supply the model, we hold the account with the provider and choose the model, so that provider is engaged by us rather than by you, and you enter no key and no prices. Where you bring your own provider account instead, that provider is engaged by you;
- a property data service, which receives the property address you supply when a workflow attaches a ballpark or prepares a quote that needs a recorded living area;
- Scoped and Aether, which are separate Quintessence Group products with their own terms and accounts, if you connect them; and
- any service you configure to send signed events to Charter. A website form usually cannot sign events; its notification emails reach Charter through a connected mailbox or a Charter forwarding address instead.
A service you connect is governed by your agreement with it. Connecting it to Charter does not make us a party to that agreement, and it does not transfer responsibility for our own obligations to anyone else. A provider we engage to operate the service, including the model provider where we supply the model, is governed by our agreement with that provider; the privacy policy describes what each one receives. In neither case do we control a provider’s availability, security, or handling of information, and content sent to a model provider remains subject to that provider’s usage policies. We are not responsible for a service you connect.
Fees
The website is free to use. Nothing on it collects payment details or charges a fee, and submitting a pilot request creates no obligation to pay.
Any fees for the pilot, and the handling of model and provider costs during it, are set out in the written pilot terms. Where we supply the model, we hold the account with the provider and bear that cost within the limits the pilot terms describe. Your workspace has an allowance, and the model use a run makes is metered against it in credits, with a cap on each run. Credits measure that use against the allowance; they are not a price and nothing in them is charged to you. If the allowance runs out, model steps stop until we add to it. Where you connect your own account with an email provider, model provider, or other service, you pay that provider directly under its terms, and we are not responsible for its charges.
These terms alone do not authorize any charge. If we offer paid plans in the future, their price, billing terms, and cancellation and refund terms will be presented for acceptance before you are charged.
Intellectual property and feedback
The service, the website, and everything in them that we provide (software, design, text, documentation, names, and logos) belong to Quintessence Group and its licensors. Subject to these terms, we grant you a limited, non-exclusive, non-transferable, revocable right to use the service for your business during your pilot. We reserve all other rights. Do not use the Charter name or logo without our written permission.
Open source components included in the service remain under their own licenses, which control those components where they conflict with these terms.
Feedback
The pilot exists to learn from you. If you give us feedback, suggestions, or ideas about the service, you grant us a perpetual, irrevocable, royalty-free license to use them without restriction and without any obligation to you. Feedback does not include your content.
Disclaimer of warranties
To the maximum extent permitted by law, the website and the service are provided “as is” and “as available”, without warranties of any kind, whether express, implied, or statutory, including implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement.
We do not warrant that the service will be uninterrupted, secure, or error-free; that content will not be lost, particularly during the pilot; that generated content, estimates, or answers will be accurate or complete; or that any email provider, model provider, or other third-party service will accept, complete, or deliver an action. This does not exclude an express commitment in the pilot terms or any warranty that the law does not allow us to exclude.
Limitation of liability
To the maximum extent permitted by law, Quintessence Group and its affiliates, officers, employees, and suppliers will not be liable for any indirect, incidental, special, consequential, or exemplary damages, or for any loss of profits, revenue, data, business, or goodwill, arising out of or related to the website, the service, or these terms, however caused and under any theory of liability, even if we were advised of the possibility of such damages.
Our total liability for all claims relating to the website, the service, or these terms will not exceed the greater of (a) the amounts you paid us for the service in the twelve months before the event giving rise to the liability, or (b) one hundred United States dollars (US$100). This is a single aggregate cap, not a separate cap for each claim.
These limits apply to claims about actions you approved or permitted, content the service generated, and the acts or omissions of third-party services. Nothing in these terms excludes or limits liability for fraud, willful misconduct, or any other liability that cannot lawfully be excluded or limited. Some jurisdictions do not allow certain limitations, so some of the above may not apply to you.
Indemnification
You agree to defend, indemnify, and hold harmless Quintessence Group and its affiliates, officers, employees, and agents from any claims, damages, liabilities, and expenses (including reasonable legal fees) arising out of or related to:
- your content and the accounts you connect;
- actions you approve or permit the service to perform, including messages sent to your customers;
- your use of the website or the service; or
- your violation of these terms, the pilot terms, or applicable law, including laws on commercial email and the handling of personal information.
We will notify you promptly of any such claim and may take part in its defense at our own expense.
Termination
These terms apply while you use the website or the service. You may stop using the service at any time, and you may end your pilot on the notice set out in the pilot terms.
We may suspend or end your access if you breach these terms or the pilot terms, if your use creates a risk to us, other participants, or third parties, if the law requires it, or when your pilot ends. Where practicable and lawful, we will tell you why and give you an opportunity to resolve the problem, but we may act immediately to protect people or the service.
When your access ends, your right to use the service stops and any work that depends on it stops with it. After your access ends you may ask us for a copy of your content and run records. We will provide what we reasonably can from the workspace and its backups, and then delete the workspace as the privacy policy describes. Provisions that by their nature should survive termination, including ownership, disclaimers, limitation of liability, indemnification, and governing law, survive.
Changes to these terms
We may update these terms as the service and the pilot develop. When we do, we will change the effective date at the top of this page. For material changes we will give pilot participants reasonable notice by email before the changes take effect, and where the law or the pilot terms require it we will ask you to accept them again. Your continued use of the website or the service after a change takes effect means you accept the updated terms. Changes do not apply retroactively to a dispute that has already arisen.
If you do not accept a change, stop using the service and tell us. The pilot terms say how the pilot then ends.
Governing law and venue
These terms are governed by the laws of the State of Colorado, United States, without regard to its conflict of laws rules. You and Quintessence Group, Inc. agree to the exclusive jurisdiction of the state and federal courts located in Colorado for any dispute arising out of or relating to these terms or the service, and you consent to personal jurisdiction there. Nothing in this section prevents either party from seeking injunctive or other equitable relief in any court of competent jurisdiction to protect its intellectual property or confidential information.
General
- These terms, the privacy policy, and the written pilot terms are the entire agreement between you and us about the website and the service. The pilot terms prevail over these terms where they conflict.
- If any provision is held unenforceable, the remaining provisions stay in effect.
- If we do not enforce a provision, that is not a waiver of it.
- You may not assign these terms without our written consent. We may assign them in connection with a merger, acquisition, or sale of assets, and we will tell you if we do.
- Neither party is liable for delays or failures caused by events beyond its reasonable control, except for payment obligations.
- We may give you notices by email to the address on your account or through the service. Send notices to us at support@usecharter.com.
- You and we are independent contractors. These terms create no partnership, joint venture, or agency, and no third party has rights under them.
Contact
Questions about these terms or the pilot:
- Quintessence Group, Inc., the company behind Charter, Scoped, and Aether.
- Email: support@usecharter.com.
If you would like to take part in the pilot, request a pilot and we will tell you plainly whether Charter fits the work you describe.