Terms & Conditions

1. Who we are

DM to Close (the “Service”) is operated by Jose Rodriguez AI (“we”, “us”, “our”), 482 W. San Ysidro Blvd #2139, San Ysidro, CA 92173. By creating an account, accepting an invitation, or using the Service you (“you”, the “Customer”) agree to these Terms. If you use the Service for a business, you confirm you are authorized to accept these Terms on its behalf.

2. What the Service does

The Service is a customer relationship management (CRM) tool for Instagram direct messages and comments. It stores conversations and lead information, records analysis, scores, notes and recommendations from AI agents you choose to connect, and helps you organize follow-ups and sales. Depending on how you set it up, information reaches the Service in one or more of these ways:

• Official Instagram connection. You connect your Instagram professional account through Instagram’s official login (“Instagram API with Instagram Login”). The Service then receives your DMs and comments from Meta and can send replies you or your authorized AI agents choose to send, within Instagram’s rules (for example the 24-hour reply window).
• Official Facebook Page connection. You connect a Facebook Page you manage through Facebook Login. The Service then receives Messenger messages to that Page and comments on its posts from Meta, and can send replies within Messenger’s rules. Personal Facebook profiles are not supported.
• Your own AI agents (“bring your own agent”). You may connect AI assistants or tools of your choice (for example Meta’s Muse, ChatGPT, Claude, Gemini, n8n, Make, Zapier, or your own software) using API keys you create. You decide what each key may do.
• Your own browser agent (optional). If you turn this on, an AI browser agent that you run, in your browser, signed in by you, reports to the Service. The Service only provides pacing limits and safety rules.

3. Not affiliated with Meta or Instagram

The Service is independent and is not affiliated with, endorsed by, or sponsored by Meta Platforms, Inc. or Instagram, or by any AI provider. “Instagram”, “Meta”, “Muse” and other names are trademarks of their respective owners. Your use of Instagram and of any AI tool is governed by their own terms and policies, which you are responsible for following.

4. Eligibility, accounts and teams

You must be at least 18 years old and able to form a binding contract. Each workspace has an owner who controls it, may invite team members with roles (Admin, Salesperson, Viewer), and is responsible for their activity. You are responsible for keeping passwords, recovery codes and API keys confidential, for all activity under your account and keys, and for promptly revoking keys and notifying us at jrodrevolution@gmail.com if you suspect unauthorized use. We strongly recommend turning on two-step verification.

5. Your responsibilities

You agree that you will:

• Only store and process information about people you are lawfully allowed to contact, and give any notices or obtain any consents required by law;
• Honor opt-out and do-not-contact requests immediately and not use the Service to send spam or unsolicited bulk messages;
• Only make truthful statements about your programs, prices, results and offers, and not use the Service to create false urgency, fake scarcity, fabricated testimonials or misleading claims, or to pressure anyone who has declined;
• Comply with Instagram/Meta terms and platform policies, the terms of any AI tool you connect, and all applicable laws, including consumer-protection, advertising, privacy and data-protection laws;
• Not use the Service for scraping, credential collection, or to get around any platform’s limits or security measures;
• Not, and not let any person, AI agent or software acting for you, reverse engineer, decompile, probe, scan or test the Service for vulnerabilities, guess or call undocumented endpoints, try to access other customers’ data, or get around rate limits, permissions or billing. Security researchers may report issues to jrodrevolution@gmail.com instead.

6. Instagram and Facebook connections

Official connections. You sign in on Instagram’s or Facebook’s own page; we never see your password. You must be authorized to manage any Facebook Page you connect, and you are responsible for following Meta’s Messenger and Page policies. We store the access token Meta gives us in encrypted form and use it only to provide the Service to your workspace. You can disconnect at any time in the Service and remove access in your Instagram settings. Features depend on what Meta’s API allows and may change or stop if Meta changes its API, permissions or review requirements.

Browser agents — at your own risk. Browser automation is not part of Instagram’s official API and may violate Instagram’s Terms of Use. If you choose to use a browser agent, you do so at your own risk, only with your own Instagram account, on your own device and browser. The Service never asks for, stores or uses your Instagram password, and never logs in to Instagram on your behalf. Instagram may limit, block or disable accounts that it considers automated; we are not responsible for any such action or its consequences. Pacing limits in the Service reduce, but do not remove, that risk.

Isolation. Each workspace’s connections, tokens, limits and status are kept separate. A problem with one customer’s Instagram account (for example a block or an expired token) pauses only that customer’s connection.

7. AI agents and AI-generated content

You choose which AI agents to connect and what each key may do (read only, full, and whether it may send Instagram messages). AI providers process information under their own terms. Lead scores, stage recommendations, notes, suggested replies and other AI output are estimates and may be inaccurate or incomplete. You are responsible for reviewing AI output and for every message sent from your account, whether written by you, your team or your AI agents. A lead score or “hot” label does not mean a person will buy, and a purchase link being sent is not a sale. The Service applies safety rules (such as approved links only, do-not-contact blocks and human-takeover pauses), but these do not replace your own judgment.

Agents act for you. Anything an AI agent does with a key you created, or a sign-up an agent starts that you finish, is treated as done on your behalf. An AI agent may start a sign-up, but only you can finish it: confirm your email, choose your password, accept these Terms and pay. Keys that behave like they are probing the Service are paused automatically, and we may revoke keys or suspend workspaces that break these rules.

Disclosing AI. The Service instructs connected AI agents to write in your voice but never to claim to be a human, and to say they are your AI assistant whenever someone asks. You are responsible for complying with laws that require disclosing automated or AI communications (for example California’s bot-disclosure law and, where applicable, EU AI transparency rules), including choosing to disclose up front where required.

8. No health, medical or professional advice

The Service is a sales and organization tool. Nothing in it, including AI output, is medical, nutritional, health, legal or financial advice. If you provide fitness, nutrition, coaching or other professional services, you are solely responsible for the advice you give your clients and for holding any required qualifications.

9. Your data

You own the data you, your team and your connected tools put into the Service (“Customer Data”). You grant us a limited license to host, process and display Customer Data only to provide, secure and support the Service. We do not sell Customer Data or use it to train AI models. Platform administrators can see workspace account details (such as name, plan, status and counts) but not your conversations, leads or notes, except when needed to investigate a security incident, respond to your support request, or comply with law. Our handling of personal information is described in our Privacy Policy.

10. Plans, free trial and billing

• Free trial. New workspaces may start with a free trial (currently 14 days) with the limits shown in the Service. No payment card is required for the trial, and you are not charged when it ends; the workspace becomes read-only until you choose a plan.
• Free access, access codes and discounts. We may offer free or limited-time access, access codes, or discount (promotion) codes. Each one applies only on the terms shown when it is offered or redeemed (for example the plan, the length of free access, eligible plans, the number of uses and the end date), has no cash value, cannot be transferred or resold, and may be used once per workspace unless we say otherwise. When free or limited-time access ends, the workspace becomes read-only until you choose a paid plan, and you are not charged unless you do. A discount applies to the payments stated and then the regular price applies. We may end or change a code that has not yet been redeemed, or one that was obtained or used in breach of these Terms.
• Subscriptions and automatic renewal. Paid plans are billed in advance through our payment processor, Stripe, at the price and interval shown at checkout, and renew automatically each period until you cancel. Prices exclude taxes, which may be added where required.
• Cancelling. You can cancel at any time from Plan & Billing → Manage billing or by emailing us. Cancellation takes effect at the end of the current paid period, and you keep access until then.
• Refunds. Except where required by law, payments are non-refundable and we do not provide refunds or credits for partial periods.
• Failed payments and changes. If a payment fails, we may limit the workspace to read-only until it is resolved. We will give you advance notice of any price change, and it applies from your next renewal.
• Plan limits. Each plan has limits (for example team members, AI agent keys, leads and Instagram connections) shown in the Service.

We never receive or store your full card details; Stripe handles payments under its own terms.

11. Third-party services

The Service relies on third parties, including Cloudflare (hosting and database), Stripe (payments), Resend (email), Meta/Instagram (official connection) and the AI tools you connect. We are not responsible for the availability, accuracy or conduct of third-party services, and their use is subject to their own terms.

12. Acceptable use, suspension and termination

We may suspend or terminate a workspace if you breach these Terms, fail to pay, create security or legal risk, or use the Service to harm others; where reasonable we will tell you first. You may stop using the Service and cancel at any time. After termination you may request an export of your Customer Data within 30 days, after which it will be deleted as described in the Privacy Policy.

13. Intellectual property

The Service, including its software, design and content (excluding Customer Data), is owned by Jose Rodriguez AI and protected by intellectual-property laws. All rights not expressly granted are reserved.

14. Disclaimers

To the fullest extent permitted by law, the Service is provided “as is” and “as available”, without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will be uninterrupted or error-free, that any third-party platform will keep supporting it, or that it will increase your sales.

15. Limitation of liability

To the fullest extent permitted by law, we will not be liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, revenue or data, or for any action Instagram, Meta or another platform takes against your account. Our total liability for any claim relating to the Service will not exceed the greater of the amount you paid us in the 12 months before the claim or USD $100.

16. Indemnification

You agree to defend and indemnify us against claims arising from your Customer Data, your messages to leads (including those sent by your AI agents or browser agents), or your violation of these Terms, applicable law, or third-party platform rules.

17. Changes

We may update these Terms. If we make material changes we will notify you in the Service or by email before they take effect. Continued use after the effective date means you accept the updated Terms.

18. Governing law

These Terms are governed by and construed in accordance with the laws of the State of California, without regard to its conflict-of-law principles. Any legal action or proceeding arising out of or relating to these Terms shall be brought exclusively in the state or federal courts located in San Diego County, California, and you consent to the personal jurisdiction and venue of those courts, except where applicable consumer-protection laws require otherwise.

19. Contact

Questions about these Terms: jrodrevolution@gmail.com · 482 W. San Ysidro Blvd #2139, San Ysidro, CA 92173