MatchIQ™ Terms of Service

1. INTRODUCTION

These Terms of Service ("Terms") govern your access to and use of MatchIQ™ ("Platform"), an AI-powered lead management and analytics platform provided by TechnologyMatch.com ("TechnologyMatch," "we," "us," or "our").

By accessing or using the Platform, you ("User," "you," or "your") agree to be bound by these Terms. If you are accessing the Platform on behalf of an organization, you represent that you have authority to bind that organization to these Terms.

2. SERVICE DESCRIPTION

2.1 Platform Overview

MatchIQ is a multi-tenant Software-as-a-Service (SaaS) platform that provides:

• Campaign performance analytics and reporting
• Lead and opportunity management visibility
• AI-powered call recording analysis and sentiment scoring
• Real-time campaign status dashboards
• Programmatic API access for data integration
• Role-based access control for distributors and partners

2.2 Data Sources

The Platform automatically synchronizes data from your Salesforce instance, including:

• Campaign and campaign tracker records
• Opportunities and lead information
• Contact and account data
• Call recordings and survey responses
• Custom field mappings as configured

2.3 Read-Only Platform

MatchIQ is a read-only analytics and visibility platform. It does not:

• Modify data in your Salesforce instance
• Track post-delivery lead closures or conversion rates
• Provide CRM functionality or lead assignment capabilities
• Make automated decisions that affect individual users

3. USER ACCOUNTS AND ACCESS

3.1 Account Types

The Platform supports the following user roles:

• Distributor Super Admin: Full access to all partner campaigns and data
• Distributor User: Access limited to assigned campaign trackers
• Partner Admin: Access to partner organization's campaigns and leads
• Partner User: Read-only access to assigned leads
• Developer: API access with scoped permissions
• System Admin: TechnologyMatch internal administration

3.2 Account Security

You are responsible for:

• Maintaining the confidentiality of your account credentials
• All activities that occur under your account
• Notifying us immediately of any unauthorized access
• Using strong passwords and enabling multi-factor authentication (MFA) when available

3.3 SSO and Federation

Organizations may use Single Sign-On (SSO) via SAML 2.0 or OAuth 2.0. By using SSO, you agree that:

• Your identity provider's authentication is binding
• We may provision accounts automatically via Just-In-Time (JIT) provisioning
• Access permissions may be synchronized from your IdP groups
• Account termination follows your organization's IdP policies

4. ACCEPTABLE USE POLICY

4.1 Permitted Use

You may use the Platform to:

• View campaign and lead analytics for authorized campaigns
• Download data via CSV exports or API for legitimate business purposes
• Access call recordings and AI insights for assigned leads
• Integrate with your CRM or analytics systems via the API
• Share reports and insights within your organization

4.2 Prohibited Use

You may NOT:

• Access data belonging to other organizations or unauthorized campaigns
• Attempt to circumvent data isolation or access controls
• Reverse engineer, decompile, or disassemble the Platform
• Use the Platform for any unlawful or fraudulent purpose
• Scrape, harvest, or extract data beyond API rate limits
• Resell, sublicense, or transfer access to third parties
• Use automated systems to access the Platform (except via API)
• Upload malware, viruses, or malicious code
• Interfere with the Platform's operation or other users' access

4.3 API Usage

If you have API access:

• Respect rate limits (configurable per organization, typically 100 requests/minute)
• Use API keys securely and do not share them publicly
• Monitor your usage and optimize for efficiency
• Report any security vulnerabilities responsibly
• Comply with our API documentation and best practices

5. DATA OWNERSHIP AND LICENSING

5.1 Your Data

You retain all ownership rights to:

• Data synced from your Salesforce instance
• Call recordings and survey responses
• Contact and opportunity information

We claim no ownership over your data and use it solely to provide the Platform services.

5.2 Our Intellectual Property

We retain all rights to:

• The Platform's source code, architecture, and design
• AI models and algorithms used for sentiment analysis
• User interface, dashboards, and reporting templates
• Documentation, training materials, and branding
• Aggregated, anonymized analytics and insights

5.3 Limited License

We grant you a limited, non-exclusive, non-transferable license to access and use the Platform for your internal business purposes during your subscription term.

6. AI PROCESSING AND CALL RECORDINGS

6.1 AI-Powered Features

The Platform uses artificial intelligence to:

• Transcribe call recordings using Google Gemini AI
• Analyze sentiment and identify key conversation moments
• Generate insights and recommendations based on campaign data
• Summarize call highlights and action items

6.2 Call Recording Storage

• Call recordings are stored securely in AWS S3
• Access is restricted to authorized users based on role permissions
• Recordings are processed by Google Gemini for transcription and analysis
• You are responsible for ensuring proper consent for recording conversations

6.3 AI Limitations

AI-generated insights are provided "as-is" and should be:

• Reviewed by qualified personnel before making business decisions
• Treated as supplementary information, not definitive guidance
• Verified against source data for accuracy

We do not guarantee the accuracy of AI-generated content and disclaim liability for decisions made based on AI insights.

7. MULTI-TENANT ARCHITECTURE AND DATA ISOLATION

7.1 Data Isolation

The Platform enforces strict data isolation between organizations:

• Distributors can only access their own campaigns and partner data
• Partners can only access campaigns assigned to them
• Database-level isolation prevents cross-tenant data leakage
• Access is controlled through Salesforce identifiers and role mappings

7.2 Shared Infrastructure

The Platform uses shared infrastructure (AWS, databases, application servers) with logical separation. Physical server isolation is not provided.

8. PAYMENT AND SUBSCRIPTION

8.1 Pricing

Pricing is based on:

• Number of users and access levels
• API usage and rate limits
• Campaign and lead volume
• Storage requirements for call recordings

Specific pricing is outlined in your subscription agreement or quote.

8.2 Billing

• Subscriptions are billed monthly or annually in advance
• Payment is due upon receipt of invoice
• Late payments may result in service suspension
• Fees are non-refundable except as required by law

8.3 Changes to Pricing

We may change pricing with 30 days' notice. Continued use after the notice period constitutes acceptance of new pricing.

9. SERVICE LEVEL AGREEMENT (SLA)

9.1 Availability

We target 99.9% uptime for the Platform, measured monthly. Downtime excludes:

• Scheduled maintenance (notified 48 hours in advance)
• Third-party service outages (AWS, Salesforce, etc.)
• Force majeure events
• Issues caused by your actions or misconfigurations

9.2 Salesforce Sync

• Data syncs from Salesforce occur hourly
• Sync failures are logged and retried automatically
• We do not guarantee real-time data synchronization

9.3 Support

Support is provided via:

• Email: support@technologymatch.com
• Response times: 1 business day for standard inquiries, 4 hours for critical issues

10. TERMINATION

10.1 Termination by You

You may terminate your subscription by providing 30 days' written notice. You remain responsible for fees through the end of your billing period.

10.2 Termination by Us

We may suspend or terminate your access immediately if:

• You violate these Terms
• Your account is used for fraudulent or illegal activity
• You fail to pay fees within 15 days of the due date
• You pose a security risk to the Platform or other users

10.3 Effect of Termination

Upon termination:

• Your access to the Platform will be disabled
• You may request a data export within 30 days
• We will delete your data within 90 days unless legally required to retain it
• Outstanding fees remain due and payable

11. WARRANTIES AND DISCLAIMERS

11.1 Limited Warranty

We warrant that the Platform will perform substantially as described in our documentation under normal use.

11.2 Disclaimer

EXCEPT AS EXPRESSLY PROVIDED, THE PLATFORM IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO:

• MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE
• NON-INFRINGEMENT
• ACCURACY OR COMPLETENESS OF DATA OR AI INSIGHTS
• UNINTERRUPTED OR ERROR-FREE OPERATION
• SECURITY AGAINST UNAUTHORIZED ACCESS

12. LIMITATION OF LIABILITY

12.1 Liability Cap

OUR TOTAL LIABILITY FOR ANY CLAIMS ARISING FROM THESE TERMS OR YOUR USE OF THE PLATFORM SHALL NOT EXCEED THE FEES YOU PAID IN THE 12 MONTHS PRECEDING THE CLAIM.

12.2 Excluded Damages

WE SHALL NOT BE LIABLE FOR:

• INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES
• LOST PROFITS, REVENUE, OR BUSINESS OPPORTUNITIES
• LOSS OF DATA OR GOODWILL
• COST OF SUBSTITUTE SERVICES

12.3 Exceptions

Nothing in these Terms limits liability for:

• Death or personal injury caused by negligence
• Fraud or fraudulent misrepresentation
• Violations of applicable law that cannot be limited

13. INDEMNIFICATION

You agree to indemnify and hold harmless TechnologyMatch and its affiliates from any claims, damages, or expenses (including legal fees) arising from:

• Your violation of these Terms
• Your violation of applicable laws or regulations
• Your violation of third-party rights
• Unauthorized access to your account due to your negligence

14. DISPUTE RESOLUTION

14.1 Informal Resolution

Before filing a claim, you agree to attempt informal resolution by contacting us at legal@technologymatch.com.

14.2 Arbitration

Any disputes that cannot be resolved informally shall be resolved through binding arbitration in accordance with the American Arbitration Association's Commercial Arbitration Rules.

14.3 Governing Law

These Terms are governed by the laws of the State of Delaware, USA, without regard to conflict of law principles.

15. CHANGES TO TERMS

We may modify these Terms at any time by:

• Posting updated Terms on the Platform
• Sending email notification to your registered address
• Providing 30 days' notice before changes take effect

Continued use after changes take effect constitutes acceptance.

16. GENERAL PROVISIONS

16.1 Entire Agreement

These Terms, together with your subscription agreement and privacy policy, constitute the entire agreement between you and TechnologyMatch regarding the Platform.

16.2 Severability

If any provision is found unenforceable, the remaining provisions remain in full effect.

16.3 No Waiver

Failure to enforce any provision does not waive our right to enforce it later.

16.4 Assignment

You may not assign these Terms without our written consent. We may assign these Terms to any successor or affiliate.