Legal

Terms of Service

Last updated: March 17, 2026

These Terms of Service ("Terms") are a legally binding agreement between you and OttoLead ("we," "us," or "our") governing your access to and use of the OttoLead platform at www.ottolead.co, our AI voice agent service, and all related features and tools (collectively, the "Service").

By creating an account, subscribing to a plan, or otherwise using the Service, you agree to be bound by these Terms and our Privacy Policy, which is incorporated by reference. If you are using the Service on behalf of a company, brokerage, or other entity, you represent that you have authority to bind that entity to these Terms. If you do not agree to these Terms, do not use the Service.

1. Eligibility

You must be at least 18 years old to use OttoLead. The Service is designed for licensed or authorized real estate professionals, including agents, brokers, investors, wholesalers, property managers, and for-sale-by-owner sellers. By using the Service, you represent that:

  • You meet the minimum age requirement
  • You are authorized to market any properties you list on the platform
  • You have the authority to bind any entity on whose behalf you are using the Service
  • Your use of the Service complies with all applicable real estate licensing laws in your jurisdiction

2. Your Account

You are responsible for maintaining the security of your account credentials and for all activity that occurs under your account. You must provide accurate and complete information during registration and keep it up to date.

  • Each account is for a single user. You may not share your login credentials or allow others to access your account
  • You must notify us immediately at support@ottolead.co if you suspect unauthorized access to your account
  • We reserve the right to suspend accounts that show signs of unauthorized access, credential sharing, or suspicious activity
  • You are liable for any actions taken through your account, whether authorized by you or not, until you notify us of a security breach

3. The Service

OttoLead provides AI-powered voice agents that answer incoming calls about your real estate listings, engage callers in natural conversation, qualify leads, and deliver structured call data to your dashboard. The Service includes:

  • Provisioning of dedicated phone numbers for your listings via Twilio
  • Real-time AI voice conversations powered by OpenAI, using your listing details and agent instructions
  • Automated call transcription, lead extraction, and summary generation
  • A dashboard to manage listings, configure AI agent behavior, review calls, and track leads

Service Availability

We strive to maintain high availability but do not guarantee uninterrupted service. The Service depends on third-party infrastructure including Twilio (telephony), OpenAI (AI processing), and Neon (database). Outages or degradations in these services may affect OttoLead's functionality and are outside our direct control.

Service Modifications

We may modify, update, or discontinue features of the Service at any time. For material changes that significantly affect your use of the Service, we will provide reasonable notice. We are not liable for any modification, suspension, or discontinuation of the Service.

4. Your Content and Data

You retain ownership of all listing data, notes, agent instructions, and other materials you provide to OttoLead ("Your Content"). By using the Service, you grant us a limited, non-exclusive, worldwide license to use, process, and transmit Your Content solely to operate the Service — including sending listing details, agent notes, and qualification criteria to our AI providers during active calls.

You are solely responsible for:

  • The accuracy of Your Content, including property details, pricing, availability, and legal disclosures
  • Ensuring you have the right and authorization to list any property on OttoLead
  • Ensuring Your Content does not violate any applicable laws, including Fair Housing laws, or infringe on third-party rights
  • The instructions and notes you provide to the AI agent, including any statements the agent may make to callers based on those instructions

Call Data

Call transcripts, AI-generated summaries, and extracted lead information are generated by the Service based on conversations between callers and your AI agent. This data is stored in your account and is accessible through your dashboard. You are responsible for how you use this data, including compliance with applicable privacy and telemarketing laws.

Data After Termination

Upon account termination, you will have 30 days to request an export of Your Content. After this period, we will delete your data in accordance with our Privacy Policy, except where retention is required by law.

5. Phone Numbers

OttoLead provisions phone numbers through Twilio for use with your listings. Regarding these phone numbers:

  • Phone numbers are provisioned as part of your subscription and are subject to availability by area code
  • Phone numbers are licensed, not owned — they remain the property of the underlying carrier and Twilio
  • If you cancel your subscription or delete a listing, the associated phone number will be released and cannot be guaranteed to be recoverable
  • You may not use OttoLead phone numbers for outbound calls, SMS marketing, or any purpose other than receiving inbound calls through the Service
  • Phone number usage is subject to Twilio's Acceptable Use Policy and applicable telecommunications regulations

6. AI Disclosure and Compliance

OttoLead uses artificial intelligence to conduct phone conversations on your behalf. You acknowledge and agree that:

  • Callers are interacting with an AI agent, not a human, and the AI may occasionally provide inaccurate or incomplete information
  • You are responsible for ensuring compliance with all applicable laws regarding AI disclosure, call recording, and consent in your jurisdiction
  • You will configure your voice agent to disclose its AI nature where required by law
  • Call conversations are transcribed, analyzed by AI, and stored as part of the Service
  • Your listing data, agent notes, and internal instructions are transmitted to OpenAI during each call to enable the AI conversation

Fair Housing Compliance

You are responsible for ensuring that your listing content and AI agent instructions comply with the Fair Housing Act and all applicable federal, state, and local fair housing laws. Do not include discriminatory language, steering instructions, or criteria that violate protected class protections in your listing data or agent configuration.

Recording Consent

Many jurisdictions require one-party or two-party consent for call recording. Because OttoLead transcribes and stores call conversations, you must ensure appropriate consent is obtained. We recommend consulting legal counsel to understand your obligations under federal wiretapping laws, state-level recording statutes, and any applicable FTC regulations regarding AI-driven communications.

7. Subscriptions and Payment

OttoLead offers both free and paid subscription plans. Paid plans are billed on a monthly or annual basis through Stripe. By subscribing to a paid plan, you authorize us to charge your payment method on a recurring basis until you cancel.

  • Free tier — Subject to usage limits as described on our pricing page. Free accounts may be deactivated after extended periods of inactivity
  • Upgrades — Plan upgrades take effect immediately, with prorated charges applied to your current billing cycle
  • Downgrades — Plan downgrades take effect at the start of your next billing period. Features exclusive to your current plan remain available until then
  • Cancellations — You may cancel at any time through the billing portal. Cancellations take effect at the end of your current billing period — you retain full access until then
  • Failed payments — If a payment fails, we will attempt to charge your payment method again. If payment continues to fail, your subscription may be downgraded or suspended until the balance is resolved
  • Pricing changes — We reserve the right to change pricing with 30 days' notice. Existing subscriptions will be honored at their current rate until the next renewal, at which point the new pricing applies

Refunds

Subscription fees are generally non-refundable. If you believe you have been charged in error or experience a significant service disruption, contact us at support@ottolead.co and we will review your case on an individual basis. Refunds, if granted, will be returned to the original payment method.

8. Acceptable Use

You agree not to use OttoLead to:

  • Violate any applicable law, regulation, or real estate licensing requirement
  • List properties you are not authorized to represent or market
  • Provide false, misleading, or deceptive property information to callers
  • Include discriminatory content or instructions that violate Fair Housing laws
  • Use the Service for spam, harassment, telemarketing, or any purpose unrelated to legitimate real estate activity
  • Attempt to manipulate, jailbreak, or override the AI agent's safety controls or intended behavior through your listing instructions or agent notes
  • Attempt to reverse-engineer, scrape, interfere with, or extract data from the Service beyond what is provided in your dashboard
  • Introduce malicious code, overwhelm our systems with automated requests, or attempt to gain unauthorized access to the Service or its infrastructure
  • Resell, sublicense, or provide access to the Service to third parties without our prior written consent

We reserve the right to investigate and take appropriate action against violations, including issuing warnings, suspending features, or permanently terminating accounts. Repeated or severe violations may result in immediate termination without notice.

9. Third-Party Services

The Service relies on third-party providers to deliver core functionality. Your use of OttoLead is also subject to the terms and policies of these providers:

  • Twilio — Telephony and phone number provisioning
  • OpenAI — AI voice conversations and post-call analysis
  • Stripe — Payment processing and subscription management
  • Clerk — Authentication and identity management

We are not responsible for the performance, availability, or policies of third-party services. Changes to their terms, pricing, or availability may affect the Service. We will make reasonable efforts to notify you of any changes that materially impact your use of OttoLead.

10. Intellectual Property

The OttoLead platform, including its design, code, AI integrations, branding, and documentation, is owned by us and protected by applicable intellectual property laws. These Terms grant you a limited, non-exclusive, non-transferable, revocable license to use the Service for its intended purpose during the term of your subscription.

If you provide us with feedback, suggestions, or feature requests, you grant us a perpetual, irrevocable, royalty-free license to use and incorporate that feedback into the Service without obligation to you. You retain no intellectual property rights in any suggestions you provide.

11. Disclaimers

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT:

  • The AI agent will handle every call perfectly, without errors, or in a manner that satisfies every caller
  • Lead information extracted from calls will be complete, accurate, or actionable
  • The Service will be uninterrupted, timely, secure, or error-free
  • Phone numbers will be available in every area code or remain permanently assigned
  • Using OttoLead will result in any particular number of leads, closed deals, or business outcomes
  • Third-party services (Twilio, OpenAI, Stripe) will maintain continuous availability or consistent performance

You acknowledge that AI-generated responses may occasionally be inaccurate, incomplete, or inappropriate, and that you should verify critical information before acting on it. OttoLead is a tool to assist your business — it does not replace professional judgment, legal advice, or human oversight.

12. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, OTTOLEAD AND ITS OFFICERS, EMPLOYEES, AFFILIATES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO:

  • Loss of revenue, profits, or business opportunities
  • Lost leads or missed calls due to service disruptions
  • Data loss, corruption, or unauthorized access to your account
  • Business interruption or reputational harm
  • Inaccurate information provided by the AI agent to callers
  • Actions taken by callers or third parties based on AI-generated information

OUR TOTAL AGGREGATE LIABILITY FOR ANY AND ALL CLAIMS RELATED TO THE SERVICE SHALL NOT EXCEED THE AMOUNT YOU PAID US IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

Nothing in these Terms excludes or limits liability for fraud, gross negligence, willful misconduct, or any liability that cannot be excluded or limited under applicable law.

13. Indemnification

You agree to indemnify, defend, and hold harmless OttoLead and its officers, employees, and affiliates from and against any claims, damages, losses, liabilities, and expenses (including reasonable attorney's fees) arising from or related to:

  • Your use of the Service
  • Your violation of these Terms
  • Your failure to comply with applicable AI disclosure, call recording, Fair Housing, or privacy laws
  • Inaccurate, misleading, or unlawful listing information you provide
  • Any claim by a caller or third party arising from an AI conversation conducted on your behalf
  • Your infringement of any third-party rights

We will provide you with prompt written notice of any such claim and reasonable cooperation in your defense, at your expense. You may not settle any claim that imposes obligations on us without our prior written consent.

14. Termination

Either party may terminate this agreement as follows:

Termination by You

You may close your account at any time by contacting us at support@ottolead.co. If you have an active paid subscription, cancellation takes effect at the end of your current billing period.

Termination by Us

We may suspend or terminate your access to the Service immediately and without notice if you violate these Terms, engage in fraudulent or illegal activity, or engage in conduct that we determine is harmful to the Service, other users, or third parties. For other reasons, we will provide reasonable notice before termination.

Effects of Termination

  • Your right to use the Service ceases immediately upon termination
  • All phone numbers associated with your account will be released and are not recoverable
  • Active calls in progress at the time of termination will be allowed to complete
  • You have 30 days after termination to request a data export. After this window, your data will be deleted in accordance with our Privacy Policy
  • Any outstanding payment obligations survive termination
  • Sections regarding intellectual property, disclaimers, limitation of liability, indemnification, and governing law survive termination

15. Force Majeure

We shall not be liable for any failure or delay in performing our obligations under these Terms due to circumstances beyond our reasonable control, including but not limited to natural disasters, acts of government, internet or telecommunications failures, third-party service outages (including Twilio, OpenAI, or Stripe), cyberattacks, pandemics, or other force majeure events. During such events, our obligations are suspended for the duration of the disruption.

16. Changes to These Terms

We may update these Terms from time to time. We will notify you of material changes by posting the updated Terms on this page, updating the "Last updated" date, and for significant changes, notifying you via email. Your continued use of OttoLead after changes constitutes acceptance of the revised Terms. If you do not agree with the updated Terms, you must stop using the Service and may close your account.

17. Dispute Resolution

In the event of a dispute arising from these Terms or the Service, you agree to first attempt to resolve it informally by contacting us at support@ottolead.co. We will work in good faith to resolve the issue within 30 days.

If informal resolution fails, any dispute shall be resolved through binding arbitration administered in accordance with the rules of the American Arbitration Association. The arbitration will be conducted in the State of Florida. You agree that any arbitration will be conducted on an individual basis and not as a class, consolidated, or representative action. You waive any right to participate in a class action lawsuit or class-wide arbitration against OttoLead.

18. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Florida, without regard to conflict of law principles. To the extent any dispute is not subject to arbitration, it shall be resolved in the state or federal courts located in Florida, and you consent to personal jurisdiction in those courts.

19. General Provisions

  • Entire agreement — These Terms, together with our Privacy Policy, constitute the entire agreement between you and OttoLead and supersede all prior agreements regarding the Service
  • Severability — If any provision of these Terms is found to be unenforceable, the remaining provisions will continue in full force and effect
  • Waiver — Our failure to enforce any right or provision of these Terms does not constitute a waiver of that right or provision
  • Assignment — You may not assign or transfer these Terms or your rights under them without our prior written consent. We may assign our rights and obligations without restriction
  • Notices — We may provide notices to you via email, in-app notification, or by posting on our website. Notices to us must be sent to support@ottolead.co

20. Contact Us

If you have questions about these Terms, contact us at support@ottolead.co.