AI & Automated Systems Policy

This policy applies to AI-assisted, model-assisted, and automated features provided through LeadForge, including LeadForge Copilot, Business Partner Tasks, Lead Intelligence, Pitch Decks, Copilot Discovery, Meeting Intelligence, AI-assisted Support, and other features that generate, summarize, classify, recommend, extract, or act on information.

Some LeadForge workflows combine deterministic software, customer data, business records, retrieval systems, rules, and third-party AI models. A feature may therefore involve both automated logic and model-generated output.

This policy supplements the Terms of Service, Privacy Policy, Acceptable Use Policy, Billing & Usage Policy, and other applicable LeadForge policies.

LeadForge uses AI-assisted systems to help users analyze businesses, interpret territories, research leads, summarize or structure information, generate sales and strategy materials, prepare outreach, review meetings, create task results, and navigate product workflows.

AI-assisted features may synthesize information from multiple LeadForge records rather than merely repeat a single source. Outputs may include recommendations, summaries, drafts, scores, classifications, generated content, extracted facts, suggested actions, or other derived information.

The availability and behavior of particular AI-assisted features may depend on the user’s plan, permissions, data scope, enabled product features, and current usage capacity.

LeadForge Copilot provides conversational assistance using the context made available to it through the current product surface, user permissions, selected data scope, conversation history, memory, and relevant LeadForge records.

Copilot may assist with territories, leads, Lead Intelligence, discovery sessions, imports, tasks, Pitch Decks, Team Workspace activity, Dashboard information, Email Campaign workflows, meetings, and other supported product context.

Copilot is not guaranteed to have access to every record in LeadForge at every moment. Context may vary by page, permission, Personal or Workspace mode, feature integration, and the records made available to the active Copilot runtime.

LeadForge separates Personal and Workspace context where the product provides those scopes. AI-assisted features are expected to respect the same authorization and data-scope boundaries that govern the underlying records.

Personal Copilot context is intended to use information available to the individual user in the applicable Personal scope. Workspace Copilot context may use information available within the Workspace when the user has permission to access that scope.

A user who lacks Workspace access should not receive Workspace-only information merely because an AI feature can technically reason about that information elsewhere in the product.

Where LeadForge offers a future or combined context mode, the product interface will control whether and when that mode is available.

LeadForge may persist conversation history, structured memory, extracted facts, task artifacts, meeting artifacts, research, or other contextual records so that AI-assisted features can maintain continuity across sessions and workflows.

Persisted AI context may be Personal, Workspace-scoped, artifact-specific, or otherwise associated with a particular product record depending on the feature.

Memory is not a substitute for the underlying authoritative business record. LeadForge may refresh, supersede, reconcile, or ignore remembered context when newer or more authoritative information is available.

Retention and deletion of AI conversations, memory, and related artifacts are governed by the Privacy Policy and Data Retention & Deletion Policy.

Business Partner Tasks use LeadForge data, user instructions, scope selection, and AI-assisted processing to produce task results for a lead, territory, Workspace, or other supported scope.

A task may execute immediately, later, or on a recurring schedule where the product supports scheduling.

Task output may depend on the data available at execution time. A result generated from stale, incomplete, or limited context may differ from a result generated after new Lead Intelligence, lead activity, meeting records, imports, or other Workspace information becomes available.

Lead Intelligence is a researched artifact that may use public business information, websites, external business metadata, LeadForge records, customer-provided context, and AI-assisted analysis.

Lead Intelligence should not be treated as identical to a simple score-derived summary or raw discovery record. Where LeadForge provides a completed researched Lead Intelligence artifact, AI-assisted consumers may use that artifact as a richer source of lead context.

Lead Intelligence may contain inferred, summarized, or model-generated conclusions in addition to source-derived facts. Users should distinguish between sourced business information and AI-assisted interpretation when making consequential decisions.

LeadForge may generate Pitch Decks, outreach drafts, strategic summaries, recommendations, and other materials using LeadForge records and AI-assisted processing.

Generated materials may contain mistakes, omissions, stale information, unsupported assumptions, or language that is not appropriate for a particular customer, prospect, jurisdiction, or transaction.

Users are responsible for reviewing generated materials before sending, publishing, presenting, contracting, or otherwise relying on them.

Copilot Discovery uses natural-language instructions and AI-assisted interpretation to identify businesses that may satisfy a user’s request.

AI-assisted interpretation may affect query construction, candidate evaluation, relevance judgments, and the selection of returned results.

Copilot Discovery remains subject to the Data Usage & Discovery Policy and Billing & Usage Policy, including the current Discovery accounting rules for newly returned businesses and AI-assisted processing.

Meeting Intelligence may use captured or uploaded meeting audio, transcripts, participant or session information, customer instructions, and related LeadForge records to generate summaries, structured artifacts, extracted facts, follow-up information, or memory.

AI-assisted meeting outputs may omit context, misattribute statements, misunderstand speakers, or incorrectly summarize what occurred. Users should review important meeting artifacts before relying on them for commitments, customer records, legal matters, personnel decisions, or other consequential purposes.

Use of Meeting Intelligence remains subject to the notice, consent, and recording responsibilities described in the Terms of Service, Privacy Policy, and Acceptable Use Policy.

LeadForge Support may use AI-assisted systems to interpret user questions, page context, diagnostics, product state, logs, or other support evidence made available to the support workflow.

AI-assisted Support is intended to help identify product issues and explain the Service, but it may produce an incorrect diagnosis or recommendation.

Support responses do not override the actual state of the Service, the applicable contract, or authoritative LeadForge billing, entitlement, security, or data records.

LeadForge may use third-party AI or infrastructure providers to process prompts, context, files, transcripts, generated content, or other data required to provide AI-assisted features.

The specific providers used by LeadForge may change over time. Current material service providers are described in the Subprocessors & Service Providers document where applicable.

Third-party providers may process data in different locations and under their own technical systems. LeadForge’s Privacy Policy and Data Processing Addendum, where applicable, describe the contractual and privacy framework governing that processing.

LeadForge may use different models, model versions, retrieval systems, prompts, tools, or processing pipelines for different features or requests.

Model selection may depend on task type, complexity, latency, availability, cost, reliability, safety, or system configuration.

Because models and supporting systems evolve, the same request may produce a different result at a later time even when the underlying business context appears similar.

AI-assisted outputs are probabilistic and may be inaccurate, incomplete, misleading, inconsistent, outdated, or fabricated. A confident tone does not mean that an output has been independently verified.

LeadForge may use retrieval, structured data, source references, validation logic, or other safeguards to improve quality, but those systems do not eliminate model error.

Users should verify material facts, contact information, claims, recommendations, calculations, legal or regulatory assumptions, customer commitments, and other consequential information before relying on an AI-assisted output.

AI-assisted features are intended to support human business judgment rather than replace it.

Users remain responsible for decisions, messages, campaigns, presentations, tasks, outreach, research conclusions, meeting follow-up, and other actions they take or authorize using LeadForge.

Where an automated workflow can create or execute consequential work, users are responsible for configuring the workflow appropriately and reviewing results at the level reasonably required by the circumstances.

LeadForge is designed for business-development, agency, sales-intelligence, and related operational workflows. AI-assisted output is not professional legal, tax, medical, investment, accounting, employment, credit, insurance, or other regulated professional advice.

Users should not rely on LeadForge AI as the sole basis for decisions that materially affect a person’s legal rights, access to essential services, employment, housing, credit, insurance, healthcare, or similar high-impact interests.

If a workflow requires licensed professional judgment, legally mandated review, or a regulated decision process, the user is responsible for obtaining the appropriate review outside LeadForge.

Users may not use LeadForge AI-assisted systems to facilitate unlawful, deceptive, abusive, fraudulent, malicious, or harmful conduct.

Users may not attempt to use AI features to bypass LeadForge permissions, reveal another customer’s information, obtain protected system instructions or secrets, defeat safety controls, evade usage accounting, generate prohibited outreach, impersonate another person deceptively, or automate activity that violates the Acceptable Use Policy.

LeadForge may restrict, suspend, or disable AI-assisted features where reasonably necessary to prevent abuse, protect users or third parties, maintain service integrity, or comply with law.

AI-assisted processing may consume plan capacity according to the feature, model, request, processing complexity, or other usage rule disclosed by LeadForge.

AI usage does not necessarily correspond one-to-one with a message. A single user-visible workflow may involve multiple AI operations, while some product actions may not consume paid AI usage at all.

The Billing & Usage Policy governs current AI usage accounting, capacity, add-ons, corrections, and related billing questions.

LeadForge may use user feedback, error reports, quality signals, support evidence, and operational metrics to evaluate and improve AI-assisted features.

LeadForge may adjust prompts, retrieval systems, model selection, validation logic, context construction, or other processing based on observed product performance.

Any use of customer information for product operation or improvement remains subject to the Privacy Policy, applicable agreements, and law.

LeadForge may update this policy as its AI providers, models, automated workflows, product capabilities, safety controls, or legal obligations change. The current version and last-updated date will be published in the Legal & Trust Center.

Material changes may be accompanied by additional notice where required by law or reasonably appropriate.