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Terms of Service

Last updated 5 September 2026. Questions: hello@sightglass.vip.

Changes

2026-09-05 additions and amendments — pending counsel re-review. The 2026-09-03 version was reviewed by counsel. This update adds Placement Announcement Ads and regulatory retention, Slack permissions and delivery controls, Apollo.io contact enrichment, customer data isolation, and the self-serve trial and cancellation details. The affected sections below are marked pending counsel re-review.

These terms are the agreement between Crowdstake ("we", "us") and the company that subscribes to Sightglass ("you"). You accept them by ticking the box on the signup form, or by starting a trial or a subscription. If you are accepting on behalf of a company, you are confirming you have the authority to bind it. We record which version of these terms and of the Privacy Policy you accepted, and when — the version is printed beside the box and at the top of each page.

1. What Sightglass is

Sightglass reads the distributor depletion and account reports you supply and produces a daily briefing for your sales reps: which accounts are declining, which are growing, and suggested outreach. Where you enable it, and only after a person approves each message, it can send that outreach from your reps' own mailboxes.

Sightglass is a decision-support tool. It does not make commercial decisions for you, and the briefings it produces are suggestions to be reviewed by a person who knows the account.

2. Who may use it

Sightglass is for businesses in the licensed beverage-alcohol trade. You confirm that you hold whatever licences your activities require, that your use complies with the three-tier laws of the states you operate in, and that everyone you give access to is at least 21.

3. Your account

You are responsible for who you invite and for what they do with their access. Tell us promptly at security@sightglass.vip if you believe an account has been compromised.

4. Your data

It stays yours. The reports you upload, the results derived from them, and everything your team creates in Sightglass remain your property. We claim no ownership.

You grant us only the permission we need to run the service for you: to store, process and display your data, and to pass the necessary parts of it to the providers listed in our Privacy Policy. We do not sell it, and we do not use it to train generalised AI models.

You confirm you have the right to give us the data you upload, including any personal data about individuals at your accounts and distributors.

You can ask for a copy of your data, or for its deletion, at any time — see the Privacy Policy, including the retention exceptions below.

Data isolation

Pending counsel re-review — 2026-09-05. Each customer's sales data, contacts and placement records stay in that customer's own isolated instance and database. Customer data is never pooled with another customer's data. Retained regulatory evidence must also remain separate for each customer.

5. Outreach, and who is responsible for it

Read this one. Sightglass drafts emails and can send them from your reps' mailboxes, but the messages are yours, sent by your people, from your domain.

Every message requires a person to approve it before it sends. You are the sender, and you are responsible for complying with the laws that apply to it — including the CAN-SPAM Act and its equivalents elsewhere: accurate headers, a genuine physical address, an honest subject line, a working opt-out, and prompt honouring of opt-outs.

You agree not to use Sightglass to send unsolicited bulk email, to contact people who have asked you to stop, or to send anything unlawful or deceptive. We may suspend outreach on your workspace if we reasonably believe it is being used this way.

5A. Placement Announcement Ads

Pending counsel re-review — 2026-09-05. When you enable this optional feature, you direct Sightglass to create and manage Meta ad campaigns on your own ad account, using the proposal, creative, geography and budget your team approves. Activation depends on the required Meta access being available and the proposal passing review. The purpose is informing the public where a product may be purchased. Copy and imagery must describe availability, without retail prices, discounts or coupons.

You are the sole payor and bear all ad spend. An authorised person must attest to this when connecting and before campaign activation: retailers contribute nothing. Sightglass never accepts, records, requests or facilitates any payment or thing of value from a retailer toward advertising.

You must not obtain off-platform reimbursement, reciprocal benefits, a retailer-funded payment instrument or other retailer funding for these ads. This is a contractual obligation, subject to periodic manual review. Sightglass cannot verify off-platform arrangements or the beneficial ownership of a card or credit line from Meta's account data. You agree to provide accurate declarations and cooperate with that review.

Human creative inspection is required for the current asset, followed by approval of the current proposal before activation. Changing the proposal revokes its approval. You must hold the rights to the creative and confirm product availability. Compliance evaluations support review; they do not replace your responsibility to comply with the laws governing your licensed business.

The Meta connection requests ads_management to manage campaigns, pages_show_list to let you select a Page, and pages_manage_ads to create ads associated with that Page, through Facebook Login for Business. Your use of Meta remains subject to Meta's terms and advertising policies.

Regulatory evidence and retention

Pending counsel re-review — 2026-09-05. Compliance evaluations, approvals, payor attestations and spend ledgers are retained for seven years as regulatory evidence and survive account deletion. Cancelling a trial or subscription does not shorten this period.

Creative assets are retained until rights expiry or disconnect, whichever comes first, and are deleted on a deletion request. Placement events and performance data are retained for three years, then anonymised; a deletion request brings anonymisation forward. Connection tokens are deleted on disconnect or a deletion request. Meta campaign objects must be deleted at Meta 30 days after completion, or on a deletion request; our regulatory evidence remains subject to the seven-year period.

These are retention obligations, not a claim of automatic enforcement. Placement data requires manual retention and deletion review, including preserving required evidence before workspace deletion. A litigation hold suspends deletion and anonymisation until the hold is released. The Privacy Policy sets out these exceptions alongside ordinary workspace and backup retention.

5B. Slack integration

Pending counsel re-review — 2026-09-05. Slack is optional. Connecting it does not enable posting: briefings are delivered by direct message to matched reps only after your company enables delivery. A configured recipient allowlist further limits who may receive them. Reps can approve or skip from Slack and edit in the dashboard.

Slack OAuth requests chat:write to post briefings, im:write to open direct messages, users:read to identify workspace members, and users:read.email to match member emails to reps. We store the workspace ID, the bot token encrypted at rest, and member IDs, emails and rep/DM mappings in your isolated database. We record rendered briefings and delivery outcomes where delivery is configured or Slack is connected; a held record does not mean a message was posted.

Disconnecting in Sightglass deletes local tokens and member mappings. It does not erase messages already held by Slack. Slack's own terms and retention settings apply to your Slack workspace.

5C. Contact enrichment through Apollo.io

Pending counsel re-review — 2026-09-05. Apollo.io is an optional sub-processor for finding contacts at business accounts. Enrichment is off by default and enabled per customer; supplying an API key alone does not enable it.

Lookups send the account name, address information in the form of city and state, and a website/domain when available for an organisation lookup. Contact matching also sends the selected person's name and the organisation domain returned by Apollo. Results may include a business contact's name, phone, email, website and public social handles. An email supplied by Apollo may be a personal address associated with that business contact. We fill missing fields and do not invent unavailable details.

Configured credit caps limit contact-reveal attempts per run, with repeat account lookups cached during that run. Apollo determines the credits it charges. You remain responsible for lawful use of the returned contact data and honouring requests to stop outreach. Apollo's terms and privacy policy also apply.

6. Acceptable use

Do not: break the law with it; attempt to access another customer's workspace; probe, scan or attack the service; resell or white-label it without our written agreement; or upload data you have no right to give us.

7. Trials, fees and cancellation

Pending counsel re-review — trial and cancellation amendments, 2026-09-05.

  • The self-serve trial is a 14-day trial. Stripe saves your card at checkout; it is not charged until day 15. Cancel before the trial ends to avoid the first subscription charge.
  • After that, subscriptions renew automatically for the interval you chose, at the price in effect when you subscribed, until you cancel.
  • You can cancel at any time through the billing portal linked from your billing settings. Cancellation takes effect at the end of your trial or the period you have already paid for — you keep access until then.
  • We do not automatically refund partial periods. If something has genuinely gone wrong, email us; we would rather sort it out than argue about it.
  • If a payment fails we will keep your workspace running for a short grace period and try again. If it stays unpaid, we suspend the workspace — we do not delete your data at that point, and paying restores access.
  • We may change prices with at least 30 days' notice by email to your workspace admin. A price change never applies to a period you have already paid for.
  • Fees exclude taxes, which are added where they apply.

When cancellation takes effect, the workspace is suspended; cancellation alone does not delete its data. You can request an export or deletion. The placement retention requirements above continue to apply, including the seven-year regulatory evidence exception. See retention and deletion.

8. Availability

We aim to keep Sightglass running continuously and to give notice before planned maintenance. We do not currently offer a contractual uptime commitment or service credits. We would rather say that plainly than promise a number we have not committed to measuring.

Sightglass depends on services we do not control — your distributor's reporting, Slack, Microsoft, Google, Stripe. We are not responsible when one of those is unavailable, though we will tell you what we know.

9. Confidentiality

Each of us will protect the other's non-public information with at least reasonable care and use it only for this agreement. This does not cover information that is already public, independently developed, or lawfully received from someone else. Either of us may disclose where the law compels it, after telling the other where we lawfully can.

10. Our intellectual property

Sightglass — the software, the interface, the name and the marks — is ours and stays ours. You get a non-exclusive, non-transferable right to use it while you are subscribed, and nothing more.

If you send us feedback or ideas, we may use them without obligation to you. We will not identify you as their source publicly without asking.

11. Term and termination

This agreement runs while you have an active subscription. You may stop at any time as described above. We may suspend or terminate for material breach — including non-payment or misuse of outreach — giving you notice and, where the breach can be fixed, a fair chance to fix it.

Pending counsel re-review — retention clarification, 2026-09-05. On termination your access ends. Ask us to export or delete your data under the Privacy Policy; regulatory evidence and other retention exceptions in that policy survive termination.

12. Disclaimers

Sightglass is provided "as is". To the fullest extent the law allows, we disclaim all implied warranties, including merchantability, fitness for a particular purpose and non-infringement.

Specifically, and without hiding it in the small print: we do not warrant that the briefings, scores or drafted emails are accurate or complete. They are derived from data you supply and from automated analysis, and automatically generated text can be wrong. A person must review them. Commercial decisions you make are yours.

13. Limitation of liability

To the fullest extent the law allows, neither party is liable for indirect, incidental, special or consequential damages, or for lost profits, revenue, goodwill or data, even if warned they were possible.

Each party's total liability arising out of this agreement is limited to the fees you paid us in the twelve months before the claim arose.

These limits do not apply to your obligation to pay fees, to either party's fraud or wilful misconduct, or to anything that cannot lawfully be limited.

14. Indemnity

You will defend and indemnify us against third-party claims arising from your data, your outreach, or your use of Sightglass in breach of these terms. We will defend and indemnify you against third-party claims that Sightglass itself infringes their intellectual property.

15. Changes to these terms

We may update these terms. If a change materially affects you we will email your workspace admin at least 30 days beforehand. Continuing to use Sightglass after that means you accept the change; if you would rather not, cancel and we will refund the unused part of your current period.

16. General

These terms and the Privacy Policy are the whole agreement between us on this subject. Neither of us may assign it without the other's consent, except in a merger or sale of substantially all the business. If a provision is unenforceable, the rest survives. Not enforcing something once does not waive it. Nothing here creates a partnership or agency.

This agreement is governed by the laws of the State of Texas, without regard to its conflict-of-laws rules, and the courts of Travis County, Texas have exclusive jurisdiction.

17. Contact

Crowdstake · hello@sightglass.vip

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