The rules for using DashViz.

DashViz

DashViz LLC, an Arizona limited liability company, including its websites, applications, dashboards, AI chat, alerts, demos, trials, and related services (collectively, the "Service").

Customer / you

The business entity, sole proprietor, or individual that creates a DashViz account or uses the Service. If you sign up on behalf of a business, references to "Customer" or "you" include that business; references to "business" also apply to you personally if you sign up as an individual.

Authorized User

Any person the Customer permits to access the Customer's DashViz account, including employees, contractors, and agents.

Business Data

Data, files, tables, fields, prompts, questions, dashboards, configurations, alert settings, AI outputs, messages, and other content submitted to or generated in DashViz for the Customer's account.

Confidential Information

Non-public business or technical information disclosed by one party to the other, including pricing, security practices, prompt designs, AI configurations, source code, trade secrets, and Business Data.

Subprocessor

A third-party service provider engaged by DashViz to support the Service (e.g., hosting, database, authentication, AI processing, email, messaging, analytics, support).

DashViz provides software for uploading or connecting business data, generating dashboards, asking AI-assisted questions, creating widgets, configuring alerts, and receiving notifications. DashViz may change, improve, limit, suspend, or discontinue all or any part of the Service, including features, integrations, plans, and AI providers, as the Service evolves.

Demo, trial, beta, preview, early-access, and limited-release features may be incomplete, may change, may operate with reduced safeguards, and may be modified or discontinued at any time without notice and without liability. Such features are provided "as is" with no warranty of any kind.

• You must provide accurate account information and keep it current.
• You are responsible for login credentials, devices, browsers, sessions, access tokens, connected accounts, and all activity that occurs under the Customer account, whether by you or your Authorized Users.
• You must use reasonable security practices for credentials and devices, and you should enable available multi-factor authentication where supported.
• You must promptly notify DashViz at security@dashviz.ai if you suspect unauthorized access, account compromise, or credential theft.
• The account owner is responsible for who may use the Customer account, the scope of each Authorized User's access, and for removing access promptly when no longer appropriate.
• DashViz may suspend, restrict, or terminate access if we reasonably believe an account, user, or activity creates a security, legal, operational, abuse, or fraud risk, or if fees are unpaid.

As between the Customer and DashViz, the Customer owns its Business Data, including AI outputs derived from the Customer's Business Data (subject to any third-party rights in inputs that DashViz did not create). The Customer grants DashViz and its Subprocessors a worldwide, non-exclusive, royalty-free license to host, store, copy, process, transmit, display, analyze, transform, render, and create outputs (including AI outputs) from Business Data solely as needed to provide, maintain, support, secure, monitor, troubleshoot, and improve the Service, comply with law, and enforce these Terms.

DashViz does not use Customer Business Data to train its own AI models, and DashViz does not provide Business Data to AI providers for the purpose of training those providers' general-purpose models. Under Anthropic's commercial API terms, Business Data sent through the Anthropic API is not used to train Anthropic's models.

DashViz may collect, generate, use, retain, and share aggregated and de-identified data derived from Business Data and Service usage for security, fraud prevention, analytics, benchmarking, evaluation of DashViz's prompt and configuration logic, and other lawful business purposes, provided that such data is in a form that does not identify the Customer or any individual. Aggregated and de-identified data is not Business Data and is not used to train foundation AI models.

• The Customer is solely responsible for the legality, accuracy, completeness, quality, ownership, permissions, notices, and consents required to upload and process Business Data through the Service.
• The Customer must not upload or connect data the Customer is not legally entitled to process through DashViz, including data subject to confidentiality obligations the Customer cannot satisfy.
• DashViz is not responsible for errors, omissions, loss, corruption, unauthorized disclosure, or regulatory consequences caused by inaccurate or improper source data, Customer systems, Customer Authorized Users, Customer credentials, third-party platforms, or Customer instructions.

Prohibited data. The Customer must not upload, connect, or transmit through DashViz any highly sensitive or regulated data, including without limitation:

• Protected Health Information under HIPAA or HITECH (treatment records, insurance claims, prescription data, mental-health records).
• Payment-card data subject to PCI-DSS (full primary account numbers, magnetic-stripe data, CVV/CVV2, PIN data).
• Financial account information (bank account numbers, routing numbers, brokerage account numbers, wire-transfer details, retirement account numbers).
• Government-issued identifiers (full Social Security numbers, driver's license numbers, passport numbers, ITINs, military IDs, immigration document numbers).
• Biometric identifiers (fingerprints, facial-recognition templates, voice prints, retinal scans, DNA).
• Children's personal information subject to COPPA or comparable laws.
• Authentication and access credentials (passwords, API keys, private keys, security tokens, seed phrases, OAuth tokens, encryption keys).
• Privileged communications (attorney-client privileged content, attorney work product, clergy/penitent communications).
• Classified or export-controlled government information subject to ITAR, EAR, or similar regimes.

A Customer may upload data described above only if a separate written agreement and service plan expressly permit it. Routine business data — names, business email addresses, business phone numbers, customer order history, transaction amounts, product catalogs, employee titles, and similar operational data — is not prohibited and is the kind of Business Data DashViz is built for.

Consequences of uploading prohibited data. If a Customer uploads, connects, or transmits any prohibited data described in this Section, the Customer assumes all risk and consequences of doing so and is solely responsible for any regulatory, contractual, civil, or criminal exposure that results, including under HIPAA, HITECH, PCI-DSS, GLBA, FCRA, ECPA, COPPA, state privacy and breach-notification laws, sectoral data laws, or contractual obligations the Customer owes to third parties. DashViz expressly disclaims any role as a HIPAA business associate, PCI-DSS service provider, or GLBA non-affiliated third party with respect to prohibited data. The Customer's indemnification obligation in Section 15 expressly applies to all claims, fines, penalties, damages, and expenses arising from prohibited uploads, and DashViz's disclaimers and limitation of liability in Sections 13 and 14 apply in full.

DashViz uses artificial intelligence (including third-party AI providers such as Anthropic), rules-based logic, and generated database queries to help review business data, produce dashboards, answer questions, draft explanations, and suggest reporting and alert ideas. Under Anthropic's commercial API terms, Business Data sent through the Anthropic API is not used to train Anthropic's models, and DashViz does not use Customer Business Data to train its own AI models. AI and generated outputs are inherently probabilistic; they may be wrong, incomplete, outdated, biased, hallucinated, or unsuitable for a particular business or decision.

DashViz is not a broker-dealer, investment adviser, financial planner, accountant, auditor, tax adviser, law firm, attorney, bank, lender, insurer, fiduciary, healthcare provider, medical-decision system, credit reporting agency, or other regulated professional or institution. DashViz does not provide investment, securities, accounting, tax, legal, lending, insurance, audit, valuation, medical, or fiduciary advice, and outputs from the Service must not be relied on as such. The Customer is solely responsible for reviewing outputs against authoritative sources, validating source data, consulting qualified professionals where appropriate, and making its own business decisions.

The Customer acknowledges that AI outputs may incorporate or reflect third-party data and content, and that DashViz makes no representation that AI outputs are free of intellectual-property claims, errors, or biases. The Customer is responsible for any decision made or action taken based on AI outputs. DashViz may change or replace AI providers as the Service evolves; specific provider commitments described in these Terms and the Privacy Policy reflect the providers in use as of the effective date and will be updated when material changes occur.

• Do not use DashViz for unlawful, harmful, deceptive, abusive, harassing, infringing, defamatory, or discriminatory purposes.
• Do not attempt to bypass sign-in, permissions, account separation, rate limits, query protections, security controls, or usage limits, or to access another customer's account or Business Data.
• Do not probe, scan, stress, scrape, crawl, reverse engineer, decompile, disassemble, overload, interfere with, or disrupt the Service except as authorized in writing or as required by law that cannot be waived by contract.
• Do not upload malware, exploits, secrets you are not authorized to store, regulated data outside your service plan, or content that infringes another party's rights.
• DashViz is a reporting and analysis tool. If you intend to use outputs as input to legally regulated decisions about people — including decisions about employment, credit, lending, housing, insurance, education, immigration, public benefits, or healthcare — you must independently provide all notices, consents, human review, fairness assessments, recordkeeping, and other safeguards required by applicable law (including ECOA, FCRA, FHA, Title VII, the ADA, and state automated-decision laws).
• Do not use DashViz, AI outputs, or the Service to develop, train, or evaluate a competing AI model without DashViz's prior written consent.
• Do not impersonate another person, misrepresent affiliation, falsify metadata, or use the Service to send unsolicited commercial communications in violation of CAN-SPAM, TCPA, or similar laws.

DashViz is a business analytics tool. It is not designed, tested, or intended for use in life-safety or life-support systems, regulated medical devices or clinical decision support, regulated financial decisioning subject to ECOA or FCRA, autonomous-vehicle control, or other applications where failure or inaccuracy could result in death, personal injury, severe property damage, environmental harm, or substantial regulatory penalties. The Customer assumes all risk for any such use and agrees that DashViz is not liable for damages arising from prohibited high-risk use.

DashViz may offer free trials, demos, limited plans, paid plans, or promotional access. Trial, demo, and promotional access may be limited, changed, suspended, or terminated at any time. If paid subscriptions are enabled, the checkout flow, billing settings, payment-provider terms, and any written order will control subscription-specific fees, taxes, renewals, cancellation, refunds, usage limits, and overages. Unless an order or written agreement says otherwise, fees are non-refundable and subscriptions auto-renew for successive terms until canceled.

The Customer is responsible for all applicable sales, use, value-added (VAT), goods-and-services (GST), excise, withholding, and similar taxes arising from the Customer's use of the Service, other than taxes on DashViz's net income. DashViz may charge such taxes where required by law.

If a payment fails, DashViz may suspend access to paid features until payment is resolved. After thirty (30) days of continued non-payment, DashViz may terminate the account and delete or anonymize Business Data subject to Section 16.

The Service relies on Subprocessors and third-party platforms for authentication, hosting, database, storage, AI processing, email, text messaging, analytics, support, and connected business-data services. DashViz is not responsible for third-party services, external systems, data exported from DashViz, content delivered to third parties, or actions taken in third-party accounts. The Customer's use of third-party services is governed by those providers' terms.

Each party may receive Confidential Information from the other. The receiving party will use reasonable care (no less than the care it uses for its own information of similar type) to protect Confidential Information, will limit access to those who need it and are bound by comparable confidentiality obligations, and will use it only to perform under these Terms, comply with law, or exercise legal rights. Confidentiality obligations survive termination for three (3) years, and indefinitely with respect to trade secrets.

If you provide product feedback, suggestions, ideas, or feature requests, you grant DashViz a worldwide, perpetual, irrevocable, royalty-free, sublicensable license to use them for any purpose, including improving the Service, without restriction or compensation, provided DashViz does not disclose your Confidential Information in doing so.

You agree that DashViz may communicate with you electronically, including by email, in-product messages, and (if you opt in) text messages. If you provide a phone number and enable SMS alerts or notifications, you consent to receive recurring automated text messages from DashViz at that number for the purposes you select, and you understand that consent is not a condition of purchase. Message and data rates may apply. You may opt out of SMS at any time by replying STOP, by disabling SMS in account settings, or by contacting support@dashviz.ai. You are responsible for keeping your contact information accurate and for all charges from your carrier.

DashViz will use commercially reasonable safeguards designed for the Service. No online service, data transfer, hosting provider, authentication provider, Subprocessor, integration, customer system, or AI provider can be guaranteed to be completely secure, accurate, or always available.

To the maximum extent permitted by law, DashViz is not responsible or liable for any security breach, unauthorized access, disclosure, loss, alteration, corruption, unavailability, or misuse of data caused by Customer credentials, Customer systems, Customer-authorized users, Customer configurations, Customer instructions, unsupported use, third-party services outside DashViz's control, public networks, malware on Customer devices, force majeure events, or malicious acts that defeat reasonable safeguards. Nothing in these Terms limits any non-waivable obligation DashViz may have under applicable law.

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY LAW, DashViz AND ITS SUBPROCESSORS DISCLAIM ALL WARRANTIES AND CONDITIONS, EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, COMPLETENESS, UNINTERRUPTED OR ERROR-FREE OPERATION, SECURITY, AVAILABILITY, DATA PRESERVATION, AND SUITABILITY FOR ANY BUSINESS, FINANCIAL, REGULATORY, OR PROFESSIONAL PURPOSE. DashViz DOES NOT WARRANT THAT AI OUTPUTS, DASHBOARDS, OR ANALYSES WILL BE ACCURATE, COMPLETE, CURRENT, OR FREE FROM ERROR OR THIRD-PARTY-RIGHTS CLAIMS.

DashViz has not obtained SOC 2, ISO 27001, HIPAA, PCI-DSS, FedRAMP, or similar certifications or attestations. The Customer must not use DashViz where such certifications, attestations, or specific regulatory controls are required.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, DashViz AND ITS OFFICERS, MEMBERS, EMPLOYEES, AGENTS, AND SUBPROCESSORS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, ENHANCED, OR PUNITIVE DAMAGES; LOST PROFITS, REVENUE, GOODWILL, SAVINGS, OR BUSINESS OPPORTUNITY; BUSINESS INTERRUPTION; LOSS OR CORRUPTION OF DATA; SUBSTITUTE-SERVICE COSTS; SECURITY INCIDENTS OUTSIDE DashViz'S LEGALLY RESPONSIBLE CONTROL; OR DECISIONS, ACTS, OR OMISSIONS BASED ON DASHBOARDS, ALERTS, AI OUTPUTS, OR OTHER BUSINESS DATA. THESE EXCLUSIONS APPLY EVEN IF DashViz HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND EVEN IF A REMEDY FAILS OF ITS ESSENTIAL PURPOSE.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, DashViz'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS WILL NOT EXCEED THE GREATER OF (A) THE AMOUNT THE CUSTOMER PAID DashViz FOR THE SERVICE IN THE SIX (6) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100). THESE LIMITS APPLY IN THE AGGREGATE TO ALL CLAIMS FROM ALL CAUSES OF ACTION.

Carve-outs. Nothing in these Terms excludes or limits liability for (i) fraud or fraudulent misrepresentation; (ii) gross negligence or willful misconduct; (iii) personal injury or death where applicable law prohibits limitation; or (iv) any other liability that applicable law prohibits limiting. The allocations of risk in this section are a fundamental basis of the bargain between the parties.

The Customer will defend, indemnify, and hold harmless DashViz and its officers, members, employees, agents, and Subprocessors from and against any third-party claims, demands, actions, damages, liabilities, fines, penalties, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to (i) Business Data, including its collection, processing, accuracy, and legality; (ii) the Customer's or any Authorized User's use of the Service, including outputs and decisions made from outputs; (iii) breach of these Terms; (iv) violation of applicable law (including privacy, consumer-protection, employment, lending, healthcare, tax, securities, telemarketing, or anti-discrimination law); (v) violation or infringement of any third-party right; or (vi) Customer's connected systems and integrations. DashViz will provide reasonable notice of and reasonable cooperation in any indemnified claim, and the Customer will not settle any claim that imposes obligations on DashViz without DashViz's prior written consent.

The Customer may stop using DashViz at any time and may close the account through the Service or by contacting support. DashViz may suspend, restrict, or terminate access (in whole or in part) if (i) required by law or legal process; (ii) continued access creates security, legal, operational, abuse, or fraud risk; (iii) fees are unpaid; (iv) these Terms are violated; or (v) DashViz discontinues all or part of the Service. DashViz may terminate trials, demos, and free plans for any reason or no reason.

Upon termination, the Customer's right to access the Service ends. The Customer may request export of Business Data within thirty (30) days following termination using available export tools or by written request to support@dashviz.ai. After that thirty-day export window, DashViz will delete or anonymize Business Data within an additional sixty (60) days, subject to backup cycles, legal holds, billing records, regulatory obligations, and any applicable written agreement. Sections that by their nature should survive — including Sections 5 (license to aggregated and de-identified data), 10 (Confidentiality), 13 (Disclaimers), 14 (Limitation of liability), 15 (Indemnification), 18 (Dispute resolution), 19 (Governing law), and 21 (General) — survive termination.

The Customer represents and warrants that (i) it is not located in, and is not a national or resident of, any country or territory subject to comprehensive U.S. economic sanctions or embargoes (currently including Cuba, Iran, North Korea, Syria, and the Crimea, Donetsk, Luhansk, and certain other regions of Ukraine), and (ii) it is not identified on any U.S. government restricted-party list, including the Specially Designated Nationals and Blocked Persons List (OFAC), the Denied Persons List, or the Entity List. The Customer will not use the Service in violation of U.S. export-control laws or regulations, and will not provide access to or otherwise transfer Business Data or the Service to any prohibited party. The Customer is solely responsible for compliance with export-control and sanctions laws applicable to its use of the Service.

PLEASE READ THIS SECTION CAREFULLY. IT REQUIRES YOU AND DashViz TO RESOLVE DISPUTES THROUGH BINDING INDIVIDUAL ARBITRATION INSTEAD OF IN COURT, EXCEPT AS DESCRIBED BELOW, AND IT WAIVES YOUR RIGHT TO A JURY TRIAL AND TO PARTICIPATE IN CLASS ACTIONS.

Disputes covered. "Dispute" means any claim, controversy, or dispute between you and DashViz arising out of or relating to DashViz, the Service, these Terms, the Privacy Policy, the Cookie Policy, marketing or transactional communications, billing, AI outputs, or Business Data, whether based in contract, tort, statute, fraud, misrepresentation, or any other legal theory.

Informal resolution. Before starting an arbitration or filing a small-claims action, the parties will attempt in good faith to resolve the Dispute by sending written notice to the other party (to legal@dashviz.ai for DashViz, or to your account email for you) describing the Dispute and the relief requested, and allowing thirty (30) days for resolution.

Binding individual arbitration. If the Dispute is not resolved during the informal-resolution period, it will be resolved exclusively by final and binding individual arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules, or, if you qualify as a consumer under AAA rules, the Consumer Arbitration Rules. The seat of arbitration is Maricopa County, Arizona, and the arbitration will proceed by remote means unless the parties agree otherwise. The Federal Arbitration Act (9 U.S.C. § 1 et seq.) governs the interpretation and enforcement of this Section 18. Judgment on the award may be entered in any court of competent jurisdiction.

Class action waiver. The parties agree that any Dispute will be resolved on an individual basis only. Neither party may bring or participate in any class, collective, consolidated, mass, representative, or private-attorney-general action against the other. The arbitrator may not consolidate more than one party's claims and may not preside over any form of class or representative proceeding. If a court of competent jurisdiction determines that the class action waiver is unenforceable as to a particular claim, that claim (and only that claim) will proceed in court rather than arbitration, and all other claims and the rest of this Section 18 remain in effect.

Jury trial waiver. To the maximum extent permitted by law, you and DashViz each irrevocably waive any right to a jury trial in any Dispute.

Carve-outs. Either party may bring an individual action in small-claims court for a Dispute within that court's jurisdictional limits, in lieu of arbitration. Either party may also seek injunctive or equitable relief in court to protect intellectual property, Confidential Information, or to address abuse, security incidents, or violations of the Acceptable Use section. Filing for such relief does not waive the rest of this Section 18.

Limitation period. Any Dispute must be filed in arbitration or small-claims court within one (1) year after the cause of action accrues, or it is permanently barred, except where applicable law prohibits such limitation.

Opt-out. You may opt out of this binding arbitration and class-action-waiver provision by sending written notice to legal@dashviz.ai within thirty (30) days after first accepting these Terms. The notice must include your name, account email, and a clear statement that you opt out of arbitration. Opting out does not affect the rest of these Terms; Disputes will be resolved in the courts described in Section 19.

Severability of arbitration terms. If any portion of this Section 18 is found unenforceable, the remaining portions continue to apply, except that if the class action waiver is held unenforceable as to all claims, this entire Section 18 is null and void, and Disputes will be resolved in court under Section 19.

These Terms and any Dispute are governed by the internal laws of the State of Arizona, excluding its conflict-of-law rules and the United Nations Convention on Contracts for the International Sale of Goods. Subject to Section 18, any Dispute that is not subject to arbitration must be brought exclusively in the state or federal courts located in Maricopa County, Arizona, and each party submits to personal jurisdiction in those courts and waives any objection based on venue or forum non conveniens.

DashViz may update these Terms as the Service, providers, law, or business changes. Material updates will be communicated by email, in-product notice, or by posting on the Service or website with an updated effective date. Continued use of the Service after the effective date of a material change constitutes acceptance of the updated Terms. If you do not agree, you must stop using the Service before the effective date.

Order of precedence. A written order or master services agreement signed by both parties controls over conflicting provisions in these Terms for that Customer's account; otherwise these Terms control over the policies referenced from them, which control over product documentation.

Entire agreement. These Terms, the Privacy Policy, the Cookie Policy, and any order or written agreement signed by both parties form the entire agreement between you and DashViz with respect to the Service and supersede all prior or contemporaneous understandings.

Severability. If any provision is held invalid or unenforceable, the remaining provisions continue in full force, and the invalid provision will be modified to the minimum extent necessary to make it enforceable.

No waiver. A party's failure to enforce any right or provision is not a waiver of that right or provision.

Assignment. You may not assign these Terms or any rights or obligations under them without DashViz's prior written consent. DashViz may assign these Terms in connection with a merger, acquisition, financing, reorganization, or sale of all or substantially all of its assets, or to any affiliate.

Force majeure. Neither party is liable for failure or delay caused by events beyond its reasonable control, including acts of God, natural disasters, war, terrorism, civil unrest, pandemic, government action, labor disputes, internet, cloud, hosting, AI-provider, or telecommunications outages, cyberattacks, or denial-of-service attacks.

Notices. DashViz may give notice to you by email to your account email, in-product message, or posting on the Service. You give notice to DashViz by emailing legal@dashviz.ai. Notice is effective on the next business day after sending.

Independent contractors. The parties are independent contractors. These Terms do not create any partnership, joint venture, agency, employment, or fiduciary relationship.

No third-party beneficiaries. Except as expressly stated in Section 15, there are no third-party beneficiaries to these Terms.

Headings. Section headings are for convenience only and do not affect interpretation.

Contact. legal@dashviz.ai for Terms questions; security@dashviz.ai for security issues; privacy@dashviz.ai for privacy requests; support@dashviz.ai for product/account help; and contact@dashviz.ai for general inquiries.