Terms of Service

WhatsBizPro is a Chrome browser extension designed to enhance business productivity on WhatsApp Web. Our extension provides legitimate business tools including message broadcasting, scheduling, AI-powered conversation insights, Quick Responses, local voice-to-text dictation, and role-based customer relationship management (CRM) for doctors, sales representatives, and lawyers, with data stored on our servers to power a CRM dashboard we provide.

Key Features

• Broadcast Messaging: Send messages to multiple business contacts efficiently
• Message Scheduling: Plan and schedule messages for optimal timing
• AI Tools: Analyze conversations to extract addresses, prices, times, and other business insights
• Role-Based CRM: Separate CRMs for doctors, sales representatives, and lawyers, with records stored on our servers and shown in a dashboard we provide
• Cloud CRM Dashboard: Your CRM records are stored on our servers so you can access follow-ups, leads, scheduling, and other CRM features from a dashboard
• Quick Responses: Save and send reusable responses with a title, description, images, videos, and voice messages
• Voice-to-Text: Dictate messages using your browser's local speech recognition
• Sales CRM Pipeline & Task Board: Lead pipeline stages, deal values, follow-ups, tags, notes, custom fields, and a Kanban task board, stored on our servers and synchronized between the extension and your cloud dashboard

To use WhatsBizPro, you must meet the following requirements:

Age and Legal Capacity

• You must be at least 18 years old or the age of majority in your jurisdiction
• You must have the legal capacity to enter into binding agreements
• If using on behalf of a business, you must have authority to bind that entity

Technical Requirements

• Google Chrome browser (latest version recommended)
• Active WhatsApp account in good standing
• Access to WhatsApp Web (web.whatsapp.com)
• Stable internet connection

Business Use

WhatsBizPro is designed for legitimate business communications. You represent that your use of this extension is for lawful business purposes and that you have appropriate consent from recipients for your communications. If you use a role-based CRM for a regulated profession (for example as a doctor or lawyer), you are responsible for obtaining any consent required from your patients or clients and for complying with the professional confidentiality and data-protection obligations that apply to you.

WhatsApp Terms of Service Compliance

You acknowledge that WhatsBizPro is a productivity tool designed to enhance legitimate business communications on WhatsApp Web. You are solely responsible for ensuring your usage complies with WhatsApp's Terms of Service and Community Guidelines. You must monitor your messaging patterns and maintain reasonable communication volumes consistent with normal business practices. Any account restrictions, suspensions, or violations resulting from your use of WhatsBizPro are your sole responsibility.

Automation Usage Restrictions

WhatsBizPro provides productivity features for legitimate business communications only. You agree to:

• Use broadcast messaging only for contacts who have previously engaged with your business
• Maintain professional communication standards and avoid spam or unsolicited messaging
• Monitor your account health and discontinue use if you experience any WhatsApp warnings
• Respect WhatsApp's messaging limits and community guidelines at all times
• Use scheduling features only for planned, legitimate business communications

Semi-Automated Scheduling Model

WhatsBizPro's scheduling feature uses a semi-automated approach designed to comply with WhatsApp's policies:

• The extension automatically navigates to the intended recipient's chat
• A popup displays the scheduled message for manual review and sending
• Users maintain full control over message content and final sending decision
• No messages are sent automatically without user confirmation
• This approach reduces automation while maintaining scheduling convenience

You acknowledge that misuse of automation features may violate WhatsApp's policies and agree that such violations are your sole responsibility. WhatsBizPro does not endorse or support any usage that violates platform terms of service.

Technical Implementation

WhatsBizPro operates through browser automation of WhatsApp Web's public interface and does not access, modify, or bypass WhatsApp's security systems. All functionality relies on simulating normal user interactions within the browser environment.

Prohibited Activities

You may not use WhatsBizPro to:

• Send spam, unsolicited messages, or marketing content to non-consenting recipients
• Harass, abuse, or send threatening messages to any individual
• Violate any applicable laws, regulations, or third-party rights
• Circumvent or attempt to circumvent any security measures or access controls
• Share, sell, or distribute user data collected through the extension
• Use the extension for any illegal, harmful, or malicious purposes

AI Training & Customization

WhatsBizPro's AI features provide automated analysis and suggestions based on conversation content and your customized training materials. The AI learns from and responds according to:

• Communication style preferences you configure
• Business context and guidelines you provide
• PDF documents you upload (such as company policies, guidelines, or training materials)
• Custom instructions and rules you establish for your business communications

All AI responses are computer-generated based on your training inputs and should not be considered as professional advice, legal counsel, or human expertise beyond the context you have provided.

Document Processing & Training

When you upload PDF documents to train the AI:

• The AI analyzes and extracts key information to populate your communication guidelines
• Company policies, procedures, and rules are processed to inform AI responses
• You retain full control over editing and refining the extracted information
• The AI uses this customized training to provide responses aligned with your business practices

AI Assistance Features

WhatsBizPro offers three AI-powered assistance features that you trigger manually:

• AI Insights: Summarizes a conversation and surfaces key details
• AI Replies: Suggests responses that you review before sending
• AI Population Fields: Reads the entire conversation and fills the appropriate fields in your doctor, sales, or lawyer CRM; those structured fields are then migrated to our servers to power your dashboard

User Responsibility

• You are solely responsible for reviewing and verifying all AI-generated content before use
• You must not rely exclusively on AI suggestions for important business decisions
• You are responsible for ensuring AI-generated responses comply with applicable laws and regulations
• You must use AI features ethically and in accordance with your professional standards

Accuracy Limitations

AI CRM Data Population — Mandatory User Review

The AI Population Fields feature is a drafting and data-entry aid only. It does not replace your own review of the information. By using this feature, you expressly agree that:

• Every field the AI writes into your CRM (names, contact details, dates, appointments, prices, clinical or case information, and any other data) is an automated suggestion that may be inaccurate, incomplete, outdated, or attributed to the wrong person
• You are solely responsible for reviewing, correcting, and verifying every AI-populated field against the original conversation and any other reliable source before saving, using, or relying on it
• Once you save, use, or rely on an AI-populated record, that record is deemed your own data entry, and you assume full and exclusive responsibility for its content and for any decision or action based on it
• We are not responsible for any error, omission, or consequence arising from AI-populated CRM data that you did not review, correct, or verify

Professional Use Disclaimer (Doctors, Lawyers & Sales Representatives)

WhatsBizPro is an administrative productivity and CRM tool. It is not a medical device, an electronic health record or official clinical record system (expediente clínico), a legal-practice system of record, or a professional advisory service, and it does not provide medical, legal, or financial advice.

• Doctors: You retain full and exclusive professional responsibility for all diagnoses, treatments, prescriptions, patient communications, and clinical decisions, and for keeping your official clinical records in compliance with the regulations that apply to you (for example, NOM-004-SSA3-2012 in Mexico). AI-populated fields must never be used as a substitute for the official clinical record or for your own clinical judgment.
• Lawyers: You retain full and exclusive professional responsibility for all legal advice, filings, deadlines, and client communications, and for complying with your professional secrecy and confidentiality obligations.
• Sales representatives: You are solely responsible for the accuracy of all prices, quotes, commitments, and information communicated to customers, whether entered manually or populated by the AI.

Sales CRM Pipeline Figures & Statistics

The Sales CRM dashboard displays deal values, pipeline totals, and other statistics calculated from the data you (or the AI, at your instruction) entered. You acknowledge and agree that:

• All pipeline values, totals, and statistics are informational estimates based solely on the data stored in your CRM, and are only as accurate as that data
• Totals may aggregate deal values recorded in different currencies without currency conversion; you are responsible for interpreting figures accordingly
• These figures are not accounting, tax, or financial records, and do not constitute financial, accounting, tax, or investment advice
• You are solely responsible for independently verifying any figure before using it for quotes, forecasts, reporting, tax, or any other business decision

Training Data Responsibility

• Content Accuracy: You are responsible for the accuracy and appropriateness of all training materials you provide
• Document Rights: You must have proper rights to upload and use any PDF documents for AI training purposes
• Business Guidelines: Ensure all uploaded policies and guidelines comply with applicable laws and regulations
• AI Oversight: Regularly review and update your AI training to maintain accuracy and compliance

Customization Limitations

Data Processing & Storage

PDF documents and AI training materials are securely stored on our servers for persistent AI customization. Conversation content is processed via secure API calls to third-party AI services (Google Gemini) for real-time analysis and immediately deleted after processing. AI responses are generated through external API requests and are not stored. When you use the AI Population Fields feature, the structured fields the AI extracts from a conversation are written into your CRM and stored on our servers to power your dashboard; the underlying WhatsApp messages themselves are not saved.

Hybrid Storage Model

WhatsBizPro uses a hybrid approach to data storage:

Stored on Our Servers:

• PDF documents uploaded for AI training
• AI personality configuration and training materials
• Custom business guidelines and communication templates
• Role-based CRM records (doctors, sales representatives, and lawyers) and the data shown in your CRM dashboard
• Quick Response content, including titles, descriptions, images, videos, and voice messages
• Sales CRM data: lead and prospect records (contact details, company information, addresses, social media profiles, deal values, pipeline stages, follow-up dates, tags, and notes), user-defined custom and global fields, Kanban tasks, and synchronization metadata including deletion markers

Stored Locally (Your Device Only):

• Voice-to-text transcription performed locally by your browser (no audio or transcript is captured or sent to our servers)
• Scheduled message data
• Extension settings and preferences
• Temporary conversation data for analysis

Processed & Deleted:

• Real-time conversation analysis sent to third-party AI services (Google Gemini)
• AI-generated responses and insights (processed via API, not stored)
• Temporary data required for AI functionality

Server-Side Data Storage

Synchronization, Conflicts & Deleted Records

CRM data is synchronized between the extension and your cloud dashboard. You acknowledge and agree that:

• Conflict resolution: When the same record is edited on more than one device or client, the most recent edit wins ("last-write-wins") and earlier concurrent edits may be overwritten and lost; we are not responsible for data overwritten by this mechanism
• Deleted records: When you delete a CRM record, it is first marked as deleted (a "deletion marker" or tombstone) and retained on our servers so the deletion can propagate to your other devices; deletion markers and their associated data are fully removed within 30 days after you delete your account or upon a deletion request
• Sync failures: Synchronization depends on your internet connection, browser, and WhatsApp Web; we do not warrant that every change will sync, and we are not liable for losses arising from failed, delayed, or conflicting synchronization

Subscription-Gated Features

Cloud CRM features (including the Sales CRM dashboard, cloud sync, statistics, and the task board) require an active subscription to the corresponding plan (for example, Sales Pro for the Sales CRM). If your subscription ends or lapses, access to these features and to server-stored CRM data through the dashboard and sync may be suspended until you resubscribe; your stored data is retained in accordance with our Privacy Policy, and you may request an export or deletion of your data at any time.

User Data Responsibility

• Backup: You are responsible for backing up any important data stored by the extension
• Security: Ensure your device and browser are secure to protect locally stored data
• Data Loss: We are not responsible for any data loss due to browser issues, device problems, or user actions

Data Retention

Data retention varies by type: AI training documents, CRM records, and Quick Response content are stored on our servers until you delete them or your account (CRM and dashboard data are removed within 30 days of account deletion); local extension data is retained until manual deletion or uninstallation; and conversation data sent to AI services is processed immediately and deleted.

"As-Is" Service Provision

WhatsBizPro is provided "as is" and "as available" without warranties of any kind, either express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, or non-infringement.

No Warranties

We do not warrant that:

• The extension will meet your specific requirements or expectations
• The extension will be uninterrupted, timely, secure, or error-free
• Any errors or defects will be corrected
• The extension will be compatible with all versions of WhatsApp Web or Chrome

Assumption of Responsibility by the User

By using WhatsBizPro, you expressly assume full and exclusive responsibility for:

• All data you enter — or cause the AI to enter — into the CRM, including its accuracy, legality, and use
• All decisions, actions, communications, and omissions made in reliance on information stored in or suggested by the extension
• All professional obligations that apply to you, including medical, legal, and commercial duties, official record-keeping, and confidentiality
• Obtaining any consent required from your patients, clients, or contacts to process their information through the extension
• Any mistake made by you or by members of your team who use the extension under your account

Indemnification

You agree to indemnify, defend, and hold harmless WhatsBizPro, its owner, developers, employees, and agents from and against any and all claims, demands, damages, losses, liabilities, costs, or expenses (including reasonable attorneys' fees) arising from or relating to: (a) your use or misuse of the extension; (b) your violation of these Terms or of any applicable law or professional regulation; (c) data you enter into, or cause the AI to enter into, the CRM, including its accuracy and lawfulness; (d) professional, clinical, legal, or commercial decisions, errors, or omissions made by you or your staff, including any claim of professional negligence or malpractice brought by a patient, client, or customer; (e) your failure to obtain required consents from, or provide required notices to, your patients, clients, or contacts; and (f) your infringement of any third-party rights.

Extension Ownership

WhatsBizPro and all associated intellectual property rights are owned by WhatsBizPro. This includes:

• The extension's source code, design, and functionality
• User interface elements, graphics, and visual design
• Documentation, help materials, and marketing content
• Algorithms, processes, and technical implementations
• All trademarks, service marks, and trade names associated with WhatsBizPro

User Content & Data Ownership

You retain full ownership of all content and data you input into or generate through WhatsBizPro, including:

• CRM contact information and customer data you enter
• Messages you compose, schedule, or broadcast
• PDF documents you upload for AI training
• Custom AI training instructions and business guidelines
• Conversation analysis and extracted business insights

All user-generated content remains your exclusive property.

Third-Party Trademarks

WhatsBizPro acknowledges and respects all third-party intellectual property rights:

• WhatsApp® is a registered trademark of WhatsApp Inc.
• Chrome™ is a trademark of Google LLC
• Meta® is a registered trademark of Meta Platforms Inc.
• Any other product names, logos, brands, and trademarks mentioned are the property of their respective owners

License Grant to Users

Subject to your compliance with these Terms of Service, we grant you a limited, non-exclusive, non-transferable, revocable license to:

User License Grant to Us

By uploading documents for AI training or using our AI features, you grant us a limited, non-exclusive license to:

• Process and analyze your uploaded documents solely for the purpose of providing AI customization
• Store uploaded documents on our servers to enable persistent AI training
• Use uploaded content exclusively to enhance your personal AI experience

Copyright Infringement Policy (DMCA Compliance)

We respect intellectual property rights and comply with the Digital Millennium Copyright Act (DMCA). If you believe that content accessible through WhatsBizPro infringes your copyright:

Repeat Infringer Policy

We will terminate access for users who are repeat copyright infringers in accordance with the DMCA and applicable law.

User's Right to Discontinue

You may stop using WhatsBizPro at any time by:

• Uninstalling the extension from your Chrome browser
• Disabling the extension in Chrome's extension management
• Clearing extension data through the extension's settings

Data Deletion

When you uninstall WhatsBizPro:

• All locally stored data will be automatically removed from your browser
• Scheduled messages will no longer be sent
• CRM data stored locally will be permanently deleted
• Data stored on our servers (CRM records, dashboard data, Quick Responses, and AI training materials) is not deleted by uninstalling alone; it is removed within 30 days after you delete your account or request deletion

Service Discontinuation

We reserve the right to discontinue or modify WhatsBizPro at any time, with or without notice. In the event of service discontinuation, we will provide reasonable notice when possible through the Chrome Web Store or extension updates.

Survival of Terms

Sections relating to limitation of liability, indemnification, and intellectual property shall survive termination of your use of WhatsBizPro.

Right to Modify Features

We reserve the right to modify, update, or discontinue any features of WhatsBizPro at any time without prior notice. This may be necessary due to:

• Changes to WhatsApp Web's interface or functionality
• Security updates or bug fixes
• Compliance with platform policies or legal requirements
• Technical improvements or new feature development

Terms of Service Updates

We may update these Terms of Service from time to time. When we make changes:

• The updated terms will be posted with a new "Last updated" date
• Significant changes may be communicated through extension notifications
• Updates will be published on our website and available through the extension
• Your continued use constitutes acceptance of the updated terms

Automatic Updates

WhatsBizPro may automatically update through the Chrome Web Store to provide bug fixes, security updates, and new features. You can disable automatic updates through Chrome's extension settings, though this may affect functionality and security.

Continued Use Acceptance

Governing Law

These Terms of Service and your use of WhatsBizPro shall be governed by and construed in accordance with the laws of Mexico, without regard to conflict of law principles. Any legal action or proceeding arising under these Terms shall be brought exclusively in the competent courts of Acapulco de Juárez, Guerrero, Mexico.

Dispute Resolution Process

In the event of any dispute, claim, or controversy arising from or relating to these Terms of Service or WhatsBizPro, the parties agree to follow this resolution process:

International Users

While WhatsBizPro may be used by individuals worldwide, all users agree that Mexican law governs these Terms regardless of their location. Users outside Mexico acknowledge that they are choosing to use a service governed by Mexican law and jurisdiction.

Severability Clause

If any provision of these Terms of Service is found to be invalid, illegal, or unenforceable by a court of competent jurisdiction, such provision shall be deemed severed from these Terms. The remaining provisions shall continue in full force and effect, and the invalid provision shall be replaced with a valid provision that most closely reflects the original intent.

Force Majeure

Neither party shall be liable for any failure or delay in performance due to events beyond their reasonable control, including but not limited to acts of God, natural disasters, war, terrorism, strikes, government actions, or internet service disruptions.

Entire Agreement

These Terms of Service constitute the entire agreement between you and WhatsBizPro regarding your use of the extension and supersede all prior or contemporaneous communications, agreements, or understandings, whether written or oral.

Contact Information for Legal Issues