Terms of Service

Effective: September 21, 2026 — Document version 2.0

1. Acceptance of Terms 2. Service Description 3. Eligibility & Setup 4. User Obligations 5. Intellectual Property 6. Third-Party Services 7. Limitation of Liability 8. Disclaimer of Warranties 9. Indemnification 10. Termination 11. Changes to Terms 12. Governing Law 13. Contact

1. Acceptance of Terms

By installing, accessing, or using the Smart Assistant extension (“the Service”), you agree to be bound by these Terms of Service (“Terms”). If you are using the Service on behalf of an organization, you represent and warrant that you have the authority to bind that organization to these Terms.

If you do not agree to these Terms, do not install or use the Service.

2. Service Description

Smart Assistant is a Zoho CRM sidebar extension that provides unified visibility across a contact’s CRM profile, Zoho Books financial records, Zoho Desk support tickets, and an optional AI-generated strategic summary. It runs inside Zoho CRM as a Related List widget and as a view-page button that opens in an in-CRM popup.

Key characteristics of the Service:

Read-only operation: The Service reads data from Zoho APIs but does not create, update, or delete CRM, Books, or Desk data.
Connection-based access: Authorization is provided through a Zoho CRM Connection that your organization’s administrator creates and approves. Smart Assistant does not collect Zoho credentials and does not operate its own login or token flow.
Zero-retention data flow: Business data is read from Zoho and rendered in the browser. The only data sent to our backend is the contact context needed for the AI summary, which is not persisted (15-minute in-memory cache). See the Data Privacy & Security document for details.
Optional AI feature: The strategic summary can be disabled; if no AI provider is configured, no data leaves our backend.

3. Eligibility & Setup

To use the Service, you must:

Have an active Zoho CRM account with appropriate permissions
Be at least 18 years of age, or the age of majority in your jurisdiction
Have a Zoho administrator create and authorize the Smart Assistant Connection in your organization

The Service does not require a separate account. Authentication is handled entirely by Zoho through the Connection — no passwords are collected or stored by the Service, and the Service never receives your Zoho credentials or tokens.

4. User Obligations

You agree to:

Use the Service in compliance with all applicable laws and regulations
Maintain the confidentiality of your Zoho account credentials
Not attempt to circumvent any security measures, rate limits, or access controls
Not use the Service to distribute malware, spam, or harmful content
Not reverse-engineer, decompile, or disassemble the Service
Not use the Service in a way that could damage, disable, or impair the infrastructure of Smart Assistant, Zoho, or our AI provider

5. Intellectual Property

The Service, including its code, design, branding, and documentation, is the intellectual property of the publisher (Integmia LLC). Smart Assistant and its logo are trademarks of the publisher.

Zoho CRM, Zoho Books, Zoho Desk, and the Zoho logo are trademarks of Zoho Corporation. This extension is an independent third-party integration and is not affiliated with, endorsed by, or sponsored by Zoho Corporation.

6. Third-Party Services

The Service integrates with:

Zoho CRM, Books, and Desk — data access is provided through a Zoho CRM Connection, and your use of these Zoho services is governed by Zoho’s own terms of service and privacy policy.
AI model provider (optional) — used to generate the strategic summary. The default provider is Google Gemini, and the provider is configurable by the operator. If enabled, use of the AI summary feature is also subject to that provider’s terms.
Cloud hosting provider — hosts the backend that serves pages and runs the AI summary.

The publisher is not responsible for the availability, security, or performance of these third-party services. Any issues arising from their use should be directed to the respective provider.

7. Limitation of Liability

To the maximum extent permitted by applicable law, the publisher and its contributors shall not be liable for any:

Indirect, incidental, special, consequential, or punitive damages
Loss of profits, revenue, data, or business opportunities
Service interruptions, data inaccuracies, or issues arising from third-party API changes or outages

In no event shall the total liability of the publisher exceed the amount paid by you for the Service (if any) in the twelve (12) months preceding the claim.

8. Disclaimer of Warranties

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

The publisher does not warrant that:

The Service will be uninterrupted, timely, secure, or error-free
AI-generated summaries will be accurate, complete, or reliable
Any errors or defects will be corrected

9. Indemnification

You agree to indemnify, defend, and hold harmless the publisher and its contributors from any claims, damages, losses, liabilities, and expenses (including reasonable attorneys’ fees) arising out of or related to:

Your use of the Service in violation of these Terms
Your violation of any applicable law or regulation
Any dispute between you and a third party arising from your use of the Service

10. Termination

By you: You may stop using the Service at any time by uninstalling Smart Assistant or deleting its Connection in Zoho CRM (Setup → Developer Hub → Connections), which revokes the organization’s authorization.

By the publisher: The publisher reserves the right to suspend or terminate access to the Service at any time, without notice, for:

Violation of these Terms
Use that poses a security risk to the Service or its users
Non-payment of applicable fees (if any are introduced in the future)

Upon termination, any cached AI summary expires within 15 minutes and aggregate counters age out per the Privacy document. Because the Service stores no business data and no Zoho credentials, there is no residual customer data to remove.

11. Changes to Terms

The publisher reserves the right to modify these Terms at any time. Material changes will be announced via:

The Zoho Marketplace listing page for Smart Assistant
The Service’s landing page at smartassistant.site

Continued use of the Service after changes become effective constitutes acceptance of the updated Terms. If you do not agree to the changes, you should discontinue use of the Service.

12. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of California, United States, without regard to its conflict-of-law provisions. Any disputes arising under these Terms shall be resolved in the courts located in California.

13. Contact

For questions, concerns, or legal inquiries regarding these Terms:

Extension: Smart Assistant for Zoho CRM
Publisher: Integmia LLC
Website: www.integmia.org
Email: contact@integmia.org