Catalyst CFO LLC · Effective September 19, 2026
Terms of service
ChatMySite is provided by Catalyst CFO LLC. These terms describe the service and your responsibilities when you create an account or buy conversations.
The service
ChatMySite provides an AI concierge that answers questions using website information, offers page links, and explains forms. AI answers can be incomplete or incorrect. Review your approved knowledge and test the concierge before publishing it. Website owners can configure Actions with custom fields to collect visitor requests inside the conversation. Visitors review and explicitly submit these requests to the business; quote requests do not calculate prices or confirm appointments. The concierge does not submit ordinary website forms or make purchases. Website owners may optionally connect Calendly and select appointment types. For supported appointments, visitors review their details and explicitly confirm before ChatMySite sends a booking to Calendly; other appointments are completed on Calendly. Availability and booking depend on Calendly and the connected account.
Your account and website
Keep your account credentials private and provide accurate account details. Only connect websites and information you are authorized to use. Verify ownership before activating the widget. You are responsible for the information you approve and for notifying your visitors about the concierge and its data use.
Acceptable use
Do not use ChatMySite for unlawful activity, impersonation, harassment, or attempts to access another customer’s information. Do not submit passwords, payment-card details, government identifiers, or other sensitive information to the concierge. It is not intended to provide professional medical, legal, or financial advice or emergency assistance. We may restrict activity that threatens the service or other users.
Free trial
One free trial per account and verified website: 20 sessions shared across voice, text, and owner previews. Each session is limited to 5 minutes, including reconnects and page navigation. Starting AI work uses a trial session, including short or unsuccessful attempts; opening the widget alone does not. One trial session may run at a time. Trial setup supports up to 20 crawled pages. Anti-abuse, request, and enrollment limits apply. Trial credits do not renew and cannot be reclaimed by deleting an account or website. Integrations, branding customization, and Insights require a paid pack.
Included paid features
Each paid conversation pack includes integrations, branding customization, and one fresh Insights report per 5 purchased conversations. Fresh reports are limited to two generation attempts per day; unsuccessful attempts do not consume the pack report allowance. Reopening the same saved report with unchanged source data does not consume a report. Refunds and disputes may reduce or revoke paid access and report allowance.
Prepaid conversation packs
Prices are in US dollars, per website, before applicable tax: 20 conversations for $70, 50 conversations for $120, 100 conversations for $220, or 200 conversations for $330. There is no monthly platform fee. Unused purchased conversations carry forward without a monthly reset or scheduled expiration. Custom purchases specify a finite volume, price, and service scope in an agreed quote. Existing separately agreed billing arrangements retain their terms unless changed with your consent.
What counts as a conversation
Voice and text share one conversation balance. A conversation counts only after a successful substantive answer and at least 5 seconds of connected conversation time from the first visitor interaction. Widget opens, greetings alone, failed responses, owner previews, internal tests, and identified automated abuse do not consume purchased conversations. Follow-ups, navigation, reconnects, and voice/text switches stay together. Disconnected time does not count toward the 5-second minimum. Every paid conversation ends no later than 30 minutes after the first visitor interaction, including both voice and text; reconnecting does not extend that deadline. Further interaction starts a new conversation. Conversations are not guaranteed leads, bookings, or sales.
Optional automatic reload
Automatic reload is off unless the website owner enables it during a pack purchase or in Dashboard → Billing with a saved card on file. Enabling it during checkout saves the payment method and turns reload on after successful payment. Turning it on authorizes a $120 charge to that card for 50 conversations whenever the finalized balance is exhausted, with no monthly spending cap. This is $2.40 per conversation, higher than the 100-pack ($2.20) and 200-pack ($1.65). Previous-price reload authorizations are paused until renewed at the new price. Previously authorized monthly caps remain in place until the owner turns reload off and on to authorize uncapped reloads. For those existing capped authorizations, pending payments count toward the cap and refunds do not restore spending capacity. We do not automatically retry a failed card charge; resolve the payment problem and explicitly re-enable reload. Saving a payment method alone is not reload authorization.
Disabling reload and availability
Disable automatic reload in Dashboard → Billing at any time to stop future automatic purchases. A payment already initiated may still complete. When capacity is unavailable, new AI conversations pause and the website contact fallback remains available. Already-counted conversations may finish within their 30-minute limit. Reloads may briefly interrupt admission while payment is confirmed. Service can also be interrupted by maintenance or provider outages.
Your information
You retain your rights in the content you provide and authorize us to process it to operate the service. Saved conversation content is deleted after one year (365 days) from the end or last activity of the conversation, or earlier when the website owner deletes it. Billing and session-count records are maintained separately. See the privacy policy for provider processing and recovery-copy retention.
Changes and contact
The effective date identifies this version. We will communicate material changes affecting existing paid arrangements before applying them. Mandatory rights under applicable law remain unaffected. Contact bennett@catalystcfo.co with questions, account problems, or requests to close your account.