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AI / automated processing disclosure

Effective September 7, 2026 · Last updated September 7, 2026

This Disclosure describes ScaleAxis's use of AI and automated processing in ScaleAxis OS, the data flows involved, and Customer's responsibilities. It is incorporated by reference into the MSA and Privacy Policy.

AI Features include, without limitation: (a) AI email composition and personalization; (b) AI assistance in CRM workflows; (c) AI-powered summarization and drafting; (d) AI Business Context to surface tenant-specific knowledge in prompts; and (e) AI assistance in proposal drafting.

AI inference is performed by Anthropic, PBC via its commercial API using models from the Claude family. Anthropic is a Sub-processor under the DPA.

4.1 ScaleAxis Commitment. ScaleAxis does not, and will not, train, fine-tune, or otherwise improve any machine-learning model using Customer Data.

4.2 Anthropic's Commitment. Anthropic's Commercial Terms expressly provide: "Anthropic may not train models on Customer Content from Services." This contractual posture aligns the parties' obligations with Anthropic's default for commercial API customers.

4.3 AI Business Context. AI Business Context is tenant-scoped. Data is partitioned by Supabase row-level security and never injected into prompts for another tenant.

4.4 Operational Carve-Outs. As described in MSA Section 8.6, ScaleAxis may (a) use Service Data (operational metadata) to operate and improve the Service; (b) use aggregated, de-identified data for analytics, benchmarking, and product improvement; and (c) transiently retain prompts and outputs for abuse monitoring, safety, and trust-and-safety review.

5.1 Limits of AI. AI Output may be inaccurate, incomplete, biased, or otherwise unsuitable. It can hallucinate (produce confident-sounding false content). Models are statistical and reflect their training data, which may contain biases.

5.2 Not Professional Advice. AI Output is not, and is not a substitute for, legal, tax, medical, accounting, financial, employment, or other professional advice.

5.3 Human Review. Customer must apply qualified human review before relying on AI Output for any significant business or personal decision, and before publishing or transmitting AI Output to third parties.

Without independent qualified human review and compliance with applicable law, Customer will not use AI Output to make or materially influence a decision concerning an individual's:

6.1 Employment, hiring, compensation, performance management, or termination; 6.2 Credit, lending, insurance, or financial-services eligibility or pricing; 6.3 Housing or accommodation eligibility, pricing, or terms; 6.4 Educational opportunities (admission, grading, financial aid); 6.5 Access to essential government services; 6.6 Medical, behavioral-health, or other healthcare treatment or diagnosis; 6.7 Legal rights, including immigration, criminal-justice, or family-law decisions.

ScaleAxis monitors and aims to comply with applicable U.S. AI laws, including:

7.1 Colorado. The original Colorado AI Act (SB 24-205) was substantially rewritten by SB 26-189, which the Colorado legislature passed on May 9, 2026 (Senate 34-1; House 57-6) and which Governor Polis is expected to sign. SB 26-189 narrows the scope to "automated decision-making technology" used to "materially influence" consequential decisions and takes effect January 1, 2027.

7.2 Texas. The Texas Responsible AI Governance Act ("TRAIGA", HB 149) is effective January 1, 2026. TRAIGA imposes intent-based prohibitions on AI systems intended for behavioral manipulation, unlawful discrimination, generation of CSAM/deepfakes, and infringement of constitutional rights; provides a regulatory sandbox; and grants exclusive enforcement to the Texas AG.

7.3 California. The California AI Transparency Act (SB 942), as amended by AB 853, becomes operative on August 2, 2026 for "covered providers" (generative AI systems with more than 1,000,000 monthly visitors or users in California). It requires AI-detection tools, manifest disclosures, and latent (machine-readable) disclosures in AI-generated audio, image, and video content. ScaleAxis is not currently a "covered provider" under SB 942 because ScaleAxis OS generates primarily text outputs and is below the user-volume threshold. The CCPA's automated decision-making technology ("ADMT") regulations take effect January 1, 2027.

7.4 Utah. Utah Artificial Intelligence Policy Act (effective May 2024) requires disclosures of AI in certain regulated-occupation interactions.

7.5 Scope as Deployer-Enabler. ScaleAxis is principally a deployer-enabling platform. Customers using AI Features for high-risk consequential decisions may themselves be "deployers" under state AI laws and must independently comply (e.g., conduct impact assessments, provide consumer notice and appeal rights).

8.1 If Customer uses AI Output in customer-facing communications, Customer is responsible for any consumer-facing disclosures required by law (e.g., California Bot Disclosure Law (Bus. & Prof. Code §§ 17940 et seq.) when interacting commercially with California residents).

Customer remains the controller of how it deploys AI Output and is responsible for: (a) reviewing and approving AI Output; (b) complying with applicable AI laws as a deployer; (c) providing required notices to end users; (d) maintaining records of AI use as required; and (e) not using AI Features in violation of the AUP.

For questions about AI processing: privacy@scaleaxis.ai.