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Addendum E - Lead Generation, Outreach, and Data Use

Lead generation, outreach, data use, enrichment, and prospecting terms.

Source: Addendum E.rtfApplies to: platform, tenant, operations
Addendum E — Lead Generation, Outreach, and Data Use Terms
This Addendum supplements and forms part of the BayoSys Terms & Conditions, Privacy Policy, SaaS Agreement, Tenant Agreement, and any service-specific or payment-related terms. It applies to lead-generation systems, prospect data, outbound outreach tools, imported lists, enriched records, Baylon Agency workflows, Retell AI calling flows, CRM ingestion, and related automation systems described in your checklist
1. Scope
This Addendum governs the creation, import, storage, enrichment, routing, sale, transfer, subscription access, and use of lead or prospect data through BayoSys, Baylon Agency, or any related platform module.
It applies to:
lead buyers
agents
tenant businesses
internal users
contractors
API users
any person or business accessing lead-generation or outreach functionality

2. Lead Data Sources
Lead or prospect data made available through the platform may come from one or more of the following sources:
public records
public websites
public business listings
CRM imports
customer-uploaded lists
purchased lead files
skip-tracing providers
data enrichment vendors
form submissions
booking requests
inbound inquiries
cold-call or cold-email responses
manually entered records
internal scoring or routing systems
AI-assisted data cleanup or classification flows
BayoSys does not represent that all source records are current, complete, or verified.

3. Nature of Lead Data
Lead data may include:
names
email addresses
phone numbers
property-related data
business details
address data
demographic or household indicators
marketing source metadata
outreach history
tags, scores, notes, and classifications
Lead data may be incomplete, inaccurate, outdated, reassigned, or unsuitable for a user’s intended campaign.

4. No Guarantee of Accuracy or Outcome
BayoSys makes no guarantee regarding:
data accuracy
phone validity
email validity
contactability
ownership status
exclusivity
conversion rates
sales performance
licensing eligibility
compliance outcomes
Use of lead data is at the user’s sole risk.
A record being present in the system does not mean it is safe or lawful to contact, market to, quote, or enroll.

5. User Responsibility for Compliance
Each user, buyer, agent, or tenant is solely responsible for compliance with all applicable laws, regulations, and industry rules governing lead use and outreach, including as applicable:
TCPA
Do Not Call rules
state telemarketing laws
CAN-SPAM
texting and SMS rules
call-recording laws
AI voice disclosure rules
licensing rules
insurance marketing rules
CMS/Medicare rules
privacy laws
data broker or suppression obligations
any state-specific consent requirements
BayoSys does not provide legal compliance clearance for any campaign, script, workflow, list, or lead record.

6. Outreach Use Restrictions
Users may use lead data only for lawful, authorized, and contractually permitted business purposes.
Users may not:
contact leads in violation of consent requirements
ignore opt-out or do-not-call requests
use deceptive caller ID or misleading subject lines
impersonate a person or agency unlawfully
use leads for harassment, spam, or abusive outreach
upload unlawful scripts or campaigns
use lead data for prohibited or discriminatory targeting
contact leads for products or services the user is not licensed or legally permitted to sell

7. AI Calling, Automated Outreach, and Retell AI
Where the platform supports AI-assisted calling, voice agents, workflow automation, drafting, or related outreach tools:
the user is solely responsible for lawful deployment and lawful disclosures
the user is solely responsible for determining whether AI disclosure, call-recording notice, prior consent, or other notices are required
the user is solely responsible for reviewing scripts, prompts, automations, routing logic, and outbound behaviors before launch
BayoSys does not guarantee that any Retell AI, automation, or campaign configuration is compliant in any jurisdiction.

8. Exclusivity and Non-Exclusivity
Unless expressly stated otherwise in writing:
leads are provided on a non-exclusive basis
the same or similar records may exist in other systems, public datasets, prior imports, or third-party databases
BayoSys is not responsible for duplicate distribution unless a separate exclusivity term has been agreed in writing
If exclusive leads are ever offered, exclusivity will be governed only by the specific written terms attached to that offering.

9. Refunds, Replacements, and Bad Data
Unless otherwise stated in a separate written policy:
lead data is provided as-is
no refund is guaranteed for nonresponsive, unreachable, or nonconverting leads
no refund is guaranteed for reassigned numbers, stale records, or incomplete records
BayoSys may, in its discretion, offer:
replacement leads
credits
partial adjustments
No such accommodation is required unless expressly promised in writing.

10. No Resale or Unauthorized Sharing
Unless expressly authorized in writing, users may not:
resell lead data
sublicense lead data
redistribute exports
publish lead records
share lists outside the authorized business or workspace
use platform-derived lead data to build a competing database or marketplace
Lead data may be used only within the scope of the authorized account, team, or campaign.

11. Opt-Outs, Suppression, and Deletion Handling
Users are responsible for:
honoring do-not-call requests
honoring unsubscribe requests
maintaining internal suppression lists where required
ceasing outreach where consent is withdrawn or legal basis no longer exists
BayoSys may maintain suppression, block, or exclusion logic for operational reasons, but users remain responsible for their own compliance and outreach hygiene.

12. CRM and Access Boundaries
Lead-generation data, CRM data, and automation systems may be connected operationally, but access rights remain limited.
Unless expressly authorized:
users may access only the lead or CRM records assigned to their workspace, campaign, or role
no user may access another tenant’s or agent’s protected records
exported data may not be combined with restricted internal datasets in violation of account permissions

13. Nico / OpenClaw / API Boundary Language
Internal automation tools, including systems such as Nico or OpenClaw, may access lead-generation systems for operational purposes such as:
enrichment
cleanup
deduplication
scoring
routing
formatting
campaign support
reporting
Unless explicitly authorized by BayoSys, such systems do not grant the user unrestricted access to broader CRM environments, protected tenant records, or unrelated business data.
BayoSys reserves the right to limit, monitor, or revoke automated access to protect system integrity and data boundaries.

14. Usage Limits and Rate Controls
BayoSys may impose limits on:
exports
API calls
enrichment volume
calling volume
campaign creation
concurrent workflows
subscription access
seat access
daily or monthly usage
BayoSys may change limits at any time for security, compliance, cost control, system stability, or product reasons.

15. Subscription Access to Leads or Data Tools
If lead access or data tools are offered on a subscription basis:
access is limited to the plan purchased
nonpayment may suspend exports, outreach tools, or account access
cancellation stops future billing but does not erase obligations incurred before cancellation
unused credits, allotments, or quotas may expire unless otherwise stated

16. Insurance and Regulated-Market Disclaimer
Where lead-generation features are used for insurance, health, financial, or other regulated markets:
the user is solely responsible for holding proper licenses and appointments
the user is solely responsible for compliant marketing conduct
the user is solely responsible for script compliance, enrollment rules, and jurisdiction-specific restrictions
BayoSys does not guarantee that any lead source, script, workflow, enrichment layer, or automation setup is compliant for regulated-industry use.

17. Recordkeeping and Evidence
Users are responsible for maintaining their own records sufficient to defend lawful outreach, including where applicable:
consent records
opt-in records
suppression logs
call logs
script versions
disclosure evidence
campaign settings
licensing records
BayoSys may retain operational logs, but users should not rely on BayoSys as their sole compliance archive unless expressly agreed in writing.

18. Suspension and Enforcement
BayoSys may suspend, restrict, or terminate access to lead-generation or outreach features if it suspects:
unlawful outreach
excessive complaints
spam behavior
fraud
abuse of prospect data
unauthorized resale
regulatory risk
misuse of automation systems
conduct creating processor, hosting, or reputational risk
BayoSys may act with or without notice where reasonably necessary.

19. Indemnification
The user agrees to indemnify and hold harmless BayoSys, Baylon Agency, and related platform operators from claims, complaints, fines, losses, regulatory inquiries, lawsuits, and expenses arising out of:
unlawful outreach
TCPA or telemarketing violations
CAN-SPAM violations
DNC violations
licensing violations
misuse of lead data
deceptive scripts
AI-calling misuse
failure to honor opt-outs
resale or unauthorized sharing of data
use of leads in regulated markets without proper authorization

20. Limitation of Liability
To the maximum extent permitted by law, BayoSys is not liable for:
stale or inaccurate leads
failed campaigns
low conversion
blocked numbers
spam filtering
regulator complaints
carrier filtering
processor or vendor restrictions
reputational damage resulting from a user’s outreach decisions

21. Survival
The following provisions survive termination:
compliance obligations
payment obligations
confidentiality
no-resale restrictions
indemnification
suppression and deletion obligations
dispute and enforcement rights

22. Effective Date
This Addendum is effective as of: April 1st 2026

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