Table of Contents

Click any section to jump directly to it.

• 🚀 Getting Started
• 🧠 What Makes Our Bot Different
• 📊 Why Businesses Use AI Support
• 💰 How It Saves You Money
• 🔒 Security & Privacy
• 🔄 Upselling & Conversion
• 🔗 Integrations & External Services
• 📱 Platform Setup Requirements
• 📋 What We'll Need From You
• ❓ Frequently Asked Questions

🚀 Getting Started

Setting up your AI support bot takes just three steps:

1. Pick your platforms

Select which platforms you want the bot active on — website, Instagram, SMS, all of them, or just the ones that matter most to your customers.

2. Tell us about your business

Share your FAQs, product details, pricing, policies, and anything else your customers commonly ask about. Then submit the required setup information for your chosen platforms.

3. Go live

Our team doesn't just plug in what you give us — we deep dive into your business, research your industry, and enhance your bot with insights that go beyond the form. Your bot is deployed, tested, and ready to talk to customers — usually within 24-48 hours.

🧠 What Makes Our Bot Different

This isn't a basic chatbot with canned responses. Our AI actually understands what your customers are asking.

• Context-aware: The bot remembers the entire conversation, not just the last message. It handles follow-up questions naturally.
• Trained on YOUR business: Every bot is customized with your specific information — and our team goes further, researching your industry and customers to make your bot smarter than what any form alone could produce.
• Handles complex questions: Can compare products, explain policies, troubleshoot issues, and guide customers through multi-step processes.
• Knows when to escalate: If a question is beyond the bot's scope or a customer is frustrated, it smoothly hands off to a human agent.
• Consistent brand voice: The bot matches your brand's tone — professional, casual, friendly, or whatever fits your business.

📊 Why Businesses Use AI Support

Customers expect fast answers. Consumers consistently rate an "immediate" response as important when they have a question. AI support ensures no customer waits in a queue — day, night, weekends, or holidays.

💰 How It Saves You Money

Hiring a single customer support rep costs $3,000-$5,000/month. Our AI handles the workload of multiple reps at a fraction of the cost.

• No salaries, benefits, or training costs — the bot works 24/7 and never calls in sick.
• Never miss a busy period — your bot keeps up during peak hours, holidays, and rush times without breaking a sweat.
• Free up your team — let humans focus on high-value interactions while the bot handles routine questions.
• Reduce missed opportunities — every inquiry gets answered, even at 3 AM on a Sunday.

🔒 Security & Privacy

Your data and your customers' data are protected.

• Encrypted in transit and at rest — all conversations use industry-standard encryption.
• No data sharing — your business data is never used to train models or shared with other customers.
• Compliant — built with data privacy regulations in mind.
• You own your data — export or delete your data anytime.

🔄 Upselling & Conversion

Your bot isn't just answering questions — it's growing your revenue.

• Product recommendations: Suggest relevant products or services based on what the customer is asking about.
• Promotions & discounts: Automatically offer coupon codes, limited-time deals, or bundle discounts to close the sale.
• Lead capture: Collect emails, phone numbers, and preferences from interested customers.
• Appointment booking: Guide customers to schedule consultations, demos, or appointments — and with an integration, book directly into your scheduling system from the chat.

🔗 Integrations & External Services

Your bot can connect to external services to do more than just answer questions.

• Appointment scheduling: Link your bot to scheduling tools like Calendly, Acuity, or any booking system. Customers can check availability and book appointments directly through the conversation — no need to leave the chat.
• Ordering & POS systems: Connect to your ordering platform so the bot can guide customers through placing orders or checking order status.
• CRM integration: Automatically log leads, conversations, and customer details into your CRM.
• Custom workflows: Need something specific? We can build custom integrations tailored to how your business operates.

Integrations are available as custom features, priced based on scope and complexity. Let us know what tools you use during onboarding or email valeris.support@gmail.com to discuss what's possible.

📱 Platform Setup Requirements

After purchasing, you'll submit these requirements through your dashboard. Go to Settings → Platform Setup in your dashboard to fill out the forms for each platform.

Click a platform below to see what's needed to get your bot connected.

📊 See the Dashboard in Action

Explore a live preview of the analytics dashboard with sample data from a demo business.

📋 What We'll Need From You

After purchasing, you'll either fill out our onboarding form or walk through it during a consultation. Here's everything we'll ask so you can prepare ahead of time.

Business Basics

• Business name
• Industry / type of business
• Business address (or online-only)
• Phone number, email, and website
• Social media links (Instagram, Facebook, TikTok, etc.)

Hours & Availability

• Your business hours for each day of the week
• What the bot should say outside business hours
• Whether you take appointments or reservations, and how customers book

Products & Services

• What you sell or offer — names, descriptions, categories
• Pricing, menus, or rate sheets
• Any active promotions, discounts, coupon codes, or loyalty programs
• Delivery or shipping details (radius, costs, timeframes)
• Payment methods accepted

Policies

• Return / refund policy
• Cancellation policy
• Warranties or guarantees
• Any other policies customers might ask about (age requirements, pet policy, dress code, etc.)

Customer Experience

• The most common questions your customers ask — the more specific, the better
• Topics the bot should never mention (competitors, promises you can't keep, etc.)
• Products or services the bot should actively promote or upsell
• What makes your business different from competitors
• How the bot should handle complaints or frustrated customers

Escalation & Handoff

• When the bot should hand off to a human (billing disputes, complex orders, angry customers, etc.)
• Who the bot should connect customers to — name, email, and phone
• What message the bot should send when escalating
• Your expected response time for escalated conversations

Brand Voice

• Your preferred tone — professional, friendly, warm, direct, playful, or custom
• If custom, a description of how you talk to customers (phrases, greetings, sign-offs)
• What the bot should call itself (a name, or just your business name)
• Languages your customers speak

Documents (Optional)

You can also upload up to 20 documents during onboarding — menus, price lists, product catalogs, policy documents, FAQ sheets, or anything else that helps us build your bot. Accepted formats: PDF, Word, Excel, CSV, images, and text files.

💡 Tip: You don't need to have everything ready before purchasing. Fill out what you can and we'll follow up on anything that's missing. Our team also independently researches your business, industry, and competitors to enhance your bot beyond what you submit — the more detail you provide, the stronger the foundation.

❓ Frequently Asked Questions

How long does setup take?

Most bots are live within 24-48 hours. Complex setups with multiple platforms and large amounts of business information may take 3-5 business days.

Can I change the bot's responses?

Yes. Your business information can be updated anytime. Changes are reflected immediately — no redeployment needed.

What if the bot can't answer a question?

The bot gracefully escalates to a human agent. You can configure escalation rules — for example, always escalate billing disputes or angry customers.

Is there a contract or commitment?

No contracts. Monthly billing. Cancel anytime. We keep it simple because we're confident you'll stay.

Can the bot handle multiple languages?

Yes. The AI natively supports 50+ languages and can auto-detect the customer's language to respond accordingly.

Will the bot sound robotic?

No. The AI generates natural, conversational responses. Most customers won't realize they're talking to a bot unless you tell them.

How do I upgrade or downgrade my plan?

To change your plan, cancel your current subscription from the dashboard (or through the Stripe customer portal), then purchase a new subscription with your desired plan. Your current plan remains active until the end of the billing period.

Last updated: March 2026

Valeris ("we," "us," or "our") operates an AI-powered customer support platform. This Privacy Policy explains how we collect, use, store, and protect information when you use our services.

Information We Collect

Account Information

When you create an account, we collect your name, email address, business name, and billing information.

Business Data

To power your AI support bot, we collect the business information you provide — including FAQs, product details, pricing, policies, and any other details about your business.

Conversation Data

We store conversations between your customers and your AI support bot across all connected platforms (website chat, email, SMS, social media, phone). This data is used to provide the service and populate your analytics dashboard.

Usage Analytics

We collect anonymized usage data such as conversation volume, response times, resolution rates, and platform activity to power your dashboard and improve our service.

How We Use Your Data

• Providing AI support: Your business data powers your bot's responses. Conversation data is processed in real-time to generate accurate, context-aware replies.
• Analytics dashboard: Conversation and usage data is aggregated to provide insights about your support performance.
• Improving our service: We use anonymized, aggregated data to improve platform reliability and features. We do not use your data to train AI models.
• Billing and account management: Account and billing information is used to manage your subscription and process payments.
• Communication: We may send you service updates, security alerts, and support-related messages.

Data Sharing

We do not sell your data. Period. We also do not use your business data or conversation data to train AI models.

We share data only with the following third-party processors, strictly as needed to provide the service:

• Stripe: Processes payments and manages billing. Stripe receives only the billing information necessary to process your subscription.
• Infrastructure providers: Cloud hosting and database services that store your data securely under strict data processing agreements.

We do not share your data with advertisers, data brokers, or any other third parties.

Data Retention

Conversation data is retained for the duration of your active subscription to power your analytics dashboard and conversation history. You can request deletion of specific conversations or all conversation data at any time by contacting us.

Upon account termination, your data is available for export for 30 days. After that period, all data — including conversation history, business data, and account information — is permanently deleted from our systems.

Cookies and Tracking

We use only essential cookies and local storage for authentication and user preferences. We do not use advertising cookies, third-party tracking cookies, or analytics tracking scripts. For more details, see our Cookie Policy.

Your Rights

Regardless of where you're located, you have the right to:

• Access: Request a copy of all data we hold about you and your business.
• Deletion: Request deletion of your data at any time.
• Portability: Export your data in a standard, machine-readable format.
• Correction: Request corrections to inaccurate data.
• Opt-out: Opt out of non-essential communications at any time.

To exercise any of these rights, email us at valeris.support@gmail.com. We respond to all requests within 30 days.

For California Residents (CCPA)

Under the California Consumer Privacy Act, California residents have additional rights:

• Right to know: You can request details about the categories and specific pieces of personal information we collect.
• Right to delete: You can request deletion of your personal information.
• Right to opt-out of sale: We do not sell personal information. No opt-out is necessary.
• Non-discrimination: We will not discriminate against you for exercising your CCPA rights.

To make a CCPA request, email valeris.support@gmail.com with the subject line "CCPA Request."

For European Residents (GDPR)

If you are in the European Economic Area, you have additional rights under the General Data Protection Regulation:

• Legal basis: We process your data based on contractual necessity (to provide the service you signed up for) and legitimate interest (to improve our platform).
• Right to restrict processing: You can request that we limit how we use your data.
• Right to object: You can object to processing based on legitimate interest.
• Right to lodge a complaint: You have the right to file a complaint with your local data protection authority.
• Data transfers: Your data may be processed in the United States. We use appropriate safeguards to protect data transferred internationally.

To make a GDPR request, email valeris.support@gmail.com with the subject line "GDPR Request."

Children's Privacy

Valeris is a business-to-business service and is not directed at children under the age of 13. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us and we will promptly delete it.

Security Measures

We take the security of your data seriously:

• All data is encrypted in transit (TLS 1.2+) and at rest (AES-256).
• Access to customer data is restricted to authorized personnel only.
• We conduct regular security reviews and vulnerability assessments.
• Authentication tokens are securely generated and stored.
• Third-party processors are vetted and bound by data processing agreements.

While no system is 100% secure, we implement industry-standard measures to protect your data.

Changes to This Policy

We may update this Privacy Policy from time to time. If we make significant changes, we will notify you via email at least 30 days before the changes take effect. Your continued use of the service after changes are posted constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or your data, contact us at:

valeris.support@gmail.com

Last updated: March 2026

These Terms of Service ("Terms") govern your use of the Valeris platform and services. By creating an account or using our services, you agree to these Terms. If you do not agree, do not use Valeris.

1. Service Description

Valeris provides an AI-powered customer support bot platform. We deploy customized AI chatbots trained on your business data that respond to your customers across multiple platforms including website chat, email, SMS, Instagram, Facebook Messenger, WhatsApp, and phone.

2. Account Registration

To use Valeris, you must create an account and provide accurate, complete information. You are responsible for:

• Maintaining the confidentiality of your account credentials.
• All activity that occurs under your account.
• Notifying us immediately of any unauthorized access.
• Ensuring the information you provide is current and accurate.

You must be at least 18 years old and have the authority to bind your business to these Terms.

3. Acceptable Use

You agree not to use Valeris to:

• Distribute illegal, harmful, threatening, abusive, or otherwise objectionable content.
• Impersonate any person or entity, or misrepresent your affiliation.
• Circumvent, disable, or interfere with safety or security features of the platform.
• Send spam, unsolicited messages, or use the bot for bulk outreach.
• Violate any applicable laws, regulations, or third-party rights.
• Attempt to reverse-engineer, decompile, or extract the source code of our platform.
• Use the service in a way that could harm, overload, or impair our infrastructure.
• Engage in excessive or abnormal usage that significantly exceeds reasonable business patterns, including but not limited to automated abuse, artificial traffic generation, or any activity that places disproportionate demand on our systems. We reserve the right to define what constitutes excessive usage at our sole discretion.

Violation of any of the above may result in immediate suspension or termination of your account without prior notice. We reserve the right to suspend or terminate accounts that violate these terms.

Enterprise-Level Usage

Our standard plans are designed for small business operations. Usage consistent with normal small business volume is fully supported and expected. If we determine that your usage significantly exceeds small business levels, we will contact you to discuss transitioning to an enterprise subscription at a rate that reflects your actual usage. If an enterprise agreement cannot be reached within 14 days of notification, we reserve the right to cancel your account and issue a prorated refund for the remaining billing period. This policy exists to ensure fair resource allocation for all customers and the long-term sustainability of the platform.

4. Billing and Payments

• Subscription plans: Valeris is offered as a monthly or yearly subscription. Pricing is listed on our Pricing page.
• Payment processing: All payments are processed securely through Stripe. We do not store your credit card information directly.
• Billing cycle: Monthly plans are billed on the same date each month. Yearly plans are billed upfront for the full year.
• Cancellation: You can cancel your subscription at any time. Your service remains active until the end of the current billing period.
• Refunds: We do not offer refunds for partial months or unused portions of a billing period. Yearly plans are non-refundable after 14 days.
• Price changes: We reserve the right to adjust the pricing of any plan at any time. You will be notified at least 30 days in advance of any price change via email. Updated pricing applies to all subscribers at the start of their next billing cycle — there are no grandfathered rates. Continued use of the service after the effective date constitutes acceptance of the new pricing.

5. Intellectual Property

Our platform: Valeris owns all rights to the platform, including software, design, branding, and documentation. Your subscription grants you a limited, non-exclusive license to use the service.

Your content: You retain full ownership of your business data, the information you provide to train your bot, and conversation data. We do not claim any ownership over your content.

6. Data Ownership

You own your data. Specifically:

• All business information you provide to train your bot belongs to you.
• All conversation data generated between your customers and your bot belongs to you.
• You can export your data at any time through the dashboard or by request.
• We use your data only to provide and improve the service, as described in our Privacy Policy.

7. Limitation of Liability

Valeris provides AI-powered responses that are generated based on the information you supply. While we strive for accuracy:

• AI may make mistakes. Responses are generated by artificial intelligence and may occasionally be inaccurate, incomplete, or inappropriate.
• We are not liable for lost revenue, lost customers, or any damages arising from incorrect or incomplete bot responses.
• You are responsible for reviewing and updating your business information to ensure accuracy.
• Our total liability to you for any claims arising from the service is limited to the amount you paid us in the 12 months preceding the claim.

The service is provided "as is" without warranties of any kind, express or implied.

8. Service Availability

Our goal is 99.5% uptime. We take reliability seriously and actively monitor our systems to maintain this standard. That said:

• While 99.5% uptime is our target, we do not offer a formal Service Level Agreement (SLA) or guaranteed uptime at this stage.
• Planned maintenance will be communicated in advance when possible.
• We are not liable for downtime caused by third-party services, internet disruptions, or circumstances beyond our control.

9. Termination

Either party may terminate the service relationship:

• You can cancel your subscription at any time through the dashboard or by contacting us.
• We may terminate your account if you violate these Terms, fail to pay, or use the service in a way that harms other users or our infrastructure.
• After termination: Your data is available for export for 30 days. After that, all data is permanently deleted.
• Survival: Sections relating to intellectual property, limitation of liability, and governing law survive termination.

10. Modifications to Terms

We may update these Terms from time to time. When we do:

• We will notify you via email at least 30 days before changes take effect.
• The updated Terms will be posted on this page with a new "Last updated" date.
• Your continued use of the service after the effective date constitutes acceptance of the updated Terms.
• If you do not agree with changes, you may cancel your subscription before the effective date.

11. Governing Law

These Terms are governed by and construed in accordance with the laws of the State of New Jersey, United States, without regard to conflict of law principles. Any disputes arising from these Terms or your use of the service shall be resolved in the courts of the State of New Jersey.

Contact Us

If you have questions about these Terms, contact us at:

valeris.support@gmail.com

Our Approach to Cookies

Valeris takes a minimal approach to cookies and browser storage. We only use what's strictly necessary to keep the service running — nothing more.

What We Use

Essential Storage Only

We use localStorage (browser-based storage) for the following purposes:

• Authentication token: Keeps you signed into your account so you don't have to log in every time you visit.
• User preferences: Remembers your settings and display preferences.
• Cookie consent: Remembers that you've acknowledged this cookie notice.

These are essential for the service to function and cannot be disabled without affecting your experience.

What We Don't Use

• ❌ No advertising cookies — We don't serve ads and don't track you for advertising purposes.
• ❌ No third-party tracking cookies — We don't use Google Analytics, Facebook Pixel, or any other third-party tracking scripts.
• ❌ No cross-site tracking — We don't track your activity across other websites.
• ❌ No fingerprinting — We don't use browser fingerprinting techniques.

Managing Cookies in Your Browser

You can clear or block cookies and local storage through your browser settings:

• Chrome: Settings → Privacy and Security → Cookies and other site data
• Firefox: Settings → Privacy & Security → Cookies and Site Data
• Safari: Preferences → Privacy → Manage Website Data
• Edge: Settings → Cookies and site permissions → Cookies and site data

Note: Clearing your browser's local storage for our site will sign you out and reset your preferences.

Contact Us

If you have questions about our use of cookies, contact us at:

valeris.support@gmail.com