Welcome to directly.com, provided by Directly Software, Inc. (“Directly,” “Company,”, “we,” “our”, or “us”).  Directly’s technology platform and services allow companies to build networks of expert contributors who earn rewards for training AI systems, creating knowledge base content, and answering customer questions.

This Terms of Service Agreement (“Terms”) is a legal contract that (a) is between Directly and each Expert, or visitor to our website or Services (i.e., “you”), and (b) governs your access to and use of our website, www.directly.com, the tools we make available to you interact with the Directly automation platform, software, mobile apps, and services (“Expert Platform”) and Expert Content. Directly’s provision of the Expert Platform is referred to as “Services” in these Terms. You must read and agree to these Terms before you access or use the Services. These Terms do not bind Customers (except to the extent they are acting as Experts); each Customer enters into a separate “Master Services Agreement” with Directly.

We can change these Terms at any time. If a change is material, we will provide notice before it takes effect.  Please read Section 15.1 for details.

BY ACCESSING OR USING ANY ASPECT OF OUR SERVICES, YOU ACCEPT AND AGREE TO THESE TERMS, WHICH INCLUDE AND LEGALLY INCORPORATE OUR PRIVACY POLICY.

IF YOU DO NOT AGREE TO ALL OUR TERMS, YOU MAY NOT ACCESS OR USE THE SERVICES.

IMPORTANT NOTICE: PLEASE CAREFULLY REVIEW THE ARBITRATION AGREEMENT SET FORTH IN SECTION 14 BELOW, AS IT REQUIRES YOU TO RESOLVE DISPUTES ON AN INDIVIDUAL BASIS THROUGH FINAL AND BINDING ARBITRATION.  BY ENTERING THIS AGREEMENT, YOU EXPRESSLY ACKNOWLEDGE THAT YOU HAVE REVIEWED ALL ITS TERMS AND HAVE TAKEN TIME TO UNDERSTAND THE CONSEQUENCES.

1. Platform, Services and Experts

1.1. Overview.  Directly’s CX Automation platform and services allow a corporate customer (each a “Customer”) to build a network of Experts who qualify to earn rewards for training AI systems, creating knowledge base content, and answering questions related to the applicable Customer. The Services enable the expertise provided by individuals who register for a Directly Account (as provided in Section 1.2 below) and qualify as expert users on the platform Directly provides to Customers (“Experts”) to train and improve customer service systems by answering questions from a Customer’s end-users (“Answers”), training AI systems for automation (“Training”), or updating a Customer’s knowledge systems (“Knowledge Base”). Answers, Training, and Knowledge Base content and related tasks are collectively referred to as “Expert Content”.

1.2. Account Registration, Privacy Policy and other Terms.  To apply to become an Expert, you must be at least 18 years of age, capable of entering into legally binding contracts, and register for a Directly account (“Directly Account“) by providing certain personal information about yourself (“Registration Information”), as detailed in and subject to our Privacy Policy which is available here and incorporated into these Terms. By registering for a Directly Account, you authorize us and/or our Third Party Providers (See Section 2.5 below) to verify all Registration Information. Please see our Privacy Policy for additional details. Directly or Customers may impose additional requirements on you and your eligibility (“Supplemental Terms”). You will be given an opportunity to review and consent to any applicable Supplemental Terms.

1.3. Expert Qualification and Responsibilities. Once your Directly Account and Registration Information are verified (if required), you are eligible to take skills, language and communications tests to determine your qualifications, skills and expertise to be routed specific tasks to provide Expert Content. You represent and warrant that: (a) your Directly Account and Registration Information are truthful and accurate; (b) you will maintain the accuracy and completeness of such information; and (c) your use of the Services and provision of Expert Content does not violate any applicable law or these Terms.  You may delete your Directly Account at any time and for any reason, by following the instructions in the Services.  (See Directly’s Privacy Policy, Section 5 “Choices and Rights” for details.)  We reserve, at all times, the right to accept or reject your application for a Directly Account, as well as your initial and ongoing participation in the Services. You are responsible for maintaining the confidentiality of your Directly Account login information and are fully responsible for all activities that occur under your Directly Account.  You must notify Directly at security@directly.com immediately if you suspect that your Directly Account has been compromised, your account information stolen or used by someone else or any other breach or suspected breach of security. Please carefully read Section 7, “Confidential Information.

1.4. Conduct, Confidentiality and Data Protection. You are responsible for maintaining a high level of professionalism, including understanding your conduct and confidentiality responsibilities, as referenced in the Section 4 “Conduct” and Section 7 “Confidential Information” below as well as in the restricted-access “Expert Hub” webpages of directly.com. For privacy, data protection and security purposes, you also agree to comply with additional duties and safeguards, including those described in the Expert DPA incorporated into these Terms. Please take time to read and understand this Expert DPA, as it specifically calls out, among other protections, that you may not copy, use or store restricted information (e.g., “personal data”). We may suspend or limit your rights to use the Services at any time for any reason at our sole discretion, including any use of the Services in violation of these Terms.

1.5. Independent Expert. You are an independent contractor and solely responsible for your Expert Content and activity on, through, and related to the Services.  The Services help to optimize the routing and resolution of tasks to provide Expert Content, but Directly does not assume responsibility for any Expert Content or for actions by any independent third-parties, including but not limited to Experts, Customers, or Customers’ end users.

2. Licenses, Restrictions and Disclaimers.

2.1. Grant. Subject to these Terms, we grant you a non-transferable, non-exclusive license to access and use the Services for the purpose of viewing requests for and generating Expert Content.

2.2. Restrictions. You will not:  (a) license, sublicense, sell, rent, lease, transfer, assign, distribute, host, or otherwise commercially exploit the Services or technology thereunder; (b) modify, copy, distribute, make derivative works of, disassemble, reverse compile or reverse engineer any part of the Services or related technology; or (c) access the Services in order to build a similar or competitive service or technology; or (d) share any of your passwords, access protocols or other methods of accessing the Services.

2.3. Modification.  We reserve the right, at any time, to modify, suspend, or discontinue the Services, or any part thereof with or without notice.  You agree that we will not be liable to you or to any third party for any modification, suspension, or discontinuance of the Services or any part thereof.

2.4. Ownership.  You acknowledge that all the intellectual property rights in the Services are owned by us or our licensors.  The provision of the Services does not transfer to you or any third party any rights, title or interest in or to such intellectual property rights.  We and our licensors reserve all rights not granted in these Terms.  Without limiting the generality of the foregoing, all trademarks, logos and service marks (“Marks“) displayed on the Services are our property or the property of other third parties.  You are not permitted to use these Marks without our prior written consent or the consent of such third party which may own the Marks.

2.5. Third Party Providers.  Certain features of the Services may be operated by Third Party Providers (“Third Party Providers”).  To use the features of Third Party Providers, you may be required to create an account with, or otherwise login to, the applicable Third Party Provider.  Any information provided through a Third Party Provider feature is collected by the applicable Third Party Provider on its servers, and is governed by its terms of service and privacy policy.  That information may be shared with Directly; and you hereby consent to the Third Party Provider sharing that information with Directly.

2.6. Not Part of the Services.  The Services may be made available through independent Customer websites, help desks, and other online properties and digital customer service channels.  Our Customers are responsible for these independent properties and configuration of Directly technology that offers requests to provide Expert Content. None of the activities of Experts, Customers, or any Expert Content is provided by Directly, or the responsibility of Directly.

3. Content

3.1. General.  You are solely responsible for your Expert Content and any activity related to Expert Content or use of the Services.  You assume all risks associated with provision of Expert Content and activity related to providing Expert Content, including any reliance on its accuracy, completeness, or usefulness by others. You hereby affirm, represent, and warrant that:  (a) you own, or have the necessary licenses, rights, and/or consents to transmit your Expert Content via the Services and to license or assign the rights in the Expert Content (which Directly may then sublicense or assign to a Customer), and (b) your Expert Content, activity related to Expert Content, and use of the Services does not violate the Acceptable Use Policy, below.

3.2. Assignment. You agree to (and hereby do) assign all of your intellectual property rights in and to your Expert Content to Directly. To ensure that we are able to acquire, perfect, and use such rights, you further agree to (i) sign any documents to assist in the documentation, perfection and enforcement of our rights; and (ii) provide reasonable access to information for recording, perfecting, securing, defending, and enforcing such proprietary rights in any and all countries. Your obligations under this section will continue even after you deregister from or cease use of Directly. You appoint Directly as your attorney-in-fact to execute documents on your behalf for the purposes set forth in this section. You agree to waive irrevocably (and cause to be waived), and agree never to assert, any claims and assertions of moral rights or attribution with respect to your work.

3.3. Feedback.  We will treat any feedback or suggestions you provide to us as non-confidential and non-proprietary.  Thus, in the absence of a written agreement with us to the contrary, you agree that you will not submit to us any information or ideas that are, or you consider to be, confidential or proprietary.

4. Conduct

4.1. Acceptable Use Policy.  The following sets forth our “Acceptable Use Policy“:  You understand that content provided by any user, including Expert Content, whether publicly posted or privately transmitted, is the sole responsibility of the person who created the respective content. This means that you, and not we, are entirely responsible for content that you upload, post, email, transmit or otherwise make available via the Services, including any Task you view or complete. Without limiting the generality of the foregoing, you must not use the Services to:

• upload, post, email, transmit, or otherwise make available Expert Content that is unlawful, harmful, threatening, abusive, harassing, tortious, defamatory, vulgar, obscene, libelous, invasive of another’s privacy, hateful, objectionable, or infringing of any patent, trademark, trade secret, copyright or other proprietary rights;
• upload, post, email, transmit or otherwise communicate or post Expert Content that is disparaging of any Customer’s products, services, brands, policies, operations, staff or the like.
• upload, post, email, transmit, or otherwise make available any Expert Content that you do not have a right to make available under any law or under contractual or fiduciary relationships (such as inside information, proprietary and confidential information learned or disclosed as part of employment relationships or under nondisclosure agreements);
• state or imply that your Expert Content is in any way provided, sponsored or endorsed by us, a Customer, or any other company, organization or association;
• impersonate any person or entity, including, but not limited to, a forum leader, guide or host, or falsely state or otherwise misrepresent your affiliation with a person or entity;
• collect or store personal data about other Experts, Customer personnel, or a Customer’s end users;
• harm minors in any way;
• upload, post, email, transmit, or otherwise make available any unsolicited or unauthorized advertising, promotional materials, “junk mail,” “spam,” “chain letters,” “pyramid schemes,” or any other form of solicitation, except in those areas (such as shopping) that are designated for such purpose;
• upload, post, email, transmit or otherwise make available any material that contains software viruses or any other computer code, files or programs designed to interrupt, destroy or limit the functionality of any computer software or hardware or telecommunications equipment;
• provide material support or resources (or to conceal or disguise the nature, location, source, or ownership of material support or resources) to any organization(s) designated by the United States government as a foreign terrorist organization pursuant to section 219 of the Immigration and Nationality Act;
• violate any applicable local, state, national or international law;
• forge headers or otherwise manipulate identifiers in order to disguise the origin of any Expert Content transmitted through the Services;
• create multiple Directly Accounts, or “game” the system in order to falsely earn points, rewards or reputation, including without limitation by getting friends to submit Tasks, or using crowd labor platforms to boost results;
• interfere with or disrupt our servers or networks, or disobey any requirements, procedures, policies or regulations of networks, including using any device, software or routine to bypass our robot exclusion headers;
• attempt to gain unauthorized access to the Services, other computer systems or networks connected to or used together with the Services, through password mining or other means.
• violate any documented standard, rule, code of conduct or the like as posted in Directly’s Expert Hub, which Experts agree to check regularly for updates.

4.2. Codes of Conduct and Training Rules.  To participate in responding to a request to provide Expert Content, you will comply with all codes of conduct, training rules and security standards provided to you by Directly.

5. Relationship

5.1. General. You represent and warrant that, unless otherwise agreed in writing by Directly or the Customer for which you provide Expert Content, you are not an employee or agent of Directly or such Customer.  You expressly disclaim any employment relationship with Directly and such Customer. You agree to act as an independent contractor. Nothing about your participation with Directly, its Customers or other Experts is intended to, or should be construed to, create a partnership, agency, joint venture or employment relationship.

5.2. Control When Completing Tasks.  In the event you elect to respond to requests to provide Expert Content, in no event shall Directly or our Customers have control over your work or methods of contribution or provision.  You will:  set your hours of work and amount of time worked; determine your own patterns and methods of work; use your own devices, supplies, tools, and equipment, including internet access; perform work for any third parties of your choosing; and perform all work independently. You will not: use any property or equipment of Directly or Customers; perform any services on any premises of Customers; be required to provide any reports, written or oral, to Customers; or be integrated into the business operations or dealings of Directly’s Customers. Customers will not: pay for your expenses; provide instructions or direction to you on the location, time, methods, or means of performance of services; or supervise you in any form, fashion or manner.

6. Rewards

6.1. Rewards. As a qualified Expert, you will be able to earn rewards for performing tasks, including but not limited to, providing Expert Content in the form of Training, Knowledge Base, and Answers. Directly and/or the applicable Customer shall have complete discretion to determine the completeness of all tasks and Expert Content for the purpose of reward eligibility and amount. Please consult the Expert Hub area for guidance on rewards and other details

6.2 Payment.  Directly will instruct the processing of payments to you, in accordance with Directly’s and the applicable Customer’s acceptance policy and rewards for Expert Content generated and delivered to Customer.  In order to direct payment to you as an Expert, we require information to verify your identity and to combat fraud. See Section 2 of the Privacy Policy for details.  We also may institute a threshold of reward amounts that you must meet in your Directly Account in order to effectuate the cash transfer (e.g., paying you only after the sum of your unpaid rewards is more than a minimum amount).  In the event that you earn rewards for providing Expert Content, Directly will undertake reasonable efforts to release to you those rewards each week, month, or at an interval determined by us or the applicable Customer.  We reserve the right (but do not assume an obligation), at our election or upon request from the applicable Customer or upon notice of any potential fraud, unauthorized charges or other misuse of the Services, to place on hold or cancel any payment.  We, in our sole discretion, will select a payment processor and you must create an account with this payment processor to receive payment.  We may deduct any payment processing fees from any payments to you. 

6.3. Taxes. If you provide Expert Content, you are solely responsible for, and will file, on a timely basis, all tax returns and payments required to be filed with, or made to, any federal, state, or local tax authority with respect to receipt of rewards in connection with completing Tasks and receiving payments therefor.  Directly, the payment processor or the applicable Customer will report (and may withhold withholding taxes with respect to (to the extent required by law)) payments to you to the Internal Revenue Service (or other taxing authorities) as required by law.

7. Confidential Information

7.1. Confidential Information Scope. You acknowledge and agree that any information you receive in connection with a request to provide Expert Content constitutes proprietary, confidential information of (a) the applicable Customer, or (b) applicable Customer end users, whether or not marked as proprietary, confidential, personal, or other reference (collectively, “Confidential Information”).  Confidential Information does not include information that demonstrably (a) is or becomes generally available to the public other than as a result of disclosure by you; (b) was possessed by you prior to being furnished by the Services; or (c) becomes available to you from a source other than the Services.  Further, it shall not be a violation for you to disclose Confidential Information or Personal Data (as that term is defined in the Privacy Policy) in response to a subpoena or other legal process served upon you, or where applicable law or regulation requires the disclosure of such information, provided that, if not prohibited under applicable law, you give reasonable prior written notice to Directly sufficient to permit Directly to inform the applicable Customer, so the applicable Customer can seek a protective order if it so chooses, and you disclose only the information that is legally required to be disclosed.

7.2. Confidential Information Duties.
7.2.1.  You will keep all Confidential Information in strictest confidence and will not collect, use, store, disclose, or otherwise process any Confidential Information, except as instructed to do so in writing by Directly, or to provide Expert Content, and in accordance with Directly instructions and applicable law.  

7.2.2.  You will not disclose, process, or otherwise use any Confidential Information in a manner that violates any applicable law and you agree to notify Directly in writing immediately if you believe that any instruction given by Directly would violate any applicable law.

7.2.3.  You agree to notify Directly in writing immediately if you learn of any collection, use, storage, disclosure, or other processing of any Confidential Information in a manner not permitted by this Section or these Terms.

7.2.4.  You further agree to take appropriate technical and organizational measures to ensure the confidentiality, integrity, availability, and resilience of any systems used for handling Tasks and protect against the unlawful destruction, loss, alteration, unauthorized disclosure of, or access to any Confidential Information transmitted, stored or otherwise processed.

7.2.5.  You will not engage any other individual or entity to assist in providing Expert Content unless you are instructed to do so in writing by Directly.

7.2.6.  You agree to make available to the Directly all information necessary to demonstrate compliance with the obligations set forth in this Section and applicable law regarding the Confidential Information, and to allow Directly to conduct audits, including inspections, of your compliance with the obligations set forth in this Section.

7.2.7.  Upon the termination, cancellation or expiration of your Directly Account for any reason, or upon Directly’s request at any time, you will destroy all Confidential Information, together with any copies that may be authorized herein. [You may retain only that portion of Confidential Information that is necessary for you to verify receipt of any payments you receive for the purpose of complying with your tax obligations.]

7.2.8.  Nothing herein is intended to or shall grant to you any license or other right of any nature to the use of any Confidential Information except as permitted in this Section.  Nothing in these Terms shall be deemed to restrict you from providing the same or similar services in connection with third-party platforms, regardless of whether any such third party directly or indirectly competes with Directly, except that you shall not use, in the provision of such services, any Confidential Information or other non-public information pertaining to Directly’s business that is either designated and/or marked as confidential when disclosed to you, or which you knew or reasonably should have known, under the circumstances, was considered confidential or proprietary by Directly even if not designated or marked as such.

8. Disclaimers

The Services is provided “as-is,” and as available.  We expressly disclaim any and all representations, warranties, and conditions of any kind, whether express or implied, including those of merchantability, fitness for a particular purpose, title, quiet enjoyment, accuracy, or non-infringement.  We make no warranty that the Services or any content therein:  (a) will meet your requirements; (b) will be available on an uninterrupted, timely, secure, or error-free basis; or (c) will be accurate, reliable, complete, legal, or safe. Some jurisdictions do not allow the exclusion of implied warranties, so the above exclusion may not apply to you.

9. Limitation of Liability

In no event shall we (and our Customers, Customer users or Third Party Providers (collectively, “Partners”) be liable to you or any third party for any lost profit or any indirect, consequential, exemplary, incidental, special, or punitive damages arising from these Terms or your use of, or inability to use, the Services, even if we have been advised of the possibility of such damages. Access to, and use of, the Services are at your own discretion and risk.

Notwithstanding anything to the contrary contained herein, our (and our Partners’) liability to you for any damages arising from or related to the Services (for any cause whatsoever and regardless of the form of the action), will at all times be limited to the greater of:  (a) fifty U.S. dollars ($50) or (b) amounts we have paid you in the prior 12 months (if any).

Some jurisdictions do not allow the limitation or exclusion of liability for incidental or consequential damages, so the above limitation or exclusion may not apply to you and you may also have other legal rights that vary from jurisdiction to jurisdiction.

10. Indemnities

10.1 By You. You agree to indemnify and hold us, our parents, subsidiaries, affiliates, any related companies, our Partners, suppliers, licensors, and the officers, directors, employees, agents and representatives of each of them harmless, including costs and attorneys’ fees, from any claim or demand made by any third party due to or arising out of:  (i) your use of the Services, (ii) your Expert Content, or (iii) your violation of these Terms.  We reserve the right, at your expense, to assume the exclusive defense and control of any matter for which you are required to indemnify us and you agree to cooperate with our defense of these claims.  You agree not to settle any matter without our prior written consent.  We will use reasonable efforts to notify you of any such claim, action, or proceeding upon becoming aware of it.

10.2 By Us.  We will (1) defend, or at our option settle, any suit filed by a third party against you (a “Suit”) to the extent such Suit claims that your use of the Services, as permitted in these Terms, constitutes infringement or misappropriation by you of such third party’s intellectual property rights; and (2) pay (i) any final judgment or award directly resulting from such Suit or (ii) those damages agreed to by us in a monetary settlement of such Suit. If any portion of the Services becomes, or in our opinion is likely to become, the subject of a claim of infringement, we may, at our option: (a) procure for you the right to continue using the Services; (b) replace the Services with non-infringing software or Services, which do not materially impair the functionality of the Services; (c) modify the Services so that it becomes non-infringing; or (d) terminate these Terms and refund any fees actually paid by you to us for the remainder of the term then in effect, and upon such termination, you will immediately cease all use of the Services. Notwithstanding the foregoing, we shall have no obligation under this section or otherwise with respect to any infringement claim that would not have arisen but for (x) any use of the Services not in accordance with these Terms; (y) any use of the Services in combination with other products, equipment, software, or data not supplied by us; or (z) any modification of the Services by any person other than us or our authorized agents. This subsection states your sole and exclusive remedy and the entire liability of Directly, or any of our officers, directors, employees, shareholders, contractors or representatives, for infringement claims and activity.

11. Release

You hereby release Directly, our officers, employees, agents and successors from claims, demands any and all losses, damages, rights, claims, and activity of any kind including personal injuries, death, and property damage, that is either directly or indirectly related to or arises from any interaction with, Expert Content from, or conduct of, Experts, Customers, users or Third Party Providers. You hereby waive California Civil Code section 1542 in connection with the foregoing, which states:  “A general release does not extend to claims that the creditor or releasing party does not know or suspect to exist in his or her favor at the time of executing the release and that, if known by him or her, would have materially affected his or her settlement with the debtor or released party.”

12. Term and Termination

We may (a) suspend or limit your rights to use or access the Services (including your Directly Account), or (b) terminate these Terms, at any time for any reason at our sole discretion, including (i) for any use of the Services in violation of these Terms; or (ii) if while providing Expert Content, you do not meet, or cease to meet, the guidelines set forth in your supplemental agreement with a Customer.  Upon termination of these Terms, your Directly Account and right to access and use the Services will terminate immediately. You understand that any termination of your Directly Account may involve deletion of your content associated therewith.  We will not have any liability whatsoever to you for any termination of these Terms, including for termination of your Directly Account or deletion of your content.  Even after these Terms are terminated, the following provisions of these Terms will remain in effect: Sections 1.4, 2.2 – 2.6, 3 – 5, 6.3, and 7 -15.

13.  Copyright Policy

We respect the intellectual property of others and require that Partners who access and use our Services do the same.  In connection with our Services, we have adopted and implemented a policy respecting copyright law that provides for the removal of any infringing materials and for the termination, in appropriate circumstances, of Experts who violate our terms or infringe on intellectual property rights, including copyrights. If you believe that one of our Experts is, through the use of our Services, unlawfully infringing the copyright(s) in a work, and wish to have the allegedly infringing material removed, the following information in the form of a written notification (pursuant to 17 U.S.C. 512(c)) must be provided to us:

1. your physical or electronic signature;
2. identification of the copyrighted work(s) that you claim to have been infringed;
3. identification of the material on our Services that you claim is infringing and that you request us to remove;
4. sufficient information to permit us to locate such material;
5. your address, telephone number, and e-mail address;
6. a statement that you have a good faith belief that use of the objectionable material is not authorized by the copyright owner, its agent, or under the law; and
7. a statement that the information in the notification is accurate, and under penalty of perjury, that you are either the owner of the copyright that has allegedly been infringed or that you are authorized to act on behalf of the copyright owner.

Please note that, pursuant to 17 U.S.C. 512(f), any misrepresentation of material fact (falsities) in a written notification automatically subjects the complaining party to liability for any damages, costs and attorney’s fees incurred by us in connection with the written notification and allegation of copyright infringement.

Our designated copyright agent to receive such claims can be reached as follows:

By mail:
 Copyright Agent 
c/o Directly Software, Inc., 333 Bryant Street #250, San Francisco, CA, 94107, United States 
By email: legal@directly.com

14. Agreement to Arbitrate: Arbitration Terms

14.1. Effect of Agreement to Arbitration Terms.