Built for agents and humans
MSP OS organizes MSP knowledge, client context, tasks, quotes, scripts, recordings, and integrations so technicians and authorized AI agents can use the same structured data layer.
Legal
Terms of Use & Privacy Policy
This page explains the rules for using MSP OS and how we handle information across the marketing site, beta program, web app, browser capture, integrations, recordings, and AI-ready knowledge workflows.
Effective July 1, 2026
No password vault storage
MSP OS is not marketed as a password manager and does not provide password-vault storage. Do not intentionally store passwords, secrets, API keys, or private keys in ordinary notes, recordings, tasks, scripts, or documentation fields.
Customer-controlled capture
Browser capture, recordings, transcripts, screenshots, and integration imports are intended to run only when an authorized user enables them or connects a data source.
MSP OS
Terms of Use
1. Acceptance and Scope
These Terms of Use govern access to the MSP OS marketing website, beta application flow, product beta, browser extension, web app, APIs, downloadable assets, and related services unless a separate written agreement applies.
By visiting the website, applying for beta access, creating an account, installing the extension, connecting an integration, or using MSP OS, you agree to these Terms. If you use MSP OS for an organization, you represent that you are authorized to accept these Terms for that organization.
2. Beta Program
MSP OS is currently offered as a beta product. Features may change, break, be renamed, be limited, or be removed as the product evolves. Beta access may be granted, limited, suspended, or ended at our discretion.
During beta, MSP OS may be free to use. Any founding-member pricing, future paid plans, or launch terms will be communicated separately and may require acceptance of additional terms.
3. Accounts, Authorized Users, and Security
You are responsible for who you invite into your MSP OS workspace, what permissions they receive, and the activity that occurs under your account or organization.
You agree to use reasonable safeguards for account access, including strong authentication practices where available. Notify us promptly if you believe an account, integration, API token, or workspace has been compromised.
4. Customer Content and Workflow Capture
MSP OS lets users create and manage documentation, SOPs, recordings, transcripts, scripts, quotes, tasks, client records, health data, and other operational content. You retain ownership of the content you submit, upload, capture, import, or generate through MSP OS.
You grant MSP OS the limited rights needed to host, process, transmit, display, secure, back up, transform, summarize, index, and otherwise operate the service for you and your authorized users.
You are responsible for making sure you have the rights and permissions needed to capture screens, record audio or video, import third-party data, document client systems, and share content with your team, customers, vendors, or agents.
5. Passwords, Secrets, and Sensitive Data
MSP OS does not provide password-vault storage. You should not intentionally place passwords, MFA recovery codes, private keys, secrets, credentials, payment card numbers, or similarly sensitive secrets in knowledge articles, comments, recordings, transcripts, tasks, scripts, or other general-purpose fields.
If sensitive information is accidentally captured during a recording, screenshot, transcript, import, or browser-extension session, you are responsible for removing or redacting it where the product provides those controls and for notifying us if you believe additional help is needed.
6. Acceptable Use
You may not use MSP OS to violate law, infringe rights, attack systems, distribute malware, bypass access controls, scrape data without permission, harass others, or upload unlawful, deceptive, or harmful content.
You may not reverse engineer, overload, interfere with, resell, or misuse MSP OS except as allowed by law or by a written agreement with us.
7. Integrations and Third-Party Services
MSP OS may connect to services such as PSA/RMM tools, backup platforms, identity providers, security tools, network platforms, notification tools, AI providers, payment or email providers, and hosting infrastructure.
When you connect an integration, you authorize MSP OS to access, import, process, and sync the data you choose to make available through that integration. Third-party services remain governed by their own terms, privacy policies, security practices, and availability.
8. AI, Automation, and Agent Use
MSP OS is designed so authorized AI agents can retrieve and act on structured MSP data. You are responsible for configuring agent permissions, reviewing automated outputs, and deciding whether an AI-generated answer, summary, script, quote, or workflow should be used.
AI and automation features may produce incomplete or incorrect results. MSP OS should support professional judgment, not replace technician review for security, client-impacting, financial, legal, or safety-sensitive decisions.
9. Intellectual Property and Feedback
MSP OS, the website, product design, software, logos, trademarks, documentation, videos, and related materials are owned by MSP OS or its licensors and are protected by intellectual-property laws.
If you provide suggestions, bug reports, roadmap ideas, feedback, or beta observations, you allow us to use them without restriction or compensation to improve MSP OS and related offerings.
10. Disclaimers and Limitation of Liability
MSP OS is provided on an as-is and as-available basis, especially during beta. We do not promise uninterrupted availability, error-free operation, permanent storage, or that every workflow, integration, or AI response will meet your requirements.
To the maximum extent permitted by law, MSP OS and its operators will not be liable for indirect, incidental, special, consequential, exemplary, or lost-profit damages, or for loss of data, revenue, goodwill, or business interruption arising from use of the service.
11. Suspension, Termination, and Changes
We may suspend or terminate access if we believe use of MSP OS creates security, legal, operational, payment, or abuse risk, or if these Terms are violated.
We may update these Terms from time to time. The updated version will be posted on this page with a new effective date. Continued use after an update means you accept the updated Terms.
MSP OS
Privacy Policy
1. Information We Collect
Account and contact information, such as name, business name, email address, role, workspace membership, beta application details, and communications with us.
Customer content and workspace data, such as knowledge articles, SOPs, tasks, projects, scripts, quotes, recordings, transcripts, comments, files, client records, and settings that you or your authorized users create, import, capture, or upload.
Workflow-capture data, such as screenshots, screen recordings, audio, transcripts, click context, page titles, browser-extension activity, and related metadata when an authorized user starts a capture or recording workflow.
Integration data from connected systems, such as client records, assets, users, backup status, security posture, device health, product catalog data, notifications, identity information, and other fields made available by the integrations you authorize.
Usage, device, and log data, such as IP address, browser, device type, pages viewed, referring URLs, timestamps, product events, diagnostics, error reports, and approximate location inferred from network information.
Cookies and similar technologies used for site functionality, authentication, analytics, security, and remembering preferences.
2. How We Use Information
To provide, operate, secure, debug, personalize, and improve MSP OS, including search, browser capture, recordings, transcripts, knowledge management, tasks, quotes, client workspaces, integrations, APIs, and AI-agent-ready retrieval.
To process beta applications, manage accounts, respond to support requests, send product notices, communicate about beta access, and deliver administrative or security messages.
To generate summaries, transcripts, structured articles, search indexes, recommendations, automation steps, and agent-accessible context where those features are enabled.
To monitor reliability, prevent abuse, protect users and customers, enforce agreements, comply with law, and maintain audit, security, and operational records.
To analyze aggregated or de-identified usage trends so we can understand what features are working and improve MSP OS.
3. AI Processing and Model Training
MSP OS may send selected prompts, customer content, transcripts, screenshots, metadata, or retrieved context to AI providers when needed to provide enabled AI features.
We do not use your customer content, integration data, workflow captures, or identity-provider data to train third-party foundation models unless you have explicitly opted in or directed us to do so through a separate agreement or feature setting.
Outputs from AI features should be reviewed by a qualified human before being used for client-impacting, security-sensitive, financial, legal, or operational decisions.
4. How We Share Information
With service providers that help us host, store, secure, email, analyze, support, automate, or operate MSP OS, subject to appropriate contractual restrictions.
With integrations and third-party services that you connect or direct us to use, so those services can provide the requested functionality.
With your authorized workspace members, invited users, approved customers, or public-link recipients according to your settings and sharing choices.
When required for legal compliance, security, fraud prevention, rights protection, business transfers, or to respond to lawful requests.
5. Your Choices and Controls
You can choose what content to create, what workflows to capture, which integrations to connect, which users to invite, and what content to share externally.
You may request access, correction, export, deletion, or restriction of personal information by contacting us. We may need to retain certain records for security, legal, backup, dispute, or operational reasons.
You can usually control cookies through your browser settings, though some features may not work properly without required cookies.
6. Retention
We retain information for as long as needed to provide MSP OS, support active workspaces, comply with legal obligations, resolve disputes, enforce agreements, maintain security, and operate backups.
When content is deleted, it may remain in backups, logs, audit records, or archived systems for a limited period before being overwritten or removed according to operational retention practices.
7. Security
We use administrative, technical, and organizational safeguards designed to protect information in MSP OS. No system can be guaranteed completely secure, and beta software may change quickly as security and reliability are improved.
Because MSP OS is used for MSP operations, you should configure access carefully, review sharing settings, avoid storing secrets in general-purpose fields, and promptly report suspected security issues.
8. International, Children, and Updates
MSP OS may process information in the United States and other locations where we or our service providers operate. MSP OS is intended for business use and is not directed to children.
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a new effective date. Material changes will be communicated as required by law.
Questions or requests
Contact MSP OS
For privacy requests, security concerns, beta access questions, or legal notices, contact us at the address below. We may need to verify your identity or workspace authority before acting on certain requests.