Terms of Service

Effective November 13, 2026

These terms are an agreement between you and Active Margin Group LLC, a Maryland limited liability company ("Active Margin Group", "we", "us"), which runs Rotary. They cover your use of rotary.so, app.rotary.so, mcp.rotary.so and everything offered through them (together, "Rotary").

By creating an account or using Rotary, you agree to these terms. If you use Rotary for a company or other organization, you agree on its behalf and confirm you are allowed to. If you do not agree, do not use Rotary.

Questions go to hello@rotary.so.

What Rotary is

Rotary is an outbound calling product. You add contacts, write scripts, buy phone numbers and place calls from your browser. Rotary records answered calls and keeps the outcome and notes you save. You can connect an AI agent that sets up contacts, campaigns, scripts and calling sessions for you. You place every call yourself.

Your account

  • You must be at least 18.
  • Give accurate information when you sign up and keep it current.
  • Keep your password secret. You are responsible for what happens under your account, including what your teammates and any AI agent you connect do with it.
  • Tell us promptly if you think someone else has got into your account.

Your responsibilities when calling

You decide who to call, what to say and when. You are responsible for making sure your calls are legal. That includes, where they apply to you:

  • The Telephone Consumer Protection Act, the Telemarketing Sales Rule and state telemarketing laws.
  • The National Do Not Call Registry, state do-not-call lists and your own do-not-call list.
  • Rules about calling hours, caller identification and required disclosures.
  • Laws about recording calls. Rotary records every answered call. Some states require everyone on a call to agree to the recording. You are responsible for telling the people you call and getting their consent where it is required.
  • Having the right to hold and use the contact information you put into Rotary.

Rotary does not check your contacts against do-not-call lists, does not get consent for you and does not give legal advice.

What you may not do

You may not use Rotary to:

  • Break the law or help anyone else do so.
  • Harass, threaten, defraud or deceive anyone, or pretend to be someone you are not.
  • Show a caller ID you are not entitled to use, or make calls with misleading caller identification.
  • Place automated, prerecorded or artificial-voice calls, or call emergency services.
  • Call numbers you have no lawful basis to call.
  • Interfere with Rotary, get around its limits, probe it for weaknesses without our written permission, or get into another customer's data.
  • Resell Rotary or offer it to others as your own service without our written permission.

We may suspend or close an account that breaks these rules, or that our carrier requires us to suspend.

Phone numbers and the carrier

Rotary provides phone numbers and calling through a telecommunications carrier. Your use of them is also subject to that carrier's acceptable use rules. Phone numbers are licensed to you while your account is in good standing, not sold. The carrier or a regulator may require a number to be changed or taken back, and a number you release may be given to someone else. Calling is available only to United States numbers, and not to toll-free, premium-rate or emergency numbers.

Rotary is not a replacement for a telephone service and cannot be used to reach emergency services.

AI agents you connect

When you connect an AI agent to Rotary, you authorize it to read and change your data within the access shown on the approval screen. You are responsible for what it does. The agent is provided by its own maker under its own terms, and we are not responsible for it. You can disconnect it at any time under Settings, then Security.

Your data

You keep all rights to the contacts, scripts, recordings, notes and other data you put into Rotary. You give us permission to store and process that data only as needed to run Rotary for you and as described in our Privacy Policy. You confirm that you have the right to give us that data for those purposes.

Plans, fees and refunds

Some plans are free and some are paid. Prices and what each plan includes are shown when you choose one.

  • Paid plans are billed in advance for each billing period and renew until you cancel.
  • You can cancel at any time from Billing in your account settings. Access continues to the end of the period you have paid for.
  • If a paid plan is not a fit, ask for a refund within 30 days of your first payment for it and we will refund that payment in full.
  • Phone numbers and calling may carry charges, which are shown before you incur them.
  • We may change prices. We will tell you before a change applies to you, and it will take effect at your next billing period.
  • Fees do not include taxes, which you are responsible for where they apply.

Our rights in Rotary

Rotary, including its software, design and name, belongs to Active Margin Group. We give you a limited, non-exclusive, non-transferable right to use it under these terms while your account is open. If you send us ideas or feedback, we may use them without owing you anything.

Changes and availability

We are still building Rotary. We may add, change or remove features, and we may suspend Rotary for maintenance or for reasons outside our control. We do not promise that Rotary will always be available or free of errors. We will give reasonable notice before removing something you rely on, when we can.

Ending the agreement

You can stop using Rotary and close your account at any time by writing to us. We may suspend or close your account if you break these terms, if we are required to by law or by our carrier, or if we stop offering Rotary. When an account closes, your right to use Rotary ends, your phone numbers are released, and we delete your data as described in our Privacy Policy. Ask us for a copy of anything you want to keep before you close your account.

Disclaimers

Rotary is provided "as is" and "as available". To the fullest extent the law allows, Active Margin Group disclaims all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose and non-infringement. We do not warrant that calls will connect, that recordings will be complete, or that Rotary will meet your requirements.

Limit of liability

To the fullest extent the law allows:

  • Active Margin Group is not liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, revenue, data or business, even if we were told they were possible.
  • Our total liability for all claims about Rotary is limited to the greater of the amount you paid us in the 12 months before the claim arose and 100 US dollars.

Some places do not allow some of these limits, so they may not all apply to you.

Your promise to cover our losses

If someone brings a claim against Active Margin Group because of the calls you made, the data you put into Rotary, an AI agent you connected, or your breaking of these terms or the law, you will cover our resulting losses and reasonable legal costs.

Governing law and disputes

These terms are governed by the laws of the State of Maryland, without regard to its conflict of laws rules. Any dispute about these terms or Rotary will be brought only in the state or federal courts located in Maryland, and you and we agree to those courts' jurisdiction.

Changes to these terms

We may update these terms. When we do, we will post the new version here and update the date at the top. If a change is significant, we will tell you by email or in the app before it takes effect. If you keep using Rotary after a change takes effect, you accept the new terms.

General

These terms and the Privacy Policy are the whole agreement between you and us about Rotary. If a court finds part of these terms unenforceable, the rest still applies. If we do not enforce a term, we have not given it up. You may not transfer this agreement without our written consent. We may transfer it as part of a merger, sale or reorganization of the business.

Contact

Active Margin Group LLC hello@rotary.so