Last Updated: January 12, 2026
Last Updated: October 1 2026
IMPORTANT: Carefully read these Terms of Service ("this Agreement") before using the Service (as defined below). This Agreement creates a binding legal agreement between you ("Customer") and Cassia Research Inc. dba Yoke ("Yoke").
Yoke was previously known as CoPilot AI. The company has not changed.
BY USING THE SERVICE, YOU IRREVOCABLY ACCEPT THE TERMS AND CONDITIONS OF THIS AGREEMENT. IF YOU DO NOT ACCEPT THIS AGREEMENT, YOU MUST NOT USE THE SERVICE. You also agree to ensure that anyone who uses the Service using your password or login information abides by this Agreement.
IF YOU ARE ENTERING THIS AGREEMENT ON BEHALF OF A COMPANY OR OTHER LEGAL ENTITY, YOU REPRESENT THAT YOU HAVE THE AUTHORITY TO BIND SUCH ENTITY TO THIS AGREEMENT, IN WHICH CASE, THE TERM "CUSTOMER" WILL REFER TO SUCH ENTITY. IF YOU DO NOT HAVE SUCH AUTHORITY, OR IF YOU DO NOT AGREE WITH THIS AGREEMENT, YOU MUST NOT ACCEPT THIS AGREEMENT AND MAY NOT USE THE SERVICE.
By accepting this Agreement, you agree to be bound by the terms and conditions of this Agreement, as well as Yoke's Privacy Statement located at yokegtm.com/privacy-policy (the "Privacy Statement"), as it may be amended from time to time in the future.
We may amend any part of this Agreement by adding, deleting, or varying its terms from time to time in our discretion. We will post the amended version of this Agreement with a new "Last Updated" date.
A material amendment is one that increases your obligations under this Agreement or decreases our obligations under this Agreement. A material amendment takes effect 30 days after the date on which the amended version is posted. Until that date, the previous version of this Agreement continues to apply. If you disagree with a material amendment, you may terminate this Agreement by ceasing to use the Site and Services at any time within that 30-day period, or within the 30 days after the amendment takes effect. There is no cost or penalty for terminating under this paragraph, and Section 7.2(b) does not apply to a termination made under it.
Any other amendment takes effect on the date we post it. This covers corrections of errors, changes to contact details, links or section numbering, clarifications that do not change the substance of a term, and changes to our name, branding or trading style. We will not use this paragraph to make a material amendment.
If you continue to use the Site and Services after an amendment takes effect, you are considered to have accepted it.
In order to enter into this Agreement, you must have reached the legal age of majority in your jurisdiction of residence, and be fully able and competent to enter into the terms, conditions, obligations, affirmations, representation and warranties set forth in this Agreement, and to abide by and comply with this Agreement. It is your responsibility to ensure that you are legally eligible to enter into this Agreement under any laws applicable to you. If you accept this Agreement, you represent that you have the capacity to be bound by it.
1.1 "Confidential Information" means all information regarding a party's business, including, without limitation, technical, marketing, financial, employee, planning and other confidential or proprietary information, disclosed under this Agreement, that is clearly identified as confidential or proprietary at the time of disclosure or that the receiving party knew or should have known, under the circumstances, was considered confidential or proprietary. Yoke's Confidential Information includes information derived from or concerning the Service, the System or the Documentation and the terms of this Agreement. Customer's Confidential Information includes the Customer Data.
1.2 "Material Breach" means a breach of this Agreement by a party that substantially undermines the value of the Agreement to the other party. Such breaches include, but are not limited to:
1.3 "Customer Data" means any data, information or information contained in any database, template or other similar document (a) submitted by Customer or a User through the Service, (b) provided by Customer or a User to Yoke as part of the Service, or (c) supplied to Yoke by or on behalf of Customer.
1.4 "Documentation" means the designated final user manuals, handbooks, online materials, specifications or forms made available by Yoke that describe the features, functionality or operation of the Service and the System.
1.5 "Fees" is defined in Section 4.
1.6 "Force Majeure Event" is defined in Section 11.3.
1.7 "Order Form" means, collectively:
1.8 "Personal Information" means information about or relating to an identified or identifiable individual that is subject to any Privacy Laws.
1.9 "Privacy Laws" means all applicable legislation and regulations governing the collection, use and disclosure of Personal Information in the jurisdictions where Customer has subscribed to use the Service.
1.10 "Service" means the on-line software as a service offerings delivered by Yoke to Customer using the System, as made available by Yoke from time to time as specified in the Order Form.
1.11 "System" means the technology, including hardware, software and systems, used by Yoke to deliver the Service to Customer in accordance with this Agreement.
1.12 "UserID" is defined in Section 3.1.
1.13 "Users" means Customer's employees, representatives, consultants, contractors or agents who are authorized to use the Service on behalf of Customer and have been supplied user identifications and passwords for this purpose.
1.14 "Uptime" means the period during which the Service is accessible and operational, measured from the point at which the Service is capable of receiving, processing, and responding to user-initiated requests over the internet through its standard interfaces (e.g., web application or API).
For the purposes of this definition:
"Operational" means that the core functionality of the Service, such as authentication, dashboard access, campaign management, lead generation workflow, messaging, and data syncing, is available and functioning as intended without critical degradation or system-wide failure.
"User Requests" refers to valid actions initiated by authenticated end users via the user interface or integrated system endpoints, including but not limited to: logging in, accessing dashboards or reports, managing campaigns, interacting with the inbox, and saving or retrieving data.
Uptime refers solely to the availability of the Service platform, and excludes:
(a) Service disruptions due to user error or misuse;
(b) Internet service provider outages, latency, or failures not under Yoke's control;
(c) Unavailability due to Force Majeure Events as defined in Section 11.3;
(d) Downtime associated with scheduled maintenance, provided such maintenance is communicated to the Customer with reasonable prior notice.
1.15 "Committed Term" means a fixed-term commitment (e.g., 6, 12, or 24 months) as specified in an Order Form, during which the Customer is obligated to the full financial commitment of the subscription.
1.16 "Total Contract Value" or "TCV" means the total aggregate Fees owed by the Customer for the entire duration of the Initial Term or any Renewal Term, as specified in the Order Form. The TCV represents a unified debt obligation regardless of whether the Customer elects a monthly, quarterly, or annual payment schedule.
1.17 "Month-to-Month (M2M)" means a subscription that has no fixed-term commitment and renews on a monthly basis until cancelled in accordance with Section 7.
1.18 "Self-Serve Customer" means a Customer who subscribed to the Service through Yoke's automated online checkout process without the direct intervention of a Yoke sales representative.
1.19 "Sales-Led Customer" means a Customer who entered into this Agreement via a Signed Contract or through a customized Order Form facilitated by a Yoke sales representative or account manager.
2.1 Subscription to the Service. Conditional on Customer complying with this Agreement and paying all Fees when due, Yoke grants Customer a non-sublicensable, non-transferable, non-exclusive subscription to use the Service solely for internal business purposes. Customer represents and warrants that they are using the Service for professional or business purposes only and are not a "consumer" as defined under applicable local consumer protection laws. Customer agrees that the purchase is a commitment to the Total Contract Value for the duration of the Term and is not contingent on any future functionality or usage levels.
2.2 Minimum Uptime. Yoke will use commercially reasonable efforts to achieve Service uptime of 99.9% on an annual basis. Except as expressly provided in Section 12.2(b), any failure to achieve this target shall not constitute a breach of this Agreement.
2.3 Support and Maintenance. Yoke will use commercially reasonable efforts to provide support and correct reproducible Service failures. Yoke may update the Service or System at any time and may schedule downtime for maintenance, providing advance notice where practicable.
2.4 Suspension of Access. In addition to any other remedies, Yoke may suspend Customer's access to the Service without notice to: (a) prevent damage to the System; (b) comply with legal orders; or (c) address non-payment of Fees (as further described in Section 4).
Important: The suspension of Service due to Customer's non-payment or breach shall not constitute a termination of this Agreement, nor shall it relieve the Customer of the obligation to pay the full remaining balance of the Total Contract Value.
2.5 Privacy Statement. To the extent any Customer Data contains Personal Information, it will be used, collected, stored and disclosed for the purposes contemplated under this Agreement and in accordance with the Privacy Statement.
2.6 Internet Security Disclaimer. Customer acknowledges and agrees that Yoke exercises no control over, and accepts no responsibility for, any content passing through the Internet or for Internet connectivity outside of Yoke's control. Customer acknowledges that the Internet is inherently risky despite reasonable measures being taken, and Customer assumes responsibility for its use of the Service over the Internet.
2.7 Subcontractors. Customer acknowledges and agrees that Yoke may retain the services of independent contractors ("Subcontractors") from time to time to provide, or to assist Yoke in providing, the Service. Any Subcontractors used by Yoke to provide the Service shall remain under the direction and control of Yoke, and Yoke shall be fully and personally liable for all acts or omissions of the Subcontractors.
2.8 AI Processing of Inbox Communications. Customer acknowledges and agrees that, as an essential component of providing the Service, Yoke will automatically process inbox communications using artificial intelligence (AI) to generate recommended responses. Customer retains full discretion regarding whether to accept, edit, regenerate, or decline the use of these recommended responses. Customer may optionally enable fully automated sending of AI-generated responses. If Customer chooses to enable such automation, responses will be sent automatically without manual review. Customer may disable this optional automated sending feature at any time.
3.1 Access and Security. Customer is responsible for all activity occurring under User accounts. Customer shall: (a) ensure that UserIDs are unique to each individual and are not shared; (b) maintain the confidentiality of all login credentials; and (c) promptly notify Yoke of any suspected unauthorized access.
3.2 Entity Responsibility and Account Transfers. The financial obligations under this Agreement, including the Total Contract Value, are binding upon the Customer entity. If an individual gains access to the Service via credentials previously assigned to the Customer (e.g., through internal personnel turnover, account sharing, or updates to payment details), such access is deemed authorized by the Customer. Changes in Customer's internal personnel do not waive or alter the Customer's obligation to fulfill the remaining balance of the Term.
3.3 Use Restrictions. Customer shall not, and shall not permit Users to: (a) sublicense, sell, or lease the Service; (b) reverse engineer, decompile, or attempt to extract the source code of the Service; (c) use the Service to violate privacy, publicity, or intellectual property rights; (d) use the Service in violation of any applicable laws; or (e) access the Service by automated means, including robots, spiders, scripts or software agents, except through interfaces we make available for that purpose or as we otherwise permit in writing.
3.4 Customer Data. Customer is solely responsible for the legality and accuracy of all Customer Data. Customer represents that it has obtained all necessary consents to provide such data. Yoke may take remedial action if Customer Data violates this Agreement but is under no obligation to review data for accuracy or liability.
3.5 AI Interactions. The Service utilizes artificial intelligence (AI) to process communications and generate recommendations. Customer retains full discretion and responsibility for whether to use, edit, or send AI-generated content. If Customer enables fully automated AI responses, Customer assumes all liability for the content of those communications.
3.6 Third-Party Platform Risk. The Service sends communications through third-party platforms, including professional and social networks and email providers. Customer acknowledges that automated or high-volume outreach may conflict with those platforms' own terms of service, and that Customer assumes all risk of warnings, throttling, restriction, suspension or closure applied by a third-party platform to Customer's or its Users' accounts. Customer is responsible for ensuring its use of the Service complies with the terms of any third-party platform it connects to the Service.
4.1 Subscription Fees. Customer shall pay the fees ("Fees") set forth in the Order Form.
4.2 Payment Default and Suspension. If any Fees are more than fifteen (15) days overdue, Yoke reserves the right to suspend Customer's access to the Service and all associated UserIDs. Suspension of Service does not waive or alleviate the Customer's obligation to pay all Fees due for the remainder of the Term.
4.3 Acceleration of Debt. For Customers on a Committed Term, if any Fees remain unpaid for thirty (30) days from the due date, Yoke may, at its sole discretion:
4.4 Costs of Collection. Customer shall reimburse Yoke for all costs and expenses incurred to collect any amount not paid when due. This includes, without limitation, reasonable legal fees, court costs, and any third-party collection agency fees or commissions (which may be added to the principal debt amount).
4.5 Taxes. All Fees are exclusive of tax. Customer shall pay all taxes, duties and levies arising in connection with this Agreement, except taxes based on Yoke's net income. Where Yoke is not required to collect tax in Customer's jurisdiction, Customer is responsible for determining, reporting and paying any tax due under its local laws.
4.6 Billing Authorization. Customer shall maintain complete, accurate, and up-to-date billing and credit card information. By providing a payment method, Customer authorizes Yoke to automatically charge the payment method on file for all recurring Fees for the duration of the Term.
5.1 Definition. "Confidential Information" means all non-public information disclosed by a party that is designated as confidential or should reasonably be understood to be confidential. Yoke's Confidential Information includes, without limitation, the Service, the System, the Documentation, and the specific pricing and financial terms contained in any Order Form. Customer's Confidential Information includes Customer Data.
5.2 Protection Obligations. Each party shall:
5.3 Exceptions. Confidential Information does not include information that: (a) is or becomes public through no fault of the receiving party; (b) was already in the receiving party's possession; (c) is independently developed without use of the disclosing party's information; or (d) is received from a third party without restriction.
5.4 Compelled Disclosure. If a party is required by law or court order to disclose Confidential Information, it must (if legally permitted) provide the other party with prompt notice to allow them to seek a protective order or other remedy.
6.1 Yoke Technology. Customer acknowledges that Yoke and its licensors retain all right, title, and interest in and to the Service, the System, and all underlying software, algorithms, interfaces, and AI models (collectively, the "Yoke Technology"). No license or ownership rights in the Yoke Technology are granted to the Customer, other than the limited right to access and use the Service as described in Section 2.
6.2 Customer Data and AI Output.
6.3 Aggregated and Anonymized Data. Customer grants Yoke a perpetual, irrevocable, royalty-free license to use, reproduce, and analyze Customer Data in an aggregated and anonymized format (meaning the data is stripped of all identifiers and cannot be linked back to the Customer or any individual). Yoke uses this data for internal business purposes, including the development, improvement, and benchmarking of its AI models and lead generation technology.
6.4 Feedback. If Customer provides suggestions, enhancement requests, or other feedback regarding the Service, Customer grants Yoke a royalty-free, worldwide, irrevocable, perpetual license to use and incorporate such feedback into the Service without obligation or compensation.
7.1 Subscription Types and Renewal.
7.2 Cancellation and Non-Renewal Procedure
To ensure security and proper account handling, cancellation and non-renewal requests should be submitted through the Manage Subscription page linked from our website, or in writing to our support address.
7.3 Termination for Default. Either party may terminate this Agreement immediately upon written notice if: (a) the other party materially breaches this Agreement and does not cure such breach within sixty (60) days after written notice, or within fifteen (15) days after written notice in the case of non-payment of Fees; or (b) the other party becomes insolvent or files for bankruptcy. Nothing in this Section limits Yoke's rights under Section 4.3.
7.4 Effect of Termination. Upon termination or expiration of this Agreement for any reason:
8.1 Limited Warranty. Yoke represents and warrants that the Service will perform materially in accordance with the Documentation. In the event of a breach of this warranty, Customer's sole and exclusive remedy shall be for Yoke to use commercially reasonable efforts to re-perform or correct the Service.
8.2 Disclaimer of Warranties. Except for the limited warranty in Section 8.1, Yoke provides the Service on an "as is" and "as available" basis. To the maximum extent permitted by law, Yoke excludes all other representations, warranties, and conditions, whether express, implied, or statutory. This includes, but is not limited to, any implied warranties of merchantability, fitness for a particular purpose, title, or non-infringement. Yoke cannot guarantee that the Service will be entirely uninterrupted, error-free, or secure at all times.
8.3 AI and Output Disclaimer. Customer acknowledges that the Service uses artificial intelligence to generate recommendations and content. Yoke does not warrant the accuracy, completeness, or appropriateness of any AI-generated output. Customer is solely responsible for reviewing all output before use or transmission.
8.4 Third-Party Platforms. The Service interacts with third-party platforms (e.g., social media networks, email providers). Yoke is not responsible for any changes, outages, or policy enforcement actions taken by such third-party platforms which may affect the functionality of the Service or the Customer's accounts thereon.
8.5 Entirety of Warranty. No advice or information, whether oral or written, obtained from Yoke personnel (including sales representatives or account managers) shall create any warranty not expressly stated in this Agreement.
9.1 By Customer. Customer shall defend, indemnify, and hold harmless Yoke and its officers, directors, and employees from and against any and all third-party claims, actions, or proceedings arising out of or related to:
9.2 Conditions. Yoke's right to indemnification is contingent upon Yoke: (i) providing prompt written notice of the claim; (ii) granting Customer sole control over the defense and settlement (provided that Customer may not settle a claim unless it unconditionally releases Yoke of all liability); and (iii) providing reasonable assistance at Customer's expense.
10.1 Cap on Liability. In no event shall the total aggregate liability of Yoke arising out of or related to this agreement exceed the total amount paid by customer to Yoke in the twelve (12) months immediately preceding the event giving rise to the claim. The limitations in this Section 10.1 apply only to the liability of Yoke and shall not limit the Customer's payment obligations or the Total Contract Value owed under any Order Form.
10.2 Exclusion of Consequential Damages. To the maximum extent permitted by law, Yoke shall not be liable for any indirect, special, incidental, punitive, or consequential damages. This includes, without limitation, lost profits, lost revenue, loss of data, or loss of business opportunity, even if Yoke was advised of the possibility of such damages.
10.3 Allocation of Risk. The limitations in this Section 10 are a fundamental basis of the bargain between the parties. Customer acknowledges that without these limitations, the fees charged would be substantially higher.
11.1 Publicity. Yoke may use Customer's name and logo in its marketing materials and website to identify Customer as a user of the Service, unless Customer provides written notice withdrawing this consent.
11.2 Assignment. Customer may not assign or transfer this Agreement without Yoke's prior written consent. Yoke may assign this Agreement or any rights hereunder without Customer's consent, including in the event of a merger, acquisition, or sale of all or substantially all of Yoke's assets.
11.3 Force Majeure. Neither party is liable for failure to perform (except for payment obligations) due to events beyond their reasonable control, including but not limited to acts of God, strikes, pandemics, power failures, or internet/telecommunications outages.
11.4 Arbitration. Any dispute arising out of or relating to this Agreement shall be referred to and finally resolved by arbitration administered by the Vancouver International Arbitration Centre (VanIAC). The place of arbitration shall be Vancouver, British Columbia, Canada. The language of the arbitration shall be English. Either party may instead bring a claim before the British Columbia Civil Resolution Tribunal or the Provincial Court of British Columbia (Small Claims Division) where the claim falls within that body's monetary jurisdiction.
11.5 Choice of Law. This Agreement is governed by the laws of the Province of British Columbia and the federal laws of Canada applicable therein, without regard to conflict of law principles.
11.6 Notices and Cancellation. Legal notices to Yoke must be sent to support@yokegtm.com. Any notice of cancellation or non-renewal by the Customer should be submitted through the Manage Subscription page linked from our website, or in writing to that support address. Notices given by other means, including social media or verbally, are not valid.
11.7 Entire Agreement. This Agreement, including all Order Forms, constitutes the entire understanding between the parties and supersedes all prior or contemporaneous agreements, proposals, or representations, written or oral.
11.8 Severability. If any provision of this Agreement is held by a court or arbitrator to be invalid or unenforceable, the remaining provisions of this Agreement will remain in full force and effect.
11.9 Relationship of the Parties. The parties are independent contractors. This Agreement does not create a partnership, franchise, joint venture, agency, or employment relationship between the parties.
11.10 Survival. Sections 1, 4, 5, 6, 9, 10, and 11.4 shall survive any termination or expiration of this Agreement.
11.11 Export Compliance. The Service may be subject to export laws and regulations of Canada and the United States. Customer represents that it is not named on any government denied-party list and shall not permit Users to access or use the Service in a country or territory that is subject to a Canadian or U.S. government embargo or sanction.
12.1 General Policy. Except as explicitly provided in Section 12.2, all Fees are non-refundable and all Committed Terms are non-cancellable. Yoke provisions the Service immediately upon the start of the subscription period; Customer's failure to utilize the Service does not relieve Customer of its payment obligations or its commitment to the Total Contract Value.
12.2 Limited Exceptions for Refunds. A refund or prorated credit may only be issued in the following limited circumstances:
12.3 Requesting a Refund. To initiate a request under Section 12.2, the Customer must submit a written request to support@yokegtm.com. Requests must include:
12.4 Processing. Approved refunds will be issued to the original payment method within fourteen (14) business days of approval. Yoke shall not be liable for external processing delays caused by banks or credit card issuers, but will make reasonable efforts to assist.
12.5 Exceptions to Refunds. Refunds will not be issued under any circumstances where:
Cassia Research Inc. dba Yoke
Suite 700, 1455 West Georgia Street, Vancouver, BC V6G 2T3
Email: support@yokegtm.com