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Convictional

Welcome to Convictional

Convictional is reinventing business operations.

For an introduction to the platform, check out this video:

Accounts

Once you've created an account, you can start using the platform.

Create an account

If you are the first person from your organization to create an account, you will be asked to create a new organization.

If someone else from your organization has already created an account, you will automatically be added to the same organization.

Convictional supports signing up with the following SSO providers:

Google
Microsoft

Convictional can automatically import your user profile picture from your Google account when you login with Google SSO. Your Google privacy settings determine if your picture can be shared.

Your bio

When you sign up for a new account, we'll ask you to provide a short bio. We'll use this as a foundation to understand your role in your organization. Providing a succinct yet descriptive bio here will improve certain features in Convictional. When you write your bio, it's best to focus on your professional qualities - your job title, skills, or team.

Here are a few examples

Bad example: "I like cats"

Ok example: "I do customer success"

Great example: "I'm in Customer Success on the US East team. I'm focused on retention and NPS. I also like cats."

Connect your calendar

To use Convictional's meeting recording, transcription, and summarization features, you'll need to connect your calendar to Convictional.

To connect your calendar:

Under "Calendar and meeting recording" click the button to connect your calendar. Depending on your authentication provider when you logged-in, this will be either Google Calendar or Microsoft Calendar.
You'll be redirected to your provider's authentication system (Google or Microsoft)
Click through each step, ensuring you read and agree to the additional permissions you are granting.
You'll be redirected back to your profile, where you can now configure your automatic meeting recording settings, or disconnect your calendar.

Managing your Organization

The first time you, or someone else from your Organization, create and account with Convictional, you'll tell us the name of your organization.

We'll use this throughout the app, as well as in communications we send to you and your team.

Notifications and Subscriptions

You can receive notifications for any Decision Processes, Goals, and Discussions that are public to your organization.

Subscribing to new activity

Unsubscribing

You can unsubscribe to individual discussions, goals, and decision processes on the individual page.

Goals

Goals help your team align decisions with strategic objectives, measure progress, and ensure that day-to-day actions contribute to your organization's broader mission.

Goals are an important part of the organizational system prompt that influences the way various Convictional features work. Setting clear, measurable goals ensures your decision-making is aligned with your operational needs. You can think of your goals as the "rules of engagement" for Convictional's AI: they are the operational guidelines for all AI abilities. Your goals provide an established set of business values that everything else in Convictional depends on.

Goals in Convictional serve multiple purposes:

Strategic Alignment: Ensure all decisions and activities support your organization's broader objectives
Progress Tracking: Measure advancement toward important outcomes
Decision Evaluation: Provide criteria to evaluate the potential impact of different options
Team Alignment: Create shared understanding of priorities across departments

Goals Overview

For an overview of how you can use our goals to track your company's progress:

Goals Setup

To get started with goals, you'll need to create your first goal. This guide explains how to set up and manage goals effectively in Convictional.

How Goals Work in Convictional

Goals in Convictional are designed to track progress toward specific outcomes that matter to your organization. Each goal includes:

A descriptive title that clearly states what you aim to achieve
Optional target date by which the goal should be completed
Success conditions that define measurable outcomes
Status indicators showing whether the goal is on track, at risk, or off track

Goals help you organize your work, align your team, and measure progress over time. They connect directly to other parts of Convictional, helping you see how decisions, meetings, and tasks contribute to your strategic objectives.

Setup Steps

Give your goal a descriptive title that clearly communicates what you aim to achieve.
Define success conditions (see below for details).
Optionally set a target date the goal should be met by.

Success Conditions: The Key to Effective Goals

Success conditions are specific, measurable outcomes that define when a goal has been achieved. They transform abstract goals into concrete targets that can be tracked.

Why Success Conditions Matter

Clarity: They remove ambiguity about what "success" means
Measurability: They provide a clear way to track progress
Accountability: They make it easy to see whether the goal is on track
Alignment: They help team members understand exactly what they're working toward

Creating Effective Success Conditions

Each success condition should:

Be specific and measurable
Define a single outcome (create multiple conditions for multiple outcomes)
Optionally include a tracking URL linking to where progress is being measured

For example, instead of a vague goal like "Improve customer satisfaction," you might create success conditions like:

"Increase NPS score from 32 to 40"
"Reduce support ticket resolution time to under 24 hours"

Tracking Goal Progress

Marking Success Conditions Complete/Incomplete

As you make progress toward your goal:

Navigate to the goal's detail page
For each success condition, click "Mark complete" when it has been achieved
If needed, you can mark a condition as incomplete again by clicking "Mark incomplete"

The goal tracks the ratio of completed conditions (e.g., "3/5 conditions completed") to show overall progress.

Goal Status

Goals can have one of three status indicators:

On Track: Progress is proceeding as expected
At Risk: There are concerns about meeting the goal
Off Track: The goal is not progressing as needed

You can update a goal's status to reflect its current state, helping your team understand where to focus efforts.

Completing Goals

When all success conditions have been met, you can mark the entire goal as complete:

Navigate to the goal's detail page
Click the "Close goal" button
Select "Mark as completed" in the confirmation dialog

Completed goals remain in your history for reference and reporting purposes.

Best Practices

Create clear, measurable success conditions for every goal
Update goal status regularly to reflect current progress
Use the tracking URL to link to dashboards or documents that show detailed metrics
Close goals when they're completed to maintain an accurate view of active priorities

By following these practices, you'll create goals that drive meaningful progress and help your team stay aligned on key priorities.

Decisions

Convictional's Decision Process is a workspace where you can make collaborative decisions as a team. Decision Processes are the core reason Convictional exists, because they rely on context from your goals along with your business data. You can also record the outcome of decisions made outside of Convictional.

Decisions Overview

For an overview of how you can use our decision processes:

Decisions Process

A Decision Process is a structured workspace that guides you through making important decisions collaboratively with your team. It helps you gather context, define evaluation criteria, explore options, and document your reasoning—all in one organized place. Use a Decision Process when you're facing complex decisions that require careful consideration, input from multiple stakeholders, or when you want to create a clear record of how and why a particular choice was made. Unlike simply recording a decision after it's been made, a Decision Process helps you work through the decision-making journey systematically from start to finish.

Start a Decision Process

To create a decision workspace, you'll need to describe the decision you're considering. Feel free to speak freely like you would to a colleague in a meeting.
Next, you'll need to describe the goals for this decision. Optionally, you may define a due date for the goal.
Convictional's AI will pull relevant context from previous decisions into the workspace.
Convictional's AI will then recommend three questions to be answered to provide further context to the decision. If you're unable to answer a question, you may assign it to another team member: they'll be automatically invited to collaborate with you. If you can't answer the question now, each one will be added as an "insight" on the Decision Process so that it may be answered later.

You've now created a decision process. Continue reading for more information on how to use our decision workspaces to make fast, effective decisions.

Insights

Insights are where your company context meets your decision processes. Convictional combines context from your company's recorded knowledge, alongside human context to centralize all relevant information for any decision.

When you begin a decision process, Convictional starts by gathering your company's historical context: information like recorded meetings, goals, and past decisions. Convictional processes your data, generating "insights" to derive meaning from your data. As you record more data and context, Convictional's insights will get smarter over time. With this information, Convictional will ask questions to guide your decision process.

Insights may be assigned to the users in your organization best suited to answer them.

Insights can link decisions to meetings, searches, and discussions. This creates a centralized place for all context that aids in your decision process.

When you create a decision process from a meeting, insights are automatically created from the meeting's context.

You can add your own insights to a decision process. If your insight comes from a citable source with a URL, like a recorded meeting, you can add a citation to the insight.

Criteria

Criteria are used to evaluate options and help you make the best choice. You may use Convictional's AI to generate criteria, or add your own.

Options

Options are the potential choices you can make in a decision. You may use Convictional's AI to generate options, or add your own.

Once you've defined both criteria and options, you can hover over an option and click the "edit evaluations" button to evaluate the option against your criteria. For each criterion, you can select a rating (positive, negative, or neutral) and optionally explain your rating.

Linked Goals

Decision Processes may be linked to company goals. Linked decision processes appear in the Linked Work section of their respective goal to increase visibility in your organization.

Making a Decision

After options have been defined (and ideally evaluated) you can click the "Decide Now" button in the top-right to make your decision. You'll be presented with a table comparing each option to help you make an informed decision.

Click the "select" button below an option to make your decision using that particular option. This option will be marked as "decided" on the decision process. Once selected, your decision is automatically shared with all collaborators who have been involved in the decision process.

Once an option has been decided on, Convictional's AI will summarize your decision, which you may edit. Optionally, you may publish the decision to make it public with your entire organization.

AI Abilities

Opening the AI Abilities drawer offers a number of built-in features to supercharge your decision making. These abilities are uniquely informed by your organization's goals, past decisions, and collective knowledge. By drawing on your company's specific context—including historical data, meeting transcripts, and previously documented decisions—these AI capabilities deliver insights that are relevant to your organization's particular needs, culture, and objectives.

Advise

The Advise feature provides recommendations on how to proceed with your decision. It analyzes the information you've provided and offers structured guidance on potential next steps, considering best practices and available options.

When to use it: When you need direction on how to move forward with a decision and want expert-like recommendations.

Find Bias

The Find Bias feature examines your decision context to identify potential sources of cognitive bias or blind spots. It highlights areas where unconscious biases might be influencing your thinking.

When to use it: Before finalizing important decisions, use this to ensure you're approaching the situation objectively and considering diverse perspectives.

Challenge

The Challenge feature presents thought-provoking questions that test your assumptions and encourage deeper thinking about your decision. It's designed to help you consider angles you might have overlooked.

When to use it: When you want to ensure you've thoroughly examined all aspects of a decision, or when you suspect you might be in an echo chamber of ideas.

Predict

The Predict feature forecasts potential outcomes for different options in your decision. It provides a risk assessment for each path, helping you understand possible consequences before committing.

When to use it: When weighing multiple options and you need clarity on their potential impacts and associated risks.

Task List

The Task List feature generates a structured set of action items related to your decision. It breaks down the implementation process into manageable steps.

When to use it: After making a decision, when you need help organizing the execution phase and ensuring nothing important is missed.

Chat

The Chat feature allows you to have a conversational interaction with the AI about your decision process. You can ask questions, request clarification, or explore ideas in a more flexible format.

When to use it: When you prefer a back-and-forth dialogue to explore your decision, or when your questions don't fit neatly into the other AI abilities.

Communications Outline

When to use it: When you need to inform team members, clients, or other stakeholders about a decision you've made and want to ensure clear, comprehensive communication.

Surveys

Surveys are a tool to gather feedback from your team.

You may either create a survey on your own, or using suggested questions from Convictional's AI.

After your survey questions have been set, you'll be prompted to choose the recipients to take the survey. Responses are automatically recorded in Convictional.

Create an insight from survey responses to share results with your decision process collaborators.

Recording Decisions

Convictional allows you to document and share decisions within your organization. If you've already made a decision, rather that starting a Decision Process, you can make a record of your decision.

When you record a decision, you can optionally describe how you reached your conclusion. Additionally, you can specify the collaborators who helped you come to this decision.

Recorded decisions cannot be edited or deleted: they are a permanent status update.

Why Decisions Are Immutable

Decisions in Convictional cannot be edited or deleted after recording to:

Preserve knowledge: Keep historical context intact and show how thinking evolved over time
Build trust: Ensure all stakeholders see the same information without silent changes
Promote learning: Prevent retroactive rationalization when outcomes differ from expectations

How to Handle Changes to Decisions

If circumstances change or new information emerges, create a new decision record that references the previous one and explains what changed and why.

Meetings

Convictional's meetings allows you to easily record your meetings. We'll take care of transcribing the call and give you easy access to recordings, discussed decisions, and action items. We even record in-meeting chat messages, so you wont lose any useful links or valuable comments from your team.

Meeting Overview

For an overview of how you can use our meetings feature to record your meetings:

Before the meeting

Before and during your meeting you can create an agenda. Convictional will review your agenda when the meeting is over and let you know in the meeting summary which topics might have been missed or inadequately covered. Meeting participants who are part of your organization in Convictional will receive notifications when the agenda is added or edited.

During the meeting

When the meeting begins, our bot will attempt to join the call - you'll need to admit the bot at the start of the meeting. After 10 minutes, we'll assume you want the meeting to be off-the-record and the bot will no longer appear in attendee list or waiting room.

Removing our recorder

If you admitted Convictional to a call, but changed your mind and don't want to record the meeting, you can simply remove the bot from the meeting and our recording will end. We'll still process the meeting up to this point.

After the meeting

Once your meeting finishes, Convictional will process the recording and transcript for you. Our AI tools will generate a summary, extract decisions, and identify action items for you. Once we're done processing, we'll notify everyone on the calendar invite. You can then review your meeting in Convictional.

Meetings Setup

To set up Convictional meeting recording, you need to connect your calendar.

Click through the authentication flow for your calendar provider.

Scheduling calls

Manually Scheduling Calls

You can also have the Convictional meeting bot join live meetings. Simply click the "Start Recording From Link" button on your meetings page, and drop the meeting URL into the box. The Convictional bot will join the meeting within 20 seconds and start recording.

Automatic Recording Scheduling

Disconnecting meeting recordings

To stop recording your meetings with Convictional and disconnect your account:

Change the automatic recording setting to "Do not automatically record my meetings".
Click "Disconnect my calendar" to unlink Convictional from Google Calendar or Microsoft Outlook.

Importing Meetings

You can import transcripts from calls that took place without the Convictional bot.

Uploading a Transcript

Upload a WebVTT, TXT, or RTF transcript to begin processing it.

You will receive an email when the transcript has finished processing.

Attaching a Recording to a Meeting

Meetings created by importing transcripts will not automatically have an attached video. You can upload a video to display alongside the transcript.

Navigate to the meeting's page.
Select "Upload Recording" to reveal the upload form.
Choose a file and select "Upload".

When the upload is complete, the video will be viewable from that meeting's page.

Bulk Importing Meetings

Convictional Support is able to bulk import meeting transcripts and recordings from previous meetings.

Bulk Transcript Imports

External platforms such as Fathom don't offer a way to bulk export transcripts or meetings. It's easiest to copy the transcript via their "Copy Transcript" button and paste it into a spreadsheet. Transcripts copied from Fathom already include their title and date, but do not have a time. If you would like your imported meetings to have more granular timestamps than just their date, be sure to include a column for time. If you are importing from a different platform, be sure to include a title, date, and time for each transcript in your spreadsheet.

For example:

Note: Be sure to double-click the transcript cell you're pasting into before you paste the transcript. This ensures the whole transcript is pasted unformatted into one cell.

Bulk Video Attachment

Once your transcripts are imported, video recordings of the meetings can be attached in bulk. We recommend:

Downloading all desired meeting recordings into a shared location, for example Google Drive.
- Be sure that the recording filenames match the titles of the meetings in Convictional.
Sharing the folder with Support.

We will then attach the videos to the corresponding meetings.

Sharing Meetings

By default, meetings in Convictional are shared with people who were invited to the meeting and are part of your organization.

To share a meeting with other people in your organization, visit the meeting page and click the "Sharing" button.

From here, you can share the meeting two ways:

Select 'Share with organization', which will publish the meeting to everyone at your organization.
Share the meeting with specific individuals at your organization by inviting them.

Meetings that are shared with your organization will be visible to everyone in your organization, and visible in search results.

Meetings are not sharable with anyone outside of your organization.

Access Requests

If someone at your organization attempts to view a meeting that they do not have access to, they may request access from the meeting owner.

To approve an access request, visit the meeting page and click the "Sharing" button. A list of users with pending access requests will be shown, along with a button to give them access to the meeting.

Meeting Agendas

Meeting agendas are structured outlines that detail what will be discussed during a meeting. They serve as roadmaps to keep discussions focused and ensure all necessary topics are covered. By providing an agenda, Convictional can call out any missed topics so that you can cover them in future meetings.

Add an agenda to an upcoming meeting

For upcoming meetings and meetings in-progress, you can add and edit an agenda from the meeting page.

Meeting participants who are part of your organization in Convictional will receive notifications when the agenda is added or edited.

After the meeting

When your meeting concludes, Convictional will compare your agenda against the transcript of your meeting. Agenda topics that were missed or inadequately covered will be listed in the Agenda Review section of your meeting summary.

Supported Meeting Platforms

The following video conferencing platforms are supported by Convictional's meeting bots:

Google Meet

Convictional uses video conferencing links in your calendar to take notes for your meetings. Connect your calendar and schedule an event to be recorded - we'll handle the rest.

Usage

Prerequisites

An active Google Meet account
A Convictional account with meeting recording features enabled

Recording Meetings

Convictional's meeting bot will attend Google Meet calls if you:

Manually request recording for a calendar event which has a Google Meet URL, or

At the beginning of your Google Meet, Convictional's meeting bot will request to join the meeting. Admit the bot to begin recording.

Managing Recording Settings

Disconnecting from Google Meet

Troubleshooting

Common issues and their solutions:

Bot Can't Join the Meeting

Ensure that users outside your company are allowed to join the Google Meet
Check that the meeting link is valid and accessible

Recording Not Starting

Confirm the bot has been admitted to the meeting
Check your meeting recording settings in Convictional
Ensure the Google Meet permits recording

Calendar Integration Issues

Verify your calendar is properly connected to Convictional
Ensure meeting invites include Google Meet links

FAQ

Q: Can the bot join meetings hosted by another organization? A: Yes, you can invite the bot to join and record meetings hosted by external organizations.

Q: Do I need to manually admit the bot for every meeting? A: Yes, for security reasons, you'll need to admit the bot from the waiting room for each meeting.

Q: How long are recordings stored? A: Recordings are stored indefinitely in Convictional. Meetings will be deleted upon request, or if your Organization's account is deleted.

Q: Can I select which meetings to record? A: Yes, you can either configure automatic recording for all meetings or manually select which meetings to record.

Q: Are Google Meet Livestreams supported? A: No, Google Meet Livestreams are a view-only format that does not support recording at this time.

Support

Our support team is available Monday through Friday, 9 AM to 8 PM EST. We aim to respond to all inquiries within 1 business day

For assistance:

Microsoft Teams

Convictional uses video conferencing links in your calendar to take notes for your meetings. You do not need to install the Convictional Microsoft Teams application to use this feature. Connect your calendar and schedule an event to be recorded - we'll handle the rest.

Usage

Prerequisites

An active Microsoft Teams account
A Convictional account with meeting recording features enabled
Calendar integration configured in Convictional

Recording Meetings

Convictional's meeting bot will attend Microsoft Teams calls if you:

Manually request recording for a calendar event which has a Microsoft Teams URL, or

At the beginning of your Microsoft Teams meeting, Convictional's meeting bot will request to join the meeting. Admit the bot to begin recording.

Screen-Recording Limitations

Convictional's meeting bot is unable to record application-sharing in Microsoft Teams, including

Microsoft Whiteboard
Powerpoint Live
Excel Live

However, the bot can record traditional sharing of screens, windows, and tabs.

Managing Recording Settings

Disconnecting from Microsoft Teams

Troubleshooting

Common issues and their solutions:

Bot Can't Join the Meeting

Ensure that the bot is allowed to join the lobby
Check that the meeting link is valid and accessible

Recording Not Starting

Confirm the bot has been admitted to the meeting
Check your meeting recording settings in Convictional
Ensure the meeting permits recording

Calendar Integration Issues

Verify your calendar is properly connected to Convictional
Ensure meeting invites include Microsoft Teams links

FAQ

Q: Do I need to manually admit the bot for every meeting? A: Yes, for security reasons, you'll need to admit the bot from the waiting room for each meeting.

Q: Can the bot join meetings hosted by another organization? A: Yes, you can invite the bot to join and record meetings hosted by external organizations. However, only the meeting's host may approve the bot to join the meeting.

Q: How long are recordings stored? A: Recordings are stored indefinitely in Convictional. Meetings will be deleted upon request, or if your Organization's account is deleted.

Q: Can I select which meetings to record? A: Yes, you can either configure automatic recording for all meetings or manually select which meetings to record.

Support

Our support team is available Monday through Friday, 9 AM to 8 PM EST. We aim to respond to all inquiries within 1 business day

For assistance:

Zoom Meetings

Convictional uses video conferencing links in your calendar to take notes for your meetings. You do not need to install the Convictional Zoom application to use this feature. Connect your calendar and schedule an event to be recorded - we'll handle the rest.

Usage

Prerequisites

An active Zoom account
A Convictional account with meeting recording features enabled
Calendar integration configured in Convictional

Recording Meetings

Convictional's meeting bot will attend Zoom calls if you:

Manually request recording for a calendar event which has a Zoom conferencing URL, or
Have configured Convictional to record all of your meetings and have a meeting that uses Zoom conferencing

At the beginning of your Zoom call, Convictional's meeting bot will request to join the meeting. Admit the bot to begin recording.

Managing Recording Settings

Disconnecting from Zoom

Troubleshooting

Common issues and their solutions:

Bot Can't Join the Meeting

Ensure waiting room settings allow the bot to join
Check that the meeting link is valid and accessible
Verify the meeting hasn't reached participant capacity

Recording Not Starting

Confirm the bot has been admitted to the meeting
Check your meeting recording settings in Convictional
Ensure the Zoom meeting permits recording

Calendar Integration Issues

Verify your calendar is properly connected to Convictional
Ensure meeting invites include Zoom conferencing links

FAQ

Q: Do I need to manually admit the bot for every meeting? A: Yes, for security reasons, you'll need to admit the bot from the waiting room for each meeting.

Q: How long are recordings stored? A: Recordings are stored indefinitely in Convictional. Meetings will be deleted upon request, or if your Organization's account is deleted.

Q: Can I select which meetings to record? A: Yes, you can either configure automatic recording for all meetings or manually select which meetings to record.

Support

Our support team is available Monday through Friday, 9 AM to 8 PM EST. We aim to respond to all inquiries within 1 business day

For assistance:

Discussions

Users can add new comments to a discussion, reply to individual comments, and respond with emojis.

All discussions are indexed and searchable across our company's knowledge base. This helps teams:

Find relevant past conversations and decisions
Learn from discussions in other teams
Build on existing knowledge and avoid duplicating work
Maintain context and documentation in one place

Discussions may be linked to company goals. Linked discussions appear in the Linked Work section of their respective goal to increase visibility in your organization.

When participating in discussions, your contributions become part of your company's shared knowledge resource, helping improve collaboration and information sharing across the organization.

Threads

Search Overview

Search Modes

Convictional offers two search modes to help you find the information you need:

Ask Mode

The Ask mode is designed for quick, focused answers to specific questions. It's perfect when you need immediate information or straightforward answers grounded in your organization's context.

Key features:

Fast, concise responses to direct questions
Citations linking to source documents
Access to your organization's knowledge base
Support for specific queries about people, processes, and policies

Research Mode

The Research mode provides comprehensive, in-depth analysis on complex topics. It's ideal when you need thorough exploration of a subject that may span multiple documents or sources.

Key features:

Detailed, structured reports synthesizing information from multiple sources
Step-by-step reasoning and analysis
Comprehensive coverage of complex topics
Takes longer to generate but provides deeper insights
Can search across the web

Choosing Your Information Sources

When using search, you can specify which sources to include:

Convictional - Content within the platform (meetings, decisions, discussions)
Integrated services - Content from connected services (Google Drive, Slack, GitHub, etc.)
Web - Information from the wider internet (cannot be used in Ask mode)

Search Personalization

Access your documents - Search across all of your Google Drive files that you have permission to access
Smart content understanding - Our AI understands the content of your documents and includes relevant information in search results
Contextual citations - When information from your Google Drive documents is used in responses, it's properly cited with links back to the original source

Types of Search

Ask Mode

Ask mode is optimized for quick, focused answers to specific questions. It's ideal when you need immediate information or straightforward answers about your organization.

When to use Ask mode

When you need a quick answer to a specific question
When looking for factual information about your organization
When seeking information about specific people, processes, or policies

Example questions for Ask mode

"What is our company policy on laptop replacements?"
"Who is the owner of our Hubspot account?"
"What is our relationship with [vendor]?"
"When is the next board meeting scheduled?"
"What was the outcome of the pricing strategy discussion?"

Tips for Ask mode

Be specific and direct in your questions
Include relevant keywords to help the search find the right information
For targeted results, try: "Please search specifically for [keyword]"
Expect quick responses with direct citations to sources

Research Mode

Research mode provides comprehensive, in-depth analysis on complex topics. It synthesizes information from multiple sources to create thorough reports on broad or complex questions.

When to use Research mode

When you need a comprehensive understanding of a topic
When your question spans multiple documents or sources
When you need analysis rather than just facts
When preparing for important meetings or presentations

Example questions for Research mode

"What happened while I was on PTO last week?"
"What updates has the engineering team shipped in the past month?"
"I have a meeting with [customer]. What are their concerns and areas of opportunity?"
"How are we tracking towards our revenue goal for Q2?"
"What is our design philosophy and how has it evolved?"
"What have we accomplished since our last investor update?"

Tips for Research mode

Provide detailed context in your question for better results
Be specific about the timeframe, team, or scope you're interested in
Expect the process to take a few minutes as it searches and synthesizes information
Use the example below to structure complex requests:

"What did the engineering team accomplish last week? I want to understand things that were merged, discussed, decided, etc. Please cover all engineering, research, data, design, and product work. Be thorough in your response, assign ownership or contributors, and reference dates. I want a comprehensive overview of everything that happened. Please be sure to only include work accomplished last week."

Customizing Your Search Sources

When searching, you can select which information sources to include:

Convictional - Content within the platform (meetings, decisions, discussions)
Connected services - Content from your integrated tools:
- Google Drive documents
- Slack conversations
- GitHub repositories
- And other connected services
Web - Information from the wider internet

Select the sources most relevant to your query to get the most accurate results.

Understanding Citations

Both Ask and Research modes provide citations to source documents. These citations:

Link directly to the original content
Help you verify the information provided
Allow you to explore related topics in the source material
Enable you to judge the relevance and reliability of the information

Tasks

Linking tasks to Goals

Tasks can be linked to the company goals. This will help the team stay organized, working on what's most important.

Linked tasks appear in the Linked Work section of their respective goal to increase visibility in your organization.

Note that only parent tasks can be linked to goals, subtasks cannot be linked to goals.

Task Activity

The activity log for all tasks can be found on the right-hand side of the screen. This will keep track of all activity on a given task. You can also comment on tasks.

Complete and Incomplete Tasks

Once tasks are marked as complete, they will move to Completed Tasks. Tasks can also be closed as incomplete.

Tips

Tasks can be reassigned to the correct person. A log of assignees is kept in the Activity feed.
Set up subtasks to easily manage projects. Subtasks automatically link to parent tasks.
Use the activity feed to comment on tasks and collaborate with your team.
You can subscribe to task updates to receive email notifications about any task activity.

Updates

Key Features

Weekly progress reports for each team member
Simple question-and-answer format
Integration with goals and success conditions
Organization-wide visibility into team status

How It Works

The system automatically polls each user in your organization every Friday
Users receive email notifications to complete their updates
Users answer questions about their work and related goals
Updates can be viewed by everyone in the organization

For Team Members

Answer general update questions about your work progress
Provide specific updates on goals you own or are responsible for
Update goal status from within your weekly report
View all team updates in one centralized place

For Leadership

Gain visibility into team progress without requiring extra meetings
Track progress toward organizational goals
Identify potential blockers before they become issues
Maintain an archive of weekly team updates

Updates Setup

Setup update questions

Click "Add general question" to solicit general information from your team. For example, you might want to know, "What did you learn this week?"

Once you've added an Update question, the feature will be enabled. You can edit existing questions or remove them. If all questions are removed, the feature will be disabled.

General Questions vs Goal Questions

General Questions are sent to every user in your organization.
Goal Questions are only sent to users who own a Goal or Success Condition.

Submit your Update

On Friday mornings, your organization members will receive an email notification with a link to complete their Update.

Every user will receive the organiation prompt questions. For users who own a goal, there will be an additional prompt to update the status of that goal.

After submitting your Update, you can view your team member's Updates.

Review Updates

Review your team's updates

In the People tab, you will be able to view your team's updates. You can filter by team member, and date range. You will be able to see when users have not yet submitted their update.

Goal Updates

Integrations

Convictional integrates with a number of tools to help you make the most of our platform.

Slack

Our Slack integration enables powerful search, answer, and meeting summary features by connecting your workspace to our platform. This guide will walk you through the setup process.

Features

Search: Index public channels to enhance search and answer, helping your team find the right information when they need it.
Meeting Summaries: Automatically publish meeting summaries to a designated Slack channel, keeping your team informed.

Configuration Steps

Create a Slack App
2. Create a new app for Convictional in your workspace
Configure Bot Permissions
1. Navigate to "OAuth & Permissions" in your Slack app settings
2. Under "Bot Token Scopes", add the following permissions:

Install to Workspace
1. In the "OAuth & Permissions" section, locate the "OAuth Tokens" section
2. Click the "Install to (your workspace)" to add the app to your workspace
Get the Bot Token
1. In the same area, you should now see the "Bot User OAuth Token"
2. Copy this token for the next step
Enable the Integration
2. Paste the Bot User OAuth Token into the integration settings
Specify indexing channels (optional)
1. In the same area, you can add a list of channels that will be indexed into context search.
2. For private channels, you'll need to invite the Convictional bot to each channel you want to index.
3. Important: Once indexed, channel content becomes visible to all Convictional users in your organization through context search.
Specify a meetings channel (optional)
1. Add a channel where meeting summaries will be published. If no channel is specified, Slack meeting publishing is disabled.

Security Note

The Bot User OAuth Token provides access to your Slack workspace. Keep it secure and never share it publicly.

Frequency Note

The Slack integration indexes content from Slack every two hours. This means that it may take up to an hour for content to be available in context search.

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HubSpot

Our HubSpot integration will create Call records in HubSpot when you record a meeting with someone who has a contact in HubSpot. Call records will include a summary of the call and a link to view the meeting in Convictional. Calls created via our integration will automatically be associated with the contacts who attended the meeting and their company. HubSpot will automatically associate the call with relevant open deals based on the contact and company associations.

Features

Meeting Summaries Automatically publish meeting summaries as calls in HubSpot when you record meetings with external contacts. Calls published by Convictional will be associated with any contacts who attended the call, their company, and the companies most recently created active deal.

Configuration steps

You will need Super Admin access to HubSpot

Create a private HubSpot app

Navigate to Settings > Integrations > Private Apps in HubSpot
Click "Create a Private App"
Give your app a name and description - we recommend calling the app "Convictional" and adding a meaningful description.
Navigate to the Scopes tab and add the following scopes:

  - crm.objects.appointments.write
  - crm.objects.companies.read
  - crm.objects.companies.write
  - crm.objects.contacts.read
  - crm.objects.contacts.write
  - crm.objects.line_items.write
  - crm.objects.services.write
  - tickets

Click "Create App" to create your app
Copy the access token to your clipboard. You can access this later via the Private App UI in HubSpot.

Enable the integration

Paste the access token into the integration settings for HubSpot
Once connected, meeting summaries with external contacts will automatically be synced into HubSpot.

Security Note

The access token provides access to your contacts and deals in HubSpot. Keep it secure and never share it publicly.

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GitHub

Setting up the GitHub Integration

Our GitHub integration enables search and answer features by connecting issues, comments, discussions and pull requests from your repositories to our platform.

Features

Search: This integration indexes issues, comments, discussions, and pull requests to enhance search results and answers, helping your team find the right information when they need it.

Configuration Steps

Select which repositories to include During the installation of the Convictional GitHub application, you will be prompted to select which of your organization's repositories you want to make available to Convictional. You can also change this configuration after installation via the GitHub Apps settings in your GitHub organization settings.

Disconnecting Convictional from GitHub

To disconnect Convictional from your GitHub account, simply suspend or uninstall the application in GitHub. The status of our integration will be reflected in your organization settings.

Disconnecting the application, or revoking access to a specific repository, will not remove previously indexed GitHub content from Convictional. If you need to remove content indexed from GitHub, please contact our support team.

Ingestion Frequency

The GitHub integration indexes content from GitHub hourly. This means that it may take up to an hour for content to be available in search.

Code Security

Convictional is not granted permission to view code, and does not index code for search or any other feature.

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By Role

Explore how you can use Convictional within your role at your organization. Get helpful tips and guidance for your scope of work.

CEO

The job of a CEO is simple but hard. It requires an accurate understanding of the present, setting a clear direction for the future, and a process for considering decisions along the way. Convictional has built our solution to help you do this.

This guide will walk you through how to use Convictional to build context, set goals, and make decisions. It should take about 20 minutes to read and complete the videos, or you can jump around depending on what you're currently working on.

Building Context

Context is built by capturing information from your team's conversations, meetings, and documents. Broadly there are two types of context: tacit knowledge and explicit knowledge:

Tacit knowledge is the knowledge that is held by individuals, but not explicitly documented.
Explicit knowledge is the knowledge that is explicitly documented (e.g. things software knows).

Making decisions as a CEO requires a combination of the right tacit and explicit knowledge. People often talk about the importance of asking the right questions when making decisions, but the right questions are only useful if you have the ability to answer them. Convictional exists to improve your ability to ask and answer the right questions.

Finding Tacit Knowledge

Convictional offers a survey tool within our decision process. This allows you to capture information from your team in a structured way. You can use this to capture information from your team on a regular basis, or to capture information on a specific topic. Responses are only shared with members of the decision process, not the people who filled out the survey.

Here's a quick video walking you through how to use surveys when making decisions:

Finding Explicit Knowledge

Convictional offers a context search tool that allows you to search through your company's explicit knowledge. This is useful when you need to find information quickly, or when you need to find information that you know exists but can't quite remember where it is. Results are returned along with the source of the information and related follow-up questions to ask.

Here's a quick video walking you through how to use context search:

Example Context Queries

Here are some example queries you can use to find explicit knowledge. Click one to try it within your company's context:

Setting Goals

In order for the people and AI agents within your organization to be effective, they need to be aligned on what's most important. Goals are the backbone of Convictional. They are injected into every part of the app, from the AI tools found on decision processes to knowledge search, keeping the team aligned on what's most important.

As CEO, one of your primary responsibilities is to set the goals for the organization. By setting success conditions, tracking progress against the goals, and collaborating with the rest of the executive team on setting the right company level goals, you can maintain alignment across your organization. Here, you can learn more about how to setup goals in Convictional.

Here are some examples of goals you can set in Convictional:

Increase revenue by 20% in 2025
Launch a new product by the end of Q1
Reduce our customer churn rate by 10%
Find and lease a new office space by June

Once set, goals influence the behavior of the people and AI agents within your organization. They are used to guide the decisions that are made, and to track progress towards the goals, as well as track related context.

Here is a quick video walking you through how to set goals in Convictional:

Making Decisions

As your goals collide with the realities of your business, changes will need to be made in order to keep your organization on the best path forward. Convictional's decision processes allow you to collaborate cross-functionally on organizational decisions. These decision processes are linked to your goals, ensuring alignment across your organization.

Here are some examples of decisions you can make in Convictional:

Strategy Decisions: Choosing the right market to enter, or the right product to build.
Operational Decisions: Choosing the right tools for your team, or the right policies for your company.
Financial Decisions: Choosing the right funding strategy, or the right investment to make.
HR Decisions: Choosing the right hiring strategy, or the right people for your company.

As you can see, there are many types of decisions that you can make in Convictional. Over time, you'll find that you're making more and more decisions in Convictional, and that you're able to make decisions faster and more effectively.

There are three ways that a decision can be recorded in Convictional:

Here is a quick video walking you through how to make and record decisions in Convictional:

Chief of Staff

As Chief of Staff, your job requires you to be aligned cross-functionally, and ensure you have the right context at the right time.

Goals

Convictional Search

Research Mode

Convictional's research mode is especially equipped to provide summaries on meetings, provide updates on completed work, and even search across comments and documents to build structured reports for executives.

Example prompt: Please provide a detailed report of the challenges our executive team is facing, as discussed in the past three months of leadership meetings. Provide quotes and timestamps.

Example prompt: Our executive team is preparing for a meeting with a potential client. Help me understand what their company is currently focused on, as is publicly available, as well as any opportunities we are positioned to help with.

Example prompt: Help me provide an executive summary of all the work the engineers have completed this month. Please note any major features released, a comprehensive list of bugs fixed, and any current blockers for the team.

Meetings

Decision Logging

You can work through decisions using Convictional, many of which may come directly out of meetings. Convictional will record your leadership meetings and automatically detect decisions discussed during a meeting. You can then work through open decisions using Convictional's Decision Processes. If a decision has been made during a meeting, these can be recorded, which builds into your company's historical decision log. Over time, this decision log builds into your Company's knowledge base. This knowledge base is used throughout the app to inform the AI capabilities of Convictional.

Task Creation

Convictional will automatically keep track of tasks across meetings. Instead of spending time creating lengthy follow up summaries and task lists after a meeting, Convictional will summarize the meeting, highlighting key points, challenges, and risks, and will also pull out a list of suggested action items with suggested assignees. You can turn these action items into tasks to help centralize work.

Operations

How members of an Operations organization can utilize Convictional.

Roles:

Head of Operations

Within Convictional, you can maintain operational excellence through working through decision processes in the app, and aligning to organization goals.

Goals

Goals are set as an executive team, and are fed into the rest of Convictional to create alignment throughout the team. Goals are injected into the AI tools found on decision processes to keep the team aligned towards what's most important. Along with the rest of the executive team, you will set the goals for your organization. These are maintained through success conditions which can be tracked towards each goal.

Decision Logging from Meetings

Decision Processes

Convictional has a decision process structure that helps you work through operational decisions individually, or as a team. Our decision processes allow you to think evaluate options, utilizing all of the company knowledge that exists. Convictional will automatically reference all company goals, and nudge you as your work through decisions to stay aligned to company goals.

Tips

Work decisions privately, and add collaborators as you go
Utilize AI capabilities on decision processes to prevent biases

Operations Manager

Meeting Tasks and Followup

Convictional will automatically keep track of tasks across meetings and decisions. Instead of spending time creating lengthy follow up summaries and task lists after a meeting, Convictional will summarize the meeting, highlighting key points, challenges, and risks. It will also pull out a list of tasks assigned to the team after the meeting.

Decision Task Management

Convictional will also keep track of tasks once a decision has been made. For example, if a decision has been made to onboard new sellers into a marketplace, Convictional will produce a task list for you to follow:

Task Management

Knowledge Search

Research Mode

Tips

Terms of Service

Effective: 2024-12-10

1. Definitions

1.1 "Customer Data" means data or information imported or input into the Service by or on behalf of Customer.

1.2 "Service" means the online platform and all other products and services made available by Convictional to Customer from time to time, including associated documentation made available to Customer in written form.

1.3 "System" means Customer's servers and other information technology systems and equipment.

2. Access and Use of the Service

2.1 Right to Access and Use. Subject to Customer's full and ongoing compliance with the terms and conditions of this Agreement, Convictional grants Customer a limited, personal, non-exclusive, non-transferable, non-sublicensable right to access and use the Service for Customer's internal business purposes. Customer must be the age of majority in its jurisdiction to use the Services.

2.2 Third-Party Software. The Service may include or incorporate third-party software components that are generally available free of charge under licenses granting recipients broad rights to copy, modify, and distribute those components ("Third-Party Components"). Although the Service is provided to Customer subject to this Agreement, nothing in this Agreement prevents, restricts, or is intended to prevent or restrict Customer from obtaining Third-Party Components under the applicable third-party licenses or to limit Customer's use of Third-Party Components under those third-party licenses.

2.3 Security. Convictional uses commercially reasonable efforts to implement reasonable security measures designed to secure the Service against unauthorized access to or alteration of Customer Data; provided that, as between Customer and Convictional, Customer is solely responsible for maintaining the security and operability of its systems and ensuring timely transmission of, and the accuracy, quality, integrity, and reliability of, all Customer Data. For any breach of this warranty, Customer's exclusive remedy is termination pursuant to Section 9.1 below.

2.4 Customer Responsibilities. As between Customer and Convictional, Customer is solely responsible for all activities that occur under Customer's user account and sub-accounts. Customer will: (i) obtain and maintain all equipment and any ancillary services needed to connect to, access or otherwise use the Service and ensure that its equipment meets the minimum system guidelines set forth in the applicable documentation; (ii) to the extent applicable, provide Convictional sufficient access to its Systems as may be necessary to extract the Customer Data and to provide the Service; and (iii) have sole responsibility for the accuracy, quality, integrity, reliability, and appropriateness of all Customer Data provided to Convictional hereunder, and for ensuring that all necessary rights, notices, and permissions have been obtained the provision of such Customer Data to Convictional for the uses provided herein. Unless otherwise agreed to by Convictional in writing, Customer will also ensure that Customer Data does not include any data that is or is reasonably likely to be subject to any laws outside of the United States. Customer will comply with any acceptable use policy made available by Convictional. Unless expressly permitted in the applicable documentation, Customer will not: (a) use the Service for activities where use or failure of the Service could lead to death, personal injury or environmental damage, including life support systems, emergency systems, nuclear facilities, autonomous vehicles or air traffic control; or (b) submit to the Service: (w) patient, medical, or other protected health information regulated by the Health Insurance Portability and Accountability Act (as amended and supplemented), (x) credit, debit, bank account, or other financial account numbers, (y) social security numbers, driver's license numbers, or other government ID numbers, or (z) special categories of data enumerated in European Union Regulation 2016/679, Article 9(1) or any successor legislation. Customer acknowledges that the Service is not designed for (and Convictional has no liability for) use prohibited in this Section 2.4. Customer will use reasonable efforts to prevent any unauthorized use of the Service and immediately notify Convictional in writing of any unauthorized use that comes to Customer's attention. If there is unauthorized use by anyone who obtained access to the Service directly or indirectly through Customer, Customer will take all steps reasonably necessary to terminate the unauthorized use. Customer will cooperate and assist with any actions taken by Convictional to prevent or terminate unauthorized use of the Service.

2.5 Use of Customer Data. Customer agrees that Convictional may collect, access, store, use, disclose, or otherwise process ("Process") any Customer Data and other data made available to Convictional by or on behalf of Customer: (i) in connection with its operation the Service and the performance of its obligations and exercise of its rights hereunder; and (ii) to derive or generate aggregated, de-identified data ("Aggregated Data"). Customer Data does not include Aggregated Data or any other data or other routines generated by Convictional through any automated data analysis, processing, or other normal operations of the Service, including but not limited to Customer's use thereof (collectively, "Usage Data"). As between the parties, Convictional owns all right, title and interest in and to the Usage Data, and may and Process Usage Data without restriction. Convictional may remove or restrict access to Customer Data, including if Convictional believes such data may violate applicable law, if the source of such data becomes unavailable, or if a third party brings or threatens legal action against Convictional or a third party. Customer represents: (i) that it has provided all notices and obtained all rights, permissions, consents, and approvals for Convictional to Process Customer Data pursuant to the Agreement; (ii) that there is no software or materials subject to an "open source license" (as that term is commonly understood) included in the Customer Data; and (iii) to comply with all laws applicable to Customer's performance under this Agreement.

2.6 Service Guidelines. Customer will use the Service solely as contemplated by this Agreement and will not: (i) submit or transmit material containing software viruses or other harmful or deleterious computer code, files, scripts, agents, or programs to or through the Service or transmit unlawful, immoral, incorrect, misleading, deceptive, libelous, tortuous, infringing, defamatory, threatening, vulgar or obscene material or material harmful to minors, or collect data regarding others without their consent; (ii) interfere with or disrupt the integrity or performance of the Service or the content, data, or information contained therein; (iii) circumvent any user limits or other license timing or use restrictions that are built into the Service; (iv) disassemble, reverse engineer, or decompile any of the Technology, or attempt to do so; (v) "frame", "mirror", or otherwise embed or incorporate any of the Service or any content, data, or information contained therein (other than Customer Data) in any Customer or third-party system or service; (vi) use the Service for any benchmarking activity or access the Service to build a competitive product or service, reproduce features of the Service, or resell the Service; (vii) rent, lease, sublicense, provide, divulge, disclose, make available to, or otherwise permit third parties to use any of the Services; (viii) implement any API in any software or to support any interfaces between computing devices or computing functions other than as expressly permitted; (ix) distribute or otherwise disclose any API, sample source code or derivative works of the sample source code, or software to any third party; (x) interfere with the normal operation of any API; (xi) use the Service to offer or procure illegal goods; (xii) violate any resale restriction policies applicable to purchases made by Customer through the Service; or (xiii) cause or permit any third party to do any of the foregoing.

2.7 Feedback. If Customer provides any feedback to Convictional concerning the functionality and performance of the Service (including identifying potential errors and improvements), Customer hereby grants to Convictional a non-exclusive, perpetual, irrevocable, worldwide, royalty-free, and unlimited right to use, modify, license, sublicense, and otherwise exploit all or part of the feedback or any derivative thereof in any manner or media now known or hereafter devised.

3. Proprietary Rights

3.1 Reservation of Rights. Customer acknowledges that in providing the Service, Convictional utilizes: (i) Convictional's name, Convictional's logo, Convictional's websites and related domain names, the product names associated with the Service, and other trademarks; (ii) certain audio and visual information, documents, software and other works of authorship; (iii) analytical, predictive, and optimization models, frameworks, rules, algorithms, and similar systems, data mining and other algorithms, and any other technology, software, hardware, products, processes, algorithms, know-how and other trade secrets, techniques, designs, inventions and other tangible or intangible technical material or information (collectively "Technology"). As between Customer and Convictional, Convictional reserves all rights, title and interest, including all intellectual property rights in and to, the Technology, the Service and any associated aggregated, anonymized datasets generated, any work product created, developed, together with any and all modifications, customizations or improvements to any of the foregoing, including any AI or machine learning models, algorithms, neural nets, and similar technologies that may be enhanced, expanded, developed, or otherwise improved through the provision of the Service and through the processing and use of Customer Data ("Derivatives"). Other than as expressly set forth in this Agreement, no license or other rights in the Technology or Derivatives are granted to Customer.

3.2 Data. Convictional acknowledges that, as between Convictional and Customer, Customer retains all its ownership rights in and to its Customer Data. Customer hereby grants to Convictional and its successors, a worldwide, nonexclusive right and license to Process any Customer Data and the know-how and analytical results resulting therefrom (including any and all machine learning, trained models, and other similar materials) in connection with the enhancement, improvement, and provision of the Service and derivatives thereof (including Convictional's Technology and Derivatives), provided that the foregoing is not a license to provide or disclose any Customer Data to any third party in raw, identifiable, or disaggregated form, or to identify Customer as the source of any such Customer Data or analytical results.

4. Confidentiality

4.1 Definition of Confidential Information. As used herein, "Confidential Information" means any information disclosed by either Party (the "Disclosing Party") to the other Party (the "Receiving Party"), either directly or indirectly, in writing, orally or by inspection of tangible objects (including without limitation documents, prototypes, samples, plant and equipment), which is designated as "Confidential," "Proprietary" or some similar designation at the time of disclosure. The Confidential Information of Convictional will include the terms and conditions of this Agreement, the Technology, the Derivatives, and the Service. The Confidential Information of Customer will include the Customer Data. Notwithstanding the foregoing, Confidential Information will not include any information that: (i) is or becomes generally known to the public without the Receiving Party's breach of any obligation owed to the Disclosing Party; (ii) is independently developed by the Receiving Party without use of or reference to the Disclosing Party's Confidential Information, as shown by documents and other competent evidence in the Receiving Party's possession; (iii) is received from a third party who obtained such Confidential Information without any third party's breach of any obligation owed to the Disclosing Party; or (iv) is already in the possession of the Receiving Party at the time of disclosure by the Disclosing Party, as shown by the Receiving Party's files and records.

4.2 Confidentiality. The Receiving Party will not: (i) use any Confidential Information of the Disclosing Party for any purpose other than to exercise its rights or to perform its obligations under this Agreement; or (ii) disclose, publish, or disseminate Confidential Information of the Disclosing Party to anyone other than the Receiving Party's employees, contractors, consultants and other third parties (collectively, "personnel") who have a need to know the Confidential Information for the purposes set forth in this Agreement and who are bound by a written agreement that prohibits unauthorized disclosure or use of Confidential Information that is at least as protective of the Confidential Information as the Receiving Party's obligations hereunder. Notwithstanding the foregoing, the Receiving Party will have the right to share the existence and nature of this Agreement with potential investors or acquirers, or with such Party's attorneys, accountants, bankers, or other professional advisors in connection with a financing, merger, acquisition, corporate reorganization, consolidation, or sale of all or substantially all of its assets, or as required by law.

4.3 Protection. Each Party agrees to protect the confidentiality of the Confidential Information of the other Party in the same manner that it protects the confidentiality of its own proprietary and confidential information of like kind, but in no event will either Party exercise less than reasonable care in protecting such Confidential Information.

4.4 Compelled Disclosure. The Receiving Party may disclose the Disclosing Party's Confidential Information if required by law so long as the Receiving Party gives the Disclosing Party prompt written notice of the requirement prior to the disclosure and assistance in obtaining an order protecting the information from public disclosure.

5. Representations and Warranties

5.1 By Convictional. Convictional represents and warrants to Customer that it has all necessary right, power, and authority to enter into this Agreement and provide the Service to Customer in accordance with the terms of this Agreement without any conflict or breach of any contract or obligation to any third party.

5.2 By Customer. Customer represents and warrants to Convictional that: (i) Customer has the necessary right, power, and authority to enter into this Agreement without any conflict or breach of any contract or obligation to any third party, and to use and to permit the use of, the Systems, Customer Data, and other materials and information used, stored or processed in the course of using or permitting the use thereof in connection with the Service; (ii) Customer will not Process through the Service or provide to Convictional or the Service any personal data, personal information or personally identifiable information; (iii) Customer is in compliance with, and will not violate any applicable law, including privacy and data protection laws and regulations, or Customer's internal privacy policies, in connection with the Processing of personal data, personal information or personally identifiable information, the Systems, Customer Data, and any other materials used in connection with the Service; and (iv) Customer has and will retain sole responsibility for all Customer Data and all information, instructions, and materials provided by or on behalf of Customer in connection with the Service. In the event of a breach or reasonably anticipated breach of the foregoing warranties, in addition to any other remedies available at law or in equity, Convictional will have the right to immediately, in Convictional's sole discretion, suspend any related Service if deemed reasonably necessary by Convictional to prevent any harm or liability to it or any third party.

5.3 THE FOREGOING REPRESENTATIONS AND WARRANTIES WILL BE THE PARTIES' EXCLUSIVE REPRESENTATIONS AND WARRANTIES ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT. THE SERVICE IS PROVIDED "AS IS". TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, CONVICTIONAL HEREBY DISCLAIMS ALL OTHER WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, INCLUDING ANY WARRANTIES OF MERCHANTABILITY, NONINFRINGEMENT, ACCURACY, RESULTS, AND FITNESS FOR A PARTICULAR PURPOSE, OR THAT THE SERVICES WILL BE ERROR-FREE OR UNINTERRUPTED.

6. Limitations of Liability

6.1 Exclusions. EXCEPT WITH RESPECT TO ANY MATERIAL BREACH OF A PARTY'S OBLIGATIONS OF CONFIDENTIALITY, IN NO EVENT WILL EITHER PARTY HAVE ANY LIABILITY TO THE OTHER PARTY HEREUNDER FOR ANY LOST PROFITS, LOSS OF DATA, LOSS OF USE, COSTS OF PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES, OR FOR ANY INDIRECT, SPECIAL, INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES HOWEVER CAUSED AND, WHETHER IN CONTRACT, TORT OR UNDER ANY OTHER THEORY OF LIABILITY, WHETHER OR NOT THE PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

6.2 Maximum Liability. IN NO EVENT WILL CONVICTIONAL'S AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THIS AGREEMENT, WHETHER IN CONTRACT, TORT OR UNDER ANY OTHER THEORY OF LIABILITY, EXCEED THE AMOUNTS ACTUALLY PAID OR PAYABLE BY CUSTOMER TO CONVICTIONAL FOR THE SERVICES GIVING RISE TO THE APPLICABLE LIABILITY DURING THE 12-MONTH PERIOD IMMEDIATELY PRECEDING THE DATE THE CAUSE OF ACTION AROSE.

7. Indemnification

Customer will, at its own expense, indemnify and hold harmless Convictional against all losses, costs, and expenses arising out of a claim against Convictional to the extent caused by Customer's products (including their offer, sale, performance, and fulfillment), Customer Data, and any actual or alleged infringement of any third-party intellectual property rights by any of the foregoing, and any personal injury, death, or property damage related thereto. Convictional will provide Customer with: (i) prompt written notice of such claim; (ii) sole control over the defense and settlement of such claim; and (iii) proper and full information and assistance, at Convictional's expense, to settle and/or defend any such claim. Customer will have no obligation to Convictional under this Section 7 to the extent such claims arise from Convictional's breach of this Agreement.

8. Third Party Content and Services

Customer acknowledges and agrees that the Service may contain content from third parties. If Customer elects to have any business dealings with any third party whose products or services may be on the Service, Customer acknowledges and agrees that such dealings are solely between Customer and such third party and Customer further acknowledges and agrees that Convictional will not have any responsibility or liability for any losses or damages that Customer may incur as a result of any such dealings. The Service may also contain links to third-party websites. Linked websites are not under Convictional's control, and Convictional is not responsible for their content. The presence on the Service of a link to any other websites or any content does not imply that Convictional endorses or accepts any responsibility for the content or use of such websites, and Customer hereby releases Convictional from all liability and damages that may arise from Customer's use of such websites or receipt of services from such websites.

9. Term and Termination

9.1 Termination. Either Party will have the right to terminate this Agreement, upon written notice, at any time.

9.2 Effect of Termination. Upon the effective date of expiration or termination of this Agreement for any reason: (i) Convictional may immediately cease providing the Service hereunder; and (ii) within 30 days after such expiration or termination, each Party will return the tangible embodiments of the other Party's Confidential Information in its possession and will not retain any copies of such Confidential Information except as required to comply with any applicable legal or accounting record keeping requirement.

9.3 Survival. The following provisions (and such other provisions that by their express terms survive expiration or termination of this Agreement) will survive any expiration or termination of this Agreement: Sections 2.8 (Customer Responsibilities), 2.9 (Use of Customer Data), 2.10 (Service Guidelines), 3 (Proprietary Rights), 4 (Confidentiality), 5.3, 6 (Limitations of Liability), 7 (Indemnification), 9.2 (Effect of Termination), and 10 (Miscellaneous Provisions).

10. Miscellaneous Provisions

10.1 Severability; Waiver. If any provision of this Agreement is held by a court of competent jurisdiction to be unenforceable, such provision will be modified so as best to accomplish the original intent of the Parties to the fullest extent permitted by law, and the remaining provisions of this Agreement will remain in effect. The waiver of any breach or default of this Agreement will not constitute a waiver of any subsequent breach or default, and will not act to amend or negate the rights of the waiving Party.

10.2 Marketing. Convictional may publicly identify Customer in any public announcement, press release, promotional, or other material and may use any names, URLs, domain names, trademarks, service marks, logos, slogans or other words or phrases identifying Customer ("Customer Identifiers") on its website and in any promotional or other materials including a published case study without Customer's express prior written consent (a "Marketing Use").

10.3 Governing Law; Venue. This Agreement will be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflicts of law principles. Any dispute arising out of this Agreement will be subject to the exclusive jurisdiction of the State and Federal Courts located in Kent County, Delaware, and each Party consents to the personal jurisdiction thereof and waives any right it may otherwise have to challenge the appropriateness of such forums.

10.4 Assignment. Neither Party will have the right to assign this Agreement, in whole or in part, or any of its rights or obligations under this Agreement, by operation of law or otherwise, without the prior written consent of the other Party.

10.5 Independent Contractors; Subcontractors. Convictional and Customer are independent contractors. This Agreement will not establish any relationship of partnership, joint venture, employment, franchise, or agency between Convictional and Customer. Neither Convictional nor Customer will have the power to bind the other or incur obligations on the other's behalf without the other's prior written consent, except as otherwise expressly provided herein. Convictional may utilize one or more subcontractors or other third parties to perform its duties under this Agreement so long as Convictional remains responsible for all of its obligations under this Agreement.

10.6 Modification. Convictional may amend any of the terms and conditions contained in this Agreement at any time and at its sole discretion. Any changes will be effective upon our posting a revised version of this Agreement or by notifying you. Customer's continued use of the Services after Convictional's communication of any changes will constitute Customer's acceptance of such changes or modifications.

10.7 Entire Agreement. The terms and conditions of any exhibits, schedules and other documents referenced herein or therein are incorporated into the terms and conditions of this Agreement, and constitute the complete and exclusive agreement between the Parties with respect to the subject matter hereof, and supersede and replace any and all prior or contemporaneous discussions, negotiations, understandings and agreements, written and oral, regarding such subject matter. In the event of any conflict in the documents which constitute this Agreement, the order of precedence will be: (i) this Agreement; and (ii) any other schedules, exhibits and other documents referenced and incorporated herein and therein. If any part of this Agreement is found to be illegal, unenforceable, or invalid, the remaining portions of this Agreement will remain in full force and effect. To the extent any personnel of Customer accept the Convictional terms of service as part of their use of the Service, this Agreement will supersede any conflicting terms in the terms of service. If any material limitation or restriction on the use of the Service under this Agreement is found to be illegal, unenforceable, or invalid, Customer's right to use the Service will immediately terminate. This Agreement may be executed in two or more counterparts, each of which will be deemed an original, but all of which together will constitute one and the same instrument.

Privacy Policy

Effective: 2025-03-19

1. Personal information we collect

We collect personal information relating to you ("Personal Information") as follows:

Personal information you provide: We collect Personal Information if you create an account to use our Services or communicate with us as follows:

Account Information: When you create an account with us, we will collect information associated with your account, including your name, contact information, account credentials, and transaction history, (collectively, "Account Information").
User Content: When you use our Services, we collect Personal Information that is included in the input, file uploads, or feedback that you provide to our Services ("Content").
Communication Information: If you communicate with us, we collect your name, contact information, and the contents of any messages you send ("Communication Information").
Social Media Information: We have pages on social media sites like YouTube and LinkedIn. When you interact with our social media pages, we will collect Personal Information that you elect to provide to us, such as your contact details (collectively, "Social Information"). In addition, the companies that host our social media pages may provide us with aggregate information and analytics about our social media activity.
Other Information You Provide: We collect other information that you may provide to us, such as when you participate in our events or surveys or provide us with information to establish your identity (collectively, "Other Information You Provide").

Personal information we receive automatically from your use of the Services: When you visit, use, or interact with the Services, we receive the following information about your visit, use, or interactions ("Technical Information"):

Log Data: Information that your browser or device automatically sends when you use our Services. Log data includes your internet protocol address, browser type and settings, the date and time of your request, and how you interact with our Services.
Usage Data: We may automatically collect information about your use of the Services, such as the types of content that you view or engage with, the features you use and the actions you take, as well as your time zone, country, the dates and times of access, user agent and version, type of computer or mobile device, and your computer connection.
Device Information: Includes name of the device, operating system and version, device identifiers, and browser and version that you are using. Information collected may depend on the type of device you use and its settings.
Cookies: We use cookies to operate and administer our Services, and improve your experience. A "cookie" is a piece of information sent to your browser by a website you visit. You can set your browser to accept all cookies, to reject all cookies, or to notify you whenever a cookie is offered so that you can decide each time whether to accept it. However, refusing a cookie may in some cases preclude you from using, or negatively affect the display or function of, a website or certain areas or features of a website.
Analytics: We may use a variety of online analytics products that use cookies to help us analyze how users use our Services and enhance your experience when you use the Services.

2. How we use personal information

We may use Personal Information for the following purposes:

To provide, administer, maintain and/or analyze the Services;
To improve our Services and conduct research;
To communicate with you; including to send you information about our Services and events;
To develop new programs and services;
To prevent fraud, criminal activity, or misuses of our Services, and to protect the security of our IT systems, architecture, and networks;
To carry out business transfers; and
To comply with legal obligations and legal process and to protect our rights, privacy, safety, or property, and/or that of our affiliates, you, or other third parties.

Aggregated or de-identified information. We may aggregate or de-identify Personal Information so that it may no longer be used to identify you and use such information to analyze the effectiveness of our Services, to improve and add features to our Services, to conduct research and for other similar purposes. In addition, from time to time, we may analyze the general behavior and characteristics of users of our Services and share aggregated information like general user statistics with third parties, publish such aggregated information or make such aggregated information generally available. We may collect aggregated information through the Services, through cookies, and through other means described in this Privacy Policy. We will maintain and use de-identified information in anonymous or de-identified form and we will not attempt to re-identify the information, unless required by law.

For unpaid Research tier customers, we may use Content you provide us in our research to improve our Services, for example to train machine learning models.. Content from Google Workspace APIs is excluded from training.

We do not use content from Commercial tier customers (including from the Google Workspace APIs) to develop, improve, or train any or generalized AI and/or ML models.

3. Disclosure of personal information

In certain circumstances we may provide your Personal Information to third parties without further notice to you, unless required by the law:

Vendors and Service Providers: To assist us in meeting business operations needs and to perform certain services and functions, we may provide Personal Information to vendors and service providers, including providers of hosting services, customer service vendors, cloud services, email communication software, web analytics services, and other information technology providers, among others. Pursuant to our instructions, these parties will access, process, or store Personal Information only in the course of performing their duties to us.
Business Transfers: If we are involved in strategic transactions, reorganization, bankruptcy, receivership, or transition of service to another provider (collectively, a "Transaction"), your Personal Information and other information may be disclosed in the diligence process with counterparties and others assisting with the Transaction and transferred to a successor or affiliate as part of that Transaction along with other assets.
Legal Requirements: We may share your Personal Information, including information about your interaction with our Services, with government authorities, industry peers, or other third parties (i) if required to do so by law or in the good faith belief that such action is necessary to comply with a legal obligation, (ii) to protect and defend our rights or property, (iii) if we determine, in our sole discretion, that there is a violation of our terms, policies, or the law; (iv) to detect or prevent fraud or other illegal activity; (v) to protect the safety, security, and integrity of our products, employees, or users, or the public, or (vi) to protect against legal liability.
Affiliates: We may disclose Personal Information to our affiliates, meaning an entity that controls, is controlled by, or is under common control with Convictional. Our affiliates may use the Personal Information we share in a manner consistent with this Privacy Policy.
Account Administrators: When you join an account, the administrators of that account may access and control your Convictional account. In addition, if you create an account using an email address belonging to your employer or another organization, we may share the fact that you have a Convictional account and certain account information, such as your email address, with your employer or organization to, for example, enable you to be added to their account.
Other Users You Share Information With: Certain features allow you to display or share information with other users. Be sure you trust any user with whom you share information.

4. Your rights

Depending on location, individuals may have certain statutory rights in relation to their Personal Information. For example, you may have the right to:

Access your Personal Information and information relating to how it is processed.
Delete your Personal Information from our records.
Rectify or update your Personal Information.
Transfer your Personal Information to a third party (right to data portability).
Restrict how we process your Personal Information.
Withdraw your consent—where we rely on consent as the legal basis for processing at any time.
Object to how we process your Personal Information.
Lodge a complaint with your local data protection authority.

To exercise any such rights for your account, please submit your request to decide@convictional.com.

5. Additional U.S. state disclosures

The following table provides additional information about the categories of Personal Information we collect and how we disclose that information. You can read more about the Personal Information we collect in "Personal information we collect" above, how we use Personal Information in "How we use personal information" above, and how we retain Personal Information in "Security and Retention" below.

Category of Personal Information

Disclosure of Personal Information

Identifiers, such as your name, contact details, IP address, and other device identifiers

We may disclose this information to our affiliates, vendors and service providers to process in accordance with our instructions; to law enforcement and other third parties for the legal reasons described above; to parties involved in Transactions; to corporate administrators of accounts; and to other users you choose to share it with.

Commercial Information, such as your transaction history

Network Activity Information, such as Content and how you interact with our Services

Geolocation Data

Your account login credentials (Sensitive Personal Information)

We disclose this information to our affiliates, vendors and service providers, law enforcement, and parties involved in Transactions.

To the extent provided for by local law and subject to applicable exceptions, individuals may have the following privacy rights in relation to their Personal Information:

The right to know information about our processing of your Personal Information, including the specific pieces of Personal Information that we have collected from you;
The right to request deletion of your Personal Information;
The right to correct your Personal Information; and
The right to be free from discrimination relating to the exercise of any of your privacy rights.

We don't "sell" Personal Information or "share" Personal Information for cross-contextual advertising (as those terms are defined under applicable local law). We also don't process Sensitive Personal Information for the purposes of inferring characteristics about a consumer.

Exercising your rights. To the extent applicable under local law, please submit your request to compliance@convictional.com.

Verification. In order to protect your Personal Information from unauthorized access, change, or deletion, we may require you to verify your credentials before you can submit a request to know, correct, or delete Personal Information. If you do not have an account with us, or if we suspect fraudulent or malicious activity, we may ask you to provide additional Personal Information and proof of residency for verification. If we cannot verify your identity, we will not be able to honor your request.

Authorized agents. You may also submit a rights request through an authorized agent. If you do so, the agent must present signed written permission to act on your behalf and you may also be required to independently verify your identity and submit proof of your residency with us. Authorized agent requests can be submitted to compliance@convictional.com.

Appeals. Depending on where you live, you may have the right to appeal a decision we make relating to requests to exercise your rights under applicable local law. To appeal a decision, please send your request to compliance@convictional.com.

6. Children

Our Service is not directed to children under the age of 13. Convictional does not knowingly collect Personal Information from children under the age of 13. If you have reason to believe that a child under the age of 13 has provided Personal Information to Convictional through the Service, please email us at compliance@convictional.com. We will investigate any notification and if appropriate, delete the Personal Information from our systems. If you are 13 or older, but under 18, you must have permission from your parent or guardian to use our Services.

7. Links to other websites

The Service may contain links to other websites not operated or controlled by Convictional, including social media services ("Third Party Sites"). The information that you share with Third Party Sites will be governed by the specific privacy policies and terms of service of the Third Party Sites and not by this Privacy Policy. By providing these links we do not imply that we endorse or have reviewed these sites. Please contact the Third Party Sites directly for information on their privacy practices and policies.

8. Security and retention

We implement commercially reasonable technical, administrative, and organizational measures to protect Personal Information both online and offline from loss, misuse, and unauthorized access, disclosure, alteration, or destruction. However, no Internet or email transmission is ever fully secure or error free. In particular, email sent to or from us may not be secure. Therefore, you should take special care in deciding what information you send to us via the Service or email. In addition, we are not responsible for circumvention of any privacy settings or security measures contained on the Service, or third-party websites.

We'll retain your Personal Information for only as long as we need in order to provide our Service to you, or for other legitimate business purposes such as resolving disputes, safety and security reasons, or complying with our legal obligations. How long we retain Personal Information will depend on a number of factors, such as the amount, nature, and sensitivity of the information, the potential risk of harm from unauthorized use or disclosure, our purpose for processing the information, and any legal requirements.

9. International users

By using our Service, you understand and acknowledge that your Personal Information will be processed and stored in our facilities and servers in the United States and may be disclosed to our service providers and affiliates in other jurisdictions.

Legal basis for processing. Our legal bases for processing your Personal Information include:

Performance of a contract with you when we provide and maintain our Services. When we process Account Information, Content, and Technical Information solely to provide our Services to you, this information is necessary to be able to provide our Services. If you do not provide this information, we may not be able to provide our Services to you.
Our legitimate interests in protecting our Services from abuse, fraud, or security risks, or in developing, improving, or promoting our Services, including when we train our models. This may include the processing of Account Information, Content, Social Information, and Technical Information.
Your consent when we ask for your consent to process your Personal Information for a specific purpose that we communicate to you. You have the right to withdraw your consent at any time.
Compliance with our legal obligations when we use your Personal Information to comply with applicable law or when we protect our or our affiliates', users', or third parties' rights, safety, and property.

Data protection officer. You can contact our data protection officer at compliance@convictional.com in matters related to Personal Information processing.

10. Changes to the privacy policy

We may update this Privacy Policy from time to time. When we do, we will post an updated version on this page, unless another type of notice is required by applicable law.