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Terms of Service

Last updated: 25 September 2026

These terms govern your use of Steptree, including this website and the application at app.steptree.ai. By creating an account or using the service you agree to them. If you are agreeing on behalf of an organization, you confirm you have authority to bind it.

1. Accounts and workspaces

You need an account to use Steptree. Content lives inside a workspace, and the workspace administrator controls membership, roles, and what happens to the content in it. You are responsible for keeping your credentials secure and for activity under your account. You must be at least 16 years old.

2. Plans and billing

  • There is no trial. The Free plan needs no payment method, does not expire, and is how you evaluate Steptree.
  • Paid plans are billed per user, monthly or annually in advance. You choose how many users you are buying at checkout, within the limit of the plan — some plans are single-user, and adding a second requires a plan that allows more. Users who only read procedures and ask agents questions are free on plans that include them.
  • Adding a user mid-cycle is charged pro rata; removing one credits the unused time against your next invoice.
  • Every plan includes an allowance of AI credits per user per billing period, pooled across the workspace, except where an order form sets an allowance for the organization as a whole. Credits are consumed when we run a model on your behalf, at a rate that depends on which model is used; runs on a model that is provided to us free of charge consume none, because we are not paying for them. Unused credits do not roll over.
  • Usage beyond the included allowance is billed monthly in arrears at the rate shown on our pricing page at the time it is incurred, on a separate invoice from your users. Usage is billed monthly even on an annual plan. Workspace admins may set a usage cap, in which case AI features pause instead. On the Free plan, where there is no payment method to bill, models that cost us nothing remain available once the allowance is reached and the rest stop until the allowance resets — no usage is ever charged without a payment method on file.
  • Fees exclude tax, which is added where applicable. Payments are non-refundable except where required by law, and annual plans are not refunded pro rata on early cancellation.
  • You can cancel at any time. Cancellation takes effect at the end of the current billing period, and the workspace then moves to the Free plan.
  • We may change prices with at least 30 days' notice before your next renewal. Enterprise pricing is governed by the order form rather than this section.

3. Your content

You own everything you record, write, and generate in Steptree: recordings, Documentation,SKILL.md files, and agent configurations. We claim no ownership over any of it. You grant us only the licence needed to host, process, and display that content in order to operate the service for you — including sending relevant content to a model provider to generate the outputs you asked for.

You are responsible for having the right to record what you record. Recording a process may capture data belonging to your customers or employer, and it is your obligation to have a lawful basis for doing so and to configure redaction appropriately.

4. Generated output

Documentation, skills, and agents are produced by language models from what was recorded. They can be wrong, incomplete, or confidently mistaken. Nothing is published or deployed automatically — every stage is created as a draft for a person to review — and that review is a condition of using the service, not an optional step. Do not rely on generated output for legal, medical, financial, or safety-critical decisions without human verification.

Where an agent takes actions on your systems, you are responsible for the tools and permissions you grant it and for the consequences of the actions it takes within them.

5. Acceptable use

You agree not to:

  • Record any person without a lawful basis, or capture credentials belonging to others.
  • Use the service to break the law or to infringe anyone's rights.
  • Attempt to access another tenant's data, probe or circumvent our security controls, or interfere with the service's operation.
  • Resell or white-label the service without a written agreement.
  • Use automated means to place unreasonable load on the service, or to circumvent plan limits.

We may suspend an account that is causing harm to the service or to others, and will tell you why when we do.

6. Availability

We work to keep Steptree available and will give notice of planned maintenance where we can. Uptime commitments and support response targets apply only where an Enterprise agreement sets them out. Otherwise the service is provided as-is.

7. Our intellectual property

Steptree, its software, and its branding remain ours. These terms grant you a limited, non-exclusive, non-transferable right to use the service while your subscription is active — nothing more. Feedback you send us may be used freely and without obligation.

8. Termination

You may stop using Steptree and delete your workspace at any time. We may terminate for material breach that is not remedied within 30 days of notice, or immediately for unlawful use. On termination, each person can download a copy of their own data from Settings, and compiled skills download as SKILL.md files; after 30 days the workspace is permanently deleted as described in the Privacy Policy.

9. Disclaimers and liability

To the maximum extent permitted by law, the service is provided without warranties of any kind, express or implied. We are not liable for indirect, incidental, special, or consequential damages, or for lost profits or lost data. Our total aggregate liability is limited to the fees you paid in the 12 months before the event giving rise to the claim. Nothing here limits liability that cannot lawfully be limited.

10. Changes to these terms

We may update these terms. If a change is material we will give notice by email or in the product before it takes effect, and continuing to use Steptree afterwards means you accept the updated terms.

11. Contact

Questions about these terms: support@steptree.ai. Enterprise agreements and procurement: sales@steptree.ai.