Terms of Service

On Point Leads Discord Bot

Last Updated: July 9, 2026

Service

On Point Leads Bot

Platform

Discord

Operator

On Point Leads

Effective Date

July 9, 2026

1. Acceptance of Terms

By inviting, connecting to, or otherwise using the On Point Leads Discord Bot ("the Bot," "we," "us," or "our"), you ("you," "user," or "staff member") agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms in their entirety, you must immediately cease all use of the Bot and remove it from your Discord server.

These Terms constitute a legally binding agreement between you and On Point Leads. If you are using the Bot on behalf of an organization or agency, you represent and warrant that you have the authority to bind that entity to these Terms.

Important: The Bot interacts with Stripe payment systems and handles sensitive customer and financial data. By using the Bot, you acknowledge that you understand the responsibilities and risks outlined in these Terms.

2. Service Overview

The On Point Leads Discord Bot is an order processing and workflow automation tool designed for insurance lead generation operations. When a successful Stripe payment is received, the Bot automatically creates a dedicated Discord forum thread for staff to claim, process, and complete the order.

The Bot provides the following functionality:

  • Automatic thread creation in a designated Discord forum channel ("stripe-orders") upon successful Stripe payment events.
  • Interactive controls including Claim, Complete, and Needs Review buttons embedded within each order thread.
  • Status tracking with visual forum tags (New, Processing, Completed, Needs Review).
  • Staff assignment with Discord user identification and audit trails.
  • Internal dashboard for tracking order statistics, processing times, and staff performance.
  • Notification system that alerts staff when new orders arrive.

The Bot is designed to be extensible, with future automations potentially including GoHighLevel customer creation, Discord role assignment, onboarding email sequences, lead campaign provisioning, and onboarding task tracking — all attached to the same Discord thread.

3. Discord Integration & Access

3.1 Bot Permissions

The Bot requires specific Discord permissions to function, including but not limited to: Send Messages, Create Public Threads, Manage Threads, Manage Messages, Read Message History, and Use External Emojis. You are responsible for granting the necessary permissions when inviting the Bot to your server.

3.2 Discord Terms

Your use of the Bot is also subject to Discord's Terms of Service, Community Guidelines, and Developer Terms of Service. You must comply with all applicable Discord policies while using the Bot.

3.3 Server Administration

Server administrators are responsible for configuring the forum channel, staff roles, and appropriate permissions within their Discord server. On Point Leads is not responsible for misconfiguration of Discord server settings.

3.4 Forum Channel

The Bot operates within a designated Discord forum channel named "stripe-orders." You must create and configure this channel before the Bot can process orders. Thread titles, tags, and content are managed automatically by the Bot.

4. Payment Processing

4.1 Stripe Integration

The Bot integrates with Stripe to receive payment notifications. Stripe processes all payments — the Bot does not directly handle, store, or transmit payment card data. All payment processing is governed by Stripe's own Terms of Service and privacy policies.

4.2 Payment Events

The Bot responds to the following Stripe webhook events:

  • Checkout Session Completed — triggered when a customer completes a Stripe checkout session.
  • Payment Intent Succeeded — triggered when a payment intent successfully completes.
  • Invoice Paid — triggered when a recurring subscription invoice is paid.

4.3 No Payment Handling

Important: The Bot does not initiate, authorize, capture, refund, or modify payments. It only receives notifications from Stripe and creates corresponding workflow threads. All payment actions are performed through Stripe directly or through other application components.

4.4 Payment Accuracy

While the Bot displays payment information received from Stripe, On Point Leads does not guarantee the accuracy, completeness, or timeliness of payment data displayed in Discord threads. Always verify payment status directly in your Stripe dashboard before fulfilling orders.

5. Order Processing & Workflow

5.1 Thread Creation

Upon receiving a successful payment notification from Stripe, the Bot creates a new forum thread in the "stripe-orders" channel. The thread title follows the format: {Customer Name} • ${Amount}. The initial post contains an embedded message with customer details, payment information, a staff checklist, and interactive control buttons.

5.2 Interactive Controls

The Bot provides three interactive buttons on each order embed:

  • Claim — Assigns the order to the clicking staff member. Only one staff member may claim an order at a time. The Claim button is disabled after use.
  • Complete — Marks the order as completed. Only the assigned staff member or an administrator may complete an order. The thread may be locked or archived after completion.
  • Needs Review — Flags the order as requiring additional attention. Staff may continue discussing within the thread.

5.3 Status Tags

The Bot automatically applies and updates Discord forum tags to reflect the current order status:

  • 🟡 New — Order has been received and is waiting for staff.
  • 🟠 Processing — A staff member has claimed the order.
  • 🟢 Completed — The order has been fully processed.
  • 🔴 Needs Review — The order requires additional attention.

5.4 Thread Discussion

Staff members are encouraged to use the order thread for internal notes and updates (e.g., "CRM completed," "Lead campaign activated," "Welcome email sent"). All comments within a thread remain permanently attached to the payment record, providing a complete operational history.

5.5 Automated Notifications

The Bot posts automated messages at key milestones:

  • When a new order arrives, the configured staff role is mentioned.
  • When an order is claimed, "Order claimed by {username}" is posted.
  • When an order is completed, "✅ Order successfully processed." is posted.

6. Staff & User Responsibilities

6.1 Authorized Use

Only authorized staff members with the designated Discord role may interact with the Bot's controls. You are responsible for maintaining the security of your Discord account and for all activities performed under your account.

6.2 Accurate Processing

Staff members are responsible for accurately processing orders, verifying payments, and completing the staff checklist before marking an order as complete. The Bot provides workflow tracking but does not verify the accuracy or completeness of staff actions.

6.3 Prohibited Conduct

You agree not to:

  • Attempt to claim, complete, or modify orders you are not authorized to handle.
  • Attempt to bypass, disable, or circumvent the Bot's access controls.
  • Use the Bot to process fraudulent, unauthorized, or illegal transactions.
  • Share, transfer, or sell access to the Bot or its data.
  • Attempt to reverse-engineer, decompile, or extract the Bot's source code or internal logic.
  • Use the Bot in a manner that violates any applicable law, regulation, or third-party agreement.

6.4 Staff Conduct

All staff communications within order threads are logged and retained. On Point Leads reserves the right to review thread content for quality assurance, dispute resolution, and compliance purposes.

7. Data Collection & Privacy

7.1 Data Collected

The Bot collects and stores the following data for each order:

  • Stripe Payment ID
  • Customer name
  • Customer email
  • Payment amount
  • Product or plan purchased
  • Discord thread ID
  • Assigned staff member (Discord user ID and username)
  • Claim timestamp
  • Completion timestamp
  • Current order status
  • All messages posted within order threads

7.2 Data Use

Collected data is used solely for order processing, workflow management, performance tracking, and audit purposes. Data is not sold, rented, or shared with third parties for marketing purposes.

7.3 Discord Data

The Bot processes Discord user IDs, usernames, and message content as part of its normal operation. This data is handled in accordance with Discord's Privacy Policy and applicable data protection laws.

7.4 Payment Data

Note: The Bot does not store, process, or transmit payment card information, bank account numbers, or other sensitive financial credentials. All payment data is handled exclusively by Stripe in accordance with PCI DSS standards.

7.5 Third-Party Services

The Bot integrates with and passes data to the following third-party services:

  • Stripe — Payment processing and webhook notifications.
  • Discord — Thread creation, message posting, and interaction handling.
  • Base44 — Data storage, dashboard, and backend infrastructure.

Each third-party service has its own privacy policy and terms of service that govern how they handle data. You are encouraged to review their policies.

8. Data Retention

Order data, including Discord thread content, staff assignments, and processing timestamps, is retained indefinitely to maintain a permanent audit trail of all transactions and operational actions. This retention supports dispute resolution, compliance, and quality assurance.

Discord thread content is subject to Discord's own data retention policies. On Point Leads stores metadata about each order in its internal database, which persists independently of Discord thread availability.

If you wish to request deletion of specific data, you may submit a request through the contact information provided in Section 16. On Point Leads will review and respond to data deletion requests in accordance with applicable data protection laws, noting that certain data may be retained for legal, compliance, or audit purposes.

9. Disclaimer of Warranties

The Bot is provided on an "as is" and "as available" basis without warranties of any kind, either express or implied. On Point Leads does not warrant that:

  • The Bot will be uninterrupted, error-free, or completely secure.
  • Discord thread creation will always succeed on the first attempt.
  • Payment notifications from Stripe will always be received or processed correctly.
  • Interactive buttons will always function as expected.
  • The Bot will be compatible with all future Discord API or Stripe API changes.

To the maximum extent permitted by law, On Point Leads disclaims all warranties, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

Warning: Do not rely solely on the Bot for critical business operations. Always maintain independent verification processes for payment confirmation, order fulfillment, and customer communication.

10. Limitation of Liability

To the maximum extent permitted by applicable law, in no event shall On Point Leads, its officers, directors, employees, or affiliates be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to:

  • Loss of revenue, profit, or business opportunities.
  • Loss of customer data or order information.
  • Failure to create Discord threads or process orders.
  • Errors, delays, or interruptions in Bot functionality.
  • Unauthorized access to or alteration of Discord threads or order data.
  • Any damages resulting from reliance on information displayed by the Bot.

The total aggregate liability of On Point Leads arising out of or relating to these Terms or the Bot shall not exceed the amount paid by you for the Bot service in the three (3) months preceding the event giving rise to the claim. If no payment has been made, liability shall be limited to USD $50.

Important: Because the Bot interacts with payment systems and customer data, you are strongly encouraged to maintain appropriate business insurance coverage. On Point Leads is not responsible for losses arising from unprocessed or incorrectly processed orders.

11. Indemnification

You agree to indemnify, defend, and hold harmless On Point Leads, its officers, directors, employees, and affiliates from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorney's fees) arising out of or relating to:

  • Your use or misuse of the Bot.
  • Your violation of these Terms.
  • Your violation of any third-party rights, including Discord and Stripe terms.
  • Any inaccurate, fraudulent, or unauthorized order processed through the Bot.
  • Any breach of data protection or privacy obligations related to customer data handled by the Bot.

On Point Leads reserves the right to assume the exclusive defense and control of any matter subject to indemnification by you, in which case you will cooperate with On Point Leads in asserting any available defenses.

12. Changes to the Bot

On Point Leads reserves the right to modify, update, suspend, or discontinue the Bot, or any part of its functionality, at any time and without prior notice. We may release new features, change existing behavior, or deprecate functionality as the service evolves.

If On Point Leads makes material changes to the Bot's functionality that affect payment processing or order management workflows, we will make reasonable efforts to notify users in advance through Discord announcements or direct communication.

On Point Leads shall not be liable to you or any third party for any modification, suspension, or discontinuance of the Bot.

13. Changes to These Terms

On Point Leads reserves the right to update or modify these Terms at any time. When material changes are made, we will update the "Last Updated" date at the top of this page.

It is your responsibility to review these Terms periodically. Your continued use of the Bot after any changes constitutes your acceptance of the revised Terms. If you do not agree to the updated Terms, you must cease use of the Bot and remove it from your Discord server.

Notice: Material changes may include updates to data handling practices, liability limitations, payment processing terms, or staff responsibilities. We recommend reviewing these Terms at least monthly.

14. Termination

You may terminate your use of the Bot at any time by removing it from your Discord server and revoking its permissions.

On Point Leads may terminate or suspend your access to the Bot at any time, without prior notice, for any reason, including but not limited to:

  • Violation of these Terms.
  • Violation of Discord's Terms of Service or Community Guidelines.
  • Violation of Stripe's Terms of Service.
  • Suspected fraudulent or illegal activity.
  • Abuse, misuse, or unauthorized use of the Bot.
  • Failure to maintain required Discord server configurations.

Upon termination, all data retained by On Point Leads will continue to be stored in accordance with the data retention policy in Section 8. Discord threads created by the Bot will remain in your Discord server unless you choose to delete them.

15. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Utah, United States of America, without regard to its conflict of law provisions.

Any dispute arising out of or relating to these Terms or the Bot shall be resolved exclusively in the state or federal courts located in Utah. You consent to the personal jurisdiction of these courts and waive any objection to venue or inconvenient forum.

If any provision of these Terms is found to be unenforceable or invalid by a court of competent jurisdiction, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.

16. Contact Information

If you have questions, concerns, or requests regarding these Terms, the Bot, or your data, please contact On Point Leads through the following channels:

On Point Leads
Discord: Contact via the On Point Leads Discord server
Email: Contact through the On Point Leads website
Website: On Point Leads

For urgent matters related to payment processing or data security, please contact us immediately. We will make reasonable efforts to respond to all inquiries within two (2) business days.

By using the On Point Leads Discord Bot, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service in their entirety.