The Services are designed for business workflows. Data handled by a specific deployment depends on the configured forms, calls, messages, CRM fields, automations, and service agreement.
Scope
This Privacy Policy explains how ${brand}, powered by ${poweredBy}, collects, uses, shares, stores, and protects information through ${siteName}, demo requests, communications, CRM workflows, AI-assisted tools, and related Services.
- This policy applies to clients, authorized users, prospects, site visitors, and individuals who interact with communications or workflows operated through the Services.
- Customer-specific processing may also be governed by service schedules, data processing terms, and platform configuration.
Information We Collect
We collect information provided directly to us, information generated through service use, and technical information related to site or system operation.
- Contact and account information, including name, company, role, email, phone number, billing details, and support details.
- Client Data, including contacts, leads, call records, messages, campaign information, appointment information, CRM records, files, prompts, instructions, and workflow requirements.
- Communications data, including calls, SMS, email, chat, web form submissions, transcripts, recordings, summaries, notes, tags, routing decisions, and support requests.
- AI input and output data, including prompts, generated responses, summaries, classifications, quality reviews, and related metadata.
- Technical data, including IP address, browser, device, operating system, pages viewed, referring pages, cookie identifiers, log data, and usage analytics.
How We Use Information
We use information to operate, configure, secure, support, and improve the Services.
- To provide AI-assisted communication, automation, CRM, marketing, reputation, website, funnel, booking, and managed service workflows.
- To answer inquiries, schedule demos, provide support, process billing, resolve disputes, and manage customer relationships.
- To create, update, route, summarize, analyze, or audit communications and workflow activity.
- To monitor service quality, verify performance, improve AI-assisted outputs, troubleshoot issues, and maintain security.
- To comply with legal obligations, enforce terms, prevent fraud, investigate misuse, and protect rights, users, systems, and data.
AI Processing
The Services may use AI systems to generate, summarize, classify, route, transcribe, or recommend content. AI-assisted processing may involve third-party providers, platform vendors, or subprocessors needed to deliver the workflow.
- Clients are responsible for ensuring that data submitted into AI workflows is lawful, authorized, and appropriate.
- Avoid submitting sensitive personal information unless the configured workflow requires it and appropriate safeguards are in place.
- AI-assisted outputs should be reviewed before reliance in sensitive, regulated, or high-impact contexts.
Sharing Information
We do not sell personal information. We may share information as needed to provide, secure, support, or improve the Services.
- Service providers and platform vendors may help with hosting, CRM, forms, communications, analytics, scheduling, automation, AI processing, security, billing, and support.
- Information may be shared with clients when the Services process data on their behalf, including leads, calls, messages, appointments, verified results, reports, recordings, or CRM updates.
- Information may be disclosed to comply with law, legal process, regulatory requests, security investigations, or to protect rights, safety, property, and systems.
- Information may be transferred in connection with a merger, acquisition, financing, restructuring, or sale of business assets.
Retention
We retain information for as long as reasonably necessary to provide the Services, maintain records, comply with obligations, resolve disputes, enforce agreements, and protect systems.
| Record Type | Typical Retention |
|---|---|
| Client Data after termination | Accessible for 30 days upon written request; export requests may be honored through 90 days; limited recovery may be possible through 180 days. |
| Billing and account records | Retained as needed for accounting, tax, audit, dispute, and compliance purposes. |
| Security logs and quality records | Retained as needed for monitoring, investigation, quality assurance, and legal compliance. |
| Marketing inquiries | Retained until no longer needed or until deletion/opt-out is honored, subject to legal exceptions. |
Privacy Rights and Choices
Depending on your location and relationship to the Services, you may have rights to access, correct, delete, restrict, object to, or receive a copy of certain personal information.
- Requests should be sent to ${email} with enough information to verify and process the request.
- You may opt out of marketing communications by using unsubscribe instructions or contacting us.
- Browser settings may allow you to block, delete, or limit cookies.
- Some requests may be limited by legal obligations, security needs, active customer contracts, or our role as a processor for a client.
Security
We use reasonable administrative, technical, and organizational safeguards designed to protect information. Safeguards may include access controls, monitoring, restricted permissions, vendor review, encryption where appropriate, and incident response procedures.
- No website, platform, AI system, communication network, or storage system can be guaranteed completely secure.
- Clients are responsible for user permissions, secure credentials, lawful data exports, and appropriate internal handling of customer data.
Children and International Users
The Services are intended for business use and are not directed to children under 13. If you believe a child has provided personal information, contact us for review.
- International users understand that information may be processed in the United States or other jurisdictions where service providers operate.
- Cross-border transfers may be governed by applicable contracts, safeguards, and law.
Updates and Contact
We may update this Privacy Policy from time to time. Updated versions will be posted with a revised date.