Privacy Policy

1. Information We Collect

We collect information you provide directly to us, including:

• Account Information: Name, email address, business name, phone number, and other contact information when you create an account.
• Payment Information: Credit card details and billing address collected through Stripe for subscription payments.
• Intake Form Data: Information submitted through your hosted intake forms, including names, email addresses, phone numbers, and any other data you choose to collect.
• Usage Data: Information about how you interact with our platform, including log data, device information, and usage patterns.

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our services
• Process transactions and send related information
• Send promotional communications (with your consent)
• Respond to your comments, questions, and requests
• Monitor and analyze trends, usage, and activities
• Detect, investigate, and prevent fraudulent or unauthorized transactions
• Personalize and improve your experience

3. Information Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties except in the following circumstances:

• Service Providers: We share information with third-party service providers who assist us in operating our platform, including Stripe for payment processing, Resend for email delivery and inbound email handling, and AI model providers used to generate assistant responses.
• Legal Requirements: We may disclose information if required to do so by law or in response to valid requests by public authorities.
• Business Transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred.
• With Your Consent: We may share information with third parties when you explicitly consent to such sharing.

4. AI and Email Processing

agent uses AI systems to help draft responses, summarize inquiries, and support lead follow-up workflows. To provide these features, intake submissions, conversation content, knowledge base entries, and related business context may be sent to AI infrastructure providers such as OpenRouter and the model providers routed through that service.

We also use Resend to send outbound email and receive inbound messages for configured domains. Email metadata and message content may be processed by Resend so the platform can route replies, display conversation history, and trigger follow-up workflows.

We do not sell personal information. You are responsible for ensuring that the data you collect through your forms and conversations is appropriate for AI-assisted processing and complies with laws that apply to your business.

5. Stripe and Payment Processing

We use Stripe as our payment processing partner. Your payment information is collected and processed directly by Stripe, subject to its Privacy Policy and Terms of Service. We do not store your full credit card number on our servers. Stripe handles all payment data in accordance with PCI DSS Level 1 requirements.

6. Cookies

We use cookies and similar tracking technologies to:

• Remember your preferences and settings
• Authenticate you when you log in
• Understand how you use our platform
• Deliver and measure the effectiveness of our services

You can control cookies through your browser settings. Disabling cookies may affect the functionality of our platform.

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.

For inactive accounts, we retain data for 30 days after account cancellation. After this period, data is permanently deleted unless legally required to be retained longer.

8. Your Rights

Depending on your location, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information
• Portability: Request a machine-readable format of your data
• Objection: Object to certain processing of your personal information
• Restriction: Request restriction of processing in certain circumstances

To exercise these rights, please contact us at [email protected]. We will respond to your request within 30 days.

9. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encryption, access controls, and regular security assessments.

While we strive to protect your information, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security.

10. Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

11. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have different data protection laws. We ensure appropriate safeguards are in place for such transfers.

12. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

Your continued use of our services after any changes indicates your acceptance of the updated Privacy Policy.

13. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us:

• Email: [email protected]
• Mail: agent, Attn: Privacy Team