This document is a draft under legal review.
Privacy Policy
Version 2026-10-v2 · -
DRAFT: requires legal review before publication
What we collect: your name, email, phone, business details, the documents and clients you create in the apps, and usage events. Payments are processed by Stripe; we do not store card numbers, Social Security numbers or ITINs.
Why: to provide the service, process payments, pay partners, provide support and improve the product.
AI: when you use an AI add-on, the text needed for that task (for example the job you describe, or a message from your client) is processed by our AI provider, Anthropic, only to produce the answer. It is not used to train their models and we do not sell it.
Your callers and clients (advanced add-ons): if you connect your own Twilio number, the AI Text Receptionist and the AI Phone Agent process the caller's phone number, what they text or say (speech is transcribed by Twilio) and the job details they give, and save the result as a client in your account. Callers are told they are talking to an AI assistant and that the call is transcribed. You, the business, decide to use this and are responsible for your relationship with your clients; we process this data on your behalf. Conversations are kept 12 months and then deleted; you can delete a client at any time.
Who we share with: Stripe (payments), Supabase (hosting), Anthropic (AI), Twilio (only through the business's own Twilio account, for its calls and texts), email providers (to send you messages). We do not sell or share personal data for advertising.
Partners see the business name and contact details of the customers they serve, never their documents.
Retention: account data is kept while your account is active and deleted or anonymized within 90 days after you delete it, except what the law requires us to keep (for example payment records).
Your rights: you can access, export, correct or delete your data from your account or by writing to support. California residents have the right to know, delete, correct and opt out of sale or sharing (we do not sell or share), and we will not discriminate against you for using these rights.
SMS: we only send text messages with consent; reply STOP to stop and HELP for help.
Children: the service is for businesses and is not directed to children under 13.