Privacy Policy

1. Information We Collect

We may collect information directly from you, automatically through your use of our website or software, and from connected tools or integrations you authorize.

• Contact Information: name, email address, phone number, company name, and business contact details.
• Account Information: login details, onboarding details, account preferences, subscription records, and user settings.
• Business Information: services offered, hours, routing preferences, booking details, messaging preferences, and workflow inputs.
• Communication Data: call logs, text message activity, chatbot interactions, workflow messages, lead responses, and customer communication records processed through the platform.
• Technical Data: IP address, browser type, operating system, device identifiers, referring pages, and usage events.
• Support and Transaction Data: support requests, demo requests, subscription records, invoices, and service-related communications.

2. How We Use Information

We use collected information to operate, improve, support, and secure AI Smart Agency and related services.

• Provide access to the platform and requested services.
• Configure AI assistants, workflows, automations, and communication systems.
• Manage accounts, subscriptions, renewals, onboarding, and support.
• Improve system functionality, product experience, reporting, and automation performance.
• Send service notices, onboarding messages, billing notices, and operational communications.
• Monitor platform reliability, troubleshoot issues, and protect against fraud or misuse.
• Comply with legal obligations and enforce agreements.

3. AI Communications & Automation

AI Smart Agency includes AI-powered tools such as automated call handling, missed-call text-back, chat workflows, follow-up sequences, reminders, and other business communication automations. By using our platform, you understand and agree that automated communications may be sent or processed based on your settings, triggers, workflows, and connected systems.

You are responsible for reviewing and approving your business logic, automations, communication content, routing preferences, and applicable legal compliance requirements for the way your business uses the platform.

4. How Information Is Shared

We do not sell your personal information. We may share information only as reasonably necessary to operate our services, fulfill your requests, or comply with legal obligations.

• Service Providers: hosting, communications, analytics, support, payment processing, and infrastructure vendors.
• Connected Platforms: third-party tools or systems you authorize us to integrate with, such as CRM, calendar, messaging, call, or automation providers.
• Legal & Compliance: when required by law, court order, lawful request, or to protect rights, safety, property, or users.
• Business Transfers: if our business is involved in a merger, acquisition, sale, restructuring, or similar transaction.

5. Payments & Billing Data

Payments may be processed by third-party payment processors. We do not necessarily store full payment card details on our own systems unless specifically required by an authorized payment workflow. Billing-related records, invoices, payment status, and subscription details may be stored for operational, accounting, and compliance purposes.

6. Cookies & Analytics

We may use cookies, pixels, analytics tools, and similar technologies to understand website activity, improve performance, remember preferences, support marketing efforts, and measure page usage or conversion events.

You may be able to limit certain tracking through your browser settings, device settings, or applicable consent tools. Disabling some technologies may affect site functionality.

7. Data Retention

We retain information for as long as reasonably necessary to provide services, maintain account history, support reporting, resolve disputes, enforce agreements, comply with legal obligations, and protect platform integrity. Retention periods may vary depending on the type of information and the business purpose involved.

8. Data Security

We use reasonable administrative, technical, and organizational safeguards intended to protect information from unauthorized access, loss, misuse, alteration, or disclosure. However, no internet-based system, cloud platform, or method of electronic storage is completely secure, and we cannot guarantee absolute security.

9. Your Rights & Choices

Depending on your location and applicable law, you may have the right to request access to, correction of, or deletion of certain personal information. You may also request updates to inaccurate information or ask questions about how your information is used.

To make a request, contact us using the information at the bottom of this page. We may need to verify your identity before processing certain requests.

10. Third-Party Services

Our website and platform may link to or integrate with third-party tools, communication providers, payment systems, calendars, CRMs, websites, or business software. Those services operate under their own terms and privacy policies. We are not responsible for the privacy practices of third parties that we do not control.

11. Children’s Privacy

AI Smart Agency is not directed to children, and we do not knowingly collect personal information from children under 13. If you believe a child has submitted personal information to us, please contact us so we can review and address the matter.

12. Policy Updates & Contact

We may revise this Privacy Policy from time to time. When we do, we will update the “Last Updated” date at the top of this page. Continued use of our website or services after changes are posted means the updated version will apply going forward.