Privacy Policy

1. Information We Collect

Account information you provide when you sign up or contact us, such as your name, email address, phone number, business name, and billing details.

Service data processed on behalf of our customers, which may include call and chat transcripts, recordings, appointment details, and caller information that flows through the platform.

Usage and device information collected automatically, such as IP address, browser type, pages visited, and interactions with our website and product, including through cookies and similar technologies.

2. How We Use Your Information

We use the information we collect to provide, operate, maintain, and improve our services; to answer calls, schedule appointments, and capture leads on behalf of our customers; to process payments and manage subscriptions; to communicate with you about updates, security, and support; and to comply with our legal obligations.

3. How We Share Information

We share information with trusted service providers and subprocessors who help us operate the platform (for example, hosting, telephony, analytics, and payment processing), under contracts that require them to protect your data.

When you connect a third-party integration (such as a calendar, scheduling, field-service, or CRM tool), we share data with that service as needed to provide the integration you requested.

We may disclose information if required by law, to protect our rights and the safety of others, or in connection with a merger, acquisition, or sale of assets. We do not sell your personal information.

4. Data Retention

We retain personal information for as long as needed to provide our services and for legitimate business or legal purposes. Customers may request deletion of their data, subject to legal and contractual obligations.

5. Security

We use technical and organizational safeguards designed to protect your information, including encryption in transit and at rest, access controls, and monitoring. No method of transmission or storage is completely secure, but we work to protect your data and continually improve our practices.

6. Your Rights and Choices

Depending on your location, you may have rights to access, correct, delete, or restrict the use of your personal information, and to object to or opt out of certain processing. To exercise these rights, contact us using the details below. You can also manage cookie preferences through your browser settings.

7. Cookies and Tracking

We use cookies and similar technologies to keep you signed in, remember your preferences, analyze usage, and improve our services. You can control cookies through your browser, though some features may not function properly if you disable them.

8. International Data Transfers

We may process and store information in countries other than where you live. Where required, we use appropriate safeguards to protect your information when it is transferred across borders.

9. Children's Privacy

Our services are intended for businesses and are not directed to children. We do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us so we can remove it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above and, where appropriate, provide additional notice.

11. Contact Us

If you have questions about this Privacy Policy or our data practices, contact us at privacy@csagentiq.com.