PRIVACY POLICY

Last Updated: April 19, 2026

1. SCOPE

This Privacy Policy explains how BizAssistant.ai LLC ("BizAssistant.ai," "BizAssistant," "we," "us," or "our") collects, uses, discloses, stores, and otherwise processes personal information when you:

(a) visit our website or landing pages;

(b) call our live demo line, submit a form, or book a fit call with us;

(c) contact us as a prospect, customer, vendor, or partner;

(d) create or use an account;

(e) purchase or use our Services; or

(f) call, text, or otherwise interact with a workflow powered by our Services.

This Privacy Policy does not apply to third-party websites, services, or integrations that we do not control.

Commercial terms for BizAssistant’s Services, including any applicable 30-day money-back policy for eligible standard-offer purchases, are governed by the applicable Terms of Service, Master Services Agreement, Statement of Work, order form, invoice, or checkout flow. This Privacy Policy does not independently expand or reduce any refund rights, but if a refund is issued, we may still retain information as reasonably necessary for legal, security, tax, accounting, dispute-resolution, backup, and recordkeeping purposes.

2. OUR ROLES

Depending on the context, BizAssistant.ai may act in different roles:

(a) For our own website visitors, prospects, demo callers, fit-call contacts, and direct customers, we generally act as a business or controller deciding why and how information is processed.

(b) For caller data, lead data, recordings, messages, scheduling details, and related workflow information processed on behalf of a business customer, we generally act as a service provider, contractor, or processor acting on that customer’s instructions.

(c) For connected integrations and third-party tools, the provider of that tool may independently control information under its own privacy policy.

If you are a caller or lead interacting with one of our customers, that customer may be the primary party responsible for certain notices, legal bases, and rights requests.

3. INFORMATION WE COLLECT

Depending on how you interact with us, we may collect the following categories of information.

3.1 Information you provide directly

This may include:

(a) name, business name, email address, phone number, mailing address, and other contact details;

(b) fit-call or demo request details, service interests, company size, service area, call-handling preferences, and other information you choose to share;

(c) account credentials and authentication information;

(d) billing contact details, invoice details, and transaction status information;

(e) scripts, FAQs, business hours, routing rules, calendars, pricing notes, service-area rules, and workflow preferences;

(f) support messages, survey responses, feedback, and communications with us; and

(g) documents, uploads, recordings, notes, and instructions you choose to provide.

3.2 Information collected when you call or schedule with us directly

If you call our live demo line, speak with us directly, or book a fit call, we may process:

(a) your phone number, caller ID, email address, and calendar details;

(b) the content of the call, voicemail, recording, transcript, notes, and summaries where enabled or permitted;

(c) booking details, availability, scheduling preferences, and meeting history; and

(d) information about your business, current process, or service needs that you provide during the interaction.

3.3 Information processed through the Services

When our Services answer calls, capture lead details, route inquiries, support scheduling handoff, or send follow-ups for a customer, we may process:

(a) caller names, phone numbers, email addresses, and other contact details;

(b) service addresses, property details, and appointment or estimate preferences;

(c) job or service-request details, urgency, timing, and related notes;

(d) call metadata such as date, time, duration, caller ID, target number, and routing history;

(e) voicemails, recordings, transcripts, summaries, notes, and workflow history where enabled; and

(f) booking details, calendar data, CRM data, notification data, message content, and related operational information.

3.4 Information collected automatically

We may automatically collect:

(a) IP address, browser type, device type, operating system, and identifiers;

(b) pages viewed, clicks, referring URLs, timestamps, log files, and session information;

(c) approximate geolocation inferred from IP address; and

(d) diagnostics, performance data, security logs, and crash information.

3.5 Payment information

Payments may be processed by third-party payment processors. We may receive billing details, payment status, and limited transaction metadata, but we do not need to store full payment-card details on our own systems unless expressly stated otherwise.

3.6 Inferences and derived information

We may create or receive tags, classifications, lead-quality indicators, summaries, routing categories, and analytics derived from interactions or use of the Services.

4. SOURCES OF INFORMATION

We may collect personal information from:

(a) you directly;

(b) callers, leads, and end users interacting with workflows powered by the Services;

(c) your employees, agents, contractors, or representatives;

(d) connected CRMs, calendars, phone systems, schedulers, forms, analytics tools, and other integrations;

(e) payment processors, fraud-prevention vendors, and security or analytics providers; and

(f) public or lawfully obtained third-party sources.

5. HOW WE USE INFORMATION

We may use personal information for the purposes described in this Privacy Policy and, where applicable law requires, we seek to keep our collection, use, retention, and disclosure of personal information reasonably necessary and proportionate to those disclosed purposes, subject to legal, security, operational, and recordkeeping needs.

We may use personal information to:

(a) provide, operate, maintain, support, and improve the Services;

(b) answer calls, capture lead details, qualify inquiries, route requests, support scheduling handoff, and send summaries or follow-ups;

(c) configure workflows, AI behavior, routing logic, summaries, and integrations;

(d) generate transcripts, summaries, notes, analytics, and reports;

(e) authenticate users and secure accounts;

(f) process payments, invoices, renewals, and collections;

(g) schedule demos, fit calls, onboarding calls, and support sessions;

(h) communicate with you about your account, billing, support, security, legal notices, or operational matters;

(i) send marketing communications where permitted by law;

(j) detect, investigate, prevent, and respond to fraud, abuse, misuse, legal violations, and security incidents;

(k) enforce our agreements and protect our rights; and

(l) comply with law, legal process, and recordkeeping obligations.

6. COOKIES, ANALYTICS, AND TRACKING TECHNOLOGIES

We and our service providers may use cookies, pixels, local storage, tags, embedded schedulers, and similar technologies to:

(a) operate and secure the website and Services;

(b) remember preferences and session state;

(c) measure traffic, engagement, and campaign performance;

(d) support scheduling, analytics, diagnostics, and troubleshooting; and

(e) support advertising or retargeting where used.

You can usually change your browser settings to block or delete cookies, but some site features may not function properly if you do.

Where required by law, we may provide cookie choices, opt-out tools, or other consent mechanisms.

7. AI, AUTOMATION, AND HUMAN REVIEW

Our Services may use AI, speech recognition, transcription tools, and third-party model providers to process calls, messages, summaries, and workflows.

This means we may convert audio to text, summarize interactions, classify or route requests, generate suggested responses, and use limited human review for support, quality assurance, safety, abuse prevention, troubleshooting, training of personnel, and service improvement.

AI and automated systems can be inaccurate. We do not guarantee that transcripts, summaries, classifications, or automated outputs are correct.

8. HOW WE DISCLOSE INFORMATION

We may disclose personal information to the following categories of recipients:

(a) vendors and service providers that help us operate the Services, including hosting providers, telephony vendors, AI providers, scheduling vendors, messaging providers, analytics vendors, email vendors, payment processors, security vendors, and professional advisors;

(b) customers and their personnel, contractors, systems, or integrations when you are interacting with a workflow operated on that customer’s behalf;

(c) connected integrations and third-party services according to the applicable instructions or configuration;

(d) law enforcement, regulators, courts, counterparties, or others when we believe disclosure is required or appropriate to comply with law, legal process, or to protect rights, safety, property, users, customers, or BizAssistant.ai;

(e) parties involved in an actual or proposed merger, acquisition, financing, reorganization, bankruptcy, or sale of assets; and

(f) others with your direction or consent.

We may also use and disclose aggregated or de-identified information for analytics, benchmarking, product improvement, and other lawful purposes.

9. RETENTION

We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to provide the Services, maintain records, troubleshoot issues, investigate incidents, enforce agreements, defend against claims, comply with legal obligations, and maintain backups.

Retention periods vary based on the type of information, the nature of the relationship, applicable legal requirements, customer instructions, technical architecture, and backup cycles. We may delete, de-identify, or anonymize information when it is no longer reasonably needed.

10. SECURITY

We use administrative, technical, and organizational safeguards designed to protect information from unauthorized access, loss, misuse, alteration, and disclosure.

No method of transmission, storage, or security control is perfect, and we cannot guarantee absolute security, uninterrupted availability, or that security incidents will never occur. You are responsible for protecting your own credentials, connected systems, devices, networks, and internal processes.

11. INTERNATIONAL PROCESSING

We are based in the United States and may process information in the United States and other countries where we or our service providers operate.

By using the Services or providing information to us, you understand that information may be transferred to and processed in jurisdictions that may have privacy laws different from those of your home jurisdiction, subject to applicable law.

12. CHILDREN

The Services are intended for business use and are not directed to children under 13. We do not knowingly collect personal information directly from children under 13 for our own purposes. If you believe a child has provided personal information inappropriately, contact us.

13. MARKETING AND COMMUNICATION CHOICES

You may opt out of our marketing emails by using the unsubscribe link in those emails. You may opt out of marketing texts by replying STOP where that option is available.

Even if you opt out of marketing communications, we may still send service-related, transactional, legal, operational, or security communications.

If you are interacting with one of our customers through the Services, you may also need to contact that customer directly to exercise certain communication preferences.

14. U.S. STATE PRIVACY RIGHTS

Depending on where you reside and subject to applicable law, you may have rights to request:

(a) access to personal information;

(b) correction of inaccurate personal information;

(c) deletion of personal information;

(d) a portable copy of certain personal information;

(e) information about categories of personal information collected, disclosed, sold, or shared;

(f) opt-out of certain sales, sharing, targeted advertising, profiling, or analogous activities; and

(g) non-discriminatory treatment for exercising privacy rights.

We may need to verify your identity and authority before processing a request. We may deny or limit a request where permitted by law, including where we cannot verify identity, an exception applies, or we act only as a service provider, contractor, or processor for another business and must direct you to that business. Where applicable law requires an appeal, review, or response process beyond this summary notice, we will handle requests in accordance with such law.

15. CALIFORNIA NOTICE

In the preceding 12 months, depending on how you interacted with us, we may have collected and disclosed for business purposes categories of personal information such as identifiers, contact information, customer records, commercial information, internet activity, audio information, approximate geolocation, professional information, and inferences.

We do not sell personal information for money. Depending on the tools used on our website, some analytics or advertising practices may be characterized under certain privacy laws as "sharing" or targeted advertising. Where required by law, we offer applicable rights and opt-out mechanisms.

We do not use sensitive personal information to infer characteristics about consumers except as reasonably necessary to provide the Services, maintain security, prevent abuse, comply with law, or as otherwise permitted by law.

Authorized agents may submit requests where permitted by law, subject to verification.

To exercise privacy rights, contact us using the contact information below.

16. DO NOT TRACK AND PREFERENCE SIGNALS

Some browsers transmit "Do Not Track" signals, but there is not yet a universally accepted standard for all contexts.

Where required by applicable law and where our website engages in activities that trigger such obligations, we will process recognized opt-out preference signals in accordance with applicable law.

17. THIRD-PARTY SITES AND SERVICES

The Services may link to or interoperate with third-party services. Their privacy practices are governed by their own policies, not this Privacy Policy. We encourage you to review those policies.

18. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time. The updated version becomes effective when posted unless a later date is stated. Your continued use of the Services after the effective date constitutes acceptance to the extent permitted by law.

19. CONTACT US

For privacy questions or requests, contact:

BizAssistant.ai LLC

3400 Cottage Way, Ste G2 #32353

Sacramento, CA 95825

[email protected]

https://bizassistant.ai/