Privacy Policy

1. Information We Collect

1.1 Information You Provide to Us

Account Information:

• Business name, industry, and revenue range
• Contact information (name, email address, phone number)
• Billing information (credit card details, billing address)
• Job title and role within your organization

Business Data:

• Product catalogs, pricing, and inventory information
• Business policies (returns, shipping, service terms)
• Brand voice, tone, and communication guidelines
• Customer service scripts and FAQs
• Integration credentials for third-party tools (Shopify, Klaviyo, Gorgias, etc.)

Customer Communications:

• Customer messages, inquiries, and support tickets
• Email, SMS, and chat conversations
• Customer feedback and reviews
• Lead information and qualification data

1.2 Information We Collect Automatically

Usage Data:

• AI agent performance metrics (response time, resolution rate, automation percentage)
• Service usage statistics and analytics
• Feature usage and interaction patterns
• Error logs and diagnostic information

Device and Technical Information:

• IP address, browser type, and version
• Operating system and device information
• Time zone settings and language preferences
• Referring URLs and pages visited

2. How We Use Your Information

We use the information we collect for the following purposes:

2.1 Service Delivery

• Train Your AI Team: Use your business data to train 3 specialized AI agents on your products, services, and communication style
• Automate Operations: Process customer communications and automate responses based on your guidelines
• Integrate Systems: Connect with your existing tools (Shopify, Klaviyo, Calendly, etc.)
• Provide Support: Respond to your questions and provide technical assistance

2.2 Service Improvement

• Analyze performance metrics to improve AI accuracy and efficiency
• Develop new features and capabilities
• Conduct research and development on AI technologies
• Test and optimize service performance

2.3 Business Operations

• Process payments and manage billing
• Send service updates, announcements, and notifications
• Communicate about your account and services
• Conduct customer satisfaction surveys

2.4 Legal and Security

• Comply with legal obligations and respond to legal requests
• Prevent fraud, abuse, and security threats
• Protect our rights, property, and safety
• Enforce our Terms of Service

3. How We Share Your Information

We may share your information in the following limited circumstances:

3.1 Service Providers

We share data with trusted third-party service providers who help us deliver our Services:

• Cloud Infrastructure: AWS, Google Cloud, or Microsoft Azure for hosting
• AI Platforms: OpenAI, Anthropic, or other AI providers for processing
• Payment Processing: Stripe or similar payment processors
• Analytics: Google Analytics, Mixpanel, or similar tools
• Communication: Email and SMS service providers

All service providers are contractually obligated to protect your data and use it only for the purposes we specify.

3.2 Business Transfers

If Speed2Lead AI is involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets, your information may be transferred as part of that transaction. We will notify you before your information becomes subject to a different privacy policy.

3.3 Legal Requirements

We may disclose your information if required by law or in response to:

• Court orders, subpoenas, or legal processes
• Requests from law enforcement or government agencies
• Enforcement of our Terms of Service
• Protection of our rights, property, or safety, or that of others

3.4 With Your Consent

We may share your information with third parties when you give us explicit consent to do so.

4. Data Security

We implement comprehensive security measures to protect your information:

4.1 Technical Safeguards

• Encryption: All data is encrypted in transit (TLS/SSL) and at rest (AES-256)
• Access Controls: Role-based access controls limit who can view your data
• Authentication: Multi-factor authentication (MFA) for account access
• Firewalls: Network security and intrusion detection systems
• Monitoring: 24/7 security monitoring and threat detection

4.2 Organizational Safeguards

• Employee Training: Regular security awareness training for all staff
• Background Checks: Employee screening and vetting procedures
• Confidentiality Agreements: All employees sign NDAs
• Incident Response: Documented procedures for security breaches

4.3 Compliance and Audits

• Regular security audits and penetration testing
• Compliance with industry standards (SOC 2, ISO 27001 in progress)
• Third-party security assessments
• Vulnerability scanning and patch management

Note: While we implement robust security measures, no system is 100% secure. We cannot guarantee absolute security but are committed to protecting your data to the best of our ability.

5. Data Retention

We retain your information for different periods depending on the type of data and purpose:

5.1 Active Customers

• Account Data: Retained for the duration of your subscription
• Business Data: Retained to operate your AI team and provide services
• Customer Communications: Retained for AI training and service improvement
• Usage Data: Retained to monitor performance and improve services

5.2 After Cancellation

• 30-Day Export Period: You have 30 days to export your data after cancellation
• 90-Day Backup Period: Data retained in backups for 90 days
• Financial Records: Retained for 7 years for tax and accounting purposes
• Aggregated Data: De-identified, aggregated data may be retained indefinitely for analytics

5.3 Early Deletion

You may request early deletion of your data at any time by contacting us. We will process deletion requests within 30 days, except for data we are legally required to retain.

6. Your Privacy Rights

You have the following rights regarding your personal information:

6.1 Access and Portability

• Right to Access: Request a copy of all personal data we hold about you
• Data Portability: Receive your data in a structured, machine-readable format (CSV, JSON)
• Export Tools: Use in-app export features to download your data anytime

6.2 Correction and Updates

• Right to Correct: Update inaccurate or incomplete information
• Self-Service: Update most information directly in your account settings
• Support Assistance: Contact support for help updating complex data

6.3 Deletion

• Right to Delete: Request deletion of your personal data
• Account Deletion: Delete your account and all associated data
• Exceptions: We may retain data required for legal, accounting, or security purposes

6.4 Marketing and Communications

• Opt-Out: Unsubscribe from marketing emails via the unsubscribe link
• Preferences: Customize communication preferences in your account settings
• Service Emails: You cannot opt-out of essential service-related emails

6.5 Specific Jurisdictions

California Residents (CCPA/CPRA):

• Right to know what personal information is collected
• Right to know if personal information is sold or disclosed
• Right to opt-out of the sale of personal information (we don't sell data)
• Right to non-discrimination for exercising CCPA rights

European Union Residents (GDPR):

• Right to rectification and erasure
• Right to restrict processing
• Right to object to processing
• Right to lodge a complaint with a supervisory authority

7. Cookies and Tracking Technologies

7.1 What Are Cookies?

Cookies are small text files stored on your device that help us provide and improve our Services. We use both session cookies (deleted when you close your browser) and persistent cookies (remain until deleted or expired).

7.2 Types of Cookies We Use

Essential Cookies (Required):

• Authentication and session management
• Security and fraud prevention
• Load balancing and performance

Analytics Cookies (Optional):

• Google Analytics - website usage and traffic analysis
• Mixpanel - product usage and feature adoption
• Hotjar - user behavior and heatmaps

Marketing Cookies (Optional):

• Google Ads - ad performance tracking
• Facebook Pixel - social media advertising
• LinkedIn Insight Tag - B2B marketing analytics

7.3 Managing Cookies

You can control cookies through your browser settings:

• Block Cookies: Configure your browser to refuse all cookies
• Delete Cookies: Remove existing cookies from your device
• Cookie Preferences: Use our cookie consent tool to customize preferences

Note: Blocking essential cookies may affect your ability to use some features of our Services.

8. Third-Party Services

Our Services integrate with third-party platforms that have their own privacy policies:

• eCommerce Platforms: Shopify, WooCommerce, BigCommerce
• Email Marketing: Klaviyo, Mailchimp, SendGrid
• Customer Support: Gorgias, Zendesk, Intercom
• Scheduling: Calendly, Acuity Scheduling
• Payment Processing: Stripe, PayPal

We are not responsible for the privacy practices of these third-party services. Please review their privacy policies before connecting them to our Services.

9. Children's Privacy

Our Services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we discover that we have collected information from a child under 18, we will delete it immediately.

If you are a parent or guardian and believe your child has provided us with personal information, please contact us immediately.

10. International Data Transfers

Speed2Lead AI is based in the United States. If you access our Services from outside the U.S., your information may be transferred to, stored, and processed in the United States or other countries.

We ensure that international data transfers comply with applicable laws through:

• Standard Contractual Clauses (SCCs) approved by the European Commission
• Adequacy decisions for countries with equivalent data protection
• Your explicit consent where required

11. Data Breach Notification

In the event of a data breach that affects your personal information, we will:

• Notify you within 72 hours of discovering the breach
• Describe the nature of the breach and data affected
• Explain the steps we're taking to mitigate the breach
• Provide recommendations for protecting your information
• Notify relevant authorities as required by law

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of material changes by:

• Sending an email to your registered email address
• Posting a prominent notice on our website
• Displaying an in-app notification

The "Last Updated" date at the top of this policy indicates when it was last revised. Your continued use of our Services after changes become effective constitutes acceptance of the updated policy.

We will maintain previous versions of this policy in our archive for your reference.

13. Contact Us

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

We will respond to all privacy-related inquiries within 30 days.