Privacy Policy

At Sales Assist AI, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service.

1. Information We Collect

Personal Information

We collect information that you provide directly to us, including:

• Name and email address
• Company name, job title, phone number
• Account credentials (encrypted)
• Billing information (processed securely through Stripe)
• Profile information and preferences

Business Data

When you use our services, we collect and process:

• Meeting information and calendar events
• Company and contact information you input
• Sales proposals and documents you create
• Questions you ask our AI coach
• Knowledge base documents you upload
• Chat conversations and voice recordings (if you use voice features)

Third-Party Integration Data

When you connect third-party services:

• Google Calendar: We access your calendar events (read-only)
• Gmail: We send emails on your behalf with your explicit permission
• OAuth tokens are encrypted and stored securely

Usage Information

We automatically collect:

• Log data (IP address, browser type, operating system)
• Usage patterns and feature interactions
• Device information
• Cookies and similar tracking technologies

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve the Service
• Generate AI-powered sales coaching and advice
• Create meeting overviews and proposals
• Send you notifications about meetings and reminders
• Process payments and manage subscriptions
• Respond to your questions and provide customer support
• Analyze usage patterns to improve our features
• Detect and prevent fraud or security issues
• Comply with legal obligations

3. AI and Machine Learning

We use advanced AI models (including OpenAI, Anthropic, and other providers) to:

• Generate sales coaching advice
• Analyze company information and meeting contexts
• Create personalized proposals
• Process voice conversations

Important: Your data may be processed by third-party AI providers. We use enterprise agreements that prohibit these providers from using your data to train their models. However, you should review the privacy policies of these AI providers:

• OpenAI: openai.com/privacy
• Anthropic: anthropic.com/privacy

4. How We Share Your Information

We do not sell your personal information. We may share your information with:

• Service Providers: AI providers (OpenAI, Anthropic), payment processors (Stripe), email services, hosting providers
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• Legal Requirements: When required by law, subpoena, or to protect our rights
• With Your Consent: When you explicitly authorize sharing

5. Data Security

We implement industry-standard security measures to protect your information:

• Data encryption in transit (TLS/SSL) and at rest
• Secure authentication and access controls
• Regular security audits and monitoring
• Encrypted storage of OAuth tokens and sensitive data
• Secure payment processing through PCI-compliant providers

However, no method of transmission over the Internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain your information for as long as your account is active or as needed to provide services. You can request deletion of your data at any time by contacting us. Some information may be retained for legal or business purposes after account deletion.

7. Your Privacy Rights

Depending on your location, you may have the following rights:

• Access: Request a copy of your personal data
• Correction: Update or correct inaccurate information
• Deletion: Request deletion of your personal data
• Portability: Receive your data in a portable format
• Opt-Out: Unsubscribe from marketing emails
• Restrict Processing: Limit how we use your data

To exercise these rights, please contact us at v@sortismarketing.com

8. Cookies and Tracking

We use cookies and similar technologies to:

• Maintain your session and keep you logged in
• Remember your preferences
• Analyze usage patterns and improve the Service
• Provide personalized content

You can control cookies through your browser settings, but disabling cookies may affect Service functionality.

9. Children's Privacy

Our Service is not intended for children under 13. We do not knowingly collect personal information from children under 13. If you believe we have collected information from a child, please contact us immediately.

10. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your data in accordance with this Privacy Policy.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of material changes via email or through the Service. Your continued use after changes constitutes acceptance of the updated policy.

12. California Privacy Rights (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to delete your information, and the right to opt-out of the sale of personal information (note: we do not sell personal information).

13. European Privacy Rights (GDPR)

If you are in the European Economic Area (EEA), you have rights under the General Data Protection Regulation (GDPR), including the right to access, rectify, erase, restrict processing, object to processing, and data portability.

14. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

Email: v@sortismarketing.com
Website: sales-assist.ai