Privacy Policy

1. Introduction

CoPilotSMB (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our AI-powered customer service automation platform and related services.

By using our services, you consent to the data practices described in this policy.

2. Information We Collect

2.1 Personal Information

• Contact information (name, email, phone number)
• Business information (company name, industry, size)
• Account credentials and profile information
• Payment and billing information

2.2 Service Usage Data

• Customer inquiries and interactions
• AI agent conversations and responses
• Service requests and job contracts
• Platform usage patterns and analytics

2.3 Technical Information

• Device and browser information
• IP addresses and location data
• Cookies and similar tracking technologies
• Log files and system information

3. How We Use Your Information

• Provide and maintain our services
• Process customer inquiries and automate responses
• Generate and manage job contracts
• Improve our AI algorithms and service quality
• Communicate with you about our services
• Process payments and manage billing
• Comply with legal obligations
• Protect against fraud and abuse

4. Information Sharing and Disclosure

4.1 Service Providers

We may share your information with third-party service providers who assist us in operating our platform, including AI service providers, payment processors, and cloud hosting services.

4.2 Business Partners

When you use our services in connection with Thumbtack or other business partners, we may share relevant information as necessary to provide the requested services, always in compliance with applicable privacy laws.

4.3 Legal Requirements

We may disclose your information if required by law, court order, or government regulation, or to protect our rights, property, or safety.

5. Data Retention and Destruction

We retain your information for as long as necessary to provide our services and comply with legal obligations. When you cease using our services or upon our reasonable request, we will destroy all data promptly, but in any case within 5 business days, except as required by applicable law.

This policy ensures compliance with Thumbtack's partner API requirements and applicable privacy regulations.

6. Data Security

We implement appropriate technical and organizational security measures to protect your information against unauthorized access, alteration, disclosure, or destruction.

In the event of any unauthorized access to your data, we will immediately notify affected parties and take appropriate remedial actions as required by law.

7. Your Rights and Choices

• Access and review your personal information
• Correct or update inaccurate information
• Request deletion of your information
• Opt-out of certain communications
• Control cookie preferences
• Exercise rights under applicable privacy laws

8. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure such transfers comply with applicable data protection laws and implement appropriate safeguards.

9. Children's Privacy

Our services are not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on our website and updating the “Last updated” date.

11. Contact Us

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