Privacy Policy

1. Introduction

Amass Clientele, LLC (“Amass Clientele,” “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 visit our website at amassclientele.com, use our AI voice agent platform and application, or interact with our AI-powered communication tools (collectively, the “Services”).

This policy applies to two categories of individuals:

• Customers: Business owners and authorized users who subscribe to and use our AI voice agent platform.
• End Users: Individuals (such as homeowners and callers) who interact with AI voice agents deployed by our Customers.

Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access or use our Services.

2. Information We Collect

Information Customers Provide to Us

We collect information that Customers voluntarily provide when they:

• Create an account: Name, email address, phone number, business name, business address, and billing information.
• Configure AI voice agents: Business details, service offerings, scheduling rules, service areas, brand voice preferences, and custom scripts.
• Subscribe to communications: Email address, name, and communication preferences.
• Contact us: Any information provided through contact forms, support requests, feedback forms, or other communications, including name, email address, phone number, and message content.
• Connect third-party integrations: Credentials and data necessary to integrate with CRM platforms (such as ServiceTitan, Housecall Pro, and Jobber), Google Calendar, email services, and SMS messaging systems.

Information Collected Through AI Voice Agent Interactions

When End Users interact with AI voice agents deployed through our platform, the following information may be collected:

• Call recordings: All calls handled by our AI voice agents are recorded. End Users are informed of this recording at the beginning of each call.
• Call transcriptions: Automated transcriptions of voice interactions.
• Caller information: Phone number, name (if provided), and any information the caller shares during the conversation, such as service requests, addresses, scheduling preferences, and contact details.
• Call metadata: Date, time, duration, and outcome of each call.

Information Collected Through Integrations

When Customers connect third-party services, we may access and process:

• Google Calendar: Calendar event metadata (title, description, date/time, location, attendees), free/busy availability, and calendar lists. This data is used solely to enable real-time availability checking and automated scheduling.
• CRM Platforms: Lead and customer records, appointment data, and pipeline information as necessary to synchronize bookings and update records.
• SMS and Email Services: Message content, recipient information, and delivery status for communications sent on behalf of the Customer.

Information Automatically Collected

When you visit our website or use our platform, we automatically collect:

• Log Data: IP address, browser type and version, pages visited, time and date of visit, time spent on pages, and other diagnostic data.
• Cookies and Tracking Technologies: We use cookies, web beacons, and similar technologies to track activity and store certain information.
• Usage Data: Information about how you interact with our Services, including features used, pages viewed, links clicked, and navigation patterns.
• Device Information: Operating system, device type, and screen resolution.

3. How We Use Your Information

We use the information we collect to:

• Deliver our Services: Operate and maintain the AI voice agent platform, handle calls, book appointments, send follow-up communications, and manage lead pipelines on behalf of Customers.
• Process transactions: Manage subscriptions, process payments, and administer billing, including setup fees and smart refill charges.
• Improve our Services: Analyze usage patterns, call outcomes, and agent performance to enhance AI capabilities and user experience.
• Communicate with Customers: Send service-related notifications, support responses, product updates, and, with consent, promotional communications.
• Ensure compliance: Monitor for compliance with telemarketing laws, platform terms, and applicable regulations.
• Maintain security: Detect, prevent, and address fraud, unauthorized access, and technical issues.

4. AI Voice Agent Disclosures

Our AI voice agents are designed to operate transparently and in compliance with applicable laws:

• AI Disclosure: All AI voice agents deployed through our platform are required to disclose to callers that they are AI-powered assistants, not human representatives.
• Recording Disclosure: All calls are recorded, and callers are informed of this at the beginning of each interaction.
• Data Usage: Information collected during AI voice agent interactions is used to fulfill the services requested by the Customer (such as booking appointments and qualifying leads) and to improve the performance of our AI systems.

5. Google Calendar Data

If a Customer connects their Google account to enable calendar functionality:

• We access calendar data solely to check availability, create events, modify events, and delete events as part of lead engagement and scheduling workflows.
• We do not store full calendar event content permanently. We retain only the metadata necessary to link events to our platform for scheduling visibility.
• We do not share Google Calendar data with any third parties.
• Customers may disconnect their Google account at any time from their account dashboard.
• All Google Calendar data is transmitted via HTTPS/TLS 1.2+ encryption and any temporarily stored data is encrypted at rest using AES-256 encryption.
• We comply with the Google API Services User Data Policy, including the Limited Use requirements. Google data is never sold, used for advertising, or shared with unauthorized third parties.

6. Cookies and Tracking Technologies

What Are Cookies

Cookies are small text files stored on your device that help us remember your preferences and understand how you use our Services.

Types of Cookies We Use

• Essential Cookies: Required for the Services to function properly.
• Analytics Cookies: Help us understand how visitors interact with our website (for example, via Google Analytics).
• Marketing Cookies: Track activity to deliver relevant advertisements and measure campaign effectiveness.
• Preference Cookies: Remember your settings and preferences.

Managing Cookies

You can control and manage cookies through your browser settings. Disabling certain cookies may affect functionality. You can opt out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on.

7. How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following circumstances:

• Service Providers: With trusted third-party providers who help us operate our Services, including cloud hosting, payment processing, analytics, and communication tools. These providers are contractually obligated to protect your information and use it only for the purposes we specify.
• Third-Party Integrations: When a Customer connects third-party services (CRMs, calendars, email, SMS), data is shared with those platforms as necessary to provide the requested functionality. These integrations are governed by the respective third-party's privacy policy.
• Payment Processors: We use third-party payment processors (such as Stripe) to handle transactions. We do not store payment card information on our servers. Payment information is subject to the processor's privacy policy.
• Legal Requirements: When required by law, subpoena, or legal process, or to protect our rights, safety, or property.
• Business Transfers: In connection with a merger, acquisition, or sale of assets. Users will be notified of any such transfer.
• With Your Consent: When you explicitly authorize us to share information.

8. Data Security

We implement commercially reasonable security measures to protect your information, including:

• Encryption of data in transit (HTTPS/TLS 1.2+) and at rest (AES-256).
• Access controls limiting data access to authorized personnel with a legitimate business need.
• Regular security assessments and vulnerability monitoring.
• Data minimization practices, collecting only what is necessary to provide our Services.
• An established incident response plan for data breach notification and containment.

No method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

9. Data Retention

• Customer accounts: We retain account information for the duration of the Customer relationship and for a reasonable period afterward for record-keeping purposes.
• Call recordings and transcriptions: Retained in accordance with the Customer's account settings and applicable legal requirements.
• Analytics data: Typically retained for 26 months (Google Analytics default).
• Contact inquiries and feedback: Retained for a reasonable period to respond and for record-keeping purposes.

Customers may request deletion of their data at any time by contacting us at info@amassclientele.com. Upon account cancellation, leads, recordings, campaign history, and AI scripts associated with the account may be permanently deleted in accordance with our Cancellation and Refund Policy.

10. SMS Messaging

If you provide your mobile phone number and expressly opt in, Amass Clientele may send you SMS messages related to your inquiry, scheduling, and service-related updates.

Message frequency varies. Message and data rates may apply.

You may opt out at any time by replying STOP. For help, reply HELP or contact us at info@amassclientele.com.

We collect your mobile number and SMS consent information only for the purpose of sending the messages you agreed to receive and maintaining records of that consent.

No mobile information, text messaging opt-in data, or SMS consent will be shared, sold, rented, or disclosed to third parties or affiliates for marketing or promotional purposes. We may share this information only with service providers that help us operate our messaging program and business systems.

11. Email Communications

When you subscribe to our email list or create an account, you may receive:

• Service-related notifications and updates
• Educational content and resources
• Promotional offers and recommendations

You can unsubscribe at any time by clicking the “unsubscribe” link in any email or by contacting us at info@amassclientele.com. Even if you opt out of marketing emails, we may still send transactional or administrative emails related to your account.

12. Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information:

• Right to Access: Request a copy of the personal information we hold about you.
• Right to Correction: Request correction of inaccurate or incomplete information.
• Right to Deletion: Request deletion of your personal information, subject to certain legal exceptions.
• Right to Opt-Out: Unsubscribe from marketing communications at any time.
• Right to Data Portability: Request a copy of your data in a portable format.
• Right to Object: Object to certain processing of your personal information.

To exercise any of these rights, contact us at info@amassclientele.com.

13. California Privacy Rights (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act:

• Right to Know: Request information about the categories and specific pieces of personal information we have collected.
• Right to Delete: Request deletion of your personal information.
• Right to Opt-Out of Sale: We do not sell your personal information.
• Right to Non-Discrimination: You have the right to not receive discriminatory treatment for exercising your privacy rights.

To exercise these rights, contact us at info@amassclientele.com.

14. European Privacy Rights (GDPR)

If you are located in the European Economic Area, you have rights under the General Data Protection Regulation, including rights to access, rectification, erasure, restriction of processing, data portability, objection, and withdrawal of consent.

We process personal information based on your consent, our legitimate interests, and contractual necessity.

To exercise your GDPR rights or file a complaint with a supervisory authority, contact us at info@amassclientele.com.

15. Canadian Privacy Rights (PIPEDA)

If you are located in Canada, your personal information is handled in accordance with the Personal Information Protection and Electronic Documents Act.

16. Children's Privacy

Our Services are not intended for children under the age of 13 (or 16 in some jurisdictions). We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately at info@amassclientele.com.

17. International Data Transfers

If you are accessing our Services from outside the United States, your information may be transferred to, stored, and processed in the United States. By using our Services, you consent to the transfer of your information to countries that may have different data protection laws than your country of residence.

18. Affiliate Links and Resources

Our website may contain affiliate links to third-party products and services. When you click these links and make a purchase, we may earn a commission at no additional cost to you. These third-party sites have their own privacy policies, and we are not responsible for their practices.

We may also offer downloadable resources and guides. When you download these resources, we may collect your email address and other information you voluntarily provide.

19. Third-Party Websites

Our Services may contain links to third-party websites and services. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

20. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website, updating the “Last Updated” date, and, for significant changes, sending an email notification to account holders.

Your continued use of our Services after changes are posted constitutes your acceptance of the updated policy.

21. Contact Us

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