Privacy Policy

This Privacy Policy explains how AI Scaling, LLC ("AI Scaling", "we", "us") collects, uses and shares personal information when you visit our website, sign up, and use the AI Scaling software, Otto (our built-in AI agent), and our phone, texting and email features (the "Service").

We play two roles:

• For our own customers and website visitors, we decide how personal information is used. For example, the details of the owner who signs up, or someone who fills in a form on our website.
• For our customers' customers, we process personal information on behalf of the business that uses the Service. For example, a homeowner who calls a plumbing company that uses AI Scaling. That business decides how it is used, and its own privacy notice applies. If you are one of their customers, please contact that business first.

This policy replaces and extends the notice for our Capture browser extension, which continues to apply to that extension.

Information you give us

• Account details: your name, business name, work email, phone number, role and team members' details.
• Forms on our website: what you type into Get started or the talk-to-a-person form, including any security report you send that way.
• Billing details: your plan and billing history. Card and bank details are collected and stored by Stripe, our payment processor.
• Business registration details: details needed to register your business for texting with US carriers (A2P 10DLC), such as your legal business name and tax ID.

Information in your workspace

Everything you and your team put in the Service or that comes into it for your business, including customer records, messages, emails and texts, call audio, recordings and transcripts, meeting notes, forms, contracts and signatures, invoices, files, tables and settings, and what you ask Otto to do.

Information collected as you use the Service

• Device and log details, such as IP address, browser type, pages viewed, and times.
• Product analytics, such as which features are used, collected with PostHog.
• A record of Otto's actions in your workspace.

Information from apps you connect

When you connect an app, such as Gmail, Google Calendar, Outlook, QuickBooks or another of over 1,500 apps, we receive the information you allow when connecting it.

• To provide the Service, including answering and placing calls, sending and receiving texts and email, running Otto, and processing payments.
• To set up your account and move your data in, when you ask us to.
• To bill you and keep our records.
• To keep the Service secure, prevent abuse and fraud, and fix problems.
• To support you and talk to you about your account.
• To understand how the Service is used and improve it.
• To follow the law and carrier rules, including texting registration and opt-outs.

We use our customers' customers' information only to provide the Service to the business that uses it, and as that business directs.

To do his work, Otto sends parts of your workspace, such as a customer message and the details needed to reply to it, to an AI model provider. Otto's requests to OpenAI are sent with the option to store them turned off.

Some features use other AI providers. For example, the phone voice uses a voice AI provider, and search and embeddings use other model providers. These are listed in "Who we share it with" below. Each provider handles data under its own terms.

Otto runs on a separate machine for each business, with an encrypted disk.

We send our AI providers only what Otto needs for the job you asked for, and we do not sell your data to them or to anyone else.

When a business turns call recording on, callers hear a notice that the call may be recorded. Recordings and transcripts are stored in that business's workspace. Call transcripts are made by our own transcription service, which runs on our hosting in the United States.

Texts sent through the Service include an opt-out line. Replies such as STOP are recorded and honored automatically, and we keep a record of opt-outs so they are respected.

We don't use text-message opt-in data or phone numbers collected for texting for any purpose other than delivering the messages the business sends, and we don't share them with third parties for their marketing.

Texts from AI Scaling

If you expressly opt in, by checking an unchecked text-message consent box on one of our forms or by giving documented verbal consent during a call, AI Scaling, LLC may send you SMS messages about your application, appointment reminders, booking confirmations, scheduling, and account notifications. Message frequency varies. Message and data rates may apply. Consent is voluntary and is not a condition of purchase.

Reply STOP to any message to stop receiving them. Reply HELP for help, or use the Talk to a person form on our website. Opting out of texts does not affect anything else about your account.

We do not sell, rent, or share mobile opt-in information, SMS consent, or phone numbers with third parties or affiliates for marketing or promotional purposes. This exclusion applies to every category of data sharing described in this Privacy Policy. We share this information only with service providers that deliver and support the messages on our behalf, and only for that purpose.

We do not sell personal information. Our website uses analytics and advertising tools, including Google and Meta, to understand visits and measure our ads. The Service itself does not share your workspace data for advertising.

We share personal information only:

• with the service providers (subprocessors) listed below, who process it for us under contract;
• with apps you choose to connect, as you direct;
• with analytics and advertising providers, through the tags on our website, about visits to the website (not your workspace data);
• with carriers and the texting registry, as needed to deliver calls and texts;
• when the law requires it, or to protect the rights and safety of our users or the public;
• as part of a merger, sale or similar change, under this policy's protections;
• with your permission.

We will update this list before adding a new subprocessor that handles your workspace data.

Your workspace data is hosted in the United States. Some subprocessors may process data in other countries under their own safeguards. If you are outside the United States, your information will be transferred to and processed in the United States.

We keep your workspace data for as long as your account is open. After your subscription ends, we keep it for 30 days so you can export it, then delete it. Backups are deleted on their normal schedule.

We keep billing records as long as tax and accounting law requires, and opt-out records as long as needed to honor them. Website form submissions are kept for as long as we need them to reply to you and follow up, then deleted.

We protect personal information with measures that include: approvals for Otto's sends checked on our servers; a log of Otto's actions; a separate machine with an encrypted disk for each business's Otto; and hosting with established providers. You can read more on our Security page.

We don't currently hold a SOC 2 report or sign HIPAA business associate agreements.

• See and export: account owners can export contacts and tables at any time.
• Fix: you can update most details in the Service yourself.
• Delete: you can ask us to delete your account and its data.
• Texts: reply STOP to any text from a business using the Service to stop texts from that business.
• Marketing email: use the unsubscribe link in any marketing email from us.

Depending on where you live, including California, Virginia, Colorado, Texas and other states, you may have more rights, such as to know what we hold, correct it, delete it, or opt out of certain uses. To ask, use the request form on our website. We will confirm who you are before acting, and we won't treat you differently for asking. You can use an authorized agent where the law allows.

If you are a customer of a business that uses AI Scaling, please send your request to that business. We will help them answer it.

We use cookies and similar technology to keep you signed in, remember your settings, and understand how our website and app are used. You can control cookies in your browser. Blocking some of them may stop parts of the Service from working.

The Service is for businesses and is not directed to children under 16. We don't knowingly collect personal information from children. If you think a child has given us personal information, tell us through the form on our website and we will delete it.

We may update this policy. If a change is material, we will tell you in the Service or by email before it takes effect. The date at the top shows when it was last changed.

To ask a question or make a privacy request, use the contact form on our website. A person reads every message.

AI Scaling, LLC, 8 The Green, Suite D, Dover, DE 19901. Reach us through the form on our website.