Privacy notice
What we collect, why, where it lives, and what we will never do with it.
The short version
What we hold
For you: your name, contact details, business details, prices and settings. That is what makes the assistant yours.
For your customers: the details they give when they ring or message, the calls themselves, transcripts, quotes, invoices and payment records. We hold these on your behalf, so you can run your business.
Calls are recorded and transcribed so nothing a customer says gets lost. Callers are told at the start of the call that it is recorded.
What we deliberately do not collect
When a customer opens a quote or invoice link, we record one timestamp, the first time only. No open counter, no IP address, no device details, and the customer is never shown that it happened.
If a customer downloads the PDF, we record that single fact the same way. We cannot see whether a downloaded PDF is ever opened, and we will not use tricks that phone home from inside a document to find out.
Where it lives and who touches it
Your data is stored in a database in London. The AI work runs on Anthropic's Claude models under an agreement that does not allow your data to be used for training.
We never sell data. We never share it with advertisers. Nobody outside the companies that run the service for us can see it, and our own staff access is logged and visible in your activity log.
Your rights
You can export everything in one tap from settings, whenever you like.
You can ask us to correct or delete what we hold. When you cancel, your data stays available to you for 90 days and is then deleted.
Under UK GDPR you have the right to access, correct, delete and object. Write to us and a person will answer.