Privacy Policy for Pilot Participants
Introduction
Serve AI Agency (“we,” “us,” or “our”) is committed to protecting the privacy of our clients, prospects, and Pilot Program participants. This Privacy Policy explains what information we collect, how we use it (including pilot-specific feedback and data), and your rights.
Information We Collect
Contact Data: Full name, email address, phone number, organization name, city & state.
Payment Data: Credit card details (handled securely by Stripe; we do not store full card numbers).
Service Usage Data: Interactions with our AI pipeline (e.g., leads processed, clicks on booking links), Dashboard usage, email and SMS engagement metrics.
Technical Data: IP address, browser type, device identifiers, cookies (essential for site functionality and analytics).
Pilot Feedback & Performance Data: Anonymized results (e.g., no-show rates, response times) and any comments or testimonials you provide.
How We Use Your Information
Service Delivery: To set up, manage, and optimize your AI automation pilot.
Communications: To send transactional messages (appointment reminders, billing notices) and marketing updates (if you opt in).
Pilot Program Improvement: To analyze pilot performance data and user feedback for service refinement and to develop case studies or testimonials (with your approval).
Compliance & Legal: To satisfy tax, audit, and regulatory obligations.
Cookies & Tracking
We use essential cookies for site functionality and analytics. You may disable non-essential cookies via your browser settings, though this may affect your experience.
Sharing & Disclosure
Service Providers: Stripe (payment processing), GoHighLevel (platform), Sendible (social/review management), Airtable (data tracking), and other authorized third-party tools.
Pilot Program Partners: We may share anonymized performance metrics and feedback with pilot partners for benchmarking (no personal identifiers).
Legal Obligations: If required by law or to protect our rights.
Data Security & Retention
We implement industry-standard safeguards (encryption at rest and in transit, access controls) to protect your data.
Retention: We retain your data for the duration of your pilot subscription and for up to 12 months afterward for case study and compliance purposes (unless you request deletion sooner).
Your Rights
Access & Correction: Request a copy of your data or ask for corrections.
Deletion: Request data deletion (subject to legal retention requirements and pilot data needs).
Opt-Out: To stop marketing communications, reply “STOP” or email [email protected].
Children’s Privacy
Our services are not directed to children under 16. We do not knowingly collect data from minors.
Changes to This Policy
We may update this Privacy Policy. We will post changes here with a new “Effective Date” and notify you if required by applicable law.
Contact Us
Questions or requests? Email us at [email protected] with subject line “Privacy Policy Inquiry.”