Privacy Policy

1. Introduction

AgentOne AI (“AgentOne AI,” “we,” “us,” or “our”) provides done-for-you AI business systems for skilled trades and local service businesses. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website at www.getagentoneai.com, submit our forms, communicate with us by phone, text message, or chat, schedule an appointment, or use our services.

By using our website or services, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use our website or services.

2. Information We Collect

We collect information you provide to us directly, information created when you communicate with us, and information collected automatically when you use our website. This may include:

• Name — the name you provide when you contact us.
• Business name — the business you represent or operate.
• Phone number — for calls, texts, and appointment communications.
• Email address — when you provide one to us.
• Industry and service area — the type of business and the area you serve.
• Appointment information — the meetings, dates, and details you schedule with us.
• Information you share in forms, chats, emails, texts, and calls.
• Call recordings, transcripts, and summaries of telephone conversations.
• Website usage, device, browser, IP address, cookies, and interaction data collected as you use our site.
• Communication and marketing preferences, including how and whether you want us to contact you.
• Consent records documenting the permissions you have given us.

3. AI-Assisted Communications

Some of our communications are handled or supported by AI-powered assistants. This means that some website chat conversations and some telephone calls may be answered, placed, or assisted by an automated system acting on our behalf, rather than by a live person.

Our website chat assistant is named Jessica. Jessica is an AI-powered assistant, not a human team member. Automated assistants may help answer questions, take your details, and schedule appointments.

You may ask to speak with a human team member at any time during a chat or call, and we will make a reasonable effort to accommodate that request.

4. Telephone Calls and Call Recording

When you call us, or when we place approved outbound calls, your call may be recorded, transcribed, summarized, and reviewed. We use this information to schedule appointments, respond to your inquiries, maintain accurate records, support quality and training, protect security, and improve our services.

Where notice or consent is required, any such notice or request for consent may also be provided to you at the beginning of a call.

5. Text Messaging and SMS Consent

If you provide your mobile number and the required consent, we may send you text messages related to your inquiry, appointments, and — where you have separately agreed — marketing. The following terms apply to our SMS program:

• Message frequency varies.
• Message and data rates may apply.
• Reply STOP to unsubscribe at any time.
• Reply HELP for assistance.
• Consent to receive marketing communications is not a condition of purchasing any goods or services.
• We do not sell or share mobile phone numbers or SMS consent information with third parties or affiliates for their own marketing purposes.
• Service providers may process this information only as needed to operate the messaging service on our behalf.
• Transactional messages may include appointment confirmations, reminders, requested updates, and service-related follow-up.
• Marketing messages are sent only when you have provided the required consent to receive them.

Accepting this Privacy Policy does not, by itself, provide consent to receive marketing text messages or automated marketing calls. Any such consent is collected separately.

6. How We Use Information

We use the information we collect to:

• Respond to your inquiries and requests.
• Schedule appointments and send reminders.
• Provide the services you request.
• Manage leads and customers and maintain our CRM and sales-pipeline records.
• Operate, maintain, and improve our website, systems, and services.
• Send communications and marketing where you have provided the required consent.
• Detect, prevent, and address misuse, fraud, or security issues.
• Maintain the security and integrity of our systems.
• Comply with legal obligations and enforce our terms.

7. How We Disclose Information

We do not sell personal information for monetary compensation. We do not share mobile phone numbers or SMS consent information with third parties or affiliates for their own marketing purposes.

We may disclose information in the following circumstances:

• Operational service providers that help us run our business — such as hosting, CRM, telephone and messaging carriers, email, scheduling, analytics, AI, and technical operations providers — who may process your information only to provide services to us.
• Legal authorities when required by law, court order, or legal process, or to protect our rights, safety, or property, or the rights and safety of others.
• Professional advisers, such as legal, accounting, or security advisers, where appropriate.
• Business transfers — if our business is sold or merged, information may be transferred as part of that transaction, subject to this policy.

8. Cookies and Analytics

Our website uses cookies and similar technologies to help it function and to understand how visitors use our site. These generally fall into three categories:

• Essential cookies that are necessary for the website to work.
• Functionality cookies that remember your preferences and improve your experience.
• Analytics cookies that help us understand website usage and improve our services.

Advertising or retargeting technologies may be used only when we have enabled them. You can control cookies through your browser settings; disabling some cookies may affect how parts of the site function.

9. Data Retention and Security

We retain information for as long as needed for the purposes described in this policy. There is no single fixed retention period; how long we keep information depends on factors such as the type of record, the purpose for which it was collected, our business relationship with you, consent documentation, legal and regulatory requirements, active or potential disputes, security needs, and applicable limitation periods.

We use reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

10. Privacy Choices and Rights

Subject to applicable law, you may request to access, correct, or delete your personal information. To protect your privacy, we may need to verify your identity before acting on a request.

You may also opt out of certain communications:

• Texts — reply STOP to any message.
• Calls — ask us during any call, or contact us using the details below, to be placed on our internal do-not-contact list.
• Marketing emails — use the unsubscribe link included in any marketing email.

Depending on where you live, you may have additional rights under applicable law, which we will honor as required.

11. Children’s Privacy

Our website and services are intended for business owners and are not directed to children under 18. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us using the details below so we can take appropriate action.

12. Third-Party Links and Services

Our website may link to, or make use of, third-party websites and services — such as social media platforms and advertising tools, when enabled. We are not responsible for the privacy practices or content of those third parties. We encourage you to review the privacy policies of any third-party services you interact with.

13. Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date at the top reflects the most recent version. Your continued use of our website or services after changes take effect means you accept the updated policy.

14. Contact Us

For privacy questions or requests, contact us by telephone or through the contact form available on our website.