Privacy Policy

HeritageAi LLC ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and secure your information when you use our AI-driven communication tools.

1. Information We Collect

To provide our AI Receptionist services, we collect the following information:

• Customer Data: Business name, email, address and phone number provided during registration.
• Caller Data: Names, phone numbers, addresses, email addresses and appointment details provided by individuals calling our customers.
• Communication Records: Call transcripts and summaries generated by the AI to assist small businesses in managing leads.

2. How We Use Your Information

We use the collected data strictly to:

• Operate and maintain the AI Receptionist services.
• Send appointment confirmations, reminders and urgent lead alerts via SMS.
• Improve our software solutions for small trades businesses.

3. Data Security

We prioritize data privacy and employ encryption protocols to secure sensitive customer and caller information within our databases.

4. SMS Disclosure & Consent

Mobile Information Sharing: By providing your phone number and providing verbal or written consent via our AI Receptionist or web chat, you agree to receive automated text messages. Message frequency varies based on your interaction. Message and data rates may apply. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Opt-Out Instructions

Users may opt-out of receiving SMS messages at any time by replying STOP to any message received from our system. For assistance, reply HELP or contact us at [email protected]. After opting out, you will no longer receive text messages unless you re-initiate contact or opt back in.

6. Contact Us

If you have questions about this policy, please contact us at: