Privacy Policy

Information we handle

Depending on the features your organization uses, information may include:

• Account and company details, such as names, business type, industry, location, website, business email, phone number, company size, GSTIN, and account credentials.
• Workspace content entered by your organization, such as lead and contact details, messages, documents, site visits, quotations, product or inventory details, follow-up tasks, and campaign information.
• Information from services your organization chooses to connect, which may include advertising, messaging, storage, or AI providers.
• Operational information, such as usage events, diagnostic records, and security or audit logs.

How we use information

We use information to provide and maintain the workspace, authenticate users, support sales workflows, respond to support requests, protect the service, diagnose issues, and meet legal obligations.

When an organization enables AI features, relevant workspace content may be processed by the AI providers configured for that feature to generate the requested result. Your organization should only submit information it is authorized to use in this way.

How information is shared

We may share information with service providers that help operate the product, with integrations an organization chooses to connect, or when disclosure is required to comply with law or protect people and the service. We do not sell personal information.

Organizations control their workspace and are responsible for ensuring they have an appropriate basis to provide information about their leads, customers, and other contacts.

Retention and security

Information is retained as needed to provide the service, meet legitimate operational needs, and comply with applicable legal requirements. Retention can depend on the organization’s account and configuration. We use safeguards designed to protect information, but no online service can guarantee absolute security.

Your choices and requests

Organization users should contact their workspace administrator for requests concerning information in that organization’s account. For account or privacy questions, use the support channel through which your organization accesses SalesPilote AI. Requests may be subject to legal and operational requirements.

Changes to this policy

We may update this policy as the service changes or as required by law. The latest version will be posted on this page with its updated date.