Last updated: October 2026

1. Information We Collect

Call Agent AI ("we," "us," or "our") collects information you provide directly to us, such as when you create an account, use our services, or contact us for support. This includes name, email address, phone number, company name, and payment information.

1.1 Mobile Information and SMS Consent

When you opt in to receive SMS messages from Call Agent AI, we collect and process your mobile phone number and your consent status solely to send you the messages you requested, such as your promotional trial code and account signup link.

We do not sell, rent, share, or otherwise transfer your mobile information or SMS consent to any third party for their own promotional or marketing purposes.

Text-messaging originator opt-in data and consent are excluded from every category of third-party data sharing described elsewhere in this Privacy Policy; this information will not be shared, sold, or transferred to any third party — including affiliates or partner businesses — for purposes unrelated to delivering the messaging service you opted into.

We may share your mobile number only with service providers that operate our messaging on our behalf (for example, our telephony and SMS delivery vendor), and only to deliver the messages you requested. You can opt out at any time by replying STOP to any message.

2. How We Use Your Information

We use the information we collect to:

Provide, maintain, and improve our services
Process transactions and send related information
Send technical notices, updates, and support messages
Respond to your comments, questions, and requests
Monitor and analyze trends, usage, and activities

3. Call Data & Recordings

Call recordings, transcriptions, and related data are processed to provide our AI call handling services. This data is encrypted in transit and at rest. We do not sell call data to third parties.

3.1 CRM Integrations and Customer Records

You can connect Call Agent AI to a customer relationship management (CRM) or field service system you use, such as Zoho CRM, HubSpot, or Jobber. We only connect when an authorized user of your CRM account approves the connection, and we only access the data covered by the permissions you approve.

Once connected, we read records from your CRM to help your AI assistant serve your callers, for example:

Contact and client details (name, phone number, email, address) to recognize a caller
Appointments, visits, jobs, quotes, and invoice or balance information, so the assistant can answer questions about them

We also write records to your CRM on your behalf, for example:

Creating or updating a contact or client for a caller
Adding call notes, summaries, and call logs
Booking, rescheduling, or cancelling appointments, and creating tasks or follow-ups

CRM data is used only to provide our services to you. Details needed during a call are processed by our AI and telephony service providers solely to handle that call. We do not sell CRM data or use it for advertising.

The access credentials for your CRM are stored securely and used only for your account. You can disconnect a CRM at any time from your Call Agent AI account; when you do, we delete the stored access credentials and stop reading from or writing to your CRM. You can also remove our access from inside your CRM, for example by revoking Call Agent AI under connected apps in Zoho CRM, uninstalling the Call Agent AI app in HubSpot, or disconnecting Call Agent AI from Jobber's App Marketplace. This immediately ends our access to your CRM data. Records we already created in your CRM remain there under your control.

3.2 WhatsApp Business Messaging

You can connect your own WhatsApp Business account to Call Agent AI through Meta's WhatsApp Embedded Signup. We only connect when an authorized person in your Meta business account approves the connection, and we only access the WhatsApp Business account and phone number you choose.

Once connected, we receive and use the following data from Meta, only to provide our services to you:

Your WhatsApp Business account and phone number details, such as the number, display name, verification status, and quality rating, so we can show your connection status.
The message templates you write in your Call Agent AI account and their approval status from Meta.
Delivery status of the messages we send for you, and replies from your callers, so we can show you the status and email you when someone replies.

We use this access to send your approved WhatsApp message to a caller after a phone call with your AI assistant, from your own WhatsApp number. Callers can reply STOP at any time to stop receiving these messages. We do not sell WhatsApp data or use it for advertising. Messages are delivered through Meta and, where applicable, our messaging service providers solely to deliver them.

The access key for your WhatsApp Business account is stored encrypted and used only for your account. You can disconnect your WhatsApp number at any time in your Call Agent AI account under Assistant settings, Send WhatsApp, Disconnect. When you do, we stop sending messages, unsubscribe from your account, and delete the stored access key. You can also remove our access in Meta Business Settings under Integrations or Partners. To request deletion of any remaining WhatsApp data, contact us using the details below and we will delete it within 30 days.

4. Data Security

We use industry-standard security measures to protect your personal information, including encryption, access controls, and regular security audits. However, no method of transmission over the Internet is 100% secure.

5. Data Retention

We retain your information for as long as your account is active or as needed to provide services. You may request deletion of your data at any time by contacting us.

6. Third-Party Services

We use third-party services including Twilio (telephony), Meta (WhatsApp messaging), Stripe (payments), and various analytics providers. Each has their own privacy policy governing the use of your information.

7. Cookies & Tracking

We use cookies and similar tracking technologies to analyze traffic and improve our services. You can control cookies through your browser settings.

8. Your Rights

You have the right to access, correct, or delete your personal information. You may also opt out of marketing communications at any time.

9. Contact Us

If you have questions about this Privacy Policy, please visit our contact page.