PRIVACY POLICY

Effective Date: February 5, 2026

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Lead Agentics (“we,” “our,” or “us”) is committed to protecting the privacy and security of the personal information entrusted to us by our clients, their customers, and visitors to our website. This Privacy Policy describes how we collect, use, store, share, and protect personal information in connection with the services we provide, including our AI-powered voice agents, appointment scheduling systems, CRM automation, and related communication platforms.

By accessing our website at leadagentics.com or using any of our services, you acknowledge that you have read and understand this Privacy Policy. If you do not agree with the practices described herein, please do not use our services.

1. Information We Collect

1.1 Information You Provide Directly

When you interact with our services, you may provide us with the following categories of personal information:

Full name, email address, phone number, and business name submitted through contact forms, landing pages, or intake forms.
Appointment scheduling details, including preferred dates, times, and service requirements.
Payment information processed through our third-party payment providers.
Any information you voluntarily share during voice conversations with our AI agents, including Alex.
Communications sent to us via email, phone, or social media.

1.2 Information Collected Automatically

When you visit our website or interact with our services, we may automatically collect:

Device and browser information, including IP address, browser type, operating system, and device identifiers.
Usage data such as pages visited, time spent on pages, click patterns, and referral sources.
Cookies and similar tracking technologies as described in Section 7 of this policy.

1.3 Information from AI Voice Interactions

Our AI voice agents (including “Alex”) may collect and process the following during voice interactions:

Voice recordings and transcriptions of conversations for quality assurance and service delivery.
Call metadata including duration, timestamps, and call outcomes.
Lead qualification data gathered during conversations, such as budget, timeline, and decision-making authority.

1.4 Information from Third Parties

We may receive personal information from third-party sources, including advertising platforms (Google Ads, Meta, TikTok), CRM integrations, and referral partners, which we combine with information we collect directly.

2. How We Use Your Information

We use the information we collect for the following purposes:

To provide, operate, and improve our AI voice agent services, appointment scheduling, and CRM automation.
To place outbound calls, send SMS messages, and deliver email communications on behalf of our clients.
To qualify leads and schedule appointments within our Deal Flow AI system.
To send appointment confirmations, reminders, and follow-up communications.
To process no-show recovery sequences and re-engagement campaigns.
To facilitate review requests and referral programs on behalf of our clients.
To analyze call outcomes and pipeline data to improve service quality and conversion rates.
To comply with legal obligations and respond to lawful requests from authorities.
To detect, prevent, and address fraud, abuse, or security issues.

3. Legal Basis for Processing

We process personal information under the following legal bases:

Contractual Necessity: Processing required to fulfill our service agreements with clients and their customers.
Legitimate Interests: Processing necessary for our legitimate business interests, including service improvement, fraud prevention, and marketing analytics, where such interests are not overridden by your rights.
Consent: Where you have given explicit consent, such as opting in to receive marketing communications or agreeing to voice recording during AI interactions.
Legal Obligation: Processing required to comply with applicable laws and regulations.

4. How We Share Your Information

We do not sell your personal information. We may share your information with the following categories of recipients:

Service Providers: Third-party platforms that support our services, including GoHighLevel (CRM and automation), Retell AI (voice agent technology), and cloud hosting providers. These providers are contractually obligated to protect your data.
Our Clients: If you interact with our AI agents as a customer of one of our clients, we share relevant lead and appointment information with that client as part of our service delivery.
Advertising Partners: Aggregated, anonymized data may be shared with advertising platforms for campaign optimization. No personally identifiable information is shared for this purpose.
Legal Authorities: We may disclose information when required by law, court order, or governmental regulation, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
Business Transfers: In the event of a merger, acquisition, or sale of assets, personal information may be transferred as part of the transaction.

5. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. Specific retention periods are as follows:

Lead and appointment data: Retained for the duration of the client relationship plus 24 months, unless a longer retention period is required by law.
Voice recordings and transcriptions: Retained for up to 12 months for quality assurance purposes, unless a longer period is required for legal compliance.
Website analytics data: Retained for up to 26 months.
Communication logs (email and SMS): Retained for 12 months after the last interaction.

Upon expiration of the applicable retention period, personal information is securely deleted or anonymized.

6. Data Security

We implement appropriate technical and organizational measures to protect personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

Encryption of data in transit (TLS/SSL) and at rest.
Access controls and authentication mechanisms to restrict data access to authorized personnel.
Regular security assessments and vulnerability testing.
Secure webhook connections between integrated platforms.
Employee training on data protection and privacy best practices.

While we take reasonable precautions to safeguard your data, no method of electronic storage or transmission is completely secure. We cannot guarantee absolute security.

7. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your browsing experience, analyze site traffic, and understand user behavior. The types of cookies we use include:

Essential Cookies: Required for the website to function properly, including session management and security features.
Analytics Cookies: Used to collect aggregated data about how visitors interact with our website, helping us improve site performance and content.
Marketing Cookies: Used to track visitors across websites to display relevant advertisements and measure campaign effectiveness.

You may control cookie preferences through your browser settings. Disabling certain cookies may affect website functionality.

8. Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal information:

Right of Access: You may request a copy of the personal information we hold about you.
Right to Rectification: You may request correction of inaccurate or incomplete personal information.
Right to Erasure: You may request deletion of your personal information, subject to legal retention requirements.
Right to Restrict Processing: You may request that we limit the processing of your personal information under certain circumstances.
Right to Data Portability: You may request a machine-readable copy of your personal data.
Right to Object: You may object to processing based on legitimate interests or for direct marketing purposes.
Right to Withdraw Consent: Where processing is based on consent, you may withdraw that consent at any time without affecting the lawfulness of prior processing.

To exercise any of these rights, please contact our Data Security Officer at info@leadagentics.com. We will respond to verified requests within 30 days.

9. California Residents (CCPA/CPRA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to know what personal information is collected, the right to delete, the right to opt out of the sale or sharing of personal information, and the right to non-discrimination for exercising your privacy rights.

Lead Agentics does not sell personal information as defined under CCPA/CPRA.

10. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected personal information from a child under 18, we will take steps to delete such information promptly.

11. International Data Transfers

Your personal information may be transferred to and processed in countries other than your country of residence. Where such transfers occur, we implement appropriate safeguards to ensure your data is protected in accordance with applicable data protection laws, including standard contractual clauses or other approved transfer mechanisms.

12. Third-Party Links and Services

Our website and services may contain links to third-party websites or integrate with third-party platforms. This Privacy Policy does not apply to those third parties. We encourage you to review the privacy policies of any third-party services you access through our platform.

13. SMS Opt-In Details

Lead Agentics and its clients may send SMS (text message) communications to individuals who have provided their mobile phone number and given explicit consent to receive such messages. This section describes how we handle SMS opt-in and opt-out processes.

13.1 How We Obtain Consent

We obtain consent to send SMS messages in the following ways:

Web forms: By submitting a contact form, scheduling form, or intake form on our website or our clients’ websites that includes a clearly visible SMS consent checkbox or disclosure statement.
Verbal consent: During a phone or AI voice agent interaction where the individual expressly agrees to receive follow-up SMS communications.
In-person or written agreement: Through signed contracts or enrollment forms that include an SMS consent clause.

Consent to receive SMS messages is never a condition of purchasing any service. Message and data rates may apply. Message frequency will vary based on the nature of the service provided.

13.2 Types of SMS Communications

We may send the following types of SMS messages on behalf of our clients:

Appointment confirmations, reminders, and rescheduling notifications.
Lead follow-up and qualification messages.
No-show recovery and re-engagement sequences.
Review requests and referral program invitations.
Promotional and marketing messages (only where express written consent has been obtained).

13.3 How to Opt Out

You may opt out of receiving SMS messages at any time by replying STOP to any text message you receive from us. You may also reply HELP for assistance or contact us directly at info@leadagentics.com. Upon receipt of a STOP request, we will cease sending SMS communications to your number promptly, in compliance with applicable telecommunications regulations.

Please note that opting out of marketing SMS messages does not opt you out of transactional messages related to a confirmed appointment or service you have requested, unless you request complete cessation of all messaging.

13.4 Supported Carriers and Limitations

Our SMS services are available through major U.S. wireless carriers. We are not responsible for delays or failures in SMS delivery due to carrier filtering, network outages, or technical issues outside of our control. Message and data rates may apply according to your mobile carrier’s plan.

14. Mobile Information Sharing Statement

We are committed to transparency regarding how mobile-derived data—including data collected through SMS interactions, mobile web browsing, and mobile app activity—is handled, shared, and protected.

14.1 What Mobile Information We Collect

When you interact with our services via a mobile device, we may collect:

Mobile phone number provided during opt-in or registration.
SMS message content and metadata (e.g., timestamps, delivery status, response data).
Mobile device identifiers, including device type, operating system, and mobile browser type.
Mobile IP address and approximate geographic location derived from IP.
Mobile browsing behavior on our website, including pages visited and time on site.

14.2 How Mobile Information Is Used

Mobile information is used to:

Deliver SMS communications you have consented to receive.
Personalize and improve your experience with our services.
Analyze engagement metrics to improve campaign performance on behalf of our clients.
Ensure compliance with telecommunications regulations and opt-out requests.

14.3 Sharing of Mobile Information

We do not sell, rent, or share your mobile phone number or SMS opt-in data with third parties for their independent marketing purposes. Mobile information may be shared only in the following limited circumstances:

With our clients, as necessary to fulfill the service for which you provided your number.
With our SMS platform provider(s) (e.g., GoHighLevel) solely for the purpose of message delivery and campaign management. These providers are contractually prohibited from using your data for any other purpose.
With legal authorities when required by law, regulation, or court order.
In connection with a merger, acquisition, or business transfer, subject to equivalent privacy protections.

No mobile opt-in data or consent records are shared with third parties for advertising, analytics resale, or any purpose unrelated to the specific service for which consent was obtained.

14.4 Mobile Data Security

Mobile information is subject to the same security measures described in Section 6 of this policy. SMS opt-in records, including the date, time, and method of consent, are stored securely and retained for a minimum of four (4) years to support compliance verification and dispute resolution.

15. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, or legal requirements. When we make material changes, we will update the “Effective Date” at the top of this policy and, where appropriate, provide notice through our website or by email. Your continued use of our services after the effective date of any changes constitutes your acceptance of the updated policy.

16. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact our Data Security Officer:

Data Security Officer

Lead Agentics

Email: info@leadagentics.com

Phone: 1-435-900-7883

Website: https://leadagentics.com