ServiceSales AIHome
EnglishEspañol

Privacy Policy

Effective October 8, 2026; updated October 21, 2026.

ServiceSales AI is operated by SERVICESALES AI LLC, an Iowa single-member limited liability company ("ServiceSales AI," "we," or "us"). This Privacy Policy explains how ServiceSales AI processes information when businesses and their authorized users use the platform. A business using ServiceSales AI is responsible for the notices, permissions, and consents it must provide to its own customers and leads.

Information we process

We process account and business profile information, lead and customer information submitted to the service, messages and communication preferences, appointment and scheduling information, estimates, invoices, projects, operational records, integration credentials, billing identifiers, call metadata and transcripts when the AI voice receptionist is enabled, and technical or security information needed to operate and protect the service.

How information is used

Information is used to provide and secure ServiceSales AI, authenticate users, operate requested AI features, deliver authorized communications, answer supported inbound calls, schedule appointments, synchronize selected integrations, process billing, maintain audit and operational records, troubleshoot problems, prevent abuse, and improve reliability.

AI features

When an authorized user or a lead uses an AI feature, relevant business, lead, conversation, appointment, or knowledge-base information may be sent to the configured AI provider only to generate the requested response or analysis. ServiceSales AI instructs its AI features not to collect payment-card, bank-login, government-ID, medical, or other highly sensitive information.

Twilio SMS and phone-number setup

SMS and AI calls inside ServiceSales AI use Twilio exclusively, while WhatsApp Business messaging remains separate through Meta. Businesses can request an eligible new Twilio number for purchase after review or request the port of an existing number to Twilio. Portability checks may transmit the submitted phone number to Twilio to evaluate preliminary eligibility; checking does not start a port, buy a number or activate service. Number activation and any subsequent transfer may involve business identity, number and carrier information, as required by Twilio, its carriers and applicable law. Communications remain subject to authorization, consent, required registrations and opt-out handling.

AI voice receptionist

When a business enables the AI voice receptionist on an activated Twilio phone number, a caller’s speech is processed by the telephony/speech provider so the call can be transcribed and answered in real time. ServiceSales AI stores call metadata and text conversation/transcript records in the business workspace so the lead, handoff, appointment, and audit history can be maintained. The current implementation does not intentionally record or store call-audio files in ServiceSales AI. Audio may still be processed by the connected telephony provider as necessary to deliver speech recognition and calling under that provider’s terms.

Service providers and payments

ServiceSales AI uses third-party providers for specific features, including OpenAI for AI functionality, Resend for email delivery, Google for Calendar integration, Stripe for billing and payments, Render for hosting, Twilio as the exclusive provider for ServiceSales AI SMS and AI phone calls when enabled, and Meta for WhatsApp Business messaging. A first ServiceSales AI subscription currently includes a one-time 7-day free trial and then renews at $99 USD per month unless canceled; Stripe processes that subscription on the ServiceSales AI Stripe account. When a business enables customer invoice payments, that business must connect its own Stripe account through Stripe Connect; customer invoice payments are processed on that connected business account and are separate from the ServiceSales AI subscription.

Google Calendar data

If an authorized business user connects Google Calendar, ServiceSales AI requests the calendar.events.owned permission for appointment scheduling on calendars that user owns, plus Google account email identification (openid and email) to verify that invitations come from the business's selected Google account. The verified email is stored as connection metadata and shown to authorized workspace owners/managers.

To prevent double-booking, ServiceSales AI may read only the start time, end time, status, and free/busy transparency of existing events on the connected primary calendar for the scheduling window being checked. It does not import the content of pre-existing Google Calendar events such as titles, descriptions, attendees, locations, or other event content. The integration may send appointment start/end times, service and lead name, lead phone/email, notes, and attendee information when creating a ServiceSales AI appointment event. OAuth credentials are encrypted at rest. Disconnecting Google removes the stored credential and attempts provider revocation. Google Calendar data is not sold, is not used for advertising, and is not used to train or improve general-purpose AI models. Use of Google API information adheres to the Google API Services User Data Policy, including Limited Use requirements.

WhatsApp Business data

When a business owner connects WhatsApp, ServiceSales AI uses Meta Embedded Signup to authorize that business’s existing WhatsApp Business number. ServiceSales AI stores the resulting business connection credential encrypted at rest and uses the Meta WhatsApp Business Platform to receive and send service-related messages for that workspace. WhatsApp message content, contact phone numbers, delivery status, and related conversation data may therefore be transmitted to and from Meta as needed to provide the messaging feature. The phone number remains owned by the business; ServiceSales AI does not require that WhatsApp number to be ported to Twilio.

Communications and consent

Answering a call that a person places to a business is treated separately from permission for future outbound calls. Service-related email, SMS, WhatsApp, or outbound voice follow-up is sent only when the applicable consent is recorded and the relevant provider and business channel are configured. Recipients can use supported opt-out methods, including SMS or WhatsApp STOP keywords and email unsubscribe links, and may ask not to receive future calls. Businesses remain responsible for applicable laws, required call/transcription notices, and provider rules.

SMS/mobile privacy: Mobile phone numbers, SMS opt-in information, and messaging consent are not sold or shared with third parties or affiliates for their marketing or promotional purposes. Service providers such as telecommunications carriers may process mobile information only as needed to provide, secure, and support the requested messaging service. SMS message frequency varies based on the recipient’s requested service activity, appointments, support, and authorized follow-up. Message and data rates may apply. Reply STOP to opt out of SMS messages or HELP for help.

Optional website analytics

ServiceSales AI offers voluntary first-party visitor analytics on the public home and registration pages. Optional identifier-based analytics begin only if you choose Allow. Separately, the server counts daily aggregate requests to the homepage and signup page without storing individual IP addresses, browser/session identifiers or referrers; those anonymous request counts are approximate traffic, not unique visits or people. This aggregate counting also occurs if you decline optional identifier tracking, unless your browser sends a Do Not Track or Global Privacy Control signal. A random browser identifier, stored for up to 90 days, and a tab-session identifier estimate unique browsers, sessions, page views and Get started clicks. The analytics database stores one-way hashed identifiers, broad traffic-source categories and timestamps, not raw IP addresses, exact referrer URLs, email addresses, or customer/business IDs. Bot filtering is imperfect; these numbers are estimates, not verified individuals. Successful account registrations are counted by the server regardless of analytics permission, but attribution to a visitor requires prior consent. Country is not collected. Analytics events are retained for 90 days. Declining does not limit service access. You may withdraw permission below or clear the site's browser data.

Retention and deletion

Workspace data is retained while needed to provide the service and for legitimate operational or security purposes. Authorized users can delete their account/workspace subject to billing safeguards. Active database records are removed when the workspace is deleted; rotating backups expire under the service's backup-retention schedule. Google credentials are removed when disconnected, revoked, or the owning workspace is deleted.

Security

Provider credentials are kept server-side. ServiceSales AI uses authentication, role-based access controls, encrypted provider credentials, CSRF protection, secure cookies, HTTPS, security headers, audit records, tenant scoping, and other safeguards designed to reduce unauthorized access. No internet service can guarantee absolute security.

Your choices

Authorized workspace users can manage business data, integrations, communication settings, and account deletion according to their role. Communication recipients can withdraw consent using supported opt-out methods. For other privacy requests, contact support.

Contact

For privacy questions or support, contact servicesalesai@gmail.com. See also our Terms of Service.