Privacy Policy

1. Information We Collect

1.1 Business and Contact Information

When businesses engage with Valley AI for operational software services, we collect:

• Business name, address, and contact details
• Primary contact name, phone number, and email address
• Business type and operational information
• Billing and payment information (processed through secure third-party processors)

1.2 Phone Numbers and SMS Data

Our core services involve phone and SMS-based workflows. In connection with these services, we may collect or process:

• Phone numbers of business owners, operators, and technicians who opt into receiving workflow notifications
• Phone numbers of end customers, provided to us by our business clients for the purpose of sending appointment confirmations, follow-ups, and service-related communications
• Inbound and outbound SMS message content related to business operations
• Call metadata including timestamps, duration, and disposition

We collect phone numbers only where appropriate consent has been obtained by the business client and/or the end customer, consistent with applicable laws and our SMS Messaging Policy.

1.3 Call Recording and Transcription

Important Disclosure: Valley AI services may involve the recording and/or transcription of telephone calls for the purpose of lead capture, quality review, and workflow automation. This may include:

• Voicemail messages left by customers
• Inbound calls that are routed through our workflow systems
• Callback and bridge calls facilitated by our platform

Business clients are responsible for ensuring that all required call recording disclosures are made to their end customers in accordance with applicable state and federal law, including applicable wiretapping and call recording statutes. Valley AI provides notification language to clients upon request.

1.4 Usage and Technical Data

We collect technical data related to service operation including:

• System logs and workflow event data
• API usage and integration data
• Device and browser information when accessing web-based tools
• IP addresses for security and fraud prevention

2. How We Use Your Information

We use collected information to:

• Provide, operate, and maintain our workflow automation services
• Send SMS notifications, appointment reminders, follow-ups, and operational alerts on behalf of our business clients
• Route, connect, and coordinate phone calls between customers and technicians
• Improve and optimize our systems and workflows
• Respond to support inquiries and service requests
• Meet legal obligations and enforce our terms
• Prevent fraud and ensure system security

3. SMS and Phone Communications

Valley AI sends SMS messages on behalf of business clients as part of its operational workflow services. These messages may include:

• Missed-call notifications and callback confirmations
• Appointment reminders and scheduling confirmations
• Quote follow-ups and estimate status updates
• Job completion notifications and post-service follow-ups
• Technician alerts and dispatch notifications

Opt-Out: Recipients may opt out of SMS messages at any time by replying STOP to any message. Upon receiving a STOP request, we will cease sending messages to that number for the relevant campaign. Reply HELP for assistance.

Message Rates: Message and data rates may apply based on your mobile carrier plan.

For full details on our SMS practices, see our SMS Messaging Policy.

4. Information Sharing and Disclosure

We do not sell your personal information or your customers’ personal information to third parties.

We may share information in the following limited circumstances:

• Service providers: We work with third-party providers (e.g., Twilio for telephony and SMS services) to operate our platform. These providers are contractually required to protect information and use it only as directed.
• Business clients: Information about end customers is shared with the business client whose workflow generated the interaction.
• Legal requirements: We may disclose information when required by law, court order, or government authority.
• Business transfers: In the event of a merger, acquisition, or sale of assets, information may be transferred as part of that transaction with appropriate notice.

5. Data Retention

We retain personal information only as long as necessary to provide our services and fulfill the purposes described in this policy, or as required by law. SMS message logs and call records are typically retained for 90 days unless longer retention is required for legal or contractual purposes.

6. Security

We implement reasonable technical and organizational measures to protect information against unauthorized access, loss, or misuse. These include encrypted data transmission, access controls, and periodic security review. However, no system is completely secure, and we cannot guarantee absolute security.

7. Your Rights

Depending on your location, you may have rights regarding your personal information, including the right to access, correct, or request deletion of your data. To exercise these rights, contact us at support@valleyai.biz.

8. Children’s Privacy

Our services are designed for business use and are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify business clients of material changes via email or through our platform. Continued use of our services after notice of changes constitutes acceptance of the updated policy.

10. Contact Us

For questions about this Privacy Policy or our data practices, contact: