Privacy Policy

1. Information We Collect

Information You Provide

When you create an account, use our services, or contact us for support, we may collect your name, email address, phone number, professional real estate credentials, and any other information you choose to provide. This includes contact data you import into the CRM, notes you dictate or type, and route planning preferences.

Information Collected Automatically

When you access CoAgent, we automatically collect device information, browser type, IP address, pages visited, and usage patterns. We use this data to improve our service and troubleshoot issues.

Cookies and Tracking Technologies

We use essential cookies required for authentication and session management. We may also use analytics cookies to understand how you use our platform. You can control cookie preferences through your browser settings.

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our CRM platform
• Process your route planning and contact management requests
• Power AI features including smart suggestions and market intelligence
• Send transactional emails and service notifications
• Analyze usage patterns to improve product experience
• Protect against fraud and unauthorized access
• Comply with legal obligations

3. Third-Party Services

We use the following third-party services to operate our platform:

• Clerk — Authentication and user management
• Vercel — Hosting and edge deployment
• Neon — PostgreSQL database hosting
• AI model providers — For intelligence features (contact suggestions, market analysis, transcription)

Each third-party service processes data in accordance with their own privacy policies. We only share the minimum data necessary for each service to function.

4. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share information in the following circumstances:

• With your explicit consent
• To comply with legal obligations or court orders
• To protect our rights, property, or safety
• With service providers who assist in operating our platform (under strict data processing agreements)
• In connection with a merger, acquisition, or sale of assets

5. Data Retention

We retain your personal information for as long as your account is active or as needed to provide our services. If you delete your account, we will delete or anonymize your personal data within 30 days, except where we are required to retain it for legal or compliance purposes.

6. Data Security

We implement industry-standard security measures to protect your personal information, including encryption in transit (TLS/HTTPS), encryption at rest, access controls, and regular security audits. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

7. Your Rights (CCPA/GDPR)

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

• Access — Request a copy of the personal data we hold about you
• Correction — Request correction of inaccurate data
• Deletion — Request deletion of your personal data
• Portability — Request your data in a machine-readable format
• Opt-out — Opt out of certain data processing activities

To exercise any of these rights, contact us at privacy@getcoagent.ai. We will respond to your request within 30 days.

8. Children's Privacy

CoAgent is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected data from a child, we will delete it promptly.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the new policy on this page and updating the "Last updated" date. Your continued use of CoAgent after changes constitutes acceptance of the updated policy.

10. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

• Email: privacy@getcoagent.ai
• General support: support@getcoagent.ai