Privacy Policy

We may collect and process the following categories of information when you interact with our website or services:

• Identity & contact data — name, email address, phone number, and company or business information you submit through forms or during consultations.
• Form submissions — information you provide when requesting a strategy call, including business type, current tools, primary goals, automation timeline, and project details.
• Consultation data — information shared during discovery calls, strategy sessions, or project scoping.
• Technical & usage data — IP address, browser type, device information, operating system, referring URLs, pages visited, and approximate interaction timestamps.
• Cookies & similar technologies — see our Cookie Policy for details on the specific technologies used.

We use the information we collect to:

• Respond to inquiries and schedule consultations or strategy calls.
• Provide, deliver, and support the AI automation, CRM, integration, and related services you request.
• Communicate with prospects and clients about projects, proposals, and ongoing engagements.
• Improve website functionality, content, and the quality of our services.
• Maintain the security and integrity of our website and systems.
• Process transactions and manage billing where applicable.
• Meet legal, regulatory, and contractual obligations.

We process information on the legal bases permitted by applicable law, including consent, contract performance, legitimate business interests, and legal compliance.

INTELIO SYSTEMS provides AI, automation, CRM, AI agent, communication, and integration services. When delivering these services, we and the platforms we integrate with may process business and customer information you provide or connect to the system.

Third-party AI providers (such as OpenAI, Anthropic/Claude, or Google/Gemini) and other integration platforms may process information when they are required to deliver an integrated service. We do not control the separate data practices of these third-party providers, and we encourage you to review their respective privacy policies.

You are responsible for ensuring you have the appropriate rights and consents to share any customer, lead, or business data that you connect to or process through systems we build on your behalf.

We do not sell your personal information. We may share information with:

• Service & technology providers — CRM, automation, AI, hosting, analytics, email, SMS, voice, and communication platforms that help us operate and deliver services.
• Integration providers — third-party platforms connected as part of an automation or integration project you commission.
• Professional advisors — legal, accounting, or other advisors where necessary for legitimate business purposes.
• Legal & regulatory authorities — where required by law, court order, or to protect our rights, safety, or property, or those of others.

Where we engage third-party processors, we seek to enter into appropriate data protection terms. Specific providers used depend on the services you engage and the integrations you request.

We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this policy, including providing services, conducting business operations, meeting legal obligations, resolving disputes, and maintaining security.

When information is no longer needed, we delete it or render it irretrievable, subject to applicable legal retention requirements. Project-related data may be retained for the duration of an engagement and a reasonable period thereafter for support, audit, and dispute-resolution purposes.

We implement reasonable technical and organizational safeguards designed to protect information against unauthorized access, loss, misuse, or alteration. These measures include access controls, encryption in transit, and regular review of our systems.

However, no method of transmission over the internet or electronic storage is fully secure. While we strive to protect your information, we cannot guarantee absolute security. You engage with our website and services with this understanding.

Depending on applicable law, you may have rights regarding your personal information, including:

• Access — requesting a copy of the personal information we hold about you.
• Correction — requesting that inaccurate information be corrected.
• Deletion — requesting that we delete your personal information in certain circumstances.
• Restriction — requesting that we limit processing of your information.
• Objection — objecting to certain processing activities.
• Data portability — receiving your information in a structured, machine-readable format where applicable.
• Withdrawal of consent — withdrawing consent where processing relies on it, without affecting prior lawful processing.

The availability and scope of these rights depend on the laws of your jurisdiction. To exercise any right, contact us using the details in the Contact section below. We may need to verify your identity before responding.

Our website and services may use or connect to external services, which may include analytics, scheduling, CRM, email, SMS, voice, payment, AI, hosting, video, and embedded content providers. These third parties have their own privacy practices, and we are not responsible for their handling of your information.

The specific providers used depend on the services engaged and the integrations requested. We encourage you to review the privacy policies of any third-party platforms connected to your project.

Our website and services are intended for businesses and professionals. They are not directed at children, and we do not knowingly collect personal information from children. If you believe a child has provided us with information, please contact us so we can take appropriate action.

Your information may be processed, stored, or transferred in countries other than your own, including countries that may have different data protection laws. Where this occurs, we seek to use appropriate safeguards, such as standard contractual clauses or equivalent measures, in accordance with applicable law.

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. The "Last Updated" date at the top of this page indicates the most recent revision. We encourage you to review this policy periodically. Material changes will be reflected on this page.

If you have questions, requests, or concerns about this Privacy Policy or your personal information, please contact us:

INTELIO SYSTEMS
[COMPANY LEGAL NAME]
[BUSINESS ADDRESS]
Privacy inquiries: [BUSINESS EMAIL]

This policy is provided for informational purposes and should be reviewed by qualified legal counsel before publication. It is not legal advice.