AI & Data Usage Policy
Draft for professional legal review before launch
Business knowledge
An individual business assistant may be configured from customer-approved information such as services, areas, hours, policies, pricing guidance and handover instructions.
Visitor information
A configured assistant may collect a name, contact details, suburb, requested service, urgency and preferred appointment time when needed to respond and route a lead.
Why lead data is collected
Lead information supports qualification, appointment booking, notifications, reporting and a useful human follow-up.
Human handover
Customers define handover rules. Visitors should be offered a clear path to a person when judgement, complaints, sensitive matters or exceptions arise.
Integrations and retention
Calendar, messaging, CRM and analytics providers may process limited data. Retention settings and account ownership are configured with each customer.
Limitations and safety
The assistant is not an emergency service and should not provide medical, legal, financial or other high-risk professional advice. Emergency prompts should direct visitors to appropriate services.
Control and contact
Customers retain control of approved knowledge and connected accounts under their agreement. Privacy enquiries can be submitted through the contact page once secure online delivery is configured.