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Privacy Policy

Effective date: December 25, 2025

Summary: We collect only what we need to deliver Assistio services (setup, support, and billing). We do not sell personal data.

1. Who we are

Assistio (“we”, “us”, “our”) provides multi‑channel chat & intake automation services and related onboarding/support.

2. Scope

This Privacy Policy explains how we collect, use, and protect information when you visit our website, contact us, book a call, or purchase our services.

3. Information we collect

  • Contact information: name, email, company, and message content when you contact us.
  • Booking information: details you submit when scheduling via our booking provider (Google Calendar/Google Scheduling).
  • Billing information: payment status and transaction metadata when you pay via our payment provider (e.g., Stripe). We do not store full card details on our servers.
  • Service setup data: configuration details you provide for your channels (e.g., routing categories, owners, business hours, FAQs, brand tone, embed settings).
  • Technical data: basic device and browser information, and limited log data used for reliability and security (where applicable).

4. How we use information

  • To respond to inquiries and provide onboarding.
  • To set up, operate, and support your Assistio configuration (routing, templates, booking workflows, alerts).
  • To process payments, send invoices/receipts, and maintain accounting records.
  • To prevent abuse, improve reliability, and secure our systems.

5. Legal bases (EEA/UK where applicable)

  • Contract: to deliver services you request.
  • Legitimate interests: to operate, secure, and improve our services.
  • Consent: where required for specific communications or cookies.
  • Legal obligation: for tax/accounting requirements.

6. Sharing and disclosures

We share information only as necessary (booking, payments, infrastructure). We do not sell personal data.

7. International transfers

Some vendors may process data outside your country. Where applicable, we rely on appropriate safeguards.

8. Data retention

  • Inquiries: up to 24 months (unless deletion is requested where permitted).
  • Billing records: retained as required by law.
  • Service configuration: retained during subscription and a limited period after termination.

9. Security

We use reasonable administrative and technical measures (access controls, secured vendors). No method is 100% secure.

10. Your rights

Depending on your location, you may have rights to access, correct, delete, restrict, object, and data portability. Contact us via the website emails.

11. Cookies

We use minimal functionality. If we introduce analytics or marketing cookies later, we will update this policy and request consent where required.

12. Changes & contact

We may update this policy. For privacy requests, contact us via the emails listed on the website.

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