UponAI Privacy Policy

We may collect the following categories of personal information, depending on how you interact with the Services.

Account and Contact Information

This may include name, business email address, phone number, company name, job title, username, password or authentication information, workspace membership, account role, and preferences.

Customer and End-User Communications

When customers use the Services to operate AI voice agents, messaging, support, sales, or workflow tools, we may process call details, caller or recipient phone numbers, call audio, recordings, transcripts, messages, routing metadata, agent responses, notes, summaries, call outcomes, and related communications data.

Usage and Device Information

We may collect log data, IP address, browser type, device identifiers, operating system, pages viewed, referring URLs, session data, timestamps, feature usage, clicks, diagnostics, error logs, and performance data.

Billing and Transaction Information

We may collect billing contact details, plan information, invoices, payment status, usage charges, tax information, accounting identifiers, and transaction records. Payment card or bank details may be processed by third-party payment processors rather than stored directly by UponAI.

Integration Data

If you connect third-party services, we may process information from or about those services, such as CRM records, accounting customer IDs, QuickBooks data, support tickets, telephony provider data, calendar data, contact data, messaging data, API keys, access tokens, and configuration settings.

Support and Feedback

We may collect information you provide through support requests, emails, chat, forms, surveys, demos, calls, bug reports, and feedback.

Cookies and Similar Technologies

We may use cookies, local storage, pixels, analytics tools, and similar technologies to operate the Services, remember preferences, improve performance, detect fraud, measure usage, and support marketing or analytics.

We may use personal information to:

• Provide, operate, maintain, and secure the Services.
• Create and manage accounts, users, roles, permissions, and workspaces.
• Process calls, messages, transcripts, recordings, automations, integrations, analytics, and workflows.
• Provide customer support, troubleshooting, debugging, and incident response.
• Generate invoices, calculate usage, process payments, and administer billing.
• Communicate with you about the Services, updates, security notices, support, and account matters.
• Improve reliability, performance, usability, safety, and functionality.
• Detect, prevent, and investigate fraud, abuse, security incidents, unlawful activity, or policy violations.
• Comply with legal obligations, enforce agreements, and protect rights.
• Develop aggregated or de-identified analytics, benchmarking, and service improvements.

The Services may use artificial intelligence, machine learning, transcription, speech, language, and automation technologies to provide features such as voice agents, call summaries, classifications, recommendations, quality review, routing, and analytics.

We process Customer Data and personal information through AI systems as needed to provide enabled features. Customers are responsible for configuring their agents and workflows, obtaining required consents, and determining whether AI features are appropriate for their use case.

Unless otherwise stated in a written agreement, we do not use Customer Data to train third-party foundation models. We may use aggregated, de-identified, or anonymized data to improve and secure the Services.

We may disclose personal information to the following categories of recipients.

Service Providers and Vendors

We may disclose information to vendors that help us provide hosting, infrastructure, analytics, communications, support, security, payment processing, billing, accounting, storage, logging, monitoring, and other operational services.

Third-Party Integrations

When you enable an integration, we may disclose information to the third-party service you connect, such as telephony providers, AI providers, messaging providers, CRMs, accounting systems, support tools, cloud providers, and payment processors.

Customer-Controlled Recipients

If a customer uses the Services to call, message, route, transfer, email, export, sync, or otherwise transmit information, we may disclose information as directed by that customer or authorized user.

Legal and Safety Reasons

We may disclose information when we believe it is necessary to comply with law, legal process, government requests, enforce agreements, protect rights, prevent harm, investigate abuse, or protect the security and integrity of the Services.

Business Transfers

We may disclose or transfer information in connection with a merger, acquisition, financing, reorganization, sale of assets, bankruptcy, or similar business transaction.

Aggregated or De-Identified Information

We may disclose aggregated or de-identified information that does not reasonably identify an individual.

UponAI does not sell personal information for money. We also do not knowingly sell or share personal information of individuals under 16.

Some privacy laws define "sale," "sharing," or "targeted advertising" broadly. If we use advertising or analytics technologies that are considered a sale, sharing, or targeted advertising under applicable law, we will provide required notices and choices.

We retain personal information for as long as reasonably necessary to provide the Services, comply with legal obligations, resolve disputes, enforce agreements, maintain security, prevent fraud or abuse, and support business operations.

Retention periods vary based on the type of data, customer configuration, account status, legal requirements, and operational needs. Customers may configure or request deletion of certain Customer Data, subject to legal, security, backup, and contractual limitations.

We use reasonable administrative, technical, and organizational measures designed to protect personal information. These measures may include access controls, encryption, monitoring, logging, secure cloud infrastructure, credential controls, and vendor management.

No security measure is perfect. You are responsible for protecting your account credentials, managing authorized users, and promptly notifying us of suspected unauthorized access.

Depending on where you live, you may have rights to:

• Access personal information we maintain about you.
• Correct inaccurate personal information.
• Delete personal information.
• Request portability of certain information.
• Restrict or object to certain processing.
• Opt out of certain disclosures, sales, sharing, targeted advertising, or marketing communications.
• Appeal a decision regarding a privacy request, where required by law.

To submit a request, contact us using the details in the "Contact Us" section. We may need to verify your identity and authority before processing a request.

If you are a California resident, California law may provide additional rights regarding personal information. In the preceding 12 months, we may have collected the categories of personal information described in Section 1 and disclosed them to the categories of recipients described in Section 4 for the purposes described in Section 2.

California residents may have the right to know, access, correct, delete, and opt out of certain uses or disclosures of personal information, subject to legal exceptions. We will not discriminate against you for exercising privacy rights.

To submit a California privacy request, contact us using the details below.

UponAI is operated from the United States. If you access the Services from outside the United States, your information may be transferred to, stored in, or processed in the United States or other countries where we or our service providers operate. These countries may have data protection laws different from those in your jurisdiction.

The Services are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided personal information to us, contact us and we will take appropriate steps to delete it.

The Services may contain links to third-party websites or integrate with third-party services. We are not responsible for the privacy practices, security, or content of third parties. Review their privacy policies before using them.

We may update this Privacy Policy from time to time. The updated version will be posted on our website or within the Services with a new effective date. Your continued use of the Services after the updated Privacy Policy becomes effective means you acknowledge the updated policy.

If we make material changes, we will provide notice as required by law.

If you have questions or want to submit a privacy request, contact us at:

UponAI Email: support@uponai.com Website: https://uponai.com