Privacy Policy

Effective Date: March 20, 2026

LevelUp Automations (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your information. This Privacy Policy explains how we collect, use, and protect your information when you use our website, software platform, and services (collectively, the “Services”). By accessing or using our Services, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of information when you use our Services:

Personal Information

  • Name
  • Email address
  • Phone number
  • Business name
  • Billing and payment information

Communication Data

  • SMS/text messages
  • Phone call data (including call logs and recordings, if enabled)
  • Email and chat conversations
  • AI-generated interactions and responses

Usage & Technical Data

  • IP address
  • Device information
  • Browser type
  • Usage behavior within the platform

2. How We Use Your Information

We use the information we collect for the following purposes:

  • Provide, maintain, and operate our Services
  • Process payments and manage billing
  • Communicate with you, including via SMS, email, and phone
  • Automate workflows, messaging, and AI-driven responses
  • Improve platform performance, features, and user experience
  • Provide technical and customer support
  • Monitor, prevent, and detect fraud or misuse
  • Comply with applicable laws, regulations, and legal processes

3. AI & Automation

Our platform uses automation and AI-powered tools to assist with communication, lead management, and workflows. By using our Services, you acknowledge and agree that:

  • AI may generate responses to customer inquiries and other communications.
  • Automated messages, follow-ups, and workflows may be sent on your behalf based on rules you configure.
  • You are responsible for reviewing, configuring, and managing your automations, message templates, and AI outputs.
  • You remain solely responsible for the content and legality of communications sent through the platform.

4. SMS, Calls & Communication Consent

By providing your phone number, email address, or other contact details to us (or through our platform), you consent to receive communications related to the Services, including:

  • SMS/text messages
  • Phone calls (including automated or prerecorded calls where permitted by law)
  • Emails and other electronic messages

Message and data rates may apply. Message frequency may vary based on your activity and settings. You can opt out of receiving SMS messages from us at any time by replying “STOP” to a message you receive. You may also manage your communication preferences by contacting us or adjusting settings (where available) within the platform.

5. How We Share Information

We do not sell your personal data. We may share your information with trusted third parties only as necessary to operate our business and provide the Services, including:

  • Payment processors (e.g., Stripe) to process transactions securely.
  • Communication providers (e.g., SMS/voice services such as Twilio) to deliver messages and calls.
  • Hosting and infrastructure providers to store and serve our platform.
  • Marketing, analytics, and advertising partners (e.g., Google, Facebook) to understand usage and improve our Services.
  • Professional advisors (such as lawyers, accountants, and auditors) where necessary.
  • Authorities or other third parties when required by law or to protect our rights, users, or the public.

These providers are only permitted to access and use your data to the extent necessary to perform services on our behalf and are required to protect your information.

6. Customer Data Responsibility

Our platform allows you to collect, store, and manage information about your own customers and contacts (“Customer Data”). When you use the Services in this way:

  • You are responsible for obtaining all necessary consents and permissions from your customers and contacts.
  • You are responsible for providing required notices and disclosures under applicable laws.
  • You agree to use the platform in a lawful, ethical, and compliant manner.
  • You acknowledge that, with respect to Customer Data, you may act as the “data controller” or equivalent under privacy laws, and we act as a “processor” or equivalent in many cases.

7. Data Retention

We retain your information only for as long as necessary to:

  • Provide and maintain the Services you have requested.
  • Meet legal, regulatory, tax, accounting, or reporting obligations.
  • Resolve disputes and enforce our agreements.
  • Maintain business and security records consistent with industry practices.

8. Data Security

We implement industry-standard technical and organizational security measures designed to protect your data from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of any account credentials and for all activities that occur under your account.

9. Cookies & Tracking Technologies

We may use cookies and similar tracking technologies (such as pixels and local storage) to:

  • Improve and personalize your user experience.
  • Remember your preferences and settings.
  • Analyze site and platform traffic and usage patterns.
  • Deliver and measure the effectiveness of marketing campaigns.

You can usually control cookies through your browser settings and other tools. If you choose to disable cookies, some features of our website or platform may not function properly.

10. Your Rights & Choices

Depending on your location and applicable law, you may have certain rights regarding your personal information, which may include the right to:

  • Access the personal data we hold about you.
  • Correct or update inaccurate or incomplete information.
  • Request deletion of your personal data, subject to legal obligations.
  • Object to or restrict certain processing activities.
  • Opt out of marketing and promotional communications.
  • Withdraw consent where processing is based on consent.

To exercise these rights or request changes, please contact us using the details provided in the “Contact Us” section below. We may need to verify your identity before responding to certain requests.

11. Third-Party Links & Services

Our website, platform, or communications may contain links to third-party websites, services, or applications that are not owned or controlled by us. We are not responsible for the privacy practices, content, or policies of those third parties. We encourage you to review the privacy policies of any third-party sites or services you visit or use.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or for other operational reasons. When we do, we will post the updated policy on this page with a revised effective date. Your continued use of the Services after any changes become effective constitutes your acceptance of the updated Privacy Policy.

13. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, or if you wish to exercise your rights, you can contact us at:

LevelUp Automations
Email: [email protected]