Privacy Policy

Last updated: June 7, 2026

1. Introduction

Adaptive Insight ("we," "us," "our," or "Company") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you use our platform and services.

2. Information We Collect

We collect information in the following ways:

• Account Information: Name, email, phone, business details, and payment information
• Service Data: Client contacts, appointment information, communication history, and calendar data you store in our platform
• Usage Data: Log data, IP address, browser type, pages visited, and platform interactions
• Device Information: Device type, operating system, unique identifiers, and mobile network information
• Communications: Support inquiries, feedback, and correspondence
• Third-Party Data: Information from integrated services (calendar providers, SMS carriers, email providers)

3. How We Use Your Information

We use collected information to:

• Provide, maintain, and improve the platform and services
• Process transactions and send billing information
• Send service updates, security alerts, and support messages
• Respond to inquiries and customer support requests
• Analyze usage patterns to optimize platform performance
• Comply with legal obligations and prevent fraud
• Send promotional communications (with your consent)

4. Data Sharing and Disclosure

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

• Service Providers: Third parties who help operate the platform (payment processors, hosting providers, analytics services)
• Legal Requirements: When required by law, court order, or government request
• Business Transfers: In case of merger, acquisition, or bankruptcy
• Your Clients: Information you authorize us to share through the platform

Mobile & SMS opt-in data: No mobile information — including phone numbers and SMS/text messaging consent — will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. Phone numbers may be disclosed to service providers strictly to deliver the messages you have requested (for example, telecommunications carriers and our messaging platform), and are never sold or shared for their own marketing.

5. Data Security

We implement industry-standard security measures including encryption, secure authentication, and regular security audits. However, no method of transmission is 100% secure. You are responsible for maintaining the confidentiality of your account credentials.

6. Data Retention

We retain your data for as long as necessary to provide services and comply with legal obligations. You may request data deletion by contacting us, subject to legal retention requirements.

7. Your Privacy Rights

Depending on your location, you may have rights to:

• Access the personal data we hold about you
• Request correction of inaccurate data
• Request deletion of your data
• Opt out of promotional communications
• Restrict how we process your data
• Request a copy of your data in portable format (GDPR, CCPA)

To exercise these rights, contact us at privacy@adaptiveinsight.ai

8. International Data Transfers

If you are located outside the United States, your data may be transferred to, stored in, and processed in the United States. By using the platform, you consent to such transfers. We implement appropriate safeguards for international data transfers.

9. Children's Privacy

Our platform is not intended for children under 13. We do not knowingly collect information from children under 13. If we become aware of such collection, we will delete the data immediately.

10. Third-Party Links and Services

Our platform may contain links to third-party websites and services. We are not responsible for their privacy practices. We encourage you to review their privacy policies.

11. HIPAA and Regulated Data

If you serve regulated industries (medical, dental, legal, financial), you are responsible for ensuring our platform meets your compliance requirements (HIPAA, GLBA, GDPR, etc.). Contact us to discuss Business Associate Agreements if needed.

12. California Privacy Rights (CCPA)

If you are a California resident, you have specific rights under the California Consumer Privacy Act. You may request disclosure, deletion, or opt-out of sale of personal information. Submit requests to privacy@adaptiveinsight.ai

13. European Privacy Rights (GDPR)

If you are a resident of the European Union, UK, or similar jurisdictions, GDPR may apply. You have rights to access, rectify, erase, restrict processing, data portability, and objection. Submit requests to privacy@adaptiveinsight.ai

14. Changes to This Policy

We may update this Privacy Policy at any time. Changes will be posted on this page with an updated "Last updated" date. Your continued use of the platform constitutes acceptance of changes.

15. SMS/Text Messaging Communications

When you provide your phone number and opt in through our website (including our chat widget), web forms, or other channels, you consent to receive text messages from Adaptive Insight Solutions LLC. These may include informational and transactional messages (such as appointment confirmations, reminders, and replies to your inquiries) and, where you have separately agreed, promotional messages.

Message frequency varies. Message and data rates may apply. Consent to receive text messages is not a condition of any purchase. You may opt out at any time by replying STOP to any message, and reply HELP for help. Opting out of SMS will not affect your ability to use our other services.

As described in Section 4, mobile opt-in information and consent are never shared with third parties or affiliates for marketing or promotional purposes.

16. Contact Us

For questions, requests, or concerns about this Privacy Policy, contact us:

Email: automate@adaptiveinsight.ai
Website: adaptiveinsight.ai