Privacy Policy

From account holders

• Account and profile details — name, email, phone number, business name, photo, and settings.
• Authentication data — a securely hashed password, or a Google sign-in identifier.
• Billing details for paid features, processed by our payment provider (we do not store full card numbers).
• Content you create — messages, notes, call recordings and transcripts, templates, and business-card details.
• Usage and device information — log data, IP address, browser type, and actions taken in the app.
• Precise location, only when you enable it for field features such as door-knock routes, and only while you use them.

About contacts (entered or imported by account holders)

• Identifiers such as name, phone, email, and mailing/property address.
• Property, ownership, and related public-record or enrichment data an account holder chooses to add.
• Communication history — texts, emails, calls, recordings, and notes tied to that contact.

From visitors to shared pages

• Information you choose to submit — for example, your name and number on an intake or booking form.
• When you open a link to a page shared through SetMate — such as a digital business card atsetmate.ai/c/…— we record that the page was opened, along with the time and basic technical details, so the sender can follow up. We do not embed hidden tracking pixels in the text messages themselves.

• To provide, operate, secure, and improve the platform.
• To send and receive the calls, messages, and emails you initiate through SetMate.
• To power features you turn on — routing, scheduling, analytics, and AI-assisted summaries or draft messages.
• To process payments and prevent fraud and abuse.
• To communicate with account holders about their account, security, and service updates.
• To comply with legal obligations and enforce our terms.

We do not sell personal information, and we do not use the contents of an account holder's messages or contacts to advertise to their contacts.

Account holders are responsible for having a lawful basis and any required consent to contact the people they reach through SetMate, and for honoring opt-outs. When someone replies STOP (or a similar keyword) to a text, we record that opt-out and block further automated texts to that number. Calls may be recorded where an account holder enables recording; account holders are responsible for providing any notice or consent their jurisdiction requires.

Some features use AI models to summarize a lead, suggest next steps, or draft a message for you to review before sending. Relevant account and contact data may be sent to our AI provider to generate these results. AI output can be inaccurate — account holders remain responsible for reviewing anything before acting on or sending it.

We share information only as needed to run the service:

• Service providers we rely on to operate SetMate — for example cloud hosting and databases, telephony and messaging carriers, email delivery, payment processing, analytics, and AI providers. They may process information only to provide their service to us.
• Within a workspace— an account holder's data is visible to authorized members of that same workspace.
• Legal and safety — when required by law, or to protect the rights, safety, and security of SetMate, our users, or the public.
• Business transfers — in connection with a merger, acquisition, or sale of assets, subject to this policy.

We use cookies and similar technologies to keep you signed in, remember preferences, and understand how the app and website are used. Our website uses Google Analytics to measure traffic; you can control cookies through your browser settings, though some features may not work without them.

We keep information for as long as an account is active and as needed to provide the service, then for a reasonable period to meet legal, accounting, security, and dispute-resolution needs. Account holders can delete contacts and content from their workspace; deleted items may persist in backups for a limited time before being overwritten.

We use administrative, technical, and physical safeguards designed to protect information — including encryption in transit, hashed passwords, and access controls. No method of transmission or storage is perfectly secure, so we cannot guarantee absolute security.

Depending on where you live, you may have rights to access, correct, delete, or export personal information, or to object to or limit certain processing. Because much of the contact information in SetMate belongs to an account holder's workspace, we may direct a request about that data to the relevant account holder, who acts as its controller. To make a request, contact us at the address below; we may need to verify your identity first.

SetMate is a business tool and is not directed to children under 16. We do not knowingly collect personal information from children.

We may update this policy as the product and applicable laws change. When we do, we will revise the "Last updated" date above, and we will provide additional notice for material changes.

Questions about this policy or your information? Email us at privacy@setmate.ai.