Privacy Policy

Introduction

Atlagrid Corporation ("we," "our," or "us") operates the Servi platform and this website. This Privacy Policy explains how we collect, use, store, and safeguard your information when you use our platform or visit our website. This policy applies to business owners who use Servi ("Users") as well as their customers and callers whose information is processed through our platform ("End Users").

Information We Collect

Information You Provide

When you schedule a demo, sign up for our services, or use the Servi platform, you may provide:

• Full name
• Email address
• Personal phone number
• Business phone number
• Business name and address
• Other business information relevant to providing our services

Documents and Business Materials

In order to provide our services, we store documents and business collateral that you provide to us, including but not limited to:

• Sample invoices and quotes
• Pricing sheets and rate cards
• Business templates and letterheads
• Permit applications and related documents
• Any other files you share with us to help run your business

These materials are stored securely and used solely to provide and improve the services you have requested.

Call and Communication Data

When calls and messages are handled through Servi, we collect and process:

• Call recordings and transcripts
• Caller phone numbers and any information provided during calls (name, email, company, property address, work details)
• SMS and WhatsApp message content
• Voice message audio and transcriptions
• Call metadata (duration, timestamps, call summaries)

Automatically Collected Information

When you visit our website, we may automatically collect:

• Browser type and version
• Device information
• IP address
• Pages visited and time spent

How We Use Your Information

We use the information we collect to:

• Provide and operate the Servi platform on your behalf
• Handle incoming calls and messages for your business
• Generate quotes, invoices, and reports using your templates and pricing
• Research permits, properties, and other business-related information
• Communicate with you about your account and service updates
• Respond to your inquiries and schedule demos
• Improve our services and user experience
• Comply with legal obligations

SMS/Text Messaging & Mobile Information

When you provide your mobile phone number and consent to receive text messages from a business using the Servi platform, the following applies:

• We collect your mobile phone number solely to send you messages on behalf of the business you contacted, such as appointment confirmations, follow-ups, and service-related notifications.
• We will not share, sell, rent, or disclose your mobile phone number or any opt-in data with third parties or affiliates for marketing or promotional purposes.
• Your mobile information is shared only with the service providers listed in this policy (such as Twilio and Meta) as strictly necessary to deliver the messages you have consented to receive.
• Message frequency varies based on your interactions with the business. Message and data rates may apply.
• You may opt out of text messages at any time by replying STOP to any message. You may also text HELP for assistance.

By providing your mobile phone number and opting in to receive messages, you consent to receive SMS/MMS messages from the business you contacted through the Servi platform. Your consent is not a condition of any purchase.

Third-Party Service Providers

We share your information with third-party service providers that help us operate the Servi platform. These providers process your data only as necessary to perform their services and are listed below:

AI & Voice Processing

• Bland AI — Answers and places phone calls on your behalf. Processes call audio, generates transcripts, and extracts caller information.
• Amazon Web Services (Bedrock / Anthropic Claude) — AI model provider used for call summarization, document generation, business research, and conversational assistance. Your business data, documents, and call information are processed by these models to provide our services.
• OpenAI (Whisper) — Transcribes voice messages (e.g., WhatsApp audio) into text.

Communications

• Twilio — Delivers SMS messages and facilitates WhatsApp messaging. Processes phone numbers and message content.
• Meta (WhatsApp Business Platform) — Provides the WhatsApp messaging channel. Messages sent and received through WhatsApp are subject to Meta's Privacy Policy.
• SendGrid — Sends email notifications, call summaries, and lead reports.

Infrastructure & Other Services

• Amazon Web Services (AWS) — Cloud infrastructure for data storage, hosting, and processing. Data is stored in the United States.
• Auth0 — Authentication and identity management.
• Calendly — Scheduling demos and meetings.
• Google Maps — Geocoding and location services for property research.

Each of these providers maintains their own privacy policies and security practices. We encourage you to review their policies. We do not sell your personal information to any third party. Your mobile phone number and related opt-in information are never shared with third parties or affiliates for marketing or promotional purposes.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption of data in transit (TLS), secure cloud infrastructure with access controls, and authentication requirements for platform access. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

Data Retention

We retain your information for as long as your account is active or as needed to provide you with our services. Specific retention periods include:

• Account and business data: retained for the duration of your account plus a reasonable wind-down period
• Call recordings and transcripts: retained for the duration of your account unless you request earlier deletion
• Communication logs (SMS, WhatsApp, email): retained for the duration of your account
• Documents and business materials: retained until you delete them or your account is closed

After account termination, we will delete or anonymize your data within 90 days, except where we are required to retain it by law or for legitimate business purposes (such as resolving disputes or enforcing our agreements).

Your Rights

You have the right to:

• Access your personal information
• Correct inaccurate information
• Request deletion of your information
• Request a copy of your data in a portable format
• Opt out of marketing communications
• Withdraw consent for data processing (where consent is the legal basis)

To exercise any of these rights, contact us at [email protected]. We will respond to your request within 30 days.

Caller & End User Rights

If you are a customer or caller whose information was collected through a Servi-powered business line (an "End User"), you also have rights regarding your data. You may:

• Request access to the information we hold about you
• Request deletion of your call recordings, transcripts, and personal information
• Opt out of follow-up SMS messages by replying STOP

To make a request, contact us at [email protected] with your phone number so we can locate your records.

Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete that information promptly.

Contact Us

If you have questions about this Privacy Policy, please contact us at [email protected] or schedule a call with our team.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.