Privacy Policy

Pinnacle Intake ("Company," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard information when you use our platform, website, and services (collectively, the "Services").

1. Information We Collect

We collect information in the following ways:

• Account information: Name, email address, phone number, business name, and billing information provided during onboarding.
• Call data: We record and transcribe inbound calls handled by our AI agents on behalf of our clients. This data is used to provide the Services and may include the caller's name, phone number, and the content of the conversation.
• Usage data: Information about how you interact with our platform, including login times, pages visited, and features used.
• Payment information: Billing and payment data processed through Stripe. We do not store credit card numbers directly.
• Communications: Emails, support requests, and other communications you send us.

2. How We Use Your Information

We use the information we collect to:

• Provide, operate, and improve the Services
• Process transactions and send billing communications
• Send service-related notifications and updates
• Respond to support inquiries
• Comply with legal obligations, including TCPA compliance
• Detect and prevent fraud or abuse

3. Call Recording and AI Processing

Our AI agents (including ARIA, ECHO, REVIVE, and others) process inbound and outbound calls on behalf of clients. Calls may be recorded and transcribed. By using our Services, clients acknowledge and agree that:

• Calls handled through the platform may be recorded
• Callers are notified of recording where legally required
• Transcripts and call data are stored securely and used only to provide the Services
• We comply with applicable state and federal call recording laws

4. TCPA Compliance

We maintain opt-out lists for SMS and automated calling. Any consumer who requests to opt out of automated communications will be honored within the timeframes required by the Telephone Consumer Protection Act (TCPA) and applicable regulations.

5. Sharing of Information

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

• Service providers: Twilio (telephony), Stripe (payments), SendGrid (email), Supabase (database), Anthropic (AI), Google (places API) — each subject to their own privacy policies.
• Partners: Independent partners who manage client accounts within their territory may access client call data and account information as part of their role.
• Legal authorities: When required by law, court order, or to protect our rights.

6. Data Retention

We retain client and call data for as long as your account is active plus an additional 36 months for legal and billing purposes. You may request deletion of your data by contacting us at support@pinnacleintake.com.

7. Security

We implement industry-standard security measures including encrypted data transmission (TLS), bcrypt password hashing, JWT-based authentication, and strict access controls. No method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

8. Your Rights

Depending on your jurisdiction, you may have the right to access, correct, delete, or port your personal data. To exercise these rights, contact us at support@pinnacleintake.com.

9. Children's Privacy

Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the new policy on our website and updating the effective date above.

11. Contact Us

If you have questions about this Privacy Policy, please contact us at:

Pinnacle Intake
Pearland, Texas
Phone: (281) 317-8125
Email: hello@pinnacleintake.com