The short version
- We collect what you give us to run your coaching (your profile, goals, activity, contacts, check-ins and videos), plus basic analytics about how our website is used.
- We don't sell your personal information, and we don't use your check-ins, sessions or notes to train AI models.
- Your coach and organization, if you have one, can see your coaching data. Coach Notes and coach-to-agent messages stay private from organization admins.
- You can ask for a copy of your data, or ask us to correct or delete it, at any time: info@agent-intel.io.
This summary is here to help. The full policy below is what applies.
01Who we are
This Privacy Policy explains how [Company legal name] ("Agent-Intel.io", "we", "us") collects, uses and shares personal information through agent-intel.io and the AgentEdge, CoachingEdge and CoachingEdge Enterprise services (together, the "Service"). It forms part of our Terms of Service.
If you use the Service through a brokerage, coaching company or other organization, that organization may have its own privacy practices for the information it controls.
02Information we collect
Information you give us
- Account details: your name, email address, phone number, company or brokerage, and login details.
- Coaching data: goals and income targets, activity logs, skill scores and archetype, plans and progress, and daily pulse and wellness ratings (energy, motivation, confidence, focus and stress).
- Videos and recordings: your profile assessment and weekly check-in videos, video messages, and transcripts or analysis generated from them.
- Contacts and clients: people you add to your sphere or database, and client intake recordings and responses (see section 11).
- Coaching records: sessions, notes and messages between coaches and agents.
- Enquiries: what you send us through our demo request forms (name, phone, email, organization, role, roster size and any notes), by email or through support.
Information collected automatically
- Website analytics: pages viewed, buttons clicked, approximate location, and device and browser type, collected with Google Analytics.
- Ad click identifiers: if you reach our website from an ad, the click ID that Google or LinkedIn adds to the link, and the time of the click. We store it in your browser and include it if you send a demo request, so we can tell which ads work.
- Your cookie choice, stored in your browser.
- Technical logs needed to run and secure the Service.
Information from others
- Your coach or organization, if they create your account or add information about you.
- Stripe, our payment processor, which confirms payments. We don't receive or store your full card number.
- Microsoft, if you register for one of our events on Microsoft Teams.
03How we use it
We use personal information to:
- provide the Service, including your daily brief, plans, recommendations and session prep;
- let your coach and organization support you, as described in section 5;
- process payments and manage your subscription;
- respond to demo requests, questions and support requests;
- send service messages such as receipts and account notices. If we send product news or marketing emails, every one includes a way to unsubscribe;
- understand how our website is used and whether our ads work;
- keep the Service secure and prevent misuse; and
- meet our legal obligations and enforce our Terms.
04AI processing
Many features, including daily briefs, session prep, plan building, check-in and profile video analysis, and content tools, work by sending the relevant parts of your data to AI service providers. They process it on our behalf to produce the result.
AI analysis of your videos, such as reading sentiment and burnout signals from a check-in, is used only to provide coaching features to you and, if you have one, your coach and organization.
We don't use your check-ins, sessions or notes to train AI models.
05Who can see your coaching data
- You can see everything in your account.
- Your coach, if you have one, can see your plan, targets, activity, sphere, check-ins and pulse history.
- Your organization, if your account belongs to one using CoachingEdge Enterprise, can see roster-level coaching data, including activity, check-ins, pulse scores and plan progress.
Some things stay private. Coach Notes are visible only to the coach who wrote them. Messages between a coach and an agent are visible only to those two people. Organization administrators can't see either. Personal to-dos and reflection notes stay with the agent unless the agent chooses to share them.
08How long we keep it
We keep your account information for as long as your account is open. If you cancel, you can ask for an export of your data within 30 days, as set out in our Terms. After that we delete or de-identify it within a reasonable period, unless we need to keep some of it for legal, tax, accounting or dispute reasons. Copies in backups are removed as those backups expire.
We keep demo requests and other enquiries for as long as we need them to follow up and for our business records.
09Security
We use reasonable technical and organizational measures to protect personal information, including encrypted connections and access controls. No system is perfectly secure, so we can't guarantee absolute security. If a breach affects your information, we'll tell you as the law requires.
10Your choices and rights
You can ask us to:
- give you a copy of your personal information, including in a portable format;
- correct information that's wrong;
- delete your information; and
- stop sending you marketing emails (you can also use the unsubscribe link in any of them).
US state privacy rights. Depending on where you live, including California, Colorado, Connecticut, Virginia and other states, you may have rights to know, access, correct and delete your personal information, to opt out of its sale, sharing or use for targeted advertising, and to appeal our decision on a request. We don't sell personal information. To opt out of targeted advertising, see section 7. We won't treat you differently for using any of these rights.
How to make a request. Email info@agent-intel.io. We'll confirm your identity, usually by checking the email address on your account, before acting on it. An authorized agent can make a request for you with your written permission. We'll respond within the time the law requires. If your account belongs to an organization, we may need to involve it in some requests.
11Information about other people
When you add contacts, clients or anyone else to the Service, for example people in your sphere or a client who records an intake video, you're responsible for having the right to share their information with us, as our Terms explain. We process that information on your behalf to provide the Service to you.
If your details were added by one of our users, you can contact that user, or contact us and we'll help.
12Children
The Service is for adults and isn't directed at anyone under 18. We don't knowingly collect personal information from children. If you think a child has given us personal information, contact us and we'll delete it.
13Where data is processed
We operate the Service from the United States, and your information is processed primarily there. If you use the Service from outside the US, your information will be transferred to the US.
14Changes to this policy
We may update this policy from time to time. If a change is material, we'll tell you by email or in the app before it takes effect. The date at the top of this page shows when it last changed.
15Contact
Questions or requests about your privacy? Email us at info@agent-intel.io.