Privacy Policy

Information We Collect

1.1 Information You Provide to Us

We collect information that you provide directly to us, including:

• Account Information: When you create an account, we collect your name, email address, company name, phone number, and password.
• Profile Information: You may provide additional information such as job title, company size, industry, and profile photo.
• Business Information: Information about your home service business, including service areas, service types, and business metrics.
• Lead and Customer Data: Information about your leads and customers that you input into our platform, including names, contact information, property details, and communication history.
• Communications: When you communicate with us, including support requests, feedback, and inquiries.
• Payment Information: Billing information, including credit card details (processed securely through our payment processor, Stripe).

1.2 Information Collected Automatically

When you access or use our Services, we automatically collect certain information, including:

• Usage Data: Information about your interactions with our Services, including pages viewed, features used, time spent, and actions taken.
• Device Information: Information about the device you use to access our Services, including hardware model, operating system, browser type, IP address, and unique device identifiers.
• Location Information: General location information based on your IP address.
• Cookies and Similar Technologies: We use cookies, web beacons, and similar tracking technologies to collect information about your browsing activities. See our Cookies section below for more details.

1.3 Call Recording and AI Analysis

Our Services include AI-powered call coaching features that may record and analyze sales calls. We collect and process:

• Call Recordings: Audio recordings of sales calls made through or integrated with our platform (with appropriate consent and legal compliance).
• Transcriptions: Text transcriptions of recorded calls generated by our AI systems.
• Call Metadata: Call duration, time, participants, and outcome information.
• AI Analysis Data: Insights, coaching suggestions, sentiment analysis, and performance metrics generated from call analysis.

1.4 Information from Third-Party Sources

We may collect information from third-party sources, including:

• Lead Sources: Information from Facebook Lead Ads, Google Ads, and other advertising platforms you connect to our Services.
• Property Data: Publicly available property information from data enrichment services to enhance lead profiles.
• Integrations: Information from third-party services and tools you integrate with TruLine, such as CRM systems, phone systems, and marketing platforms.

How We Use Your Information

We use the information we collect for various purposes, including:

2.1 Providing and Improving Our Services

• Delivering and maintaining our Services
• Processing and managing your account
• Providing AI-powered call coaching, lead management, and analytics features
• Personalizing your experience and providing customized content and recommendations
• Improving, testing, and enhancing our Services and developing new features
• Training and improving our AI models and algorithms

2.2 Communication and Support

• Responding to your inquiries and providing customer support
• Sending you technical notices, updates, security alerts, and administrative messages
• Sending you marketing communications about products, services, offers, and promotions (with your consent where required)
• Conducting surveys and collecting feedback to improve our Services

2.3 Business Operations and Legal Compliance

• Processing payments and preventing fraud
• Monitoring and analyzing usage trends and user behavior
• Protecting against, investigating, and deterring fraudulent, unauthorized, or illegal activity
• Complying with legal obligations and enforcing our Terms of Service
• Resolving disputes and enforcing our agreements

Information Sharing and Disclosure

We do not sell your personal information. We may share your information in the following circumstances:

3.1 Service Providers

We share information with third-party service providers who perform services on our behalf, including:

• Cloud hosting and infrastructure providers
• Payment processors (Stripe)
• AI and machine learning service providers (OpenAI, Anthropic)
• Analytics and monitoring services
• Email and communication service providers
• Customer support platforms

These service providers are contractually bound to protect your information and use it only for the purposes we specify.

3.2 Business Transfers

If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control of your personal information.

3.3 Legal Requirements

We may disclose your information if required to do so by law or in response to valid requests by public authorities, including to meet national security or law enforcement requirements. We may also disclose information to:

• Comply with legal obligations
• Protect and defend our rights or property
• Prevent or investigate possible wrongdoing in connection with the Services
• Protect the personal safety of users or the public
• Protect against legal liability

3.4 With Your Consent

We may share your information with third parties when we have your explicit consent to do so, such as when you authorize integrations with third-party services.

3.5 Aggregated and Anonymized Data

We may share aggregated or anonymized information that cannot reasonably be used to identify you for research, marketing, analytics, or other purposes.

Data Security

We take the security of your information seriously and implement appropriate technical and organizational measures to protect your personal information, including:

• Encryption: Data is encrypted in transit using TLS/SSL and at rest using industry-standard encryption protocols.
• Access Controls: Strict access controls and authentication mechanisms limit access to personal information to authorized personnel only.
• Infrastructure Security: Our Services are hosted on secure, SOC 2 compliant cloud infrastructure with regular security audits.
• Regular Testing: We conduct regular security assessments, vulnerability testing, and penetration testing.
• Security Monitoring: Continuous monitoring for suspicious activity and security incidents.
• Employee Training: Regular security awareness training for all employees with access to user data.

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Specifically:

• Account Information: Retained for the duration of your account and for a reasonable period after account closure to comply with legal obligations and resolve disputes.
• Call Recordings: Retained according to your account settings and applicable legal requirements, typically for 90 days to 2 years depending on your subscription plan and legal obligations.
• Usage Data: Retained for up to 2 years for analytics and service improvement purposes.
• Financial Records: Retained for 7 years to comply with tax and accounting regulations.

When information is no longer needed, we securely delete or anonymize it in accordance with our data retention policies.

Your Privacy Rights

Depending on your location and applicable law, you may have certain rights regarding your personal information:

6.1 Access and Portability

You have the right to access your personal information and receive a copy of your data in a structured, commonly used, and machine-readable format.

6.2 Correction and Update

You have the right to correct inaccurate or incomplete personal information. You can update most information directly through your account settings.

6.3 Deletion

You have the right to request deletion of your personal information, subject to certain exceptions (e.g., legal obligations to retain certain records).

6.4 Opt-Out of Marketing

You can opt out of receiving marketing communications by clicking the "unsubscribe" link in our emails or by adjusting your notification preferences in your account settings.

6.5 California Privacy Rights (CCPA)

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA):

• Right to know what personal information we collect
• Right to know if we sell or share personal information
• Right to access your personal information
• Right to delete your personal information
• Right to opt-out of sale or sharing (we do not sell data)
• Right to non-discrimination for exercising your rights

6.6 European Privacy Rights (GDPR)

If you are located in the European Economic Area (EEA) or United Kingdom, you have rights under the General Data Protection Regulation (GDPR):

• Right to access your personal data
• Right to rectification of inaccurate data
• Right to erasure ("right to be forgotten")
• Right to restrict processing
• Right to data portability
• Right to object to processing
• Right to withdraw consent
• Right to lodge a complaint with a supervisory authority

6.7 Exercising Your Rights

To exercise any of these rights, please contact us at privacy@truline.io. We will respond to your request within 30 days (or as required by applicable law). We may need to verify your identity before processing your request.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect and track information about your use of our Services.

7.1 What Are Cookies?

Cookies are small text files stored on your device that help us provide and improve our Services. We use the following types of cookies:

• Essential Cookies: Necessary for the operation of our Services (e.g., authentication, security).
• Performance Cookies: Help us understand how visitors interact with our Services by collecting anonymous analytics data.
• Functional Cookies: Enable enhanced functionality and personalization (e.g., remembering your preferences).
• Marketing Cookies: Used to track visitors across websites to display relevant advertisements.

7.2 Managing Cookies

Most web browsers allow you to control cookies through their settings. However, disabling cookies may affect the functionality of our Services. You can manage your cookie preferences through your browser settings or by using our cookie consent tool (where available).

7.3 Third-Party Analytics

We use third-party analytics services such as Google Analytics to help us understand how users interact with our Services. These services may use cookies and similar technologies to collect information about your use of our Services and other websites.

Third-Party Services

Our Services may contain links to third-party websites, services, or integrations that are not operated by us. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party services you access through our Services.

When you connect third-party services to TruLine (such as Facebook Lead Ads, Google Ads, or CRM systems), you authorize us to access and use information from those services as permitted by their terms and your authorization.

Children's Privacy

Our Services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you are a parent or guardian and believe your child has provided us with personal information, please contact us at privacy@truline.io, and we will take steps to delete such information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will notify you by:

• Updating the "Last Updated" date at the top of this policy
• Sending you an email notification (if you have an account)
• Displaying a prominent notice on our website or within the Services

We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information. Your continued use of the Services after changes to this Privacy Policy constitutes your acceptance of the updated policy.

Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:

We will respond to your inquiry within a reasonable timeframe, typically within 30 days.