TRADESLY PRIVACY POLICY

Last Updated: May 24, 2026

Tradesly Inc. ("Tradesly," "we," "us," or "our") provides AI-powered customer service, call answering, call coaching, appointment scheduling, messaging, workflow automation, and related services for businesses, including home service companies (collectively, the "Services").

This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, request a demo, communicate with us, use our Services, or interact with a business that uses Tradesly.

This Privacy Policy applies to:

• Prospective customers, website visitors, and business contacts;

• Customers and users of the Tradesly platform;

• Homeowners, callers, leads, contacts, and other individuals who communicate with a business that uses Tradesly; and

• Other individuals who interact with us or our Services.

  
  

If you are a homeowner, caller, lead, or other individual communicating with one of our customers, Tradesly generally processes your information on behalf of that customer. In that case, the customer determines how and why your information is collected and used, and you should contact that business directly with questions about its privacy practices.

By using our website or Services, you acknowledge that you have read this Privacy Policy.

1. Information We Collect

We collect information directly from you, from our customers, from communications handled through the Services, from third-party integrations, and automatically through our website and platform.

1.1 Information You Provide to Us

We may collect information you provide when you:

• Visit our website;

• Request a demo;

• Create or use an account;

• Communicate with us by email, phone, text message, chat, web form, or other channel;

• Sign up for or use the Services;

• Participate in onboarding, support, training, or implementation; or

• Submit documents, call rules, scripts, workflows, business information, or other materials to configure the Services.
  
  

This information may include:

• Name;

• Business name;

• Job title;

• Email address;

• Phone number;

• Billing information;

• Login credentials;

• Business address;

• Service area information;

• Company policies, service rules, call scripts, workflows, operating procedures, and training materials;

• CRM, dispatch, scheduling, and customer-service rules;

• Communications with us; and

• Any other information you choose to provide.
  
  

1.2 Customer Account and Platform Information

When a customer or authorized user uses the Tradesly platform, we may collect:

• Account profile information;

• User names, roles, permissions, and settings;

• Login and authentication information;

• Usage activity, feature activity, and audit logs;

• Support requests and troubleshooting information;

• Configuration settings;

• Integration settings;

• AI-agent instructions, prompts, rules, and workflows;

• Call review, quality assurance, coaching, and performance information; and

• Other information needed to provide and improve the Services.
  
  

1.3 Call, Voice, Messaging, and Conversation Data

Tradesly provides services that may involve phone calls, text messages, chats, emails, web forms, and other communications. Depending on how our customer configures the Services, we may collect and process:

• Caller names;

• Phone numbers;

• Email addresses;

• Service addresses;

• Call recordings;

• Call transcripts;

• Voicemail recordings;

• Text messages;

• Web chat messages;

• Email communications;

• Appointment requests;

• Dispatch notes;

• Job details;

• Service needs;

• Photos, files, or documents submitted during a conversation;

• AI-generated summaries, call notes, classifications, quality scores, coaching notes, and recommended next steps; and

• Metadata such as call time, duration, direction, call status, routing status, transfer status, and message delivery status.
  
  

If a call or message is handled for one of our customers, the information may include information about the customer's end customers, leads, homeowners, tenants, employees, vendors, or other contacts.

1.4 CRM, Scheduling, Phone, and Third-Party Integration Data

Customers may connect Tradesly to third-party systems such as CRM platforms, dispatch systems, scheduling tools, phone systems, call tracking tools, messaging tools, payment tools, and other business applications.

Depending on the integration and the customer's settings, we may collect or access information from those systems, including:

• Customer and contact records;

• Job records;

• Appointment availability;

• Appointment and dispatch information;

• Technician, employee, or team availability;

• Campaign, lead source, or call tracking information;

• Notes, tags, categories, and workflow statuses;

• Business-unit, job-type, service-type, and location information;

• Call, SMS, and chat logs;

• Authentication tokens, API keys, or other integration credentials; and

• Other information necessary to provide the integration.
  
  

We use integration data to provide, configure, support, secure, and improve the Services, and to perform actions requested or authorized by our customer, such as creating appointments, updating records, routing calls, or generating summaries.

1.5 Payment and Billing Information

If you purchase Services from us, we or our payment processors may collect billing and payment information, such as:

• Billing name;

• Billing address;

• Payment method details;

• Transaction history;

• Subscription information;

• Tax information; and

• Other information necessary to process payments and manage billing.
  
  

We may use third-party payment processors to process payments. We do not store full payment card numbers unless otherwise disclosed and permitted by applicable law.

1.6 Website, Device, and Usage Information

When you visit our website or use the Services, we may automatically collect information such as:

• IP address;

• Browser type;

• Device type;

• Operating system;

• Referring and exit pages;

• Pages viewed;

• Links clicked;

• Session activity;

• Approximate location based on IP address;

• Date and time of visits;

• Cookie identifiers;

• Advertising identifiers; and

• Other diagnostic, analytics, and usage information.
  
  

We may collect this information using cookies, pixels, tags, log files, analytics tools, and similar technologies.

1.7 Information from Third Parties

We may receive information from third parties, including:

• Customers;

• Integration partners;

• CRM and scheduling platforms;

• Phone, messaging, and call tracking providers;

• Payment processors;

• Marketing and advertising partners;

• Data enrichment providers;

• Publicly available sources; and

• Other service providers.
  
  

We use this information to provide the Services, identify prospects, communicate with customers, support integrations, prevent fraud, maintain security, and improve our operations.

2. How We Use Information

We may use personal information for the following purposes.

2.1 To Provide the Services

We use information to:

• Operate, deliver, and maintain the Services;

• Answer calls, handle messages, and support customer communications;

• Route calls or messages to appropriate teams;

• Generate call summaries, transcripts, notes, and recommendations;

• Book, update, or manage appointments;

• Create or update CRM, dispatch, or scheduling records;

• Provide AI-assisted call coaching, quality assurance, and workflow automation;

• Configure AI agents, scripts, rules, workflows, and integrations;

• Provide customer support and onboarding;

• Process payments and manage subscriptions; and

• Perform other actions requested or authorized by our customers.
  
  

2.2 To Communicate with You

We may use information to:

• Respond to inquiries;

• Send demo, onboarding, support, billing, and account-related communications;

• Send service updates;

• Provide notices about changes to our Services or policies;

• Send administrative messages;

• Conduct customer success and account management activities; and

• Send marketing communications where permitted by law.
  
  

You may opt out of marketing emails by following the unsubscribe instructions in the email or contacting us. You may not be able to opt out of certain transactional or service-related communications.

2.3 To Improve and Develop the Services

We may use information to:

• Monitor performance;

• Troubleshoot errors;

• Improve customer-specific call flows, workflows, AI-agent behavior, and user experience;

• Measure booking, call-handling, and operational outcomes;

• Develop new features;

• Analyze usage trends;

• Improve security and reliability; and

• Create aggregated, anonymized, or de-identified information.
  
  

2.4 To Protect the Services and Others

We may use information to:

• Detect, investigate, and prevent fraud, abuse, security incidents, spam, unauthorized access, and other harmful activity;

• Enforce agreements and policies;

• Protect the rights, property, and safety of Tradesly, our customers, callers, users, and others;

• Maintain audit logs and security records; and

• Comply with applicable law and legal processes.
  
  

2.5 For Legal and Compliance Purposes

We may use information to:

• Comply with laws, regulations, subpoenas, court orders, and lawful government requests;

• Maintain business records;

• Resolve disputes;

• Enforce contracts;

• Exercise or defend legal claims;

• Meet tax, accounting, and reporting obligations; and

• Fulfill other legal or regulatory requirements.

3. AI Processing and Model Training

Tradesly uses artificial intelligence and automation to provide parts of the Services, including call answering, call coaching, call routing, transcription, summarization, classification, workflow assistance, and appointment-related automation.

3.1 Use of Customer Data for AI Services

We may process customer-provided data, call recordings, transcripts, messages, CRM data, scheduling data, business rules, prompts, workflows, and related information to provide the Services for that customer.

For example, we may use this information to configure a customer's AI agent, generate call notes, support customer-specific workflows, troubleshoot errors, or help the customer improve operational performance.

We do not use Customer Data to train or fine-tune generalized AI models. Customer Data may be used for customer-specific configuration, customer-specific prompt and workflow setup, support, quality assurance, troubleshooting, and service delivery.

3.2 No Training of Third-Party or Internal Generalized Models

We do not use Customer Data, call recordings, call transcripts, SMS messages, CRM data, customer-provided training materials, customer workflows, or customer playbooks to train third-party foundation models.

We also do not use Customer Data to train or fine-tune Tradesly's own generalized internal models. Customer Data is used only to provide the Services, support customer-specific configuration, maintain customer-specific workflows, troubleshoot issues, perform quality assurance, and improve the Services for that customer.

When we use third-party AI service providers to help provide the Services, we require those providers to process Customer Data only to provide services to Tradesly and not to use Customer Data to train their general-purpose models.

3.3 Aggregated and De-Identified Data

We may use aggregated, anonymized, or de-identified information to analyze trends, improve the Services, develop new features, create benchmarks, and understand performance across customers, provided that the information does not reasonably identify a customer, caller, homeowner, contact, or individual.

3.4 Customer-Specific Configuration and Improvements

We may use Customer Data to configure, support, and improve the Services for that specific customer, including by refining customer-specific prompts, call rules, workflows, scripts, routing logic, and operational recommendations.

These customer-specific improvements do not involve training or fine-tuning generalized AI models on Customer Data.

3.5 Advertising Services
Tradesly also offers ad-platform management services that allow customers to connect their own Google Ads, Meta, or other advertising-platform accounts. When a customer authorizes a connection, we store the OAuth refresh token issued by the platform, manage campaigns on the customer's behalf within Tradesly's dashboard, and process campaign performance data returned by the platform. The customer remains the advertiser of record; ad spend is billed directly by the platform to the customer. Tradesly does not sell or share ad-platform credentials or campaign data, and uses them only to provide the connected service.

4. Customer Data and Ownership

As between Tradesly and our customers, our customers retain ownership of the data, materials, and information they provide to Tradesly or that Tradesly processes on their behalf, including customer lists, caller information, call recordings, transcripts, CRM data, workflows, call scripts, policies, playbooks, and training materials (collectively, "Customer Data").

Tradesly does not claim ownership of Customer Data. Customers grant Tradesly the limited rights necessary to host, process, transmit, display, use, and otherwise handle Customer Data to provide, maintain, secure, support, and improve the Services, and as otherwise described in this Privacy Policy or agreed in writing.

Tradesly owns its platform, software, technology, templates, generalized workflows, documentation, know-how, product improvements, and other intellectual property, excluding Customer Data.

If a customer provides feedback, ideas, suggestions, or recommendations about the Services, Tradesly may use that feedback to improve its products and services without restriction or obligation, provided that we do not disclose the customer's confidential information except as permitted by agreement or law.

5. How We Share Information

We may disclose personal information in the following circumstances.

5.1 With Customers and Authorized Users

If we process information on behalf of a customer, we may disclose that information to the customer and its authorized users.

For example, we may provide a customer with call recordings, transcripts, call summaries, lead details, appointment details, QA notes, SMS messages, chat messages, and related information.

5.2 With Service Providers

We may disclose information to service providers that help us operate our business and provide the Services, including providers of:

• Cloud hosting and infrastructure;

• AI, transcription, speech-to-text, text-to-speech, and language-processing services;

• Phone, voice, SMS, and messaging services;

• CRM, scheduling, dispatch, and integration services;

• Analytics and monitoring tools;

• Security and fraud prevention services;

• Customer support and communications tools;

• Payment processing;

• Email delivery;

• Data storage and backup;

• Professional services, including legal, accounting, and compliance support; and

• Other business operations.

  
  

Service providers are authorized to use information only as necessary to provide services to us or as otherwise permitted by law or contract.

5.3 With Third-Party Integrations Authorized by Customers

If a customer connects Tradesly to a third-party platform or instructs us to send information to a third-party system, we may disclose information to that third party as directed or authorized by the customer.

Third-party platforms are governed by their own terms and privacy policies. We are not responsible for the privacy practices of third-party platforms that are not acting as our service providers.

5.4 For Legal, Safety, and Compliance Reasons

We may disclose information if we believe disclosure is necessary or appropriate to:

• Comply with applicable law or legal process;

• Respond to subpoenas, court orders, warrants, or government requests;

• Enforce our agreements and policies;

• Protect the rights, property, or safety of Tradesly, our customers, users, callers, or others;

• Detect, prevent, or address fraud, security, or technical issues; or

• Exercise or defend legal claims.

  
  

5.5 In Connection with Business Transactions

We may disclose or transfer information in connection with an actual or potential merger, acquisition, financing, investment, corporate reorganization, sale of assets, bankruptcy, or similar business transaction.

5.6 Aggregated or De-Identified Information

We may disclose aggregated, anonymized, or de-identified information that does not reasonably identify any individual, customer, caller, homeowner, or contact.

5.7 No Sale of Personal Information

We do not sell personal information in the traditional sense of exchanging it for money.

We also do not sell Customer Data, call recordings, call transcripts, SMS messages, CRM data, or customer-provided training materials.

Some privacy laws define "sale" or "sharing" broadly to include certain advertising or analytics activities. To the extent our use of website cookies, pixels, analytics tools, or advertising tools is considered a "sale" or "sharing" under applicable law, you may have the right to opt out as described below.

6. SMS and Text Messaging Privacy

Tradesly may send or facilitate text messages, including operational messages related to demos, appointments, scheduling, service requests, customer support, and other business communications.

6.1 SMS Consent

We collect and process SMS consent records, mobile phone numbers, message content, delivery status, opt-out status, and related messaging data as necessary to provide messaging services and comply with applicable law.

Mobile opt-in data, SMS consent, and phone numbers collected for SMS purposes will not be shared with third parties or affiliates for marketing or promotional purposes.

6.2 Opting Out of SMS

You may opt out of SMS messages by replying "STOP" to a text message. You may receive one additional message confirming your opt-out.

For help, you may reply "HELP" or contact us at team@tradesly.ai.

Message and data rates may apply. Message frequency may vary.

6.3 Customer Responsibility for SMS Programs

When Tradesly sends or facilitates messages on behalf of a customer, the customer is responsible for ensuring that it has obtained any consents required by applicable law for its messaging program, unless otherwise agreed in writing.

7. Cookies, Analytics, and Advertising

We and our service providers may use cookies, pixels, tags, log files, SDKs, and similar technologies to:

• Operate our website and Services;

• Remember preferences;

• Authenticate users;

• Analyze website and product usage;

• Measure marketing performance;

• Improve our website and Services;

• Detect and prevent fraud or security issues;

• Deliver, personalize, or measure advertising; and

• Support advertising and analytics tools, which may include Google Analytics, Meta Pixel, LinkedIn Insight Tag, and similar technologies.

You can control cookies through your browser settings. If you disable cookies, some features of our website or Services may not function properly.

Depending on your location, you may have additional rights to opt out of certain cookies, targeted advertising, or sharing of personal information for cross-context behavioral advertising. You may also be able to limit certain tracking technologies through your browser settings, device settings, or third-party opt-out tools.

8. Data Retention

We retain personal information for as long as reasonably necessary to provide the Services, operate our business, comply with legal obligations, resolve disputes, enforce agreements, maintain security, and fulfill the purposes described in this Privacy Policy.

Retention periods may vary depending on the type of information, customer settings, contractual requirements, legal requirements, and operational needs. We do not publish a fixed default retention schedule for all categories of data because retention may vary by customer configuration, product usage, and business need.

For example, account records, billing records, call recordings, transcripts, messages, QA notes, CRM integration data, security logs, backup copies, and legal or compliance records may be retained for different periods depending on the applicable customer relationship, operational requirements, legal obligations, and system limitations.

Customers may request deletion or return of Customer Data in accordance with their agreement with Tradesly, subject to legal, security, backup, and operational limitations.

9. Security

We use administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, and destruction.

These safeguards may include access controls, authentication, encryption, monitoring, logging, network security, vendor review, and internal policies. However, no system, network, or method of transmission is completely secure. We cannot guarantee absolute security.

Customers are responsible for maintaining the confidentiality of their account credentials, managing user access, and ensuring that their authorized users follow appropriate security practices.

10. International Data Transfers

Tradesly is based in the United States. If you access our website or Services from outside the United States, your information may be transferred to, stored in, or processed in the United States or other countries where we or our service providers operate.

These countries may have privacy laws that differ from the laws in your location. Where required by law, we use appropriate safeguards for international transfers.

11. Children’s Privacy

The Services are not directed to children under 13, and we do not knowingly collect personal information from children under 13.

If we learn that we have collected personal information from a child under 13 without appropriate consent, we will take reasonable steps to delete it.

If you believe a child has provided us personal information, please contact us at team@tradesly.ai.

12. Your Privacy Choices and Rights

Depending on your location and relationship with Tradesly, you may have certain rights regarding your personal information, such as the right to:

• Access personal information we maintain about you;

• Request correction of inaccurate personal information;

• Request deletion of personal information;

• Request a copy of personal information;

• Opt out of certain marketing communications;

• Opt out of certain targeted advertising, sale, or sharing activities;

• Restrict or limit certain processing of sensitive personal information; and

• Appeal a decision we make regarding a privacy request, where applicable.

To submit a request, contact us at team@tradesly.ai.

If your information was collected or processed by Tradesly on behalf of one of our customers, we may direct your request to that customer or ask you to contact that customer directly. We may also need to verify your identity before fulfilling a request.

We will not discriminate against you for exercising privacy rights available to you under applicable law.

13. California Privacy Notice

This section applies to California residents to the extent the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the "CCPA"), applies to Tradesly.

13.1 Categories of Personal Information We May Collect

In the preceding 12 months, we may have collected the following categories of personal information:

• Identifiers, such as name, email address, phone number, address, IP address, account identifiers, and device identifiers;

• Customer records information, such as billing information, business contact information, and account details;

• Commercial information, such as subscription, transaction, and service history;

• Internet or electronic network activity information, such as website activity, platform usage, logs, cookies, and analytics data;

• Audio, electronic, visual, or similar information, such as call recordings, voicemails, chat messages, SMS messages, and transcripts;

• Geolocation information, such as approximate location derived from IP address or service address information provided during a call or booking flow;

• Professional or employment-related information, such as job title, business role, employer, and business contact details;

• Inferences, such as operational insights, call classifications, lead classifications, and service recommendations; and

• Sensitive personal information, such as account login credentials, contents of communications where Tradesly is not the intended recipient, and information that may be included in call recordings, transcripts, messages, or service requests.

We do not intentionally collect sensitive personal information for the purpose of inferring characteristics about individuals.

13.2 Sources of Personal Information

We may collect personal information from:

• You;

• Our customers;

• Callers, homeowners, leads, and contacts;

• Customer-authorized integrations;

• Service providers;

• Publicly available sources;

• Marketing and analytics partners; and

• Automatically through our website and Services.

13.3 Purposes for Collection and Use

We collect and use personal information for the purposes described in this Privacy Policy, including to provide the Services, communicate with you, process transactions, support customers, improve the Services, maintain security, comply with law, and conduct business operations.

13.4 Categories of Personal Information Disclosed

We may disclose the categories of personal information listed above to the categories of recipients described in Section 5, including customers, authorized users, service providers, customer-authorized integrations, professional advisors, legal authorities, and parties involved in business transactions.

13.5 Sale or Sharing of Personal Information

We do not sell Customer Data, call recordings, call transcripts, SMS messages, CRM data, or customer-provided training materials.

We do not knowingly sell or share personal information of individuals under 16.

We use website analytics and advertising technologies, which may include Google Analytics, Meta Pixel, LinkedIn Insight Tag, and similar tools. To the extent our use of these tools is considered a "sale" or "sharing" under the CCPA, California residents may have the right to opt out.

13.6 Sensitive Personal Information

We use sensitive personal information only for purposes permitted by law, including to provide the Services, maintain security, prevent fraud, comply with law, and fulfill customer instructions.

We do not use sensitive personal information to infer characteristics about individuals.

13.7 California Rights

California residents may have the right to:

• Know what personal information we collect, use, disclose, sell, or share;

• Access specific pieces of personal information;

• Delete personal information;

• Correct inaccurate personal information;

• Opt out of sale or sharing;

• Limit the use and disclosure of sensitive personal information; and

• Not be discriminated against for exercising these rights.

To exercise these rights, contact us at team@tradesly.ai. We may need to verify your identity before processing your request. You may also designate an authorized agent to submit a request on your behalf where permitted by law.

14. Other U.S. State Privacy Rights

Residents of certain U.S. states may have additional privacy rights under applicable state privacy laws. These rights may include the right to access, correct, delete, obtain a copy of, or opt out of certain uses of personal information.

To exercise any applicable state privacy rights, contact us at team@tradesly.ai.

If we deny your request and applicable law gives you a right to appeal, you may appeal by replying to our decision email or contacting us at team@tradesly.ai with the subject line "Privacy Request Appeal."

15. Do Not Track and Global Privacy Control

Some browsers offer "Do Not Track" signals. There is not currently a uniform industry standard for responding to these signals, so we do not respond to them.

Where required by applicable law, we will recognize opt-out preference signals such as Global Privacy Control for applicable browser-based sale or sharing opt-outs.

16. Third-Party Websites and Services

Our website or Services may link to third-party websites, applications, or services. We are not responsible for the privacy practices of third parties that are not acting as our service providers.

You should review the privacy policies of third-party websites and services before providing information to them.

17. Call Recording and Consent

Tradesly may record, transcribe, summarize, analyze, or otherwise process calls and related communications as part of the Services.

Call recording, call monitoring, transcription, SMS, and related communications may be subject to federal, state, and local notice and consent requirements. Responsibility for compliance is shared between Tradesly and the customer, as further described in the customer agreement.

Tradesly is responsible for providing the Services in accordance with its contractual obligations, including any agreed technical features, notices, consent flows, configuration options, or implementation support related to call recording, monitoring, transcription, SMS, or other communications.

Customers are responsible for determining how the Services will be used in their business, identifying the laws and consent requirements applicable to their callers, employees, contractors, customers, leads, homeowners, contacts, and other individuals, and obtaining any notices, consents, permissions, or disclosures required for their use of the Services.

Tradesly may assist with technical implementation of notices, consent flows, or call-handling rules when agreed with the customer, but each party remains responsible for its own legal and compliance obligations.

18. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we update it, we will revise the "Last Updated" date above.

If we make material changes, we may provide additional notice, such as by email, in-product notice, or other reasonable means.

Your continued use of the Services after an updated Privacy Policy becomes effective means you acknowledge the updated Privacy Policy.

19. Customer Contract Controls

If you are a Tradesly customer, your use of the Services may also be governed by a separate agreement, order form, or other written agreement with Tradesly.

If there is a conflict between this Privacy Policy and a written agreement between you and Tradesly, the written agreement will control to the extent of the conflict.

20. Contact Us

If you have questions about this Privacy Policy or our privacy practices, contact us at:

Tradesly Inc.
386 Park Avenue South
14th Floor
New York, NY 10016
United States

Email: team@tradesly.ai
Phone: 917-727-4868

For privacy requests, please email: team@tradesly.ai