Privacy Policy

1. Introduction

Copilot Automations ("Copilot Automations," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your information when you use our website, submit information through our forms, or communicate with us by phone, email, or SMS. By using our services or opting into our communications, you agree to this Privacy Policy and our Terms and Conditions.

2. Information We Collect

When you request a report, contact us, book a call, subscribe to our newsletter, or sign up for services, we may collect information you provide to us such as your name, email address, phone number (if provided), business name, website URL and/or Google Business Profile link, service area (city/state), and any information you voluntarily include in a message or form submission. If you opt in to receive SMS or email messages, we may also collect and store your communication preferences and records of consent, including the date, time, and method of your opt-in, records of messages sent, and records of opt-out requests and confirmations. When you visit our website, we may automatically collect basic technical information such as your IP address, browser type and device type, pages viewed, and approximate access times, and we use this information for basic site operations, security, and abuse prevention.

3. How We Use Your Information

We use your information to deliver the report or information you requested, communicate with you about your request (including follow-ups), provide customer support, send appointment confirmations and reminders (if applicable), send SMS and email communications you have explicitly consented to receive, improve our services and internal processes, maintain compliance records related to consent and opt-outs, comply with legal obligations, and prevent fraud or abuse.

4. SMS / Text Messaging

If you opt in to receive SMS messages from Copilot Automations, we may send messages related to your request or services, including service updates, appointment confirmations and reminders, and responses to inquiries, and we may send occasional offers only where you have explicitly consented. Message frequency may vary. Message and data rates may apply. Consent is not a condition of purchase.

Opting Out

You can opt out of receiving SMS messages at any time by replying "STOP" to any message. After you reply "STOP," we will send a confirmation message and you will no longer receive SMS messages from us unless you opt back in. If you want to opt in again, you can re-enroll using the same method you used to sign up.

Support

For help, reply "HELP" to any message or contact us at info@copilotautomations.com or call 978-662-0575.

Our Commitment

Copilot Automations values your privacy and is committed to protecting your SMS information. Your phone number, SMS opt-in data, and consent records will not be sold, shared, rented, or otherwise disclosed to third parties or affiliates for marketing or promotional purposes. We may disclose this information only if required by law or to comply with legal obligations. Carriers are not liable for delayed or undelivered messages.

5. Email Communications

If you opt in to email communications, we may send you messages related to your request, service updates, and, if you explicitly opt in, marketing emails.

If you subscribe to our newsletter, we will use your email address to send you tips, updates, and news about home service automation and our services. You can unsubscribe at any time by clicking the unsubscribe link included in every newsletter email or by contacting us at info@copilotautomations.com. We will process unsubscribe requests promptly.

You may opt out of marketing emails at any time using the unsubscribe link included in every marketing email or by contacting us at info@copilotautomations.com.

6. Cookies and Tracking Technologies

With your consent, we use Google Analytics 4 to measure site traffic and Meta Pixel to measure advertising performance.

We also use Microsoft Clarity to see how visitors use our website. Clarity captures behavioral metrics, heatmaps, and session replay. A session replay is a reconstruction of how you moved through the site, including clicks, scrolling, and mouse movement. We use this to find what is confusing or broken on the site, to improve it, and for security and fraud prevention. Microsoft may also use this data to improve and market its own products and services. This information is captured using first and third party cookies and other tracking technologies. For more on how Microsoft collects and uses your data, see the Microsoft Privacy Statement.

Our website platform (GoHighLevel/LeadConnector) runs a chat widget and basic site analytics needed to operate the site. We may also use essential cookies required for site functionality and security.

You can control cookies through your browser settings and change your consent choices at any time using the "Cookie Settings" link in our footer.

7. How We Share Information

We do not sell your personal information. We may share information with trusted service providers who help us operate our business and deliver services, such as CRM and communications platforms, email/SMS/telephony providers and mobile carriers as required to send messages, scheduling tools, website hosting, and payment processors if you purchase a service. These providers may only use your information to perform services on our behalf. We may also disclose information if required by law, to respond to lawful requests, or when we believe disclosure is necessary to protect rights, safety, or investigate fraud. If Copilot Automations is involved in a merger, acquisition, or asset sale, information may be transferred as part of that transaction, and any successor will be required to honor this Privacy Policy. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services (such as customer support) is permitted. All other categories exclude text messaging originator opt-in data and consent, and this information will not be shared with any third parties.

8. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission over the internet or method of electronic storage is 100% secure.

9. Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this Policy, unless a longer retention period is required or permitted by law.

10. Children's Privacy

Our services are not intended for children under 13, and we do not knowingly collect personal information from children under 13.

11. Your Choices and Rights (U.S.)

You may request access to, correction of, or deletion of your personal information by contacting us at info@copilotautomations.com. We will respond within a reasonable timeframe consistent with applicable law.

12. Links to Other Websites

Our website may contain links to third-party websites. We are not responsible for their content or privacy practices. Please review their policies before providing personal information.

13. Updates to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted with a new "Last Updated" date.

14. How We Use Artificial Intelligence (AI)

We use artificial intelligence (AI) tools to help run our business and respond to you faster. The chat assistant on our website is an AI assistant. AI tools may also help us answer phone calls, reply to texts and messages, follow up on inquiries, book appointments, and draft written content. When you use one of these tools, the information you share, such as your name, phone number, and what you write or say, is processed by our CRM and communications platform and the AI service providers it relies on. We use that information only to respond to you and provide our services, and we do not sell it. AI can make mistakes. If something an AI tool tells you does not look right, or you would rather talk to a person, contact us at info@copilotautomations.com or 978-662-0575.

15. Contact Us

If you have questions about this Privacy Policy, contact Copilot Automations at info@copilotautomations.com. You may also reach us at 978-662-0575. Copilot Automations, Mailing address: Copilot Automations, 73 Turnpike Street #1097, North Andover, MA 01845.