Privacy Policy

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Effective Date: June 29, 2026 | Last Updated: June 29, 2026

Welcome to OptimalFlow AI (“OptimalFlow AI,” “Company,” “we,” “our,” or “us”). Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, protect, and process your information when you visit our website, engage our services, communicate with us, or otherwise interact with our business.

By using our website or services, you agree to the collection and use of information in accordance with this Privacy Policy.

1. About OptimalFlow AI

OptimalFlow AI is a technology company specializing in:

  • Artificial Intelligence Automation

  • AI Voice Agents

  • AI Chatbots

  • Workflow Automation

  • Business Process Automation

  • Website Design & Development

  • Mobile App Development

  • Custom Software Development

  • AI SaaS Development

  • Search Engine Optimization (SEO)

  • Digital Marketing

  • Graphic Design & Branding

  • Business Consulting

  • Cloud Integrations

Our services may require us to process customer information to develop, configure, deploy, maintain, and support technology solutions.

 

2. Information We Collect

Depending on how you interact with us, we may collect the following information.

Personal Information:

  • Full Name

  • Company Name

  • Email Address

  • Phone Number

  • Mailing Address

  • Billing Address

  • Payment Information

  • Job Title

  • Business Information

  • Account Information

If you create an account or become a client, we may collect:

  • Login Credentials

  • Service Preferences

  • Communication Preferences

  • Support Requests

  • Project Information

  • Technical Information

When visiting our website we may automatically collect:

  • IP Address

  • Browser Type

  • Device Information

  • Operating System

  • Referral URLs

  • Pages Visited

  • Session Duration

  • Clickstream Data

  • Date and Time of Access

  • Cookies & Similar Technologies

We use cookies and similar technologies to:

  • Improve website performance

  • Remember user preferences

  • Analyze website traffic

  • Personalize content

  • Improve security

  • Measure marketing effectiveness

Users may disable cookies within their browser settings, although certain website features may not function properly.

 

3. Information You Provide

You may voluntarily provide information by:

  • Completing contact forms

  • Scheduling consultations

  • Requesting quotes

  • Signing service agreements

  • Uploading files

  • Participating in surveys

  • Joining newsletters

  • Communicating through live chat

  • Sending emails

  • Speaking with our representatives

 

4. Project Information

Clients may voluntarily provide:

  • Business documents

  • Logos

  • Brand assets

  • Marketing materials

  • Website content

  • Databases

  • Customer information

  • Software credentials

  • API keys

  • Source code

  • Design files

  • Cloud platform credentials

Such information is used solely for providing contracted services.

 

5. AI Services & Automation

OptimalFlow AI develops and deploys AI-powered solutions that may process data supplied by our clients.

Depending on the services purchased, AI systems may process:

  • Customer inquiries

  • Website conversations

  • Business workflows

  • Support requests

  • CRM information

  • Scheduling information

  • Sales inquiries

  • Operational data

We only process client information according to contractual instructions and applicable law. We do not use confidential client information to train proprietary AI models unless expressly agreed to in writing.

 

6. How We Use Information

We use collected information to:

  • Deliver requested services

  • Build AI automation systems

  • Develop websites

  • Create software applications

  • Provide customer support

  • Process transactions

  • Improve our services

  • Analyze website performance

  • Detect fraud

  • Maintain security

  • Respond to inquiries

  • Send project updates

  • Deliver invoices

  • Improve customer experience

  • Meet legal obligations

 

7. Marketing Communications

If you choose to receive marketing communications, we may send:

  • Company news

  • Product updates

  • Educational content

  • Promotions

  • Service announcements

  • Event invitations

  • Newsletter emails

You may unsubscribe at any time using the unsubscribe link contained within our emails or by contacting us directly.

Transactional communications regarding active projects may still be sent even after opting out of marketing messages.

 

8. Zoom Phone, SMS & Business Communications

OptimalFlow AI may communicate with clients and prospective clients through Zoom Phone, SMS, voice calls, email, or other communication platforms for customer service, project management, appointment scheduling, support, and business communications.

By providing your mobile phone number, you consent to receive communications related to your inquiries, projects, appointments, invoices, account updates, and other requested business services.

SMS Communications:

  • Message frequency may vary

  • Message and data rates may apply based on your mobile carrier

  • You may reply STOP at any time to unsubscribe from SMS communications

  • You may reply HELP for assistance or contact us directly through our website

  • Opting out of SMS messages will not affect other forms of communication necessary to provide our services

Mobile Information Privacy

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties, except as required to facilitate the delivery of messaging services or as required by law.

 

9. Call Recording Notice

Where permitted by applicable law, telephone calls, video meetings, and online consultations may be monitored or recorded for:

  • Quality assurance

  • Employee training

  • Customer service improvement

  • Security purposes

  • Contract verification

  • Dispute resolution

Where required by law, we will obtain the appropriate consent before recording communications.

 

10. Payment Information

Payments may be processed through trusted third-party payment providers.

OptimalFlow AI does not store complete payment card information on its own servers unless specifically stated.

Payment processors maintain their own privacy and security practices.

 

11. Third-Party Services

Our services may integrate with third-party platforms including, but not limited to:

  • CRM systems

  • Cloud hosting providers

  • Email providers

  • Analytics platforms

  • AI providers

  • Communication providers

  • Payment processors

  • Website hosting companies

  • Domain registrars

  • Marketing platforms

These providers operate under their own privacy policies.

 

12. Information Sharing

We do not sell your personal information.

We may share information only when necessary:

  • With service providers

  • With payment processors

  • With hosting providers

  • With subcontractors working under confidentiality obligations

  • During business transfers

  • To comply with legal obligations

  • To protect legal rights

  • To prevent fraud

  • To respond to lawful governmental requests

 

13. Confidentiality

Client information remains confidential.

Employees, contractors, and authorized service providers are granted access only to the information necessary to perform their assigned responsibilities.

Reasonable administrative, physical, and technical safeguards are implemented to protect confidential information.

 

14. Data Security

We employ commercially reasonable safeguards including:

  • Encryption where appropriate

  • Secure servers

  • Access controls

  • Firewalls

  • Authentication systems

  • Security monitoring

  • Employee access limitations

  • Secure backups

No transmission over the Internet or electronic storage method can be guaranteed to be 100% secure.

 

15. Data Retention

We retain personal information only for as long as necessary to:

  • Deliver services

  • Fulfill contractual obligations

  • Resolve disputes

  • Comply with legal requirements

  • Maintain business records

Information no longer required will be securely deleted or anonymized where practical.

 

16. International Data Transfers

Information may be processed or stored in jurisdictions outside your country of residence.

Where required, we implement appropriate safeguards for international data transfers in accordance with applicable privacy laws.

 

17. Your Privacy Rights

Depending on your location, you may have the right to:

  • Access your personal information

  • Correct inaccurate information

  • Delete personal information

  • Restrict processing

  • Object to processing

  • Withdraw consent where applicable

  • Request portability of your information

  • Lodge complaints with applicable supervisory authorities

To exercise these rights, please contact us using the contact information provided below.

 

18. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you may have rights including:

  • The right to know what personal information we collect

  • The right to request deletion of certain personal information

  • The right to correct inaccurate personal information

  • The right to access categories and specific pieces of personal information

  • The right to limit the use of certain sensitive personal information where applicable

  • The right not to receive discriminatory treatment for exercising your privacy rights

OptimalFlow AI does not sell personal information as defined under California law.

 

19. GDPR Rights

If you are located in the European Economic Area (EEA), United Kingdom, or other jurisdictions with similar privacy laws, you may have additional rights, including the right to object to certain processing, request restriction of processing, and file a complaint with your local data protection authority.

Where required, we rely on lawful bases such as consent, contractual necessity, legal obligations, or legitimate interests to process personal information.

 

20. Children’s Privacy

Our website and services are intended for individuals who are at least 18 years of age or the age of majority in their jurisdiction. We do not knowingly collect personal information from children.

If we become aware that personal information from a child has been collected without appropriate consent, we will take reasonable steps to delete it.

 

21. External Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices, content, or security of websites that we do not own or control.

We encourage users to review the privacy policies of any third-party websites they visit.

 

22. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, legal obligations, or business practices.

When material changes are made, we will update the “Last Updated” date above. Continued use of our website or services after changes become effective constitutes acceptance of the revised Privacy Policy.

 

23. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us using the information provided on our website.

You may also contact us regarding:

  • Privacy requests

  • Data access requests

  • Deletion requests

  • Security concerns

  • Marketing preferences

  • SMS opt-out assistance

  • General privacy inquiries

 

24. Acceptance of This Policy

By accessing or using the OptimalFlow AI website or engaging our services, you acknowledge that you have read, understood, and agree to the terms of this Privacy Policy.

If you do not agree with this Privacy Policy, please discontinue use of our website and services.

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