Privacy Policy

We collect information in the following categories:

• Account & business information. Name, email address, business name, phone number, service area, industry (HVAC, plumbing, or both), billing details, and settings you provide when you sign up or use the dashboard.
• Call data. Inbound and outbound call metadata (date, time, duration, caller phone number), call recordings, transcripts, and AI-generated summaries.
• Customer & lead information. Information your callers provide during conversations, such as customer name, phone number, service address, service issue or problem description, urgency level, and appointment preferences.
• Usage & technical data. Log data, device and browser type, IP address, pages viewed, and how you interact with the Service.
• Communications. Messages you send to us (for example, support requests at support@dialvera.com).

We use the information we collect to:

• Provide, operate, and improve the Service, including AI call answering, lead capture, appointment booking, and emergency transfer.
• Authenticate users and secure accounts.
• Process subscriptions and payments.
• Send service-related notifications (for example, new leads, emergencies, and account alerts).
• Analyze usage to improve product quality and reliability.
• Comply with legal obligations and enforce our Terms of Service.
• Respond to support requests and communicate with you about the Service.

We do not sell your personal information. We do not use call content to train public AI models without your consent.

DialVera records and transcribes phone calls handled through the Service so your business can review conversations, capture job details, and improve follow-up. Recordings and transcripts may include information spoken by your callers.

TCPA & recording disclosure. You are responsible for complying with the Telephone Consumer Protection Act (TCPA), state and local call-recording laws, and industry requirements applicable to your business. This typically includes informing callers that calls may be recorded or monitored. DialVera can play a disclosure message at the start of calls when configured in your account; you must ensure your overall practices meet legal requirements in every jurisdiction where you operate.

Do not use the Service to record calls where recording is prohibited without proper consent. If you disable recording features, transcripts and summaries may be limited.

We use trusted third-party providers to run the Service. They process data on our behalf under contractual safeguards:

• Supabase — database, authentication, and application hosting.
• Retell AI — voice AI and real-time call handling.
• Twilio — telephony, phone numbers, and call routing.
• Stripe — subscription billing and payment processing.
• Resend — transactional and service email delivery.

These providers may process data in the United States or other countries. Their privacy practices are governed by their own policies. We share only the information necessary for them to perform their services.

We retain information only as long as needed for the purposes described above:

• Call recordings: retained for up to 90 days, then deleted or anonymized unless a longer period is required by law or you request earlier deletion.
• Transcripts and call summaries: retained for up to 1 year, then deleted or anonymized unless otherwise required.
• Account, lead, and appointment data: retained while your account is active and for a reasonable period afterward for backups, disputes, and legal compliance.
• Billing records: retained as required for tax and accounting purposes.

Retention periods may be adjusted for legal holds, abuse investigations, or at your written request where applicable.

Depending on where you live, you may have rights to access, correct, delete, or export personal information we hold about you or your business.

• Access & correction: Update account and business details in your dashboard or contact us.
• Deletion: You may request deletion of your account and associated data by emailing support@dialvera.com. We will verify your request and respond within a reasonable timeframe, subject to legal retention requirements.
• California residents: You may have additional rights under the CCPA/CPRA, including the right to know what we collect and to opt out of certain sharing (we do not sell personal information).

We may need to retain certain records to comply with law, resolve disputes, or enforce agreements even after a deletion request.

For privacy questions, data requests, or concerns about this policy, contact us at:

DialVera, Inc.
Email: support@dialvera.com
Website: dialvera.com

We may update this Privacy Policy from time to time. We will post the revised version on this page and update the "Last updated" date. Material changes may be communicated by email or through the Service.