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Privacy Policy

Last updated: July 2026

Plaibook, Inc. (“Plaibook,” “we,” “us,” or “our”) provides an AI-powered revenue operations platform for home services businesses, including call analytics and scoring, AI-assisted SMS outreach, and sales and customer-success coaching tools (the “Services”). This Privacy Policy explains what information we collect, how we use and share it, and the choices and rights you have.

This Policy is incorporated into and forms part of our Terms of Service. If you access the Services under an agreement between Plaibook and your employer or the business you represent, that agreement and any applicable order form govern our processing of your business’s data alongside this Policy.

Throughout this Policy, “you” means the person or business interacting with us — a website visitor, a prospective customer, an authorized user of a customer account, or an individual whose information a customer processes through the Services.

1. Who This Policy Covers

Plaibook serves businesses, not consumers. In most cases our direct relationship is with a home services company (the “Customer”) that uses the Services to analyze its own calls, run outreach to its own end customers, and coach its own staff. This Policy distinguishes between:

  • Account Data and Usage Data — information about the Customer and its authorized users, for which Plaibook acts as the controller of its own business relationship; and
  • Customer Content— the calls, messages, contacts, and operational records a Customer submits to or connects with the Services, which the Customer owns and controls, and which Plaibook processes on the Customer’s behalf and under the Customer’s instructions as a service provider / processor.

Where Plaibook processes Customer Content on a Customer’s behalf, the Customer is responsible for having the legal right and any necessary consents to provide that content to us and for the instructions it gives us.

2. Information We Collect

A. Account and Registration Data. Your name, business email, company name, phone number, role, and login credentials when you request a demo, create an account, or are invited as a user.

B. Usage and Device Data. How you interact with the Services — features used, pages viewed, actions taken, session and log data, device and browser type, IP address, and similar technical information collected through cookies and comparable technologies (see Section 8).

C. Call Recordings and Transcripts. Where the Customer enables call analytics, we receive, store, and analyze call audio, transcripts, and derived metadata (for example, call scores, talk-time, sentiment, and coaching signals). This is Customer Content and is subject to the additional terms in Section 6.

D. Communications and Outreach Data.The content, delivery status, and responses associated with SMS and other messages sent through the Services on a Customer’s behalf, including recipient phone numbers and message bodies. This is Customer Content.

E. Integration and Operational Data.Data we access or receive from systems a Customer authorizes us to connect, such as FieldRoutes, ServiceTitan, Dialpad, GoHighLevel, and similar field-service, telephony, and CRM platforms. This may include customer lists and contact details, service and appointment histories, subscription and billing records, notes, and other operational information. This is Customer Content, accessed only to provide the Services and under the Customer’s authorization.

F. Payment Data. Billing contact details and the limited payment information necessary to process fees. Card payments are handled by our payment processor (Stripe); we do not store full card numbers.

G. Website Visitor and Marketing Data. Information collected when you visit our website, including through the third-party technologies described in Section 8.

3. How We Use Information

We use information to:

  • provide, operate, secure, and support the Services;
  • analyze and score sales and service calls, generate coaching insights, and produce analytics and reporting for the Customer;
  • send SMS and other outreach on a Customer’s behalf, as configured by that Customer;
  • develop, test, and improve the Services, including our AI and machine-learning features (see Section 5);
  • communicate with you about your account, transactions, security, and service updates;
  • detect, investigate, and prevent fraud, abuse, security incidents, and technical problems;
  • carry out marketing and business development consistent with Section 8 and applicable law; and
  • comply with legal obligations and enforce our agreements.

Our legal bases for processing, where required, are: performance of our contract with you or the Customer; your consent (which you may withdraw); our legitimate interests in operating and improving the Services and our business; and compliance with law.

4. How We Share Information

We do not sell your personal information, and we do not share Customer Content except as described here or as directed by the Customer.

  • Service providers / subprocessors. We share information with vendors that host, process, or support the Services, under contracts requiring them to protect it and use it only to provide services to us. A current list of subprocessors is available on request (see Section 12).
  • At the Customer’s or your direction.We share Customer Content with third-party platforms and integrations that a Customer connects or instructs us to exchange data with (for example, pushing enriched contact data to a Customer’s CRM).
  • Payment processing. With Stripe, to process fees.
  • Legal and safety. Where reasonably necessary to comply with law, legal process, or a lawful government request, or to protect the rights, property, or safety of Plaibook, our Customers, or others.
  • Business transitions. If Plaibook is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, information — including Customer Content — may be transferred as part of that transaction. We will require the successor to honor this Policy, or provide notice and any rights required by applicable law.

5. Artificial Intelligence and Machine Learning

AI and machine learning are core to the Services. This section explains how we use data in connection with them, and is intended to be clear about both what we do and what we do not do.

Providing and improving the Services.We use Customer Content to deliver AI features to the Customer that submitted it — for example, scoring that Customer’s calls or drafting outreach for that Customer — and to operate, test, secure, and improve the Services generally.

De-identified and aggregated data.We may create de-identified and/or aggregated data from Customer Content — data that does not identify, and cannot reasonably be used to identify, any Customer, individual, or end customer. We may use this de-identified and aggregated data for any lawful business purpose, including training, developing, evaluating, and improving our AI and machine-learning models, benchmarking, analytics, and research. De-identified and aggregated data, and any models, insights, or improvements we derive from it, belong to Plaibook and may be retained and used after your account or the Customer’s agreement ends.

Identifiable content. We do not use identifiable Customer Content to train models that we make generally available to other Customers except in de-identified or aggregated form. We delete or de-identify identifiable Customer Content on termination or request as described in Section 9.

Third-party AI providers.Where we use third-party AI services to provide features, we seek to do so under terms that prohibit the provider from using Customer Content to train the provider’s own models.

6. Call Recordings and Consent

Call analytics involves recording, storing, transcribing, and analyzing telephone calls, which is regulated and in many U.S. states requires the consent of one or more parties to the call.

Customer responsibility. The Customer is solely responsible for determining the recording and consent requirements that apply to its calls and for obtaining and maintaining all legally required notices and consents from call participants before calls are recorded, transcribed, or analyzed through the Services. By submitting call recordings or connecting a telephony integration, the Customer represents that it has obtained all such consents.

Our handling. We process call recordings and transcripts as Customer Content, use them to provide analytics and coaching to that Customer, and protect them consistent with Section 10. We use call content to improve the Services only as described in Section 5.

7. Your Choices and Rights

Depending on where you live and your relationship with us, you may have the right to access, correct, delete, or receive a copy of your personal information, to opt out of certain processing, and to withdraw consent. To exercise these rights, contact us at privacy@plaibook.tech. Where you are an authorized user or end customer within a Customer’s account, we may direct your request to the relevant Customer, who controls that data.

You can opt out of marketing emails using the unsubscribe link in any marketing message, and you can manage cookies through your browser and the controls described in Section 8.

8. Website Tracking, Cookies, and Marketing

Our website uses cookies and similar technologies for functionality, analytics, and marketing.

Visitor identification and marketing. When you visit or log in to our website, cookies and similar technologies may be used by our online data partners to associate your activity with other information they have about you, including by association with your email, and we (or providers acting for us) may then send you communications and marketing. You may opt out of this advertising at https://app.retention.com/optout.

Website analytics.We use Leadfeeder (a Dealfront company) to understand which businesses visit our website. In this process a visitor’s IP address is used to identify companies visiting the site. Where applicable law requires a basis for this processing, we rely on our legitimate interest in understanding our audience. You can opt out of Leadfeeder by using a standard ad- or script-blocker.

9. Data Retention and Deletion

We retain Account and Usage Data for as long as your account is active and as needed for the purposes described in this Policy, and we retain records as required by law, to resolve disputes, and to enforce our agreements.

We retain Customer Content for as long as the Customer’s agreement is active. On termination or on the Customer’s written request, we delete or de-identify identifiable Customer Content within a commercially reasonable period, subject only to short-term persistence in routine encrypted backups and any retention required by law. As described in Section 5, de-identified and aggregated data and any models or improvements derived from it are not identifiable to you and may be retained.

10. Security

We use commercially reasonable technical, administrative, and physical measures designed to protect information, including encryption of data in transit and at rest, access controls, and monitoring. No system is perfectly secure, and we cannot guarantee absolute security.

11. Children

The Services are directed to businesses and intended for individuals 18 and older. We do not knowingly collect personal information from children. If you believe a child has provided us information, contact privacy@plaibook.tech.

12. Subprocessors and Contact

A current list of subprocessors and any additional privacy disclosures are available on request. For any privacy question or to exercise a right, contact privacy@plaibook.tech.

13. Changes to This Policy

We may update this Policy. If we make material changes, we will provide notice by posting the updated Policy with a new effective date and, where appropriate, by email. Changes take effect when posted unless stated otherwise.