Privacy Policy

1. Scope of This Policy

This Privacy Policy applies to all information collected through your use of AgenAI's Services, including but not limited to:

• Consulting Services (e.g., AI Strategy & Assessment, AI Adoption & Training)
• AI Implementation & Integration (e.g., AI-powered integrations, data extraction & reporting, generative AI tools)
• AI Data Management & Automation (e.g., AI agents for data cleaning, document analysis, data reconciliation)
• AI for FP&A (e.g., AI-assisted dashboards, financial workflows, variance analysis)
• Custom AI Model Development (e.g., company-specific AI models for internal knowledge retrieval)

It does not apply to third-party websites, platforms, or services that we do not own or control, even if they are integrated with our Services. Please review the privacy policies of any third parties with whom you interact.

2. Information We Collect

2.1 Information You Provide to Us

• Contact Information: When you inquire about our Services or request a consultation, we may collect your name, email address, phone number, and any additional information you choose to provide.
• Billing and Payment Information: For fee-based services, we may collect and process payment details, including credit card information or bank account details.
• Communications: If you contact us via email, chat, or other communication methods, we may store records of those communications, including any attachments.

2.2 Information Collected Automatically

When you visit our website or use our online platforms, certain information is automatically collected, such as:

• Log Data: Internet Protocol (IP) address, browser type, operating system, referring URLs, page views, and date/time stamps.
• Device Information: Device type (desktop, laptop, mobile), hardware model, operating system version, unique device identifiers.
• Cookies and Similar Technologies: We use cookies, web beacons, and other tracking technologies to enhance your browsing experience, understand usage patterns, and improve our Services. Please refer to Section 5 (Cookies and Tracking Technologies) for more details.

3. How We Use Your Information

AgenAI uses the collected information for the following purposes:

1. Service Delivery and Customer Support
   • To provide, personalize, and maintain our AI consulting, development, and integration services.
   • To process transactions, issue invoices, and manage billing.
2. AI Assessment and Implementation
   • To analyze existing workflows, processes, and data to determine suitable AI solutions.
   • To develop, train, test, and refine custom AI models, agents, or other AI-driven tools.
3. Process Optimization and Integration
   • To automate or streamline operations using AI agents (interactive, semi-autonomous, or autonomous).
   • To facilitate integration between AI agents and third-party software platforms.
4. Communication and Updates
   • To respond to your inquiries, provide technical support, or inform you about important updates related to our Services.
   • To send you marketing or promotional materials, where you have opted in to receive such communications.
5. Analytics and Improvements
   • To monitor usage patterns, performance metrics, and trends to improve or optimize our Services.
   • To conduct research and development to enhance our AI technologies and user experience.
6. Legal and Regulatory Compliance
   • To comply with applicable laws, regulations, legal processes, or governmental requests.
   • To enforce our agreements, including our Terms of Service, or to protect our rights, privacy, safety, or property, and/or that of our customers or other third parties.

4. AI Agents and Data Usage

AgenAI's Services may involve the development or deployment of different types of AI agents:

1. Interactive AI Agents – They interact with you or your employees in real time.
2. Semi-autonomous Agents – Operate independently but require human input for critical decisions.
3. Autonomous Agents – Handle routine tasks with minimal human intervention.

When these AI agents process your data:

• Purpose Limitation: We only use the data to perform authorized tasks and continually improve performance within the scope of our engagement with you.
• Data Minimization: We strive to use the minimum data necessary to achieve the intended AI capabilities.
• Model Training and Evaluation: If we use your data to train AI models, we take measures to pseudonymize or aggregate data where feasible, in accordance with legal requirements and this Privacy Policy.
• Client Confidentiality: We respect the confidentiality of your data and ensure that any use of your data for AI model training or optimization is governed by strict confidentiality protocols or separate data processing agreements, as required.

5. Cookies and Tracking Technologies

We use cookies, web beacons, pixel tags, and similar technologies (collectively, "Cookies") to:

• Enhance User Experience: Cookies help remember your preferences and personalize your experience.
• Analyze Website Usage: Cookies collect anonymous data about site traffic, popular pages, and time spent on our website.
• Security and Authentication: Certain Cookies are essential for the secure operation of our website and Services.

You can manage your cookie preferences through your browser settings. Disabling Cookies may limit certain functionalities of our Services.

5.1 Google Analytics

We use Google Analytics to collect information about how visitors use our website. Google Analytics uses cookies to collect information in an anonymous form, including the number of visitors to the site, where visitors have come from, and the pages they visited. We use this information to improve our website and services.

You can opt-out of Google Analytics tracking by using the Google Analytics Opt-out Browser Add-on, available at https://tools.google.com/dlpage/gaoptout.

6. Disclosure of Your Information

AgenAI may share your information in the following circumstances:

1. Service Providers and Partners: We share information with trusted third-party providers (e.g., cloud hosting services, analytics providers, payment processors) as necessary to deliver our Services.
2. Business Transactions: In the event of a merger, acquisition, financing, or sale of all or a portion of our business, your information may be transferred to the acquiring entity.
3. Legal Compliance and Protection: We may disclose information if required by law, court order, or governmental regulation, or if such disclosure is necessary to protect our rights, safety, or property.
4. Consent: We may share information with third parties if you have given us your explicit consent to do so.

We do not sell or rent your personal information to third parties.

7. Data Security and Retention

7.1 Security Measures

AgenAI implements reasonable and appropriate administrative, technical, and physical safeguards to protect the information we collect and process. These measures are designed to protect data from unauthorized access, alteration, disclosure, or destruction. While we strive to keep your information secure, no electronic transmission or storage method is 100% secure, and we cannot guarantee absolute security.

7.2 Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law (e.g., tax, accounting, or legal obligations). When personal information is no longer required, we take steps to delete, anonymize, or otherwise dispose of it in a secure manner.

8. International Data Transfers

Depending on your location and the nature of our Services, your information may be transferred to and processed in countries outside of your jurisdiction, which may have data protection laws different from those in your country. In such cases, we ensure that appropriate safeguards (e.g., standard contractual clauses) are in place to protect your personal data in accordance with applicable laws.

9. Your Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, such as:

• Access and Update: The right to access, correct, or update personal information we hold about you.
• Deletion or Erasure: The right to request deletion or erasure of your personal information under certain circumstances.
• Objection and Restriction: The right to object to or restrict certain types of processing.
• Data Portability: The right to request a copy of your personal information in a structured, commonly used, and machine-readable format.
• Withdraw Consent: Where the processing of your personal information is based on consent, you have the right to withdraw consent at any time.

To exercise any of these rights, please contact us at privacy@agen-ai.com. We may require additional information to verify your identity before responding to certain requests.

10. Children's Privacy

Our Services are not directed at children under the age of 13 (or such other age as may be defined by local law), and we do not knowingly collect personal information from children. If you become aware that your child has provided us with personal information without your consent, please contact us so that we can take steps to remove such information.

11. Third-Party Websites and Integrations

Our Services may contain links to third-party websites or tools. We do not control these third parties and are not responsible for their privacy practices. We encourage you to review the privacy policies of each third-party website or tool before providing any information.

12. Changes to This Privacy Policy

We reserve the right to modify or update this Privacy Policy at any time. When we do so, we will revise the "Last Updated" date at the top of this page. If we make material changes, we may provide additional notice (e.g., by email or a prominent notice on our website). Your continued use of our Services after any changes indicates your acceptance of the updated Privacy Policy.

13. Contact Us

If you have any questions, concerns, or comments regarding this Privacy Policy or our data practices, please contact us at: