WintelAI, LLC ("WintelAI," "we," "us," or "our") respects your privacy. This policy explains how we collect, use, and protect information when you visit our website (wintelai.com) and when we provide AI agent services to your organization.
1. Information We Collect
Information you provide directly:
- Contact form submissions (name, email, company, industry, message)
- AI Opportunity Assessment submissions, including selected answers, generated report fields, lead score, contact details, organization, phone number, and notes if provided
- Instant call requests after an assessment, including the phone number you provided, call request status, and call activity details; if call recording or transcription is enabled, call audio, transcripts, summaries, and analysis may also be processed
- Scheduling information when you book a call through Calendly
- Emails and messages you send to info@wintelai.com
Information collected automatically:
- Standard web server logs (IP address, browser type, pages visited, timestamps)
- Cookies and similar technologies used for site functionality and analytics
- Security verification data processed by Cloudflare Turnstile to help prevent spam and abuse
Client data processed through our AI agent services:
- When you engage WintelAI to build and operate AI agents, our agents may access and process data within your WinTeam instance (employee records, schedules, job data, customer records, and related operational information) as necessary to perform the services described in your service agreement.
2. How We Use Your Information
Website data:
- To respond to your inquiries and schedule calls
- To generate and send your AI Opportunity Report
- To save assessment submissions for follow-up and internal review
- To place an automated follow-up call when you click the instant-call button after completing an assessment
- To improve our website and understand how visitors use it
- To send follow-up communications you've requested
Client operational data:
- To operate AI agents on your behalf as defined in your service agreement
- To update WinTeam records, execute workflows, and generate reports as configured
- To maintain audit logs of all agent actions for your compliance and review
- To troubleshoot, improve, and support agent performance
3. Data Sharing
We do not sell your personal information or client operational data. We may share information with:
- Service providers who help us operate our website and deliver services (e.g., hosting, email, scheduling, CRM)
- HubSpot (our CRM) for storing website assessment and contact submissions as our lead capture record
- Retell AI for placing requested automated follow-up calls, processing call context, and syncing call activity back to HubSpot
- Vercel AI Gateway (which routes to Anthropic) to process your assessment answers and generate your AI Opportunity Report; this content is not used to train AI models
- Vercel KV (Upstash Redis) for temporarily storing your generated report and contact details so we can email and host your private report link
- Resend for sending AI Opportunity Report emails and internal assessment notifications
- Cloudflare Turnstile for security verification and spam prevention
- WinTeam / TEAM Software — our agents interact with WinTeam via its API on your behalf, under your authorization
- Legal requirements — if required by law, regulation, or valid legal process
4. Client Data Security
We take the security of your operational data seriously:
- AI agent access to WinTeam is scoped to the minimum permissions needed for the configured workflows
- All agent actions are logged with timestamps, inputs, and outcomes for auditability
- Data is transmitted over encrypted connections (TLS)
- We do not use your WinTeam data to train AI models or for any purpose outside your service agreement
- Access to client systems is restricted to authorized WintelAI personnel
5. Data Retention
Website data: Contact form submissions, assessment submissions, generated report fields, and related communications are retained for as long as needed to respond to your inquiry, maintain the business relationship, and review service fit, or until you request deletion.
Client operational data: Audit logs and agent activity records are retained as specified in your service agreement. Upon termination of services, we will delete or return your data in accordance with the agreement terms.
6. Cookies
Our website uses essential cookies for site functionality. We may also use analytics cookies to understand how visitors interact with our site. You can control cookie preferences through your browser settings.
7. Third-Party Services
Our website integrates with third-party services that have their own privacy policies:
- Calendly — for scheduling (Calendly Privacy Policy)
- HubSpot — our CRM, for lead capture and website analytics (HubSpot Privacy Policy)
- Retell AI — for requested automated follow-up calls, call transcripts, summaries, and analytics when enabled (Retell AI Privacy Policy)
- Vercel — for hosting, the AI Gateway that generates your report, and temporary report storage (Vercel Privacy Policy)
- Anthropic — the AI provider that generates your AI Opportunity Report (Anthropic Privacy Policy)
- Resend — for sending assessment report emails (Resend Privacy Policy)
- Cloudflare Turnstile — for security verification (Cloudflare Privacy Policy)
- Google Fonts — for typography (Google's privacy policy applies)
8. Your Rights
You may request to:
- Access the personal information we hold about you
- Correct inaccurate information
- Delete your personal information
- Opt out of marketing communications
To exercise any of these rights, contact us at the address below.
9. Changes to This Policy
We may update this privacy policy from time to time. We will post the revised version on this page with an updated effective date. Material changes will be communicated through our website.