Privacy Policy
Last updated October 24, 2026
This is how Call Assist ("we", "us") handles information, in plain English.
Client information stays on your computer
Client details you type or that are transcribed from your calls are stored on your own PC. We do not upload them to our servers.
What Call Assist never stores
No SSNs (not even the last 4), no driver's license numbers, and no bank, routing or account numbers.
Passwords
Your carrier logins stay in your Chrome password manager. Call Assist never reads, stores or sends your passwords.
What our license server keeps
Only your account email, a seat/computer identifier, your plan and your license status. That is what lets us check your subscription.
Companies that process information for us
We use a few outside companies to run the service. Each one gets only what it needs to do its job. This covers information about you as our customer (account, billing, emails and support calls); client details you work with during your calls stay on your own computer, as described above.
- Stripe (payments and subscriptions): your name, email, billing details and card. We never see or store your full card number.
- Resend (sending our emails: welcome, sign-in, invite and support emails): your email address and the email we send you.
- Retell (our support phone line and its AI assistant): your phone number, the call recording and the transcript.
- Cloudflare (hosting our website and sign-in service): technical details such as your IP address and browser, plus your account email and license records.
We don't share your information with these companies for their own marketing.
Support calls
When you call Call Assist support at (850) 821-7570, the call may be answered by an automated phone assistant run by our phone and AI provider, Retell. Support calls may be recorded and transcribed, so we can help you and follow up on what you asked about. At the start of every support call, callers hear a notice that the call may be recorded for quality.
- Please don't share SSNs, driver's license numbers, bank or card numbers, passwords, or your clients' health or personal details on a support call.
- We use recordings and transcripts only to answer your question, fix problems and improve our support.
- Support call recordings and full transcripts are deleted from our phone provider after 90 days. Written call summaries are kept for up to 1 year. You can ask us to delete them sooner at [email protected].
Optional add-ons
If you turn on an optional speech-to-text service or add your own AI key, audio or text is sent to that provider so it can do its job, under its own privacy policy. They are off unless you turn them on.
We don't sell your data
We never sell or rent your information or your clients' information.
Deleting your data
Email us and we will delete your account information from our license server. Data on your own PC is yours to delete at any time.
Contact
Email [email protected] or call (850) 821-7570, weekdays 9 to 5 Central.