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Privacy Policy

Privacy Policy for WhatsApp Automation Services

Last updated: March 16, 2026

This Privacy Policy explains how Edgar G. Martinez and affiliated automation services (“we”, “our”, or “us”) collect, use, store, and process information when operating WhatsApp-based customer service, lead capture, quotation, and appointment automation for businesses.

1. Who We Are

We provide software and automation services that help businesses communicate with customers through WhatsApp, internal dashboards, scheduling tools, analytics systems, and AI-powered assistants.

2. Information We May Collect

We may collect and process the following information:

  • Customer phone numbers and profile names shared through WhatsApp.
  • Message content exchanged between customers and the business assistant.
  • Business information such as catalog items, prices, FAQs, schedules, and service rules.
  • Operational data such as timestamps, message IDs, delivery status, and system logs.
  • Lead, booking, and appointment information created from conversations.

3. How We Use Information

We use information to:

  • Receive and respond to customer inquiries.
  • Provide product, pricing, quote, FAQ, and scheduling assistance.
  • Route conversations to human staff when necessary.
  • Generate analytics, business reports, and service performance metrics.
  • Improve reliability, security, and service quality.

4. Legal Basis and Business Relationship

We process information on behalf of the businesses that use our platform and according to the operational needs of those businesses. Data is processed only for customer communication, service delivery, internal operations, security, and legal compliance.

5. Third-Party Services

To operate these services, information may be processed through third-party providers such as Meta (WhatsApp Business Platform), hosting providers, analytics tools, scheduling integrations, and AI service providers including OpenAI and Google. These providers may process data under their own terms and privacy policies.

6. Data Retention

We retain data only for as long as necessary to provide the service, maintain records, support operations, investigate incidents, comply with legal obligations, and meet the retention requirements agreed with each business client.

7. Data Sharing

We do not sell personal data. Information may be shared only with the business using the service, approved service providers, technical infrastructure vendors, or when required by law or valid legal process.

8. Security

We apply reasonable administrative, technical, and organizational safeguards to protect information against unauthorized access, disclosure, alteration, or destruction. However, no online system can be guaranteed to be completely secure.

9. User Rights

Individuals who want to access, correct, or request deletion of their data should first contact the business they communicated with. If platform-level assistance is needed, they may contact us using the email address below.

10. Contact Information

For privacy questions or requests, contact: edgar@edgargmartinez.com

By using messaging channels connected to this service, users acknowledge that their messages may be processed for customer support, automation, analytics, and business operations.