Schaller Business Solutions LLC
Last Updated: 12/10/2025
This Privacy Policy explains how Schaller Business Solutions LLC collects, uses, stores, and protects information obtained through our websites, platforms, mobile-access tools, digital products, consulting services, and AI-enabled systems. The Policy applies to all visitors, customers, and users of our services. By accessing or using our services, you agree to the practices described in this Policy.
1. Company Information
Schaller Business Solutions LLC
7 Terwilliger Lane
New Paltz, New York 12561
United States
You may contact us at [email protected] with questions about this Privacy Policy or to exercise your privacy rights.
2. Information We Collect
We collect information necessary to operate our services, maintain security, support business functions, and comply with applicable law. The types of information we may collect include the following.
2.1 Personal Information
• Name
• Email address
• Telephone number
• Business information
• Account login identifiers
• Communication and notification preferences
• Billing and subscription details
• Information submitted through online forms or intake questionnaires
2.2 Account and Platform Data
• CRM contacts and records
• User-generated content stored within your account
• Messages, call logs, chat transcripts, and AI interactions
• Uploaded documents, training materials, and configuration data for AI agents
• Workflow, automation, appointment, and pipeline settings
2.3 Technical and Usage Data
• IP address
• Browser type, device type, and operating system
• Access times and usage patterns
• Log files required for security and performance
• System metrics and diagnostic information
2.4 Communication Data
• Emails or messages sent to us
• Support inquiries and responses
• Information exchanged through support services delivered directly by us or by authorized service partners acting on our behalf
2.5 Transaction and Billing Data
• Payment information processed by third-party providers
• Subscription history and billing records
• Purchases of digital products, services, and consultations
2.6 AI-Generated and AI-Processed Data
• Inputs, prompts, instructions, and sample data submitted to AI tools
• Outputs generated by AI voice, chat, and text systems
• Transcripts or summaries produced by AI agents
• Training materials uploaded by clients for internal system configuration
3. How We Use Information
We use collected information for the following purposes:
• To provide and maintain our services
• To operate AI voice, text, and chat agents
• To configure CRM accounts, workflows, automations, and pipelines
• To deliver consulting, onboarding, and support
• To process billing and administer subscriptions
• To analyze system usage and maintain security
• To communicate account-related notices and updates
• To comply with legal, regulatory, and contractual obligations
We do not sell personal information.
4. AI Systems and Training Data
4.1 Use of Inputs in AI Features
Information submitted to AI-enabled tools is processed to generate responses, carry out tasks, and support system functions.
4.2 Improving Internal Workflows
We may use anonymized or aggregated information from user inputs to improve internal workflows and operational efficiency. These improvements do not train public AI models and do not identify individual users.
4.3 Client Responsibility for Submitted Data
Clients are responsible for ensuring they have lawful authority to submit training data, customer lists, transcripts, prompts, or any other materials used to configure or operate AI features.
5. Cookies, Pixels, and Analytics
We use cookies and similar tracking technologies, including pixels and analytics tools, to support the operation of our website, measure performance, analyze usage patterns, and improve our services. Users may adjust browser settings to limit or disable these technologies; however, doing so may affect functionality.
6. Third-Party Service Providers
We use third-party processors that assist in delivering our services. These providers may process personal information on our behalf. They include services associated with our white-labeled platform and business operations, such as:
• Platform infrastructure and hosting
• Payment processors (for example, Stripe)
• Telecommunication and message delivery services (for example, SMS and voice carriers)
• Email delivery and notification systems
• Cloud storage providers
• Analytics services
• Calendar, forms, or document integration tools
These providers use information only as needed to deliver their contracted services.
7. Mobile Application Access
Users may access their accounts through mobile applications provided by our platform partners. These applications may collect device information, technical data, and usage data necessary for proper functionality and security. Information processed through such applications is treated in accordance with this Policy.
8. Affiliate Links and Referrals
We may provide links to third-party products or services, including affiliate links. If you click or purchase through these links, we may receive a referral commission. We do not control the privacy practices of third-party websites and encourage users to review their policies before providing information.
9. Participation in Our Affiliate Program
If you participate in our affiliate program, we may collect additional information needed to administer the program. This may include account details, commission information, payout records, and any required tax or payment documentation.
10. International Users
Our services are operated from the United States. By using our services, international users consent to the transfer, processing, and storage of their information in the United States, where data protection laws may differ from those in their home country.
11. Children’s Information
We do not knowingly collect personal information directly from children. Any information relating to minors is submitted by clients, who bear full responsibility for ensuring its accuracy, lawfulness, and use.
12. Data Storage, Retention, and Deletion
12.1 CRM and System Data
Data stored within your CRM account, including AI-generated logs and communication records, will be deleted within 90 days after account cancellation, unless retained for legal obligations.
12.2 Analytics Logs and Technical Records
Analytics logs and technical records may be retained for a longer period, generally between one and two years, to support system security, performance, and troubleshooting.
12.3 Support Tickets and Email Communications
Support-related correspondence may be retained for business and compliance reasons for an extended reasonable period, typically between two and three years.
12.4 AI Logs and Transcripts
AI chat logs, voice transcripts, and related records are treated as standard CRM communication data and may be deleted upon request or automatically in accordance with the 90-day post-cancellation rule.
12.5 Backup Copies
Residual data may remain in secure backups for a limited time as part of routine backup cycles. These copies are not accessible for ordinary business use and are removed during normal system rotation.
13. User Rights
Users may contact [email protected] to request:
• Access to personal information
• Correction of inaccurate information
• Export of certain data
• Deletion of CRM data, including AI logs and transcripts
• Information regarding how their data is processed
We may require identity verification before fulfilling such requests.
14. Security
We use administrative, technical, and physical safeguards provided through our underlying platform and associated service providers. These safeguards are intended to protect information from unauthorized access, loss, or misuse. No electronic system can be guaranteed to be fully secure.
Users are responsible for maintaining the confidentiality of their account credentials, user permissions, and local device security.
15. Third-Party Links
Our websites and platforms may include links to third-party websites. We are not responsible for the privacy practices or content of those sites.
16. Policy Updates
We may revise this Privacy Policy from time to time. Updated versions will be posted on our website with a new “Last Updated” date. Continued use of the services after a revised Policy is posted constitutes acceptance of the updated terms.
17. Governing Law
This Policy is governed by the laws of the State of New York, without regard to conflict-of-law principles.