Privacy Policy

What we collect

When you contact us or book an audit

Your name, email, phone number, the type of trade business you run, and anything you tell us in your message or on a call.

When you pay

Payments are handled by Stripe. Stripe collects your card details, billing address, email and phone number. We see enough to identify your payment — never your full card number.

When we run an agent for your business

Your agent handles calls from your customers. It records and transcribes those calls and captures the details callers give, such as their name, phone number, address and the job they need done. We hold that information on your behalf, to provide the service to you.

What we use it for

• Replying to your enquiry and running your audit call.
• Building, running, monitoring and improving your agent.
• Billing you and keeping business records the law requires.
• Occasionally telling you about changes to the service. You can ask us to stop at any time.

We don't sell personal information, and we don't use your customers' details for anything except serving you.

Who we share it with

We use a small number of services to run ServAI. Each only receives what it needs to do its job:

• Stripe — processes payments.
• Calendly — manages audit bookings.
• Formspree — backs up contact-form messages so none are lost if our own system is down.
• Railway — hosts our website and customer records.
• Anthropic — provides the AI that helps us draft replies and qualify enquiries.
• Vapi — runs the voice agents that answer calls.
• Microsoft — our email provider.

Several of these services store or process information on servers in the United States and other countries outside Australia. We choose established providers with their own security and privacy commitments.

We'll also disclose information if the law requires it.

Cookies and tracking

Our website doesn't use analytics or advertising trackers. Calendly and Stripe set their own cookies when you use their booking or payment forms, under their own privacy policies.

How we keep it safe, and for how long

Our systems are access-controlled and protected by keys that only we hold. We keep personal information only for as long as we need it to provide the service or meet legal obligations such as tax records, then delete or de-identify it.

If you stop being a client, we'll give you a copy of your data on request and then delete it.

Accessing, correcting or deleting your information

You can ask to see the personal information we hold about you, ask us to correct it, or ask us to delete it. Email us and we'll respond within 30 days. We may need to confirm who you are first.

If you're a caller whose details were taken by one of our clients' agents, contact that business first — they control that information. We'll help them respond.

Complaints

If you're unhappy with how we've handled your information, tell us first and we'll try to fix it. If you're still not satisfied, you can complain to the Office of the Australian Information Commissioner at oaic.gov.au.