Privacy Policy

Your privacy is important to us. This policy explains how we collect, use, and protect your information.

Last updated: January 1, 2025

Information We Collect

Information You Provide

We collect information you voluntarily provide when you:

  • Fill out contact forms or request demos
  • Register for webinars or download resources
  • Engage with our chat widget or AI assistant
  • Create an account or use our services
  • Contact our support team

This may include:

  • Name, email address, phone number
  • Institution/organization name and role
  • CRM system and inquiry volume information
  • Communication preferences
  • Feedback and support inquiries

Automatic Information Collection

We automatically collect certain information when you visit our website:

  • IP address and approximate location
  • Browser type and operating system
  • Pages visited and time spent on site
  • Referring website and search terms
  • Device information and screen resolution

Service Usage Data

If you use our AI assistant services, we collect:

  • Conversation logs and interaction data
  • Call recordings and transcripts (with consent)
  • SMS and email engagement metrics
  • Lead scoring and qualification data
  • Performance analytics and success metrics

How We Use Your Information

Primary Uses

  • Service Delivery: Provide AI assistant services, process inquiries, and deliver requested information
  • Communication: Send demo confirmations, support responses, and service updates
  • Personalization: Customize AI responses and recommendations for your institution
  • Support: Respond to questions, troubleshoot issues, and provide technical assistance

Secondary Uses

  • Analytics: Understand usage patterns and improve our services
  • Marketing: Send relevant content, case studies, and product updates (with consent)
  • Research: Develop new features and improve AI performance (anonymized data only)
  • Compliance: Meet legal obligations and enforce our terms of service

Legal Basis for Processing

We process your information based on:

  • Your explicit consent for marketing communications
  • Legitimate business interests in providing and improving our services
  • Contractual necessity for service delivery
  • Legal compliance requirements

Information Sharing

We Do Not Sell Your Data

Agent Cory does not sell, rent, or trade your personal information to third parties for marketing purposes.

Limited Sharing Scenarios

We may share your information only in these specific circumstances:

Service Providers

  • Cloud hosting and data storage providers
  • CRM and email service platforms
  • Analytics and performance monitoring tools
  • Customer support and communication platforms

All service providers are contractually bound to protect your information and use it only for specified purposes.

Business Transfers

In the event of a merger, acquisition, or sale of assets, user information may be transferred as part of the business transaction. You will be notified of any such change in ownership.

Legal Requirements

We may disclose information if required by law, court order, or government request, or to protect our rights, property, or safety.

Integration Data

When you connect Agent Cory to your CRM or other systems, we access only the data necessary to provide our services. We do not store unnecessary data from your integrated systems.

Data Security

Security Measures

We implement industry-standard security measures to protect your information:

  • Encryption: All data is encrypted in transit (TLS 1.2+) and at rest (AES-256)
  • Access Controls: Role-based access with multi-factor authentication
  • Network Security: Firewalls, intrusion detection, and regular security monitoring
  • Regular Audits: Third-party security assessments and penetration testing
  • Employee Training: Regular security awareness and data handling training

Certifications & Compliance

  • SOC 2 Type II certified
  • GDPR compliant data processing
  • CCPA compliant for California residents
  • FERPA compliant for educational records

Data Retention

We retain your information only as long as necessary to provide our services or as required by law:

  • Account Data: Retained while your account is active plus 3 years
  • Communication Logs: Retained for 2 years for quality and training purposes
  • Marketing Data: Retained until you opt out or request deletion
  • Support Records: Retained for 3 years for service improvement

Cookies & Analytics

Cookie Usage

We use cookies and similar technologies to:

  • Remember your preferences and settings
  • Analyze website usage and performance
  • Provide personalized content and recommendations
  • Support our chat widget and demo functionality

Types of Cookies

  • Essential Cookies: Required for basic site functionality
  • Analytics Cookies: Help us understand how visitors use our site
  • Marketing Cookies: Enable personalized advertising (with consent)
  • Preference Cookies: Remember your choices and settings

Analytics Services

We use Google Analytics to understand site usage. You can opt out of Google Analytics by installing the Google Analytics opt-out browser add-on.

Cookie Management

You can control cookies through:

  • Your browser settings (most browsers allow you to block or delete cookies)
  • Our cookie consent banner when you first visit the site
  • Third-party opt-out tools for advertising cookies

Your Privacy Rights

Access & Portability

  • Access: Request a copy of your personal information
  • Portability: Receive your data in a machine-readable format
  • Correction: Update or correct inaccurate information

Control & Deletion

  • Deletion: Request deletion of your personal information
  • Restriction: Limit how we process your information
  • Objection: Object to processing based on legitimate interests

California Privacy Rights (CCPA)

California residents have additional rights:

  • Know what personal information is collected and how it's used
  • Know if personal information is sold or disclosed and to whom
  • Say no to the sale of personal information
  • Access personal information
  • Request deletion of personal information
  • Equal service and price, even if you exercise privacy rights

European Privacy Rights (GDPR)

EU residents have rights under the General Data Protection Regulation including data portability, right to be forgotten, and the right to lodge complaints with supervisory authorities.

Exercising Your Rights

To exercise any of these rights, contact us at cory@agentcory.ai or use our contact form. We will respond within 30 days and may require verification of your identity.

FERPA Compliance

Educational Records Protection

Agent Cory is designed to comply with the Family Educational Rights and Privacy Act (FERPA) when processing educational records and prospective student information.

Data Processing Agreements

We enter into appropriate data processing agreements with educational institutions that define:

  • The purpose and scope of data processing
  • Types of personal data and categories of data subjects
  • Obligations and rights of both parties
  • Security measures and incident response procedures

Student Privacy Protections

  • Process only data necessary for admissions communication
  • Maintain confidentiality of educational records
  • Provide appropriate access controls and audit logs
  • Support institutional compliance with FERPA requirements

Data Minimization

We collect and process only the minimum amount of student information necessary to provide our AI admissions assistant services.

Contact Information

Privacy Questions

If you have questions about this privacy policy or how we handle your information:

Email: cory@agentcory.ai

Phone: 1-888-465-1991

Mail:
Agent Cory Privacy Team
200 Chisholm Pl
Plano, TX 75075

Data Protection Officer

For GDPR-related inquiries, contact our Data Protection Officer:

Email: cory@agentcory.ai

Policy Updates

We may update this privacy policy from time to time. Material changes will be communicated via:

  • Email notification to registered users
  • Prominent notice on our website
  • In-app notifications for service users

Continued use of our services after policy updates constitutes acceptance of the revised terms.

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