How Covlio collects, uses, protects, and processes information across the website, software, automations, and customer workflows.
Covlio provides software, automations, AI communication workflows, lead follow-up systems, scheduling workflows, reputation tools, and related services for service businesses. This Privacy Policy explains how Covlio collects, uses, discloses, and protects information when you visit our website, request a demo, download software, communicate with us, or use our services.
We may collect contact information such as name, email address, phone number, business name, website, role, and location.
We may collect business and account information such as lead sources, appointment workflows, calendar settings, pipeline stages, communication preferences, support requests, and information needed to configure Covlio services.
We may collect customer, prospect, and lead information that you or your team submit into Covlio or connect to Covlio, including names, phone numbers, email addresses, inquiry details, appointment details, message history, form submissions, review activity, and related operational data.
We may collect technical information such as IP address, browser type, device type, operating system, referring URLs, pages viewed, timestamps, and usage activity.
We use information to provide, operate, maintain, secure, improve, and support Covlio services.
We use information to configure automations, AI agents, messaging workflows, calendars, pipelines, reporting, review requests, reminders, customer reactivation, and related business workflows.
We use information to respond to inquiries, book demos, provide onboarding, troubleshoot issues, process payments, send service notices, and communicate about product updates.
We may use aggregated or de-identified information to analyze performance, improve workflows, measure conversion trends, and improve our products, provided the information does not identify a specific individual.
We may share information with service providers and technology vendors that help us host, deliver, support, secure, analyze, or improve Covlio services.
We may share information when necessary to comply with law, enforce our agreements, protect Covlio, protect customers or users, prevent fraud, or respond to lawful requests.
We do not sell customer lead data, customer contact data, or account data as a standalone product.
You are responsible for having the necessary rights, permissions, and notices to submit, connect, or process lead, customer, employee, or business data through Covlio.
Covlio may process data from connected platforms, CRMs, calendars, messaging channels, web forms, social lead sources, review platforms, and related systems solely to provide and support the services.
You may not use Covlio to collect, upload, transmit, or process information in violation of law, third-party rights, platform policies, or your own customer commitments.
We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, misuse, loss, alteration, or disclosure.
No system is perfectly secure. You are responsible for protecting your login credentials, devices, connected accounts, API keys, and authorized users.
We retain information for as long as reasonably necessary to provide services, comply with legal obligations, resolve disputes, enforce agreements, maintain business records, and improve Covlio.
We may use cookies, pixels, analytics tools, and similar technologies to operate the website, understand traffic, improve user experience, measure campaigns, and support security.
You can control cookies through your browser settings, but disabling cookies may affect website functionality.
Depending on where you live, you may have rights to request access, correction, deletion, portability, restriction, or objection regarding certain personal information.
To make a privacy request, contact us using the information below. We may need to verify your identity and your authority to make the request.
California residents and residents of other states with applicable privacy laws may have additional rights under those laws. Covlio will respond to applicable requests as required by law.
This Privacy Policy does not grant any ownership rights in Covlio software, automations, prompts, workflows, AI agent configurations, templates, scripts, system logic, dashboards, designs, documentation, processes, or proprietary business methods.
Data about Covlio automation structures, configuration methods, workflow logic, system prompts, internal tooling, templates, and implementation processes is confidential and proprietary to Covlio unless expressly stated otherwise in a written agreement.
Covlio is intended for business use and is not directed to children under 13. We do not knowingly collect personal information from children under 13.
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date.
For privacy questions or requests, contact Covlio through the contact form on our website or by using the communication method provided in your service agreement.
