Privacy Policy

Last updated: March 2026

At The Digital Executive Agent, your privacy matters. This policy explains how we collect, use, protect, and retain information across our website, AI automation systems, communication tools, and consulting services. It also explains how AI-assisted communications, SMS consent, and opt-out rights are handled.

01 Information We Collect

Name, company, email, and phone submitted via contact forms, booking links, chatbots, AI voice agents, or lead magnet downloads may be collected. IP address, browser type, device information, pages visited, and referral source may be collected automatically through cookies and analytics tools.

If you interact with our AI chatbot or AI voice agent, conversation transcripts and call summaries may be logged to improve service quality and deliver accurate follow-up.

02 How We Use Your Information

We use information to provide and improve automation services, respond to inquiries and bookings, deliver AI-powered follow-up sequences with your opt-in, train and optimize AI systems, analyze site and automation performance, and comply with legal obligations.

03 AI-Specific Disclosure

Our services may include AI chatbots, AI voice agents, and autonomous workflow agents. When you interact with these systems, you will be informed when communicating with AI where required by law. Conversations may be recorded, transcribed, summarized, and reviewed for quality and compliance.

04 Sharing Your Information

We do not sell or rent your personal data. We may share information with trusted third-party vendors such as CRM, email, messaging, and AI providers under confidentiality obligations, or with legal authorities if required by law.

05 SMS / Text Messaging Program

When you opt in to receive SMS messages from The Digital Executive Agent, you agree to receive recurring marketing, informational, and transactional text messages at the phone number you provide. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe at any time or HELP for help.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with third parties except subcontractors that support delivery of the SMS service under confidentiality obligations.

06 Data Retention & Security

Data is stored using encryption in transit and reputable cloud systems. API keys are managed securely. We retain data only as long as necessary for outlined purposes or as required by law.

07 Your Rights

You may request access, updates, deletion, portability, communication opt-outs, or restrictions where applicable. You may opt out of SMS messages by replying STOP at any time.

08 Email & SMS Compliance

Marketing emails include unsubscribe options. SMS marketing requires explicit written consent, and opt-outs are processed in accordance with applicable rules. Our SMS program is intended to comply with TCPA and CTIA Messaging Principles and Best Practices.

09 Third-Party Links

Our site may link to external websites. We are not responsible for their privacy practices.

10 Changes to This Policy

Updates will be reflected with a new “Last Updated” date at the top of this page. Please review periodically.

11 Contact Us

If you have questions about this Privacy Policy or our privacy practices, please reach us via our Contact page or call 917-935-4358.