Privacy Policy
Last updated: January 8, 2026
Introduction
Copia ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our AI-powered quote follow-up platform for service businesses.
Please read this privacy policy carefully. By using Copia, you agree to the collection and use of information in accordance with this policy.
Information We Collect
Business Account Information
When service businesses sign up for Copia, we collect:
- Business name and contact information
- Email address
- Business phone number
- Business address
- Payment information (processed securely by our payment provider)
Customer Quote Information
When businesses use Copia to manage quotes, we collect information about their customers:
- Customer name
- Customer phone number
- Service type requested
- Quote amount and details
- Communication history (messages sent and received)
📱 SMS Messaging Disclosure
Copia provides SMS messaging services to help service businesses follow up with their customers regarding quotes. This section specifically addresses how we handle phone numbers and SMS communications.
How Phone Numbers Are Collected
Customer phone numbers are collected when a customer requests a service quote from a business using our platform. By providing their phone number for a quote request, customers consent to receive SMS follow-up messages related to that quote.
How We Use Phone Numbers
- To send follow-up messages about quote requests
- To facilitate communication between businesses and their customers
- To send transactional messages related to scheduled services
Message Frequency & Opt-Out
- Customers may receive 1-3 messages per quote request over 7-14 days
- Message and data rates may apply
- Customers can opt-out at any time by replying STOP
- Customers can get help by replying HELP
Phone Number Sharing
We do NOT share, sell, or rent customer phone numbers to third parties for marketing purposes. Phone numbers are only used for quote-related communications between the service business and their customer.
How We Use Your Information
We use the information we collect to:
- Provide and maintain our service
- Generate AI-powered follow-up messages
- Send SMS messages on behalf of service businesses
- Process payments and manage subscriptions
- Improve our platform and develop new features
- Communicate with business users about their accounts
- Comply with legal obligations
Information Sharing
We may share information in the following circumstances:
- Service Providers: We use third-party services (such as Twilio for SMS, and Anthropic for AI) to operate our platform. These providers only have access to information necessary to perform their services.
- Legal Requirements: We may disclose information if required by law or in response to valid legal requests.
- Business Transfers: In the event of a merger, acquisition, or sale of assets, user information may be transferred.
We do NOT sell personal information to third parties.
Data Security
We implement appropriate technical and organizational security measures to protect your information, including:
- Encryption of data in transit and at rest
- Secure authentication and access controls
- Regular security assessments
- Limited employee access to personal data
Data Retention
We retain business account information for as long as the account is active. Customer quote information is retained according to business needs and legal requirements. When a business closes their account, we delete associated data within 90 days, unless required by law to retain it longer.
Your Rights
Depending on your location, you may have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your information
- Opt-out of SMS communications (reply STOP)
- Object to certain processing of your information
To exercise these rights, please contact us at copiapdbusiness@gmail.com.
Children's Privacy
Our service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.
Changes to This Policy
We may update this privacy policy from time to time. We will notify users of any material changes by posting the new policy on this page and updating the "Last updated" date.
Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us: