Privacy Policy

Who we are

Sales Copilot is provided by Shadowbee AI, LLC. Contact [email protected] about personal information or this policy. When your organization uses a Team, it also determines how it uses the content and information it provides through that workspace.

Information we process

• Account and workspace information, such as account identifiers, name, email, organization membership, roles and invitations.
• Content you provide, such as Prospect context, uploaded documents, Playbooks and settings, and the content generated from it, including transcripts, suggestions, rehearsal messages, Account Action Plans, debriefs and coaching memory.
• Live microphone and system audio, streamed to our servers and speech recognition provider to produce text. Sales Copilot does not store raw audio recordings, captured screenshots, screen video or screen pixels. The operating system may require a screen-recording permission for system audio capture; the product does not use it to understand your screen.
• Subscription and transaction information, including provider identifiers, selected plan, seats, billing period, payment status and billing events. Payment details are entered through Paddle's payment interface.
• Technical and operational information, such as connection and request metadata, device and application details, usage times and errors, as needed to operate and investigate the service.
• Information you choose to send when requesting support.

How we use information

We process information to authenticate users, manage workspace access, deliver speech recognition and AI assistance, maintain the requested history and coaching context, handle subscriptions, resolve support requests, protect the service and meet applicable obligations. Audio, text and document content may be processed by the relevant speech recognition and AI providers to deliver these functions. Processing is not limited to your device.

Providers and workspace access

We use providers for hosting and network delivery, authentication, speech recognition, AI inference and payments. Current integrations include Clerk for authentication, Microsoft Azure Speech for transcription, and Paddle for purchases. AI requests pass through our model gateway to the model services selected for the relevant function. Provider processing may take place outside your country. Contact us for information about the providers and arrangements relevant to your organization's use.

Personal content stays separate from Team content. New Team sessions are shared with their author and the same Team's current owner and administrators for review after the session; ordinary members cannot browse another member's session. The author may make a session private. Shared session review does not grant access to private live guidance, steering, separate preparation or coaching memory. Documents and Playbooks have their own sharing choices.

Cookies and local storage

Sign-in and payment services use cookies or similar browser technologies. The application also uses local storage to retain preferences and continue requested operations, including workspace creation and deletion recovery. Blocking these technologies can affect those functions.

Retention and deletion

Structured conversation records, including transcripts, debriefs and memory, have no automatic expiry by default. Deletion controls do not yet cover every part of the structured-data lifecycle. Archiving a document is not physical erasure, and resetting coaching memory does not erase context already saved with past sessions.

Account deletion removes the Personal workspace and its owner's Private Team content through a cleanup workflow. Explicitly Shared Team documents and Playbooks remain in that Team with deleted-account attribution. Leaving or being removed from a Team revokes access without automatically deleting Team content. Remote storage cleanup can take longer when a provider operation fails and must be retried. Billing, security and deletion-operation records may be retained separately where necessary for their purposes or applicable obligations. Deletion does not mean immediate removal from every log, backup or external provider.

Requests and updates

Depending on the law applicable to you, you may have rights to request access, correction, deletion, restriction or portability of personal information, or to object to processing. Send requests to [email protected]. We may need to verify your identity and, for organization-controlled information, coordinate with your organization. You may also contact the relevant data protection authority where that right applies.

This page shows when the policy was last updated. We will communicate material changes as required by applicable law.