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Privacy Policy

Effective date: April 28, 2026

Sage Coastal ("we," "us," "our") provides AI-powered phone receptionist services to small businesses. This Privacy Policy describes what we collect, how we use it, and the choices you have. We try to keep the language plain.

Who this applies to

This policy covers two groups:

This policy also covers visitors to sagecoastal.com.

What we collect

From callers: when a caller dials a number where Sage is answering, we capture the call audio in real time, transcribe what is said using third-party speech recognition, and process the conversation through a large language model to generate appropriate responses. From the conversation, we may extract: caller name, phone number, email address, service address, the reason for the call, scheduling preferences, and any other information the caller volunteers. Sage identifies herself as a virtual assistant on each call.

From customers: we collect business information needed to configure Sage for the customer's practice — business name, hours, services, pricing, owner contact information, and any other details provided during onboarding. We collect billing information separately through standard payment processors.

From website visitors: standard server logs (IP address, browser type, pages viewed). We do not use third-party advertising trackers. If we add analytics in the future, we will use a privacy-respecting tool such as Plausible or Cloudflare Web Analytics and update this policy.

How we use the information

For callers: to handle the call (route it appropriately, capture the lead, deliver a structured summary to the customer's owner contact). For customers: to deliver the service, support the customer, and bill for it. For website visitors: to operate and improve the site. We do not sell personal information to anyone, ever.

Who we share it with

We rely on a small number of third-party processors to deliver the service. They process data on our behalf, under standard data-processing agreements:

We do not share or sell data to advertisers, data brokers, or other third parties.

SMS messaging consent

Customers consent to receive SMS notifications about leads captured by Sage as part of signing the Sage Coastal service agreement. Recipients can opt out at any time by replying STOP to any message. Standard message and data rates may apply. SMS volume is typically 3–15 messages per week per customer, depending on call volume.

Retention

Lead summaries are retained in the customer's designated destination (their email inbox, their Google Sheet, etc.) under their control. We retain Railway server logs (containing call transcripts) for 14 days, after which they are automatically deleted. Customer account information is retained for the life of the service plus 7 years for tax and audit purposes. Caller-volunteered information is held only as long as necessary to deliver it to the customer.

Your rights

If you are a California resident, you have rights under the California Consumer Privacy Act (CCPA), including the right to request access to your personal information, request its deletion, and not be discriminated against for exercising these rights. To exercise any of these rights, email hello@sagecoastal.com. We will respond within 30 days.

Children

Our services are intended for businesses and adults. We do not knowingly collect information from children under 13. If you believe a child has interacted with Sage, contact us and we will delete the information promptly.

Security

We use industry-standard practices to protect data in transit (HTTPS / TLS) and at rest (encrypted storage on hosted services). No system is perfectly secure; we'll notify affected parties promptly of any breach as required by law.

Changes

If we make material changes to this policy, we'll update the effective date above and notify customers by email. Continued use of the service after a change constitutes acceptance.

Contact

Questions, requests, or complaints: hello@sagecoastal.com.