Privacy Policy

1.1 Information you provide directly

• Account and registration data: name, business name, email address, phone number, password, and billing information when you create an account;
• Payment information: credit card or payment account details, processed securely through Stripe (we do not store full card numbers);
• Communications: messages, support requests, and feedback you send to us;
• Waitlist and pre-launch signups: first name, last name, and email address; mobile phone number if you provide it; and separate optional records of consent for email marketing, SMS, and automated or prerecorded voice calls when you use our waitlist or similar forms;
• Profile and organizational data: information about your business, team members, and organizational settings.

1.2 Customer data and contact records

As a platform for managing business communications and CRM data, Worklane processes information that Customers provide about their contacts and leads, including names, email addresses, phone numbers, notes, communication history, pipeline status, and other business relationship data. Worklane processes this data on behalf of Customers as a data processor, not as an independent controller.

1.3 Automatically collected information

• Usage data: features accessed, actions taken, timestamps, and interaction patterns;
• Device and browser information: IP address, browser type and version, operating system, device identifiers;
• Log data: server logs, error reports, and API access records;
• Communications metadata: message delivery status, call duration, call routing data (not call content unless you enable call recording).

1.4 Cookies and tracking technologies

We use the following categories of cookies and similar technologies:

• Essential cookies: required for the Services to function, including session authentication cookies from our authentication provider (Clerk). These cannot be disabled without impairing the Services;
• Preference cookies: used to remember your settings and preferences;
• Analytics cookies: used to understand how the Services are used, including through PostHog. These are only enabled if you accept analytics cookies through our cookie consent banner.

You can control analytics cookies through our cookie consent interface. You can also manage cookies through your browser settings, though disabling essential cookies will impair the Services.

1.5 AI and communications data

When you use AI features or send communications through the Services:

• Message content may be processed by AI models to generate responses, summaries, or suggested actions;
• Voice call audio may be transcribed or processed by AI systems when you enable such features;
• Conversation histories are stored to support AI context and memory features;
• We do not use Customer Data or Contact Data to train general AI models without your consent.

2.1 To provide and operate the Services

• Authenticate users and manage account access;
• Process and deliver communications (SMS, MMS, voice, email) through the platform;
• Power AI features including conversational agents, voice bots, and workflow automation;
• Store and display CRM data, pipeline information, and contact records;
• Process payments and manage subscriptions;
• Provide customer support and respond to inquiries.

2.2 To improve and develop the Services

• Analyze aggregate usage patterns and product metrics (using anonymized or pseudonymized data where feasible);
• Diagnose and fix technical issues;
• Develop new features and improve existing functionality;
• Monitor platform performance and reliability.

2.3 Legal and safety purposes

• Comply with applicable laws and regulations;
• Respond to valid legal process (subpoenas, court orders, law enforcement requests);
• Investigate and prevent fraud, abuse, and violations of our Terms of Service;
• Protect the rights, property, and safety of Worklane, our users, and the public;
• Enforce our Terms of Service and Acceptable Use Policy.

2.4 Communications from Worklane

• Transactional communications: account confirmations, security alerts, billing notices, and support responses (cannot be opted out without closing your account);
• Product updates and announcements: notifications about new features, policy changes, and service updates;
• Marketing: promotional communications, if you have opted in. You may opt out of marketing emails at any time using the unsubscribe link.

3.1 Separate channel opt-ins

Our waitlist and similar forms may offer separate optional checkboxes for email marketing, SMS, and calls or texts using an automatic telephone dialing system or artificial or prerecorded voice. You may join the waitlist without selecting any of these. Consent for a given channel is not a condition of purchasing goods or services or of using the Services, and we record which channels you opted into separately.

3.2 Email marketing

If you opt in to marketing or product-update email from Worklane, we will use your email address for the purposes described at the point of consent. You may opt out of marketing emails at any time using the unsubscribe link in those emails or by contacting privacy@worklane.ai.

3.3 SMS consent

If you opt in to receive SMS messages from Worklane, we will send you the categories of messages described at the point of consent (such as account notifications, service alerts, and, if applicable, promotional messages). Your consent to receive SMS is not a condition of purchasing or using the Services.

3.4 Message frequency and rates (SMS)

Message frequency varies based on your account activity and the features you use. Standard message and data rates may apply based on your mobile carrier plan.

3.5 SMS opt-out

You may opt out of SMS from Worklane at any time by:

• Replying STOP to any Worklane SMS message;
• Contacting us at privacy@worklane.ai.

After opting out, you will receive one confirmation message. After that, no further SMS will be sent unless you re-consent.

3.6 SMS help

Reply HELP to any Worklane SMS for assistance, or contact support@worklane.ai.

3.7 Automated and prerecorded voice / calls

If you opt in to calls or texts that may use an automatic telephone dialing system or artificial or prerecorded voice, we will use your mobile number only for the categories of communications described at the point of consent. That consent is not a condition of purchase. You may withdraw it by contacting privacy@worklane.ai.

3.8 Customer messaging compliance

When Customers use Worklane to send messages to their contacts, Customers are solely responsible for TCPA compliance, including obtaining valid prior express written consent. Worklane processes such messages as a service provider and does not independently control the consent relationship between Customers and their contacts.

3.9 No sharing for third-party marketing

Mobile phone numbers and messaging consent data collected by Worklane will not be shared with third parties for their independent marketing or promotional purposes.

4.1 Service providers (sub-processors)

We share information with vendors and service providers who process data on our behalf under written agreements requiring them to protect the data and use it only for specified purposes. Our key sub-processors include:

• Telnyx: telecommunications carrier for SMS, MMS, and voice services;
• Stripe: payment processing;
• Clerk: user authentication and organization management;
• Neon: database hosting (Postgres);
• Upstash: in-memory caching and KV storage;
• Cloudflare: content delivery network and file storage;
• Vercel: application hosting and deployment;
• Anthropic and/or OpenAI: AI language model processing;
• LangSmith: AI observability and tracing;
• PostHog: product analytics (if you consent to analytics cookies);
• Sentry: error monitoring and debugging;
• Resend: transactional email delivery.

An up-to-date list of sub-processors is available upon request at privacy@worklane.ai.

4.2 Business transfers

If Worklane undergoes a merger, acquisition, reorganization, bankruptcy, or sale of all or substantially all of its assets, your information may be transferred to the acquiring entity. We will notify you of any such transfer and any choices you may have.

4.3 Legal requirements

We may disclose information if we reasonably believe disclosure is required to:

• (a) comply with applicable law or legal process;
• (b) respond to lawful government requests;
• (c) enforce our Terms; or
• (d) protect the rights, property, or safety of Worklane, our users, or others.

4.4 With your consent

We may share information in other ways with your express consent.

4.5 We do not sell your information

Worklane does not sell personal information to third parties. We do not share personal information with third parties for their independent advertising or marketing purposes.

7.1 Access, correction, and deletion

You may access, update, or correct information in your account through the platform settings. You may request deletion of your account and associated data by contacting privacy@worklane.ai. We will respond to deletion requests within thirty (30) days, subject to our legal obligations to retain certain data.

7.2 State privacy rights

Depending on your state of residence, you may have additional rights regarding your personal information:

• California (CCPA/CPRA): California residents may have the right to know what personal information we collect and how it is used, the right to delete personal information, the right to correct inaccurate personal information, the right to opt out of the "sale" or "sharing" of personal information (we do not sell or share personal information for cross-context behavioral advertising), and the right not to be discriminated against for exercising these rights. To submit a California privacy request, contact privacy@worklane.ai.
• Florida (FIPA and applicable laws): We comply with the Florida Information Protection Act and applicable Florida privacy requirements.
• Other states: We will honor privacy rights afforded to you under your state's applicable privacy laws. Contact privacy@worklane.ai to submit a request.

7.3 Marketing opt-out

You may opt out of marketing emails by clicking the unsubscribe link in any marketing email or by contacting privacy@worklane.ai. You may opt out of marketing SMS by replying STOP.

7.4 Cookie choices

You may withdraw consent to analytics cookies by updating your cookie preferences through our consent interface. Note that essential cookies cannot be disabled.

7.5 Response timeframes

We will respond to verifiable privacy requests within thirty (30) days. For complex or numerous requests, we may extend this period by an additional thirty (30) days with notice to you.