SlateCX Privacy Policy

Effective Date: April 12, 2026

Slate Technologies Group Inc. ("we," "us," or "our"), the provider of SlateCX, provides the SlateCX website, application, AI-assisted workspaces, and related products and services (collectively, the "Services"). This Privacy Policy explains how we collect, use, disclose, and otherwise process personal information.

SlateCX is designed primarily for businesses and business representatives. Unless otherwise stated, references to "you" include visitors to slatecx.com, users of our applications, customer representatives, and individuals who interact with SlateCX-powered experiences.

This Privacy Policy covers:

• Information we collect
• Information collected automatically
• How we use personal information
• How we disclose personal information
• AI features and communications data
• Cookies and similar technologies
• Data retention
• Security
• International transfers
• Your privacy rights
• Children’s privacy
• Third-party links and integrations
• Changes to this Privacy Policy
• Contact us

1. Information We Collect

We may collect the following categories of personal information, depending on how you interact with SlateCX:

Information you provide directly

• Contact information, such as your name, business email address, phone number, company name, title, and other business contact details.
• Account and profile information, such as username, password, authentication credentials, preferences, and workspace settings.
• Communications and submissions, such as messages you send to us, support requests, meeting requests, demo requests, survey responses, event registrations, and other correspondence.
• Workspace content, such as files, documents, prompts, notes, comments, uploads, form responses, and materials you add to or generate within a Slate workspace.
• Conversation data, such as text chat messages, voice interactions, transcripts, prompts, responses, and related context required to operate the Services.
• Qualification and intent data, such as answers to questions, stated needs, project details, objections, product interests, and similar information captured during use of SlateCX workspaces or agents.
• Marketing information, such as your subscription preferences and information you provide when downloading content, signing up for newsletters, or requesting information about our Services.
• Payment and transaction information, if applicable, such as billing contact details and subscription-related records. Payment card data may be processed by our third-party payment processors and not stored by Slate Technologies Group.

Information we collect from other sources

We may collect personal information from:

• your employer or organization;
• marketing, event, referral, and co-marketing partners;
• public sources, such as business websites and professional profiles;
• service providers that provide business contact, enrichment, analytics, fraud prevention, or identity-related services; and
• third-party systems that you or your organization connect to SlateCX, such as CRM, marketing automation, calendar, collaboration, identity, analytics, or support tools.

2. Information Collected Automatically

When you use our Services, we and our service providers may automatically collect certain information, including:

• Device and browser information, such as IP address, browser type, operating system, device identifiers, language settings, and general location derived from IP address.
• Usage and log information, such as pages viewed, referring and exit pages, session timestamps, clickstream activity, feature usage, error logs, and performance diagnostics.
• Cookie and similar technology data, such as cookie IDs, local storage identifiers, pixel data, and similar information.
• Campaign and attribution data, such as UTM parameters, referrer URL, landing page URL, experiment IDs, and similar campaign metadata.
• Analytics data, such as session identifiers, interaction timing, asset engagement, message events, tool usage, and related telemetry.

We may use cookies, pixels, SDKs, local storage, server logs, and similar technologies to operate the Services, remember preferences, secure accounts, measure performance, understand usage, and support advertising or remarketing where applicable.

3. How We Use Personal Information

We may use personal information for the following purposes:

• to provide, operate, maintain, support, and improve SlateCX and related Services;
• to create and manage accounts, authenticate users, and administer workspaces;
• to deliver AI-assisted features, including answering questions, surfacing relevant content, facilitating conversations, and generating workspace outputs;
• to process and store chat messages, voice transcripts, qualification inputs, goals, and other information needed to keep workspace history consistent and auditable;
• to personalize content, recommendations, workflows, and experiences;
• to route requests, notify sales or support personnel, and facilitate handoffs between AI agents and human representatives;
• to integrate with customer-selected tools and systems, including CRM, marketing automation, analytics, communications, and collaboration platforms;
• to measure engagement, qualification, pipeline influence, product performance, and campaign effectiveness;
• to perform research, analytics, troubleshooting, debugging, quality assurance, security monitoring, fraud prevention, and service reliability work;
• to send service-related communications, transactional notices, updates, support messages, and administrative information;
• to send marketing communications in accordance with applicable law and your preferences;
• to create aggregated, statistical, and de-identified information;
• to comply with legal obligations and enforce our agreements; and
• to protect the rights, property, security, and safety of Slate Technologies Group, our users, customers, and others.

4. How We Disclose Personal Information

We may disclose personal information in the following circumstances:

Service providers and subprocessors

We may disclose personal information to vendors and subprocessors that help us provide the Services, including hosting, storage, analytics, customer support, communications, security, identity, transcription, artificial intelligence, and other operational services.

Customer-authorized integrations

If a customer enables an integration, we may disclose personal information to the relevant third-party application or platform, such as CRM, marketing automation, calendar, collaboration, document, analytics, or support systems, in accordance with the customer’s instructions.

Within workspaces and customer organizations

Information shared in a Slate workspace may be visible to authorized members of that workspace, the relevant customer account, and authorized customer personnel involved in the related sales, support, onboarding, or operational workflow.

Advertising and analytics partners

We may disclose limited data to analytics, attribution, and advertising partners for measurement, campaign attribution, or advertising purposes, subject to applicable law and your choices.

Professional advisors

We may disclose personal information to auditors, lawyers, insurers, bankers, and other professional advisors where reasonably necessary.

Business transactions

We may disclose personal information in connection with an actual or proposed merger, acquisition, financing, reorganization, bankruptcy, sale of assets, or similar transaction.

Legal and safety reasons

We may disclose personal information where required by law or where reasonably necessary to comply with legal process, enforce agreements, prevent fraud, investigate security issues, or protect the rights, safety, and property of Slate Technologies Group, our customers, users, or others.

With consent or at your direction

We may disclose personal information for other purposes disclosed at the time of collection or with your consent.

5. AI Features and Communications Data

SlateCX offers AI-assisted functionality, including text and voice interactions, content retrieval, content generation, recommendations, qualification workflows, and agent-assisted handoffs.

When you use these features, we may process:

• prompts, chat messages, and responses;
• voice audio and transcripts;
• files, documents, and content uploaded to workspaces;
• workspace history and context;
• approved knowledge base content used to ground responses; and
• metadata relating to interactions, outcomes, and tool usage.

We may use third-party AI, transcription, and model providers to help deliver these features. We may send relevant inputs to those providers as needed to generate responses, transcribe audio, retrieve grounded content, or perform related functions on our behalf.

We do not use customer workspace content, chat content, or end-user personal information to train generalized models for unrelated third-party use unless we expressly disclose that practice and obtain any consent required by law.

We do analyze customer workspace content to help SlateCX customers optimize their marketing engagement and opportunity conversion rates. Specifically, this analysis of conversational flows provides SlateCX customers with insights on how to better leverage their content and identify areas for improvement.[1] [2]

Customers are responsible for determining what data they choose to upload to SlateCX and whether they have an appropriate legal basis and notices for doing so.

6. Cookies and Similar Technologies

We use cookies and similar technologies for several purposes, including:

• essential site functionality;
• authentication and security;
• remembering settings and preferences;
• analytics and product performance measurement;
• campaign attribution;
• experimentation and feature testing; and
• advertising and remarketing, where applicable.

You can control certain cookies through your browser settings and, where available, our cookie preference tools. Blocking some cookies may impact the functionality of the Services.

Do Not Track: Some browsers offer a "Do Not Track" setting. Because there is not yet a universally accepted standard for responding to DNT signals, we may not respond to all such signals unless required by law.

7. Data Retention

We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to provide the Services, maintain customer accounts, preserve workspace continuity, support business operations, comply with legal obligations, resolve disputes, and enforce agreements.

Retention periods may vary depending on:

• the nature of the information;
• the sensitivity of the information;
• the purpose for which the information was collected;
• customer configuration and contractual terms;
• legal, regulatory, tax, accounting, and reporting requirements; and
• backup, business continuity, and security needs.

We may retain aggregated or de-identified information for longer periods.

8. Security

We use administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, use, alteration, and disclosure. These measures may include access controls, tenant scoping, authentication safeguards, logging, encryption or encryption in transit and at rest where appropriate, and vendor management practices.

No method of transmission over the internet or method of electronic storage is completely secure. As a result, we cannot guarantee absolute security.

9. International Transfers

Slate Technologies Group may process and store personal information in the United States and other countries where we or our service providers operate. Those countries may have data protection laws that differ from the laws of your jurisdiction.

Where required, we will use appropriate safeguards for cross-border transfers, such as contractual protections or other lawful transfer mechanisms.

10. Your Privacy Rights

Depending on where you live, you may have certain privacy rights, subject to applicable law and exceptions. These may include rights to:

• know whether we process your personal information;
• access or obtain a copy of your personal information;
• correct inaccurate personal information;
• delete personal information;
• object to or restrict certain processing;
• withdraw consent where processing is based on consent;
• opt out of targeted advertising, certain profiling, or certain sales/sharing of personal information;
• data portability; and
• appeal a denial of a privacy request.

To exercise privacy rights, please contact us using the details in the Contact Us section below. We may need to verify your identity before processing a request. You may also designate an authorized agent where permitted by law.

U.S. state privacy notice

If you are a resident of California or another U.S. state with applicable privacy legislation, you may have rights under those laws. We do not sell personal information for money. However, some uses of cookies, pixels, analytics, or advertising technologies may be considered a "sale," "share," or targeted advertising under certain laws. Where required, we provide choices relating to those activities.

EEA, UK, and Switzerland

If you are located in the European Economic Area, United Kingdom, or Switzerland, our legal bases for processing may include:

• performance of a contract;
• compliance with legal obligations;
• legitimate interests; and
• consent, where applicable.

You may also have the right to lodge a complaint with your local supervisory authority.

11. Customer Data and End Users

Where Slate Technologies Group processes personal information on behalf of a business customer in connection with that customer’s use of the Services, we may act as a processor or service provider rather than a controller/business. In those circumstances, the customer is responsible for its own privacy notices and for handling rights requests relating to customer-controlled data, except as otherwise required by law.

If you interact with a SlateCX-powered workspace provided by one of our customers, please review that customer’s privacy policy to understand how your information is handled in connection with that experience.

12. Children’s Privacy

The Services are intended for business use and are not directed to children. We do not knowingly collect personal information from children under 16. If you believe a child has provided personal information to us, please contact us so we can take appropriate action.

13. Third-Party Links and Integrations

Our Services may contain links to third-party websites, tools, or services. We are not responsible for the privacy practices of those third parties. We encourage you to review the privacy policies of any third-party services you use.

14. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the Effective Date above and post the updated version on the relevant site or service. Where required by law, we will provide additional notice.

15. Contact Us

If you have questions about this Privacy Policy or would like to exercise your privacy rights, contact us at:

Slate Technologies Group Inc.
4115 Blackhawk Plaza Center.

Suite 100

Danville, CA
94506

support@slatecx.com