This Privacy Policy explains how Wizley ("Wizley", "we", "us", or "our") collects, uses, discloses and protects personal information when you visit our website, create an account, or use our platform and related services (collectively, the "Services"). It applies to Wizley as a company. It does not govern the separate privacy notices that our platform generates for each agent's own lead funnel, which are published under that agent's business and identity.
Information we collect
We collect the following categories of information:
- Account and identity information you provide when you sign up or onboard, such as your name, email address, phone number, legal business name, business address, and professional license details.
- Billing information processed through our payment provider. We do not store full card numbers on our own systems.
- Platform data you and your leads generate while using the Services, including contacts, messages, appointments and pipeline activity.
- Usage and device information such as IP address, browser type, pages viewed, and interactions, collected automatically as you use the Services.
- Communications you send us, including support requests and email correspondence.
- Device information for notifications if you turn on alerts: a push token that Apple or Google issues for your device, the name of the device, and the app version. It is used only to deliver your alerts.
How we use information
We use personal information to:
- Provide, operate, maintain and improve the Services;
- Provision your account, including domains, sending identities, phone numbers, and messaging registrations on your behalf;
- Process payments and manage your subscription;
- Communicate with you about your account, security, and service updates;
- Provide support and respond to your requests;
- Monitor, detect and prevent fraud, abuse and security incidents;
- Comply with legal obligations and enforce our agreements.
How we share information
We do not sell your personal information. We share it only as needed to run the Services:
- Service providers who process data on our behalf under contract - for example hosting, database, email delivery, telephony, calendar, and payment providers.
- Registrars and carriers to the extent required to purchase domains and register messaging campaigns on your behalf, using the legal identity you supply.
- Legal and safety disclosures when required by law, or to protect the rights, property or safety of Wizley, our users, or others.
- Two AI providers: Anthropic, which processes lead conversations so our assistant can write replies, and TypeSafe, whose model reads each reply a lead sends back to tell whether they are asking us to stop, as described in the next two sections.
- Apple and Google, which deliver notifications to your phone using the push token for your device.
- Business transfers in connection with a merger, acquisition, or sale of assets, subject to this Policy.
Mobile information and text consent. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, excluding vendors acting on our behalf solely to deliver the messages you have consented to receive (such as our SMS delivery provider).
The AI assistant
Wizley includes an assistant that answers and follows up with your leads for you. To write those messages it sends information to an outside AI provider, Anthropic. We ask your permission in the app before the assistant reads any of your leads, and we record your answer with the date and the version of this Policy.
- What is sent: a lead's messages, their name, and the answers they gave on your form; the business details the assistant needs to write as you; and, when call notes are on (they are on by default once call recording is available, and you can turn them off in Settings), the call transcript used to write your notes. The recording and the full transcript are deleted as soon as the notes are written; only the notes (a summary, key facts, next steps, preferences and objections) are kept on the contact, until the contact or your account is deleted.
- What it is used for: writing the reply or the notes, and nothing else. Under Anthropic's commercial terms, it does not use this information to train its models.
- If you say no: the assistant stays off and never reads your leads. Your forms, texts and follow-up templates keep working. You can change your answer at any time in Settings, Account.
A second outside AI company, TypeSafe, reads what a lead writes back, for two purposes: to tell whether the message is a request to stop texting or emailing them, so that a stop is honoured even when it is not worded as one, and, where the agent has this turned on, to help the agent see which leads look ready to talk. It is sent the words of the message; for the agent's call list it is also sent the recent conversation and the agent's notes. We do not send it the contact record, so a lead's phone number and email address are not part of what it receives.
The Support chat. The Support chat in the app answers questions about how Wizleyworks. Before your first question we ask your permission, once, with one tap, to send it to an outside AI provider, Anthropic, and we record your answer with the date and the version of this Policy. What is sent: the conversation you type, and a short read of your own workspace (what setup still needs, how many leads are waiting, whether your ads are running, and this month's usage and plan facts). A lead's messages, notes, phone number and email address are not sent, and only a lead's first name can appear. It is used only to write the answer, and under Anthropic's commercial terms it does not use this information to train its models. If you say no, the chat stays closed and you can write to us instead.
People who contact an agent
When someone fills in a form on an agent's page or replies to an agent's text or email, the agent is the business that chose to collect that information, and Wizleyruns the system for them. The privacy notice linked from the agent's own page is the one that governs it. So that you can see what the system does, this is what it collects and keeps for a lead:
- What the form collects: the name, email address and phone number the person gives, the answers they choose to add (such as the type of home, their timeline and financing), and their consent to texts and email, recorded with the exact page, wording and time. It also records the page and ad campaign the visit came from, the person's IP address and the browser and device they used, to measure which ads work and to stop abuse. When a browser sends the Global Privacy Control signal, the advertising click identifier is dropped from what we store.
- What it keeps, and for how long: a lead and the conversation with them stay in the agent's workspace while the agent's account is active, and are erased with the account once the undo period in "Data retention" has passed. Records the law expects us to be able to produce are kept for eight years: the consent trail, the do-not-contact list, and every message that was sent or received.
- When a lead is deleted: whether the agent deletes them or they ask us to, the lead is removed from the agent's account and from all follow-up, and is not contacted again unless they get in touch again. We keep message records for as long as the law requires, then delete them. Those messages are no longer linked to the person's details, the agent cannot see them, and they are used only if the law or a dispute needs them.
- Who reads their messages: Anthropic writes the replies and TypeSafe reads each reply for a request to stop, as described above. A person can take over any conversation at any time.
- What they can ask: a lead can reply STOP to a text, use the unsubscribe link in an email, or use Your Privacy Choices to ask us to tell them what we hold, correct it, or delete it. We record each request and answer within the time the law gives. We keep message records for as long as the law requires, then delete them.
Our phone apps
Our iPhone and Android apps show the same account as our website. If you turn on alerts, your device's push token is stored so Apple or Google can deliver them; it is deleted when you turn alerts off, sign out of the app, or delete your account. The apps do not track you across other companies' apps or websites, and we do not sell anything inside them. Payment happens on our website.
Data retention and deleting your account
We retain personal information for as long as your account is active and as needed to provide the Services. You can delete your account at any time in the app, under Settings, Account, or by following the steps on our account deletion page. When you do, your plan, texting, ads and bookings stop immediately and you are signed out. For 90 days you can ask us to restore the account; after that, your personal information and your leads are permanently erased. We keep only the records the law or card networks require, for as long as they require them, and use them for nothing else: payment and refund records (which include the name and email your payments were made under), the business identity your messages were sent under (your name, licence, brokerage and business address), your leads' texting consent and opt-out records, every message sent to or received from your leads (kept eight years), and a log of changes made to your account. These records still identify you. The eight-year rule for these records covers compliance records such as consent, opt-outs and messages; it does not cover call transcripts or recordings, which are not kept once your notes are written. We keep message records for as long as the law requires, then delete them.
Security
We use administrative, technical and physical safeguards designed to protect personal information, including tenant isolation at the database level so that one agent's data is not accessible to another. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Your rights and choices
Depending on where you live, you may have the right to access, correct, delete, or port your personal information, and to object to or restrict certain processing. To exercise these rights, contact us at the address below. You may also unsubscribe from marketing emails using the link in any such message.
Your privacy choices. Wizley does not sell your personal information, and we do not share it with advertisers to show you ads across other companies' sites. If you want to tell us so anyway, use Your Privacy Choicesand we record your request. If your browser sends the Global Privacy Control signal, we honour it as that request on our pages and do not report your visit to an advertising platform.
Nevada residents. Nevada law lets you ask a website operator not to sell certain personal information collected online. We do not sell it. If you want to make that request anyway, email [email protected] or useYour Privacy Choices. We answer within 60 days, and may take up to 30 more if we need to.
Children's privacy
The Services are intended for businesses and are not directed to children under 16. We do not knowingly collect personal information from children.
International users
We operate in the United States, and information we process may be stored and processed there. By using the Services you understand your information may be transferred to and processed in the United States.
Questions about this Policy or our privacy practices can be sent to [email protected].
Changes
We may update this Policy from time to time. When we do, we will revise the "Last updated" date above, and material changes will be communicated through the Services or by email.
This Policy is one part of the Wizley Agreement.
Wizley is operated by Wizley LLC, a California limited liability company, at 100 Shoreline Hwy Ste B280, Mill Valley, CA 94941. Questions about this document can be sent to [email protected].