Privacy Policy

Last updated: March 29, 2026

At Bob.so, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you use our AI-first Insurance CRM platform.

1. Information We Collect

We collect information you provide directly to us when you create an account, upload documents to your knowledge base, or communicate with our AI agents. This may include:

Contact information (name, email, phone number)
Business data (agency name, policy details, customer records)
Audio recordings and transcripts from voice interactions
Technical data (IP address, browser type, usage patterns)

2. How We Use Your Information

We use the collected data to:

Provide and improve our AI-powered CRM features
Train localized AI models for your specific agency needs
Facilitate voice interactions via our AI Voice Twins
Analyze usage to enhance platform performance and security

3. AI Data Processing & Ethics

As an AI-first company, we handle your data with extra care. Your data is used to provide context for your specific AI agents. We do NOT share your proprietary business data or customer records with third parties for their own advertising purposes.

4. Data Security

We implement enterprise-grade security measures, including multi-tenant Row-Level Security (RLS) in our database, to ensure your data is isolated and protected from unauthorized access.

5. Your Rights

Depending on your location, you may have rights to access, correct, or delete your personal data. You can manage your data directly through the Dashboard or contact us at [email protected].

6. Contact Us

If you have questions about this policy, please contact us at [email protected] or at our Auckland headquarters.