Privacy Policy
Effective date: July 27, 2026
This Privacy Policy explains what information Agent Assist collects, how we use it, and the choices you have. Agent Assist is a software platform used by licensed real estate agents. We act as a processor of the contact and lead data our agent customers manage in the platform.
1. Information we collect
- Account information โ your name, email, phone, brokerage, license details, and billing information you provide at signup and onboarding.
- Customer content โ the contacts, leads, deals, notes, and messages you and your clients create or that Maya captures from your connected email and text conversations, in order to maintain your CRM.
- Communications content โ the content of emails and text messages processed so Maya can draft replies, update your CRM, and log conversations.
- Usage data โ log data, device/browser information, and feature usage, including AI usage counts used to enforce plan allowances.
2. How we use information
- To provide the service: respond to leads, maintain your CRM, manage transactions and post-closing outreach, and send communications you configure or approve.
- To operate Maya, our AI assistant, including drafting messages and extracting structured data from your communications.
- To process payments, prevent fraud, provide support, and send you service and billing notices.
- To maintain security, debug, and improve the reliability and quality of the service.
3. AI processing
Agent Assist uses third-party AI providers to power Maya. Content is sent to these providers only to generate the requested output (for example, drafting a reply or extracting contact details). Our AI providers are contractually bound not to use your content to train their models. AI output can be inaccurate; you are responsible for reviewing what is sent on your behalf.
4. SMS / text messaging
When you enable text messaging, the platform sends and receives SMS through your provisioned number. For recipients:
- Message and data rates may apply.
- Message frequency varies based on lead activity and agent settings.
- Reply STOP to unsubscribe at any time and HELP for help. Opt-out requests are honored automatically, and we do not sell or share mobile phone numbers or SMS opt-in data with third parties for their own marketing.
- Consent to receive messages is obtained when a person contacts the agent or submits an inquiry; consent is not a condition of any purchase.
5. How we share information
We do not sell your personal information, and we do not share it for cross-context behavioral advertising. We share information only with service providers who process it on our behalf to run the platform, under contracts that limit them to that purpose:
- Hosting and database infrastructure (application hosting provider).
- Payment processing (Stripe).
- Text messaging (Twilio).
- Transactional email (Resend).
- Email and calendar connectivity (Nylas), when you connect your accounts.
- AI processing (our AI model provider).
- Error monitoring and analytics used to keep the service reliable.
We may also disclose information if required by law, to protect rights and safety, or in connection with a business transfer, subject to this Policy.
6. Data retention
We retain your information for as long as your account is active and as needed to provide the service, comply with legal obligations, resolve disputes, and enforce agreements. When you close your account, we delete or de-identify your data within a reasonable period, except where retention is required by law.
7. Security
We use reasonable administrative, technical, and organizational measures to protect your information, including encryption in transit, tenant isolation, and access controls. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
8. Your choices and rights
- You can access and update most account information in the app, and export or request deletion of your data by contacting us.
- Recipients of messages can opt out of SMS (STOP) and of emails (unsubscribe link) at any time.
- Depending on your location, you may have rights to access, correct, delete, or restrict processing of your personal information; contact us to exercise them.
9. Children
The service is for real estate professionals and is not directed to children under 16. We do not knowingly collect personal information from children.
10. Changes to this Policy
We may update this Policy from time to time. If we make material changes, we will provide notice and update the effective date above.
11. Contact
Privacy questions or requests: privacy@assistagent.app.
Ronald Smith, doing business as Agent Assist, 6595 Roswell Road, Suite G, PMB 6047, Atlanta, GA 30328, United States.
See also our Terms of Service.