Legal

Privacy Policy

This Privacy Policy explains how Recapito collects, uses, stores, and shares information in connection with Recapito, CallPlan, CallPlan Essentials, our websites, onboarding forms, and related services.

Last updated: September 21, 2026

In plain language: We collect information needed to provide and improve CallPlan, configure AI agents, communicate with customers, process billing, and support the service. We do not sell personal information or share or sell customer, caller, or marketing data with data brokers. We use service providers to operate CallPlan; see the sharing and cookies sections below.

1. Scope

This Privacy Policy applies to information processed by Recapito through callplan.recapito.io, portal.recapito.io, CallPlan Essentials and Connect, customer onboarding, support interactions, and related services (collectively, the "Services").

When a business customer uses CallPlan to communicate with its own callers, prospects, customers, employees, or other individuals, that business generally determines why and how those communications occur. In those situations, Recapito may process information on the customer's behalf in order to provide the Services.

2. Information We Collect

Depending on how you use the Services, we may collect the following categories of information:

  • Account and contact information: name, business name, email address, phone number, and similar contact details.
  • Onboarding information: business hours, services, appointment rules, staff information, transfer instructions, FAQs, policies, and other information used to configure an AI agent.
  • Billing information: subscription status, transaction information, and billing-related details. Payment card information may be collected and processed directly by our payment processor rather than stored by Recapito.
  • Communications: information you provide through forms, email, telephone calls, support requests, or other communications with us.
  • Usage and technical information: IP address, browser and device information, timestamps, log data, pages visited, service activity, and diagnostic information.
  • AI agent and call information: telephone numbers, call metadata, transcripts, recordings when enabled, summaries, appointment information, transfer details, and other information generated or provided during interactions with an AI agent.

3. Calls, Recordings, Transcripts & AI Data

CallPlan may process telephone calls and related communications using artificial intelligence and telecommunications technology. Depending on the customer's configuration and the applicable service features, calls may be recorded, transcribed, summarized, analyzed, or otherwise processed so the AI agent can respond, route calls, schedule appointments, generate reports, and perform requested functions.

Customers are responsible for configuring and using CallPlan in compliance with laws that apply to their business, including any notice or consent requirements for recording, transcription, artificial intelligence, telephone communications, marketing, or automated communications.

We may use call-related data to provide the Services, troubleshoot problems, improve reliability, detect misuse, support customers, and maintain service quality. We do not represent that AI-generated transcripts or summaries will be error-free.

4. How We Use Information

We may use information to:

  • create, configure, operate, and maintain customer accounts and AI agents;
  • process calls, transfers, messages, appointments, and related workflows;
  • provide customer service and technical support;
  • process subscriptions, payments, and billing;
  • send administrative notices, service communications, and requested information;
  • monitor performance, troubleshoot issues, prevent abuse, and improve the Services;
  • maintain security, enforce our Terms of Service, and protect Recapito, our customers, and others;
  • comply with applicable legal obligations; and
  • develop and improve our products, features, and operational processes using information that we are permitted to use for those purposes.

5. How We Share Information

We may disclose information in the following circumstances:

  • At a customer's direction: for example, to transfer a call, schedule an appointment, send information to an integration, or otherwise perform the customer's requested workflow.
  • Service providers: to vendors that provide infrastructure, AI, telecommunications, scheduling, payment processing, hosting, analytics, security, email, and other services used to operate CallPlan.
  • Legal and safety purposes: when reasonably necessary to comply with law, legal process, enforce our agreements, investigate fraud or misuse, or protect rights, property, or safety.
  • Business transactions: in connection with a merger, acquisition, financing, sale of assets, reorganization, or similar business transaction, subject to applicable law.
  • With consent: when you authorize or direct us to share information.

Recapito does not sell personal information or share or sell customer, caller, or marketing data with data brokers.

6. Third-Party Service Providers

CallPlan relies on third-party technology providers to deliver portions of the Services. These may include payment processors, telecommunications providers, artificial intelligence providers, scheduling platforms, hosting providers, email providers, analytics providers, and other infrastructure vendors.

These providers may process information as necessary to perform services for Recapito or our customers. Their processing may also be governed by their own terms and privacy practices where they act independently.

7. Data Retention

We retain information for as long as reasonably necessary to provide the Services, maintain business and financial records, resolve disputes, enforce agreements, meet legal obligations, maintain security, and support legitimate business operations. Retention periods may vary depending on the type of information, customer configuration, contractual requirements, legal requirements, and the purpose for which the information was collected.

When information is no longer reasonably needed, we may delete, de-identify, or securely dispose of it, subject to technical limitations and lawful retention requirements.

8. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure. No internet-based service, telecommunications platform, or storage system can be guaranteed to be completely secure, and we cannot guarantee absolute security.

9. Your Privacy Rights

Depending on where you live and the laws that apply, you may have rights regarding your personal information. These may include rights to request access, correction, deletion, portability, restriction of certain processing, or information about how personal information is used or disclosed.

If Recapito processes your information on behalf of one of our business customers, we may direct your request to that customer because the customer may be responsible for responding to the request. We will assist customers where required by applicable law or contract.

You may submit a privacy request by emailing info@recapito.io. We may need to verify your identity before completing certain requests. We will not discriminate against you for exercising privacy rights provided by applicable law.

10. Cookies, Browser Storage & Analytics

Essential functionality. The dashboard uses session and security cookies to sign you in and keep your account secure. Signup also uses browser session storage to maintain payment progress and help prevent duplicate purchase attempts. Payment providers may use cookies or similar technologies to process payments and prevent fraud.

Website analytics. We use Google Analytics on the CallPlan marketing website to understand how visitors find and use the site, which pages they visit, and where the signup experience can be improved. Analytics may use cookies and similar technologies to collect information about page visits, referral sources, browser and device characteristics, and interactions with the website.

Referral attribution. If you arrive through a referral link, we retain its code in browser session storage for that tab’s browsing session and include it with signup. After verified payment, we save the code with your customer record to identify the source of the referral. This does not require a separate referral cookie.

Advertising and conversion measurement. After payment is verified, we send a payment-confirmation page view to Google Analytics. Conversion information may be used in Google Ads to understand which advertising brings visitors who complete signup and to improve our advertising decisions. This involves sending website activity and conversion information to Google; it is separate from selling or sharing customer, caller, or marketing data with data brokers.

Essential cookies and analytics are different. Session and security cookies support functions such as dashboard sign-in. Analytics and advertising measurement are additional, non-essential uses; we do not describe all website cookies as essential.

Your browser controls. You can block or delete cookies and browser storage in your browser settings. Blocking essential cookies or storage may prevent sign-in or interrupt checkout. For information about Google's processing, see Google's Privacy Policy.

11. Children

The Services are designed for businesses and are not directed to children under 13. We do not knowingly operate CallPlan for the purpose of collecting personal information directly from children under 13. If you believe a child has provided personal information directly to Recapito inappropriately, please contact us so we can review the matter.

12. International Processing

Recapito and its service providers may process information in the United States and other countries where our providers operate. Those countries may have data protection laws that differ from the laws where you live. Where required, we take appropriate steps relating to cross-border processing and transfers.

13. Changes to This Privacy Policy

We may update this Privacy Policy as our Services, technology, or legal obligations change. When we make changes, we will post the updated version on this page and revise the "Last updated" date. Material changes may also be communicated through the Services or by other appropriate means.

14. Contact Us

If you have questions about this Privacy Policy or want to submit a privacy request, contact Recapito through our website or CallPlan.

Recapito
Website: recapito.io
CallPlan: callplan.recapito.io
Privacy requests: info@recapito.io.