PRIVACY
Privacy Policy
Last updated: September 17, 2026
What we collect
We collect the contact details you submit through our forms, including name, business name, email address, phone number, website, town, and the message or context you provide.
We collect phone numbers submitted for the demo callback experience, uploaded PDFs sent for review, and call recordings and transcripts created by the AI agents.
How we use it
We use this information to respond to requests, provide demonstrations, review submitted materials, operate the AI agent experience, prepare follow-up, improve the service, and keep accurate customer records.
Who has access
Connect Helm, Watchman IT, Red Ridge AI, and the platform providers we use may access information only as needed to operate, support, secure, and improve the service.
Retention
We keep submitted information, uploaded PDFs, recordings, and transcripts for as long as needed to provide the requested service, maintain business records, meet legal obligations, and resolve issues. You can ask us to delete information unless we need to keep it for a lawful business or legal reason.
SMS and phone consent
By submitting a phone number, you consent to receive an automated demonstration call and follow-up texts from Connect Helm. Message and data rates may apply. Reply STOP to opt out.