Effective date: May 12, 2026
1. Overview
Digital Center Agent ("DCA," "we," "us," or "our") provides revenue automation services for local businesses, including CRM and pipelines, automation and AI follow-up, websites and funnels, messaging and payments, booking automation, analytics, campaign tracking, integrations, onboarding, and ongoing support.
This Privacy Policy applies to information collected through our website, landing pages, forms, calendar links, customer portals, email and SMS communications, social media interactions, support channels, and any services we operate or configure for customers.
CRMAutomationAI Follow-UpWebsites & FunnelsMessagingPaymentsBookingAnalytics
2. Information We Collect
Information you provide directly
- Contact details such as name, business name, email address, phone number, mailing address, job title, and social profile links.
- Lead, customer, and prospect information submitted through forms, chat widgets, booking pages, website funnels, CRM imports, phone calls, SMS, email, and other campaigns.
- Business information such as industry, service area, offerings, pricing, operating hours, calendar availability, sales process, campaign goals, and customer lifecycle stages.
- Account information such as login details, team member names, permissions, preferences, billing contacts, tax details, and support requests.
- Content you provide for websites, funnels, ads, automations, email campaigns, SMS campaigns, review requests, chat flows, knowledge bases, and AI prompts.
Information collected automatically
- Device and usage data, including IP address, browser type, operating system, referring URLs, pages viewed, form interactions, date and time stamps, and cookie identifiers.
- Campaign and analytics data, including lead sources, attribution tags, UTM parameters, ad click identifiers, page events, conversion events, call tracking information, and revenue pipeline activity.
- Communication metadata, including message delivery status, opt-in and opt-out records, appointment reminders, call logs, voicemail records, email engagement, and SMS engagement.
Information from third parties
We may receive information from advertising platforms, payment processors, calendar providers, email and SMS providers, social networks, analytics services, CRM platforms, integration tools, customer-provided imports, public databases, and other vendors used to provide our services.
3. How We Use Information
We use information to provide, operate, personalize, secure, and improve our services. This includes:
- Creating and managing CRM contacts, opportunities, pipelines, deal stages, customer records, tags, tasks, notes, and revenue reporting.
- Building and operating websites, landing pages, forms, funnels, chat widgets, lead magnets, booking pages, customer portals, and campaign assets.
- Sending and managing email, SMS, voicemail, chat, phone, review request, appointment reminder, nurture, reactivation, and follow-up workflows.
- Using automation and AI-assisted tools to classify leads, draft responses, summarize conversations, route inquiries, recommend next steps, and trigger workflow actions based on customer configuration.
- Scheduling appointments, managing calendar availability, confirming bookings, rescheduling visits, sending reminders, and tracking no-shows or completed appointments.
- Processing payments, invoices, subscriptions, deposits, estimates, checkout links, receipts, refunds, and related transaction records through payment providers.
- Measuring marketing performance, attribution, ad campaign results, lead quality, conversion rates, booked jobs, pipeline value, revenue, and customer engagement.
- Providing onboarding, technical support, implementation, training, troubleshooting, account administration, billing, security, compliance, and service communications.
- Detecting abuse, preventing fraud, enforcing our Terms of Service, maintaining service reliability, and complying with applicable legal obligations.
4. AI, Automation, and Customer Communications
DCA may configure AI-assisted and automated workflows for lead capture, follow-up, appointment booking, customer support, reputation management, and sales operations. These tools may process customer messages, CRM records, forms, call notes, website inquiries, and campaign data to generate suggested or automated responses.
Customers are responsible for reviewing their workflows, prompts, approval rules, message content, industry-specific requirements, opt-in practices, and compliance obligations before sending automated communications. DCA does not use customer data to sell consumer profiles.
5. Cookies, Tracking, and Analytics
We and our service providers may use cookies, pixels, local storage, analytics tags, conversion APIs, and similar technologies to operate the website, remember preferences, measure traffic, understand campaigns, secure services, and improve user experience.
Customers may ask us to install tracking technologies for their websites, funnels, advertisements, call tracking, CRM events, and conversion reporting. Customers are responsible for publishing appropriate notices and obtaining any required consents for their own visitors and customers.
6. How We Share Information
We may share information with:
- Service providers that support hosting, CRM, email delivery, SMS delivery, telephony, calendars, analytics, payments, automation, AI processing, integrations, security, support, and billing.
- Customer-authorized platforms such as advertising networks, social media platforms, Google services, payment processors, review sites, calendar providers, and third-party business tools.
- Team members, contractors, and implementation partners who need access to deliver configured services under confidentiality or access-control requirements.
- Law enforcement, regulators, courts, or other parties when required by law, legal process, safety concerns, fraud prevention, or enforcement of our rights.
- Successors in connection with a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction.
We do not sell personal information as a standalone product. We may use advertising and analytics tools that process identifiers or event data, which some privacy laws may classify as "sharing" or targeted advertising.
7. Data Retention and Security
We retain information for as long as needed to provide services, maintain business records, meet legal obligations, resolve disputes, enforce agreements, secure systems, and support customer operations. Retention periods may vary by service, account configuration, customer instruction, legal requirement, and backup schedule.
We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure. No system can be guaranteed completely secure, and customers should use strong passwords, limit user permissions, maintain accurate opt-in records, and promptly remove access for former team members.
8. Your Choices and Rights
Depending on your location and relationship with DCA, you may have rights to access, correct, delete, restrict, export, or object to certain processing of personal information. You may also request that we stop sending marketing messages. SMS recipients can reply STOP where supported, and email recipients can use unsubscribe links where available.
If DCA processes information on behalf of one of our business customers, we may direct your request to that customer because they control the underlying data and communication choices.
9. Children's Privacy, International Users, and Updates
Our services are intended for businesses and are not directed to children under 13. We do not knowingly collect personal information from children under 13.
If you access our services from outside the United States, your information may be processed in the United States or other locations where DCA or our service providers operate.
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date.
10. Contact Us
For privacy requests or questions, contact Digital Center Agent through the contact page or at the business contact information provided in your service agreement, proposal, invoice, or onboarding materials.
This page is provided for transparency and should not be treated as legal advice. Businesses using DCA should consult qualified counsel for requirements specific to their industry, location, and communication practices.