Privacy Policy

Last updated: January 2026

1. Who We Are

AI Step provides AI and agentic automation advisory, workflow design, implementation support, and related business automation services. In this policy, "AI Step", "we", "us", and "our" refer to the operator of this website and services.

2. Information We Collect

We collect information you provide directly, information generated through your use of the website, and information needed to provide services. This may include:

• Name, email address, phone number, WhatsApp availability, business name, and organization details.
• Booking details such as preferred date, time, meeting status, calendar invitations, and call notes.
• Messages you send through forms, email, WhatsApp, phone, or other communication channels.
• Business process details, workflow descriptions, tool names, requirements, and files you choose to share for an automation review or project.
• Technical data such as IP address, browser type, device type, pages visited, referral URLs, approximate location, logs, cookies, and similar analytics information.
• Billing, invoice, transaction, and payment status information if you purchase paid services.

3. How We Use Information

We use personal and business information for the following purposes:

• To respond to enquiries and understand your automation requirements.
• To schedule, confirm, reschedule, and conduct discovery calls or project meetings.
• To prepare recommendations, proposals, workflow maps, implementation plans, and service estimates.
• To provide, manage, improve, and support AI automation services.
• To communicate through email, phone, WhatsApp, calendar tools, or video meeting services.
• To maintain website security, prevent abuse, troubleshoot issues, and improve user experience.
• To comply with legal, tax, accounting, regulatory, fraud prevention, and dispute resolution obligations.

4. Legal Basis for Processing

Where applicable law requires a legal basis, we process information to take steps at your request, perform a contract, comply with legal obligations, protect legitimate business interests, prevent fraud or misuse, maintain security, and send service-related communications. Where required, we will rely on consent for optional marketing or specific processing activities.

5. Cookies and Analytics

Our website may use cookies, logs, analytics tools, and similar technologies to keep the site functional, understand traffic, improve performance, measure page usage, and protect the website from misuse. You can control cookies through your browser settings, but some features may not work properly if cookies are disabled.

6. Booking and Communication Tools

When you book a call or contact us, your information may be processed through third-party tools such as website hosting, forms, email, calendar, video meeting, spreadsheet, CRM, analytics, or messaging providers. These providers process information according to their own terms and privacy practices.

7. Payment Information

If you purchase paid services, payments may be processed by authorized payment service providers. We do not intentionally store full card numbers, CVV, UPI PINs, net banking passwords, or payment instrument credentials on our own website systems. Payment providers may share payment status, transaction references, invoice details, and refund status with us.

8. Sharing of Information

We do not sell your personal information. We may share limited information with service providers and professional advisors who help us operate the website and deliver services, including hosting providers, form tools, email providers, calendar and meeting tools, analytics providers, payment processors, accounting tools, legal advisors, and regulatory authorities where required by law.

9. Client Data and Automation Work

If you share business data, workflow information, credentials, documents, or tool access for an automation project, we use that information only to evaluate, build, test, support, or document the requested work. You are responsible for ensuring that you have the authority to share that information and that your use of automation complies with applicable laws and third-party platform terms.

Please avoid sending unnecessary sensitive personal data, financial credentials, health data, government ID data, or confidential information unless it is required for the agreed work and appropriate safeguards have been discussed.

10. Data Security

We use reasonable technical and organizational measures to protect information from unauthorized access, loss, misuse, alteration, or disclosure. No internet-based system can be guaranteed to be completely secure. You are also responsible for protecting your devices, accounts, passwords, and access permissions.

11. Data Retention

We retain information for as long as reasonably necessary to respond to enquiries, provide services, maintain business records, support completed work, comply with legal and accounting obligations, resolve disputes, prevent fraud, and enforce agreements. Retention periods may vary depending on the type of information and the purpose for which it was collected.

12. Your Choices and Rights

Subject to applicable law, you may request access, correction, update, deletion, restriction, or a copy of certain personal information. You may also opt out of non-essential marketing communications. Some information may need to be retained for legal, accounting, security, dispute, or legitimate business purposes.

13. International Processing

If you access this website or work with us from outside India, your information may be processed in India or in other countries where our service providers operate. Those countries may have different data protection laws than your location.

14. Children's Privacy

Our website and services are intended for business owners, professionals, and adults. We do not knowingly collect personal information from children. If you believe a child has provided personal information to us, contact us and we will take reasonable steps to review and delete it where appropriate.

15. Third-Party Links

The website or our communications may link to third-party websites, tools, platforms, or resources. We are not responsible for the privacy practices, security, availability, or content of third-party services.

16. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised date. Continued use of the website or services after an update means you acknowledge the revised policy.

17. Contact for Privacy Requests

For privacy questions or requests, contact us at aistep.agency@gmail.com.