Privacy Policy

1. Overview & Regulatory Commitment

RevenueWard Operations ("RevenueWard", "we", "us", or "our") is a sole proprietorship owned and operated by Shivani in Penticton, British Columbia, Canada. RevenueWard provides AI-assisted call intake and notification routing for home-service contractors.

We are committed to maintaining the privacy and security of personal information entrusted to us by our contractor partners and their callers in compliance with:

• PIPEDA: Personal Information Protection and Electronic Documents Act (Federal Canada)
• BC PIPA: Personal Information Protection Act (British Columbia)
• CASL: Canada’s Anti-Spam Legislation

2. Call Recording Practices & Caller Consent

RevenueWard configures its voice assistant to identify itself as an AI assistant and state the approved recording and processing disclosure at the start of each call:

Consent Protocol:

• Continuing the Call: Callers who remain on the line after the disclosure permit the call to be processed for service scheduling, subject to applicable law and the contractor's approved policy.
• Opting Out: The contractor must provide and disclose a reasonable alternative channel for callers who do not wish to be recorded or processed by the AI assistant.

3. Personal Information Collected

We collect only the information reasonably required to receive and route a service request:

• Caller's name and callback phone number.
• Property address or city (e.g. Penticton, Kelowna, Vernon, Summerland).
• Description of the trade service issue (e.g. burst pipe, furnace outage).
• Call audio recordings and transcripts when recording is enabled and properly disclosed.

RevenueWard uses this information to operate the approved intake workflow, produce a call summary, notify the contractor, investigate service or security incidents, and meet legal obligations. RevenueWard does not use caller information for unrelated advertising or sell it.

4. Retention, Processing Locations & Service Providers

Before any paid pilot begins live forwarding, RevenueWard will configure Retell AI to retain pilot call recordings, transcripts, and call metadata for no more than 30 days. Website form submissions are relayed through a serverless endpoint to RevenueWard's configured operations destination only after successful delivery is confirmed.

• Retell AI and telephony sub-processors: Voice synthesis, call routing, recording, and transcript generation.
• Automation, hosting and recordkeeping providers: Secure webhook delivery, operational alerts and the minimum approved lead ledger.
• Stripe: Payment processing for pilot fees.
• Authorized technical support: A limited-access contributor may support the system from outside Canada under written confidentiality, privacy and security obligations.
• Conversion measurement: RevenueWard may record non-identifying events such as page views, demo-line clicks, fit-call opens, and checkout clicks. These events exclude names, email addresses, phone numbers, notes, and call content.

Some providers and authorized support personnel may process information outside Canada, where it may be subject to the laws of the jurisdiction in which it is processed. RevenueWard remains accountable for the personal information under its control and restricts access to the minimum required for the approved service.

5. Safeguards & Access Controls

RevenueWard uses access restrictions, unique accounts, multi-factor authentication where available, encrypted transport, restricted webhook endpoints and operational testing. No security method is perfect; suspected incidents are investigated and handled according to applicable notification obligations.

6. Access, Correction & Deletion Requests

Individuals may ask about personal information under RevenueWard’s control and request access, correction or deletion, subject to legal and operational exceptions. RevenueWard may need to verify identity and coordinate the request with the contractor responsible for the customer relationship.

7. Policy Changes

Material changes will be posted on this page with a revised effective date. RevenueWard will not materially expand the use of previously collected personal information without providing any notice or consent required by law.

8. Contact Information

If you have questions regarding this Privacy Policy or wish to request data access, contact our Privacy Lead: