Privacy Policy

This Privacy Policy applies to:

• Visitors to our websites
• Users of our software platform
• Businesses, agencies, and organizations using the Services
• End users whose information is processed through the platform

Depending on usage, Digital Merge Solutions may act as:

• A Platform Provider to businesses using the software
• A Data Processor for client-controlled end-user data
• A Data Controller for our own business, billing, and operational data

Businesses using Digital Merge Solutions (“Clients”) are independently responsible for ensuring lawful data collection, consent, and compliance with applicable privacy, marketing, and communications laws for their end users.

We collect only the information necessary to operate and provide the Services.

a. Information You Provide Directly

• Name
• Email address
• Phone number
• Business name and account details
• Login credentials
• Billing and payment information
• Uploaded files, messages, forms, notes, media, and support communications

b. Client End-User Information

Clients may collect personal data from their leads, customers, or contacts through the platform, including:

• Contact information
• Messaging content
• Appointment data
• CRM records
• Form submissions

Digital Merge Solutions processes this information solely on behalf of the Client and according to Client instructions.

c. Messaging & Communication Information

• SMS, MMS, email, voice, chat, and WhatsApp communications
• Message timestamps, delivery status, and opt-in status
• Automation and workflow activity

d. AI Assistant Conversation Data

Important Notice: When you interact with our AI voice assistants or live chat AI assistants, your conversations are documented and recorded for the following purposes:

• Training and improving our AI models and service quality
• Understanding customer needs and service requirements
• Contacting individuals who may require or have requested our services
• Providing appropriate follow-up and customer support
• Quality assurance and compliance monitoring

By engaging with our AI assistants, you consent to the recording and use of your conversation data as described in this policy. If you do not wish to have your conversations recorded, please contact us directly via email or phone using the contact information provided on our website.

e. Technical & Usage Information

• IP addresses
• Browser and device information
• Log files
• Cookies and similar technologies
• Platform usage and interaction data

Information is used solely to:

• Provide, operate, and maintain the Services
• Enable CRM, automation, AI, messaging, and analytics features
• Deliver transactional, operational, and service-related communications
• Provide customer support and troubleshooting
• Process payments and manage subscriptions
• Maintain platform security and prevent misuse
• Monitor compliance and prevent abuse or fraud
• Comply with legal and regulatory obligations
• Train and improve AI models based on conversation data collected through AI assistants
• Contact individuals who have interacted with our AI assistants and may require or have requested our services

Digital Merge Solutions strictly complies with all applicable messaging laws and carrier requirements, including TCPA, CTIA guidelines, and A2P 10DLC regulations.

The following statement applies without exception and is included verbatim as required:

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Additional safeguards include:

• Explicit opt-in requirements
• Secure storage of consent records
• Clear opt-out mechanisms (e.g., STOP commands)
• Purpose-limited messaging
• Auditability and monitoring of messaging activity

Digital Merge Solutions uses service providers only for operational and support purposes, including:

• Platform hosting and infrastructure
• Messaging delivery, routing, and carrier connectivity
• Payment processing
• Customer support tools

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services. Service providers are required to safeguard information and may use it only to support the Services.

Digital Merge Solutions does not sell personal information.

Digital Merge Solutions does not sell, rent, or trade:

• Mobile numbers
• Messaging consent records
• Lead or contact information

for marketing or promotional purposes.

Information is retained only for as long as necessary to:

• Provide the Services
• Meet operational and contractual requirements
• Comply with legal or regulatory obligations

Clients control retention and deletion of their own contact data within the platform, subject to applicable laws.

Digital Merge Solutions implements reasonable administrative, technical, and physical safeguards, including:

• Encrypted data transmission
• Secure authentication and access controls
• Role-based permissions
• Monitoring and logging
• Infrastructure security protections

While no system is 100% secure, commercially reasonable measures are taken to protect information.

Cookies and similar technologies are used to:

• Maintain sessions
• Improve platform functionality and usability
• Analyze usage and performance trends

Users may manage cookie preferences through their browser settings.

The Services are not intended for individuals under the age of 13 (or the applicable age of consent). We do not knowingly collect personal information from children.

Information may be processed or stored in jurisdictions outside your country of residence. By using the Services, you consent to such transfers subject to appropriate safeguards.

This Privacy Policy may be updated periodically. Updates will be posted with a revised effective date. Continued use of the Services constitutes acceptance of the updated policy.

For questions, concerns, or data requests, please contact: