Privacy Policy

This Privacy Policy explains how we collect, use, and protect your information when you use SagePlanner.

1. Data We Collect

2. How We Use Your Data

3. AI Processing

All chat messages and inputs you submit are processed by AI systems in order to generate responses and provide the service.

4. Legal Basis for Processing

We process your data to provide the service you requested (contractual necessity) and to maintain and improve the service (legitimate interests).

5. Data Sharing

We may share data with trusted service providers that help operate the service, such as hosting providers and AI processing providers.

6. Data Retention

We retain your data for as long as your account exists or as necessary to provide the service. You may request deletion of your account and associated data at any time.

7. Your Rights

Depending on your location, you may have the right to access, correct, or delete your personal data. You may contact us to exercise these rights.

8. Security

We take reasonable measures to protect your information from unauthorized access or misuse.

9. Sensitive Information

Users should avoid sharing sensitive personal information in chat messages.

10. User Content Responsibility

Users are responsible for the content they submit through the service. You agree not to submit unlawful, harmful, or abusive content. We reserve the right to remove or restrict access to content that violates applicable laws or our policies.

11. AI-Generated Responses

Responses generated by AI systems are provided for informational purposes only and may be inaccurate or incomplete. Users should not rely solely on AI-generated responses and should use their own judgment when acting on information provided by the service.

12. Contact

If you have questions about this Privacy Policy or your data, contact us at:
privacy@sage-planner.com

Last updated: March 2026