Privacy Policy

1. Overview

Core Client provides an AI-powered operations platform that may include public AI Guides, a Knowledge Library, a Core Dashboard for administration, Core Console for operational work, tasks, internal notes, prepared actions, mobile-ready workflows, and integration-ready services. This Privacy Policy describes how we collect, use, disclose, and protect information when you visit our website or use the Core platform.

When an organization uses Core to serve its own users, that organization may control the knowledge, prompts, workflows, users, records, tasks, notes, and other content configured in its Core environment. In those cases, Core Client processes information to provide the service to that organization.

2. Information we collect

Depending on how Core is used, we may collect the following categories of information:

• Account and contact information: name, email address, organization, role, login details, billing or administrative contact details, and support communications.
• Platform configuration information: Guide settings, instructions, goals, layouts, embeds, knowledge assignments, workflow settings, and administrative preferences.
• Knowledge and content: documents, pages, files, text, structured data, knowledge sources, generated knowledge sources, Knowledge Gap Queue items, proposed answers, approved answers, and related metadata.
• Console activity: tasks, notes, prepared actions, confirmations, record references, operational activity, and audit-style events needed to support reviewable workflows.
• Conversation and interaction data: messages submitted to Core Guides, responses, retrieval metadata, fallback signals, answer quality status, logs, and related diagnostic information.
• Device and technical information: IP address, browser type, device information, pages visited, timestamps, cookie or session identifiers, error logs, and security events.
• Mobile-ready information: authentication/session data, selected Console, task workspace activity, device metadata, and future notification preferences or tokens where enabled.

3. AI Guides, knowledge, and prepared actions

Core uses AI to help Guides answer questions, summarize knowledge, draft proposed answers for Knowledge Gaps, and prepare reviewable actions. AI-generated content should be reviewed when used for operational, legal, compliance, financial, health, credentialing, or other important decisions.

Core is designed around a review-and-confirm model for actions. A prepared action does not mean an action has been completed. Users should review the prepared action before confirming it.

Organizations are responsible for the knowledge sources, instructions, approved answers, and workflows they configure in Core, and for ensuring they have rights to upload or process the information they provide.

4. How we use information

We use information to:

• Provide, operate, maintain, and secure Core.
• Authenticate users and manage access to Core Dashboard, Core Console, and mobile-ready workflows.
• Deliver AI Guide responses, retrieval, Knowledge Library functionality, Knowledge Gap Queue workflows, tasks, notes, and prepared actions.
• Process support requests, troubleshoot issues, monitor reliability, and improve platform performance.
• Develop, test, and improve features, including knowledge workflows, action confirmation flows, Console experiences, and mobile companion functionality.
• Communicate about service updates, security, administrative notices, product information, and support.
• Comply with legal obligations, enforce agreements, and protect Core Client, customers, users, and the public.

5. How information is shared

We do not sell personal information. We may share information in the following limited circumstances:

• With the organization that controls the Core environment: administrators may access configuration, knowledge, logs, tasks, notes, and operational records associated with their account.
• With service providers: vendors may help us host, process, secure, analyze, or support the platform under appropriate confidentiality and security obligations.
• With integrated systems: when an organization enables or requests integrations, Core may send information to systems such as CRMs, email, calendars, webhooks, mobile notification providers, or other business tools according to the configured workflow.
• For legal and safety reasons: we may disclose information when required by law, legal process, security needs, enforcement of agreements, or protection of rights and safety.
• Business transfers: information may be transferred in connection with a merger, acquisition, financing, reorganization, or sale of assets.

6. Security and retention

We use administrative, technical, and organizational safeguards designed to protect information. No system is completely secure, and customers should configure access controls, knowledge sources, and integrations carefully.

We retain information for as long as needed to provide the services, meet legal or contractual obligations, resolve disputes, maintain audit and security records, and support legitimate business purposes. Organizations may request deletion or export of certain information subject to account settings, legal requirements, backups, and operational limitations.

7. Choices and requests

Depending on your location and relationship to Core, you may have rights to access, correct, delete, restrict, or receive a copy of certain personal information. If you use Core through an organization, please contact that organization first because it may control your data within Core.

You may also control browser cookies through your browser settings. Some cookies or local storage may be necessary for login, security, attribution, preferences, or platform functionality.

8. Contact us

Questions about this Privacy Policy or privacy requests can be sent to Core Client through the contact page or by using the contact information provided by your Core Client representative.

This policy may be updated as Core evolves. When we make material changes, we will update the effective date or provide notice as appropriate.