Privacy Policy
Effective July 23, 2026
Overview
Portico Intelligence ("Portico," "we," "us") provides a hybrid AI voice-agent call center: our voice agents answer, qualify, and route phone calls on behalf of our business customers, and a human team steps in when a call needs one. This policy explains what personal information we collect, why, and the choices and rights you have — whether you're a customer who uses Portico, or a caller who reaches a business that uses Portico.
Information We Collect
From customers: account and billing details (name, email, phone, business name, payment information processed by our payment provider), and configuration data you provide (scripts, hours, routing rules, integrations).
From callers: call audio, transcripts, and metadata (phone number, call duration, intent, and outcomes such as appointments booked), collected when you call a business that uses Portico so the voice agent can understand and resolve your call.
From our website: standard analytics (pages visited, browser type, approximate location from IP) and information you submit through forms, such as a demo request or trial signup.
How We Use Information
To operate the service: answering calls, understanding intent, booking appointments, syncing outcomes to a customer's CRM or calendar, and warm-transferring calls to a human when needed.
To support and improve Portico: troubleshooting, quality review of call handling, and — only with a customer's authorization — using de-identified or aggregated call data to improve our voice agents.
To communicate: trial and billing notices, product updates, and responses to support requests.
Call Recordings & Voice Data
Call audio and transcripts are stored only for as long as needed to deliver the service, support the customer who received the call, and meet legal retention requirements, after which they are deleted or de-identified. Access to call data is limited to what's needed to answer and route that call, provide support, or comply with the law.
Sharing With Third Parties
We share information with service providers who help us operate Portico — cloud hosting, telephony carriers, speech and language processing, and payment processing — under agreements that limit their use of your information to providing that service to us.
We share call outcomes with the business a caller contacted (that's the point of the service), and, at a customer's direction, with the CRM, calendar, or other tools they've connected.
We do not sell personal information. We disclose information beyond the above only to comply with the law, protect our rights, or with your consent.
Your Rights
If you are located in Quebec, Canada, Law 25 gives you the right to access, correct, and request the deletion of your personal information, to withdraw consent, and to know how automated decisions affecting you were made. Similar rights may apply under other applicable privacy laws depending on where you live. To exercise any of these rights, contact our privacy officer below.
Security
We encrypt call data and account information in transit and at rest, restrict internal access on a need-to-know basis, and review our safeguards on an ongoing basis. No system is perfectly secure, and we will notify affected customers and individuals as required by law if a breach creates a real risk of harm.
International Transfers
Portico operates from Canada and the United States, and our service providers may process information in either country. Where information crosses borders, we take steps to ensure it remains protected consistent with this policy.
Children's Privacy
Portico is a business-to-business service and is not directed at children. We do not knowingly collect personal information from children.
Changes to This Policy
We may update this policy as our service evolves. We'll post the updated version here with a new effective date, and notify customers of material changes.
Contact Us
Questions, requests, or complaints about this policy or your personal information can be sent to our privacy officer at hello@porticointelligence.com or +1 438 828 5171.