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Privacy Policy

Last updated: July 24, 2026

Code Savant LLC ("Code Savant," "we," "us") provides AI staff — beginning with Axis, an AI receptionist — to small businesses. This policy explains what we collect, why, and your choices. It covers our website, the Axis service, and our operator portal.

Who the data belongs to

We handle two kinds of people's information: our business customers (the companies that hire Axis) and their end customers (the callers, texters, and web visitors Axis speaks with on the business's behalf). When Axis answers on a business's behalf, that business is the controller of its end-customer data; Code Savant processes it as a service provider.

What we collect

  • Account information — business name, contact name, email, phone, trade, and service area you provide when you sign up.
  • Conversations — the calls, text messages, web chats, and (where connected) Facebook Messenger messages Axis handles, including transcripts, and the leads extracted from them (name, phone, address, job details).
  • Appointments — bookings you or Axis create, and reminders sent.
  • Connected accounts — when you choose to connect a Google, Facebook, LinkedIn, X, QuickBooks, or similar account, we store the access tokens needed to act on your behalf (post content you approve, add calendar events, read email summaries, read your accounting records). We request the narrowest permissions needed and never sell this access.
  • Accounting records — if you connect QuickBooks Online, we read invoices, customers and payments from the company file you choose, so Axis can answer your questions about them. Read-only: we never create, change or delete anything in your books.
  • Payment information — handled by Stripe. We store your subscription status and a Stripe customer reference, never your card number.
  • Usage and technical data — basic logs needed to operate and secure the service.

How we use it

  • To answer calls and messages, capture leads, and alert you.
  • To book appointments and send reminders.
  • To generate and — only when you approve — publish marketing content, and to summarize or reply to email, using accounts you have connected.
  • To bill your subscription and provision your phone number.
  • To operate, secure, support, and improve the service.

We do not sell personal information, and we do not use the content of your customers' conversations to advertise to them.

How Axis uses AI

Axis uses large language models to understand and respond to messages and to draft content. Conversation text is sent to our self-hosted model service (and, where configured, to a model provider) solely to produce the response you use. We do not use your data to train third-party public models.

Sharing

We share information only with service providers that make the product work, under contract and only as needed:

  • Telnyx — telephone number provisioning and call/SMS carriage.
  • Our messaging gateway — SMS delivery.
  • Stripe — payment processing.
  • Meta, Google, LinkedIn, X, Intuit (QuickBooks) — only for accounts you connect, only to perform actions you direct.

Facebook / Meta data

If you connect a Facebook Page, we use Meta's official APIs to publish content you approve and to let Axis reply to messages people send your Page, within Meta's messaging window. We store your Page access token securely and use it only for these purposes. You can disconnect at any time in the portal (Connections), which deletes the stored token. To request deletion of data associated with your Facebook login, see our Data Deletion instructions.

QuickBooks / Intuit data

If you connect QuickBooks Online, we use Intuit's official API to read the company file you select during sign-in — invoices, customers and payments — so that Axis can answer your questions about what is outstanding, who owes you, and what you have billed and collected. Access is read-only. We do not create, change or delete anything in your books, and we do not move money.

Your accounting data is used only to answer questions asked by you inside your own account. We do not sell it, we do not share it with other customers, and we do not use it to train AI models. Figures Axis reports are calculated by our software from the records Intuit returns, not generated by an AI model.

Your accounting data is never sent to an outside AI service. The AI models that phrase the answers run on hardware we own, on our own private network — not on OpenAI, Google, Anthropic or any other third-party service. This is enforced in our software, not merely a setting: if the system is ever configured to use an outside model, it refuses to read your books at all rather than send your figures anywhere.

We store the access and refresh tokens needed to keep the connection working, encrypted at rest, and the identifier of the company file you connected. You can disconnect at any time in the portal (Connections), which deletes the stored tokens and ends our access immediately; you can also revoke access from within QuickBooks. To request deletion of accounting data we hold, email us using the address below.

Text messaging (SMS)

If you give a business your mobile number and agree to texts, we use it only to send the messages you asked for — appointment reminders and confirmations, replies to your questions, and missed-call follow-ups. Message frequency varies. Message and data rates may apply. Reply STOP to any message to unsubscribe, or HELP for help.

We do not sell your information, and we do not share mobile opt-in information or phone numbers with any third parties for their own marketing or promotional purposes. Your number is shared only with the messaging carrier that delivers the texts you requested. Consent to receive text messages is never a condition of any purchase.

Cookies and site storage

This website sets no cookies and loads no third-party trackers. There is no analytics script, no advertising pixel, and no social media tag on any page — we do not track you across this site or any other. Nothing you type into the demo is used for advertising.

Two small things are stored in your own browser, and neither leaves your device: if you try the demo, the conversation is kept locally so the page can show it back to you, and if we ever ask you about optional cookies, your answer is remembered so we do not ask again. You can clear both at any time through your browser settings, and the site works normally without them.

When you sign in to the customer portal, we store a sign-in token in your browser so you stay signed in between pages. That is strictly necessary to provide a service you asked for, and it is removed when you sign out.

If we ever add analytics, we will ask first, and it will not load unless you say yes.

Retention

We keep account and conversation data for as long as your account is active and as needed to provide the service, then delete or anonymize it on request or within a reasonable period after account closure, except where we must retain records (e.g., for tax or legal reasons).

Your choices & rights

  • Disconnect any connected account at any time in the portal.
  • Text STOP to opt out of SMS; opt back in with START.
  • Request access to, correction of, or deletion of your data by emailing us (below). Depending on where you live, you may have additional rights under laws such as the CCPA or GDPR.

Security

We use encryption in transit, access controls, and least-privilege token scopes. No system is perfectly secure, but we work to protect your information and to limit what we collect to what the service needs.

Children

The service is for businesses and is not directed to children under 13, and we do not knowingly collect their information.

Changes

We may update this policy; we'll change the "last updated" date above and, for material changes, notify you.

Contact

Code Savant LLC · (888) 325-0102 · privacy@codesavant.tech