Privacy Policy

This policy applies to information processed through the Raetio website, application, and related services. It covers information about account holders, people who visit our website, people who contact Raetio, and individuals whose details or communications are added to Raetio by a user.

In this policy, “you” may mean an account holder, an authorized team member, a website visitor, or an individual whose information is processed through a customer's use of Raetio. The rights and responsibilities that apply can differ depending on the relationship and the privacy law involved.

The information Raetio processes depends on the features you use and the information you or your team choose to connect or provide. It may include the following categories.

Account and workspace information

When you create or use an account, Raetio may collect your name, email address, login and authentication details, workspace name, team-member details, preferences, and account settings.

Business information and content

You may add information about your business, services, offers, pricing, target customers, frequently asked questions, lead magnets, resources, portfolio projects, past work, and preferred ways of communicating. Raetio processes this information to provide relevant relationship and communication features.

Contacts and relationship information

Raetio may process names, email addresses, company details, role or professional information, notes, relationship stages, appointment details, conversation history, and other information about people you add or interact with through the service.

Messages and communication content

When you connect an email account or use communication features, Raetio may process message content, sender and recipient details, subject lines, timestamps, thread identifiers, delivery information, and related metadata made available through the permissions and features you use.

Information from connected services

If you connect an email, calendar, or another supported service, Raetio may receive the information needed to provide the feature you enable. The type of information depends on the service, the permissions you approve, and the way you use the integration.

Payment and transaction information

When you purchase a Raetio plan or credits, the payment provider processes your payment details. Raetio may receive transaction information such as your billing email, amount, currency, package, payment status, and transaction reference. Raetio does not need to receive or store your full payment card number to administer a purchase.

Device, usage, and technical information

Raetio may collect IP address, browser and device type, operating system, pages or features used, timestamps, diagnostic information, log records, and other technical data needed to operate, secure, and improve the service.

Support and other communications

If you contact Raetio, we may process your email address, the contents of your message, attachments you send, and information needed to respond to your request.

Raetio can connect with supported third-party accounts, including email accounts, when you choose to authorize a connection. The connection allows Raetio to provide features such as bringing relevant conversations into your workspace, keeping message history associated with a relationship, and helping you manage communication from within Raetio.

The information available to Raetio depends on the permissions granted to the integration and the features you use. This may include account identifiers, message headers, message content, conversation or thread history, and message status information. Raetio does not claim access to information that the connected service has not made available through the permissions you approved.

Where a feature allows you to send or reply to a message through a connected account, Raetio may process the message content and delivery status needed to carry out that action. Some AI-prepared messages may be presented for your review and approval before they are sent. The exact controls depend on the feature and settings available in your account.

If you disconnect an account, Raetio will stop accessing new information through that connection. Information already stored in Raetio may remain in your workspace until you delete it or it is removed under our retention practices. You can also revoke an integration's permissions through the connected service, where that service provides this option.

You should only connect accounts that you are authorized to use and should review the permissions requested before approving a connection.

Raetio uses information for purposes connected to providing, maintaining, securing, and improving the service, including to:

• Create and manage accounts, workspaces, and team access.
• Connect supported services and synchronize relevant account and conversation information.
• Organize contacts, relationships, appointments, and conversation history.
• Understand the context of a business relationship and help users manage interactions with prospects and customers.
• Use business information supplied by users, such as services, offers, resources, lead magnets, and portfolio work, to make features more relevant.
• Generate summaries, suggestions, draft communications, and other AI-assisted outputs requested by users.
• Carry out user-authorized communication and workflow actions.
• Process subscriptions, credit purchases, transactions, and support requests.
• Monitor performance, troubleshoot problems, and improve product reliability.
• Detect, prevent, and investigate fraud, abuse, security incidents, and violations of our terms.
• Comply with applicable legal, regulatory, accounting, and security obligations.

Raetio does not use information for purposes materially different from those described here without providing additional notice or obtaining consent where the law requires it.

Some Raetio features use artificial intelligence to help users understand relationship context and prepare or organize communication. Depending on the feature, relevant information may include messages, conversation history, contact details, notes, business information, offers, resources, lead magnets, portfolio examples, and the instructions or prompts provided by the user.

Raetio may send relevant portions of this information to third-party AI and model-service providers to generate requested outputs, such as conversation summaries, context analysis, suggested replies, draft messages, or follow-up recommendations. Those providers process information to deliver the requested service under the arrangements and settings applicable to the integration.

AI-generated content may be incomplete, inaccurate, or unsuitable for a particular situation. Users should review AI-generated messages and recommendations before relying on them or taking action. Users remain responsible for the communications they send and the decisions they make using Raetio.

Raetio does not use the contents of users' connected email accounts or private workspaces to advertise third-party products to those users. We do not sell private message content. We limit the information used by an AI feature to information relevant to the feature and the instructions given, subject to the technical operation of that feature.

AI providers may have their own privacy, security, and data-retention practices. If you need details about a particular provider or processing arrangement, contact Raetio at admin@raetio.com.

Raetio is designed to help users manage relationships with potential and existing customers. A user may add contact information, notes, business details, conversation history, and other context to a workspace. A user may also connect communication accounts or use supported ways to bring an enquiry or opportunity into Raetio.

Information about a person may therefore be provided by the person directly, supplied by a Raetio user, received through a connected account, or obtained from a source used by a feature the user requests. Where research features are available and used, sources may include publicly accessible business or professional information, websites, licensed data providers, search or research services, and information supplied by the user.

Research and other third-party information may be incomplete, inaccurate, or out of date. Raetio does not guarantee that every result or contact detail is accurate or suitable for a particular purpose.

If you are a Raetio user, you are responsible for ensuring that you have the right to add, connect, use, and share information about other people through the service. This includes providing any required privacy notice and having an appropriate legal basis or permission where applicable.

If you are an individual whose information has been added to Raetio by one of its users, you may contact us at admin@raetio.com. Where the user controls the purpose and means of processing, we may need to refer your request to that user or work with them to respond.

Raetio shares information only as reasonably needed to provide the service, follow user instructions, protect the service, or meet legal obligations. Categories of recipients may include:

Infrastructure and service providers

Providers that support hosting, databases, authentication, storage, security, customer support, analytics, email delivery, and technical operations may process information on Raetio's behalf.

Connected services and integrations

When you connect a third-party service or ask Raetio to perform an action through it, information may be exchanged with that service as needed to provide the feature or carry out your instruction.

AI and model-service providers

Relevant information may be shared with AI providers to generate the summaries, analysis, drafts, and recommendations requested through AI-assisted features.

Payment providers

Payment and transaction information is shared with the payment provider to process purchases, manage transactions, and address payment disputes.

Legal, safety, and business transfers

Raetio may disclose information where reasonably necessary to comply with law or legal process, respond to valid requests, enforce our terms, protect rights and safety, or investigate fraud or abuse. Information may also be transferred as part of a merger, financing, reorganization, or sale of all or part of the service, subject to applicable law.

Raetio does not operate by selling standalone personal-information or marketing-contact lists. We do not share private message content with third parties for their own direct marketing. Service providers are permitted to process information for the services they provide and subject to the arrangements that apply to them.

Purchases are handled by a third-party payment provider. The provider collects and processes payment details under its own terms and privacy policy. Raetio receives limited transaction details needed to confirm and administer a purchase, which may include billing email, transaction reference, package, amount, currency, and payment status.

Raetio may retain transaction records for accounting, customer support, fraud prevention, chargeback handling, and other legitimate business or legal purposes.

Prices, plans, and credit packages are shown in the product or at checkout and may change. The checkout page and applicable purchase terms govern the price and package applicable to a particular transaction.

Raetio may use cookies, local storage, session technologies, logs, and similar tools to keep the website and application working, maintain secure sessions, remember preferences, prevent abuse, understand product usage, and diagnose technical problems.

Some tools may be provided by third parties, which may collect information under their own privacy policies. Where applicable law requires consent for non-essential cookies or similar technologies, Raetio will request consent before using them for those purposes.

You can manage some cookies through your browser settings. Blocking essential cookies or storage technologies may prevent parts of the service from working correctly.

Raetio retains information for as long as reasonably necessary to provide the service, maintain accounts and workspaces, preserve conversation history, respond to support requests, resolve disputes, protect security, prevent fraud, and meet legal or accounting obligations.

Retention periods vary depending on the type of information, the feature involved, the user's settings, and legal requirements. When information is no longer reasonably needed, Raetio may delete it, anonymize it, or restrict access to it.

When an account or workspace is deleted, information may not disappear immediately from every system. Some records may remain for a limited period in backups or logs, or may be retained where required for legal, security, accounting, or dispute-resolution purposes. Information held by a connected third-party service is also subject to that provider's retention practices.

Raetio uses reasonable technical and organizational measures designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure. Measures may include access controls, authentication protections, restricted access, monitoring, logging, and security practices applied to the infrastructure used to operate the service.

No online service or electronic storage method can be guaranteed to be completely secure. Raetio cannot promise absolute security. You should use a strong, unique password, protect your account credentials, and notify us promptly if you believe your account or connected information has been compromised.

To report a suspected security or privacy issue, contact admin@raetio.com.

If you are in the European Economic Area, the United Kingdom, or another location with similar data-protection laws, you may have additional rights under those laws.

Our role when processing information

For information Raetio collects and uses for its own purposes, such as account administration, service security, billing records, and support, Raetio may act as a controller or equivalent responsible party.

When a business customer uses Raetio to process information about its contacts, prospects, or customers on that business's instructions, the business customer will generally determine why and how that information is used. In those circumstances, the customer may act as the controller and Raetio may act as its processor or service provider. The exact roles depend on the processing and applicable law.

Legal bases

Where GDPR applies, Raetio may rely on one or more legal bases, depending on the purpose: performance of a contract, legitimate interests such as service security and improvement, consent where required, and compliance with legal obligations.

Your rights

Subject to applicable conditions and exceptions, you may have the right to access, correct, delete, restrict, or object to certain processing of your personal information, request data portability, withdraw consent where processing relies on consent, and lodge a complaint with a supervisory authority.

Use of contact information

Raetio provides tools to help businesses manage customer relationships and communication. Using Raetio does not give a user permission to contact someone unlawfully. Users are responsible for having an appropriate legal basis or permission for their communications and for respecting applicable marketing, privacy, and electronic-communications rules, including opt-out requests.

To exercise a right relating to information for which Raetio is responsible, contact admin@raetio.com. If the information is processed on behalf of a Raetio customer, we may direct you to that customer or assist them in responding.

If you are a California resident and the California Consumer Privacy Act, as amended, applies to Raetio, you may have rights concerning your personal information. Depending on the circumstances, these may include the right to know about the categories and specific pieces of personal information collected, the right to request deletion or correction, the right to opt out of certain sales or sharing, the right to limit certain uses of sensitive personal information, and the right not to be discriminated against for exercising your rights.

Raetio does not operate by selling standalone personal-information or marketing-contact lists. If an activity is treated as a sale or sharing under applicable California law, the rights and choices provided by that law apply. This policy does not waive or restrict any rights you may have.

To submit a California privacy request, contact admin@raetio.com. Raetio may need to verify your identity and may ask for additional information reasonably necessary to process your request. Some requests may be limited by legal exceptions or by Raetio's role as a service provider processing information on behalf of a customer.

Depending on your location and the laws that apply, you may have the right to:

• Ask whether Raetio processes personal information about you and request access to it.
• Request correction of inaccurate or incomplete information.
• Request deletion of personal information, subject to applicable exceptions.
• Request restriction of, or object to, certain processing.
• Request a portable copy of certain information.
• Withdraw consent where processing is based on consent.
• Opt out of certain processing where applicable law provides that right.
• Complain to a relevant privacy or data-protection authority.

To make a request, email admin@raetio.com and describe the information or right involved. We may need to verify your identity before responding. If you use Raetio through a business, or if a business added your information to its workspace, that business may be responsible for responding to your request. Raetio will handle requests in accordance with its role and applicable law.

Raetio will respond within the time required by applicable law. If a request cannot be completed or is subject to an exception, we will explain this where required.

Raetio and the service providers that support it may process information in countries other than the country where you live. Privacy laws in those countries may differ from the laws where you are located.

Where applicable law requires a safeguard for an international transfer, Raetio seeks to use a recognized transfer mechanism, such as an adequacy decision, standard contractual clauses, or another lawful mechanism. Further information about relevant safeguards may be requested by contacting admin@raetio.com.

Raetio is a business-oriented service and is not directed to children. Raetio does not knowingly seek to collect personal information directly from children where doing so would violate applicable law.

If you believe a child has provided personal information to Raetio inappropriately, contact admin@raetio.com so that we can review the matter and take appropriate steps.

Raetio may update this Privacy Policy as the service develops, information practices change, or legal requirements change.

When this policy changes, Raetio will update the “Last updated” date at the top of the page. If a change materially affects how information is processed, Raetio will provide additional notice or seek consent where required by law.

We encourage you to review this page periodically.

If you have a question about this Privacy Policy, want to exercise a privacy right, or have a concern about how information is handled, contact Raetio at: