Privacy Policy

1. Introduction

This Privacy Policy explains how ClickSabi Inc. ("ClickSabi Inc.", "we", "us"), operator of the ClickSabi platform ("ClickSabi", the "Service"), handles information processed through the Service.

ClickSabi processes information in order to operate the Service. Provider organizations may also supply and manage information about their own customers, contacts and projects through ClickSabi Pro. Depending on the context and the information concerned, the allocation of legal responsibilities between ClickSabi Inc. and a provider organization may vary. Where a provider organization manages information about you through its workspace, that provider's own privacy practices may also apply to that information.

2. Scope of this policy

This policy applies to information processed through Personal ClickSabi, ClickSabi Pro, our public website, and related support and inquiry workflows such as contact messages, demo requests, Concierge requests and partnership inquiries.

Not every feature collects every category of information described below. What is processed depends on the experience you use, your account, your plan and how you and, where relevant, a provider organization configure and use the Service.

3. Information we collect

Depending on how the Service is used, we may process the following categories of information.

• Account and profile information — name, email address, account information, account type, and authentication-related identifiers.
• Provider organization information — organization details, workspace membership, team-member information, and assigned roles and permissions.
• Customer and contact information — provider-managed customer and contact records, and customer information associated with provider projects.
• Uploaded documents — proposals, contracts, project documents, shared resources and other uploaded files.
• Property and solar information — address, property information, solar system information, design-related inputs and site information.
• Project information — projects, milestones, schedules, appointments, project and installation status, warranties, and maintenance or service records where applicable.
• Communications — messages, conversations, support interactions, and customer or provider communications processed through the Service.
• AI information — AI Advisor conversations, prompts, inputs submitted for AI-assisted analysis, AI-generated outputs, and usage or token records where applicable.
• Automation information — automation configuration, trigger and action settings, execution and run history, and automation-originated events.
• Payment and financial records — payment requests, payment transaction records, project funds records, refund, reversal and dispute records, disbursement requests and their status, and payout-related configuration handled through supported payment providers.
• Referral information — customer referral records where applicable.
• Inquiries — demo requests, Concierge requests, partnership inquiries and support or contact interactions.
• Account-deletion requests — the request itself, its status and related review information.
• Usage and analytics information — product and page events, usage events, marketing analytics events, and device or browser information where it is actually collected.

4. Information from Personal ClickSabi

Personal ClickSabi is the free personal experience. Information processed there may include your account and profile information, proposals and contracts you upload, the inputs and outputs of analyses you run, AI Advisor interactions, documents you store, company and offer research activity, and project or customer-side information you record.

Your Personal account information does not become visible to a provider merely because your account is connected to that provider. Information reaches a provider only through the sharing controls, project workflows and explicit actions described in section 6.

5. Information from ClickSabi Pro

Provider organizations use ClickSabi Pro through a workspace. A provider organization may use its workspace to manage information relating to customers and contacts, projects, documents, conversations, schedules, payments, customer referrals, and its own team members.

A provider organization determines what its authorized workspace users can access, according to the roles and permissions implemented in the Service. A provider organization is responsible for the information it enters or uploads about its customers, and for the team members it authorizes.

6. Connected relationships and shared information

A customer and a provider may form a connected relationship inside ClickSabi. Connecting does not open one account to the other. The accounts remain separate, and neither party receives unrestricted access to the other's account or workspace.

Information crosses a connected relationship only through the sharing controls, permissions, project workflows and explicit customer or provider actions implemented in the Service. Where applicable, information that may be shared includes proposals, signed contracts, project milestones, timeline and project status, warranties, payment requests, and documents or resources that are explicitly shared. Not every category is shared in every relationship.

Other information remains private to the relevant account or workspace. This may include provider-internal notes, assignments, private workspace information, provider analytics, provider AI suggestions, and Personal research, comparisons or uploads that have not been explicitly shared.

7. How we use information

• Provide, operate and maintain the Service.
• Create accounts and authenticate users.
• Analyze proposals, contracts and other documents submitted for analysis.
• Support AI-assisted features.
• Operate provider workflows, including customers, projects, documents, scheduling and communications.
• Enable collaboration between connected customers and providers according to implemented sharing controls.
• Process and record supported payments, and manage subscriptions.
• Operate automations configured by users.
• Provide support and Concierge services, and respond to demo, partnership and contact inquiries.
• Secure the Service, prevent fraud and abuse, and meet legal obligations.
• Measure and improve product and website usage.

Where a legal basis or similar framework applies to processing under the law of your jurisdiction, we rely on the basis appropriate to the purpose, such as performing our agreement with you, complying with legal obligations, our legitimate interests in operating a secure and reliable Service, or your consent where consent is required.

8. AI features and automation data

ClickSabi includes AI-assisted functionality in both Personal ClickSabi and ClickSabi Pro. To provide these features, we may process the information you submit to them, including prompts and messages, document content or excerpts, project and account context, AI-generated responses, and usage or token metadata.

AI-assisted outputs may be incomplete or inaccurate and should be reviewed before you rely on them.

ClickSabi Pro also supports automations configured by users. Automation data may include configured triggers and actions, automation run and execution history, and the project, customer or contact context an automation acted on. Automation records are operational records; they are not AI data unless AI features were actually used.

9. Payments and financial records

ClickSabi handles two different payment contexts, and they are treated separately.

Subscription billing

ClickSabi Pro subscriptions are billed through our payment provider. We process subscription and billing metadata such as plan, billing status, transaction records and invoices. Payment card details are collected and processed by our payment provider; ClickSabi does not store full payment card numbers.

Customer project payments

Where supported, ClickSabi Pro provides workflows for customer solar-project payments. We may process payment requests, payment transaction metadata, project funds records associated with a project or milestone, refund, reversal and dispute records, and disbursement requests and their status. Onboarding and payout-related information for provider payouts is handled through supported Stripe Connect or Express functionality under Stripe's own terms.

ClickSabi is not a bank, a custodian or a wallet, and does not hold funds in that capacity.

10. How information is shared

• Service providers acting on our behalf to operate the Service.
• Payment providers, for subscription billing, project-payment workflows and provider payouts.
• AI and model service providers, where needed to generate AI-assisted outputs.
• Connected customers and provider organizations, only according to the sharing controls, permissions and workflows described in section 6.
• Authorized workspace team members of a provider organization, according to their assigned roles and permissions.
• Professional advisers such as legal, accounting and compliance advisers, where necessary.
• Authorities, where required by law or legal process, or to protect our rights, our users and the security of the Service.
• A successor entity, in connection with a merger, acquisition or similar corporate transaction.

We do not sell your personal data.

11. Service providers and third parties

We use third-party services in the following categories:

• Payments — Stripe, including Connect and Express functionality used for provider payouts.
• Infrastructure — hosting, database, authentication and storage providers used to run the Service.
• AI and model services — used to generate AI-assisted outputs.
• Transactional email — used for account and service communications.
• Address, geospatial and solar data services — used where relevant to property and solar functionality.
• Product and marketing analytics — used to understand how the Service and website are used.

12. Analytics and similar technologies

We use product and marketing analytics to understand how the Service and website are used, and to improve them. Our implementation rule is that marketing analytics events should not contain personal information.

The Service uses browser storage and cookies where they are needed to keep you signed in and to operate the Service, and for the analytics described above. Payment pages provided by our payment provider may set their own cookies under that provider's policies. You can control cookies and similar storage through your browser settings; disabling storage the Service relies on may prevent parts of it from working.

13. Data retention

We retain information for as long as reasonably necessary for purposes such as providing the Service, maintaining operational records, complying with legal obligations, resolving disputes, enforcing agreements, and financial and project recordkeeping.

Different categories of information may be retained for different periods, depending on the purpose the information serves and the obligations that apply to it.

14. Account deletion and record preservation

You can request deletion of your account. Account deletion is a reviewed request workflow: a request may pass through review before it is completed, so deletion is not instant self-service erasure.

Some information may be retained after a deletion request where it is needed for legal obligations, fraud prevention and security, dispute resolution, financial record integrity, or other legitimate recordkeeping. Certain project and payment records are preserved for the integrity of financial and project history and are not editable or removable through the Service. We therefore do not promise that every record is deleted.

Where a provider organization holds information about you in its workspace, you may also need to contact that provider directly about its own records.

15. International processing

Information may be processed in countries other than your own, including by our service providers and payment providers. Where required, we rely on appropriate safeguards for those transfers.

16. Security

ClickSabi uses technical and organizational measures designed to protect information, and applies access controls consistent with the Service and with workspace roles and permissions. No system is perfectly secure, and we cannot guarantee absolute security. See our security page for how we describe our approach.

17. Your privacy rights

Depending on your jurisdiction, you may have rights in relation to your personal information, such as access, correction, deletion, restriction, portability, objection to certain processing, and withdrawal of consent where processing is based on consent. You may also have the right to complain to the privacy regulator that applies to you.

You can manage much of your information from your account settings, or contact us using the details in section 20. We handle requests within the period required by applicable law. Where a provider organization manages information about you through ClickSabi Pro, we may direct your request to that provider or work with them to respond.

18. Eligibility and children

The Service is intended for people who can legally enter into our Terms of Service in their jurisdiction. It is not directed at children, and we do not knowingly collect information from children. If you believe a child has provided information to us, contact us so we can review it.

19. Changes to this policy

We may update this policy from time to time. Material changes will be communicated through the Service or by email. The effective date and version at the top of this page indicate the current revision.

20. Contact

Questions about this Privacy Policy can be sent to support@mail.clicksabi.com or through our contact page.