Who we are

The platform is operated by ValeoLegacy LLC, 7901 4th St N Ste 300, St. Petersburg, FL 33702, USA.

What we collect

• Account data: name, username, email, role and agency membership.
• Usage data: training sessions, drill results, scores and activity timestamps, used to power your dashboards and coaching features.
• Agency data you connect: if your agency links a CRM such as OnlyMonster, we access revenue metrics read-only using your API key, which is stored encrypted.
• Content you upload: profile photos and documents are stored in your agency’s own Cloudinary account, which you connect with your own credentials. Text content such as scripts lives in your agency’s isolated workspace in our database.

How we use it

Solely to operate the platform: training simulations and scoring, dashboards, team management, billing and support. We do not sell personal data and we do not use your data for advertising.

AI features

Some features send content to Anthropic’s API to generate results: AI training simulations and scoring, the AI Coach (which can include subscriber conversations that your agency pastes in or fetches from its connected CRM), and weekly QA analysis of chat transcripts. This content is sent solely to provide the feature, is limited to what the feature needs, and is never used by us for advertising or to build profiles. Your agency decides which conversations and content it submits to these features and is responsible for them.

Who can see your data

Every agency’s workspace is strictly isolated. Your transcripts, scores, revenue figures, scripts and clients are never visible to any other agency on the platform.

Our own operational access is limited to what is needed to run the service, such as your plan and billing status, seat count and AI usage. We do not review your agency’s content, such as training transcripts, revenue figures, scripts or messages, in the ordinary course of business. We only access it when you ask us to as part of a support request, when it is strictly necessary to keep the platform secure and working, or where the law requires it.

Service providers

We rely on trusted processors to run the platform: Netlify (hosting), Railway (application & database hosting), Stripe (payments), Anthropic (AI features: training simulations, coaching and QA analysis), Cloudinary (media storage, in your agency’s own account), and Resend (transactional email). Each receives only what it needs to perform its function.

International transfers

We are a United States company and the platform is operated from the United States; information is processed and stored there and in the regions used by our service providers. If you use the platform from outside the US, your information will be transferred to the US. Where laws such as the EU GDPR apply to your agency, we rely on the safeguards our service providers offer for international transfers, such as standard contractual clauses.

Retention & your rights

We keep data for as long as your account or agency is active. You can request access, correction or deletion of your personal data at any time by contacting us. Depending on where you are located, local law (such as the GDPR in the EU) may give you additional rights, for example to data portability or to lodge a complaint with a supervisory authority.

Contact

Questions about this policy: hello@valeolegacy.com