Privacy Policy

1. Introduction

RETA ("Retirement & Estate Transaction Assistant") is operated by Jucebox ("we," "us," or "our"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our application at app.askreta.ai (the "Service").

2. Information We Collect

Account Information

When you sign in with Google, we receive your name, email address, and profile picture. This information is used to authenticate your account and personalize your experience.

Usage Data

We collect information about how you interact with the Service, including features used, timestamps, and token usage for AI-generated outputs.

Meeting Transcripts & Client Data

When you upload or process meeting transcripts, we store the transcript content and any generated outputs (summaries, follow-ups, CRM notes) to provide the Service. Client data entered or synced through integrations (e.g., CRM contacts) is stored to enable the Service's features.

3. How We Use Your Information

• To provide, operate, and maintain the Service
• To authenticate users and manage access
• To process meeting transcripts and generate AI-powered outputs using third-party AI models
• To sync data with integrated services (Zoom, GoHighLevel) as configured
• To track usage metrics and improve the Service
• To communicate with you about service updates

4. Third-Party Services

The Service integrates with the following third-party services:

• Google — Authentication (OAuth) and Google Drive export
• OpenAI — AI processing of transcripts and content generation
• Zoom — Meeting recording retrieval (when connected)
• GoHighLevel — CRM contact and appointment sync
• Supabase — Database and infrastructure hosting

Each third-party service has its own privacy policy governing its use of your data.

5. Data Security

We implement appropriate technical and organizational measures to protect your information, including encrypted connections (HTTPS), role-based access controls, and row-level security policies on our database. However, no method of electronic transmission or storage is 100% secure.

6. Data Retention

We retain your data for as long as your account is active or as needed to provide the Service. You may request deletion of your data by contacting us.

7. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal data we hold about you
• Request correction of inaccurate data
• Request deletion of your data
• Withdraw consent for data processing

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by updating the "Last updated" date at the top of this page.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us at: support@juceboxny.com