Privacy Policy

What we collect

When you submit the contact form we collect the information you provide. Before starting the Instant AI Diagnostic, we collect your name, email, company, and phone number so we can match the AI Assessment to you, follow up, and prefill a review booking. When you book through Cal.com, scheduling details are handled under Cal.com’s own privacy policy.

When you start the Instant AI Diagnostic, microphone audio is processed live by OpenAI so the voice agent can respond. Uptick does not save the audio. A transcript is held in your browser during the conversation and sent to our server only when you request your AI Assessment; it is then processed by OpenAI with response storage disabled. The resulting summary is emailed to an Uptick reviewer for human review and follow-up. Do not share secrets or sensitive personal information in the diagnostic.

We use privacy-respecting product analytics (PostHog and Vercel Analytics) to understand aggregate site usage — pages visited, buttons clicked, and approximate region. We do not run third-party advertising trackers.

Assessment analytics contain operational measures such as connection success, stages completed, talk time, report generation, and report rating. They do not contain the transcript or the content of what you said.

How we use it

Contact information is used solely to respond to your inquiry, deliver and review your requested assessment, arrange follow-up, and, if you become a client, deliver the engagement. We do not sell or rent personal information to anyone.

Instant assessment transcripts are used to run the requested conversation and create the requested workflow report. The application does not save the raw transcript after returning the report. Uptick retains the emailed summary and its assessment ID only as long as needed to review, finalize, and follow up on the assessment.

Client data during engagements

Workflow engagements run inside your own accounts and infrastructure — you own the systems we build. Access is scoped to the minimum required for the engagement and is removed when it ends. Engagement details are treated as confidential.

Retention and your rights

We keep inquiry records only as long as needed to serve you. To request access to, correction of, or deletion of your personal information, contact us through the form on the homepage and we will respond within one business day.

Changes

If this policy changes, the date below will be updated. Last updated: August 6, 2026.