AI Sales Pulse ("AI Sales Pulse," "we," "us," or "our") operates the Pulse sales assistant platform (the "Service"). This Privacy Policy explains what personal data we collect, why we collect it, how we protect it, and what rights you have.
Our Core Principle: Your business data belongs to you. We collect only what is necessary to deliver the Service, we never sell your data, and you can export or delete your data at any time.
When you create an account, we collect:
As you use the Service, you and your team may store:
New accounts start with a small set of clearly labeled demo records so the Service is usable before you connect a live system. This demo data is generated by us, is identified as such in the interface, contains no real customer information, and is removed once you import or sync your own data.
To protect your account, we collect:
If you connect third-party services, we store:
| Purpose | Data Used |
|---|---|
| Provide the Service (CRM, pipeline, AI insights) | Account info, business data |
| Authenticate you and secure your account | Email, password hash, 2FA codes, sessions |
| Send transactional emails (2FA codes, password resets, daily digests, welcome emails) | Email address, name, task summaries |
| Connect your ERP, email, or messaging systems | Integration credentials, sync configuration |
| Generate AI-powered insights and draft messages | Customer data, conversation history, product catalog (sent to our AI provider, Anthropic, to produce the result; never sold, never used to train models) |
| Detect and prevent abuse | IP address, failed login attempts, rate limiting |
| Maintain audit trail for compliance | Security events, timestamps, device info |
We do NOT: sell your data, use it for advertising, share it with data brokers, or use your business data to train AI models.
We use the following third-party services to operate Pulse. Data is shared only as necessary to provide features you enable:
| Service | Purpose | Data Shared |
|---|---|---|
| Resend | Transactional email delivery | Email address, name, email content (2FA codes, password reset links, daily digests, welcome emails) |
| Anthropic (Claude AI) | AI sales assistant, insights, and drafts (included with Pulse) | Business data relevant to the request (customer records, conversation history, product catalog, sales metrics). AI is included with Pulse and runs on AI Sales Pulse's own Anthropic account, so no API key is required from you. Anthropic processes this data on our behalf to provide the AI features. Your business data is never sold and is never used to train AI models. You may optionally supply your own Anthropic API key, in which case requests run on your provider account instead. |
| Microsoft Graph API | Outlook email integration (opt-in) | OAuth tokens, email messages. Only activated when you connect your Outlook account via OAuth2 authorization. |
| Meta WhatsApp Business API | WhatsApp messaging integration (opt-in) | WhatsApp access token, contact metadata. Only activated when you configure WhatsApp Business integration. |
| BGATE / ERP Systems | Customer & product data sync (opt-in) | API credentials, salesperson code. Syncs customer, product, and inventory data from your ERP (BGATE, SAP Business One, Oracle NetSuite, Epicor Prophet 21, Microsoft Dynamics 365, Acumatica). Only activated when you configure your ERP connection. |
| Intuit (QuickBooks Online) | Accounting/ERP data sync (opt-in) | Authorized by you through Intuit's OAuth 2.0 consent screen; we never see your Intuit password. Access and refresh tokens are encrypted at rest. Pulse pulls customers, invoices, and products/items from your QuickBooks company file into your tenant on a scheduled basis. Disconnecting from Settings invalidates the stored tokens and stops all further access. |
| Google Fonts | Web font delivery | Standard HTTP request data (IP address, browser info) when loading the Inter font family |
| Railway | Application hosting | All application data is hosted on Railway's infrastructure. Railway provides the PostgreSQL database and compute environment. |
AI is included with Pulse and is active by default, so that insights and drafts work from day one; it runs on our Anthropic account and requires no key from you. All other integrations (email, WhatsApp, ERP, and QuickBooks Online) are disabled by default and only activated when you explicitly connect them in Settings > Integrations. You can disconnect any integration at any time.
We implement the following security measures to protect your data:
Pulse is a multi-tenant platform. Each company's data is strictly isolated:
company_id identifier.| Data Type | Retention Period |
|---|---|
| Account & profile data | Until you delete your account |
| Business data (customers, products, messages) | Until you delete your account or individual records |
| Session data | Automatically expired after 8 hours (30 min inactivity) |
| 2FA verification codes | Automatically deleted after 5 minutes |
| Password reset tokens | Automatically expired after 1 hour |
| Failed login attempts | Cleared after 15 minutes or on successful login |
| Audit log | Retained for compliance; available in your data export |
| Integration credentials | Until you disconnect the integration |
Regardless of where you are located, you have the following rights regarding your personal data:
To exercise any of these rights, email us at hello@aisalespulse.com.
Pulse uses minimal cookies:
We do not use:
Pulse is a business-to-business (B2B) application designed for sales professionals. We do not knowingly collect personal information from anyone under the age of 18. If you believe a minor has provided us with personal data, please contact us and we will delete it promptly.
We may update this Privacy Policy from time to time. When we make material changes, we will notify you by email or through a platform announcement within the Service. The "Last Updated" date at the top of this page indicates when it was last revised.
If you have any questions about this Privacy Policy or your data, please contact us: