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Privacy Policy

How Passline processes personal data in connection with the Passline platform.

Effective date
27 July 2026
Version
1.0

This Privacy Policy ("Policy") describes the practices of Passline ("Passline", "we", "us") regarding personal data processed through Passline, including the marketing site, authentication flows, dashboard, and APIs.

For Customer Workspaces, the organisation typically acts as controller of End Caller and business content data, and Passline acts as processor / service provider. Passline acts as controller for its own account administration, security logs, public contact form, and optional analytics (subject to consent where required). See also our Terms of Service and Cookies & storage notice.

Table of contents

  1. 1.Controller and roles
  2. 2.Scope
  3. 3.Categories of personal data
  4. 4.Sources of data
  5. 5.Purposes of processing
  6. 6.Legal bases
  7. 7.Processing by product module
  8. 8.Sharing and subprocessors
  9. 9.International transfers
  10. 10.Retention
  11. 11.Security measures
  12. 12.Cookies and storage
  13. 13.Individual rights
  14. 14.Children
  15. 15.Changes
  16. 16.Contact

1.Controller and roles

Questions about this Policy may be directed through the channels in Section 16. Where Customer is controller, End Callers should contact that organisation first regarding call recordings, transcripts, or agent behaviour.

2.Scope

  • Visitors to public pages (home, contact, terms, privacy, cookies)
  • Authenticated dashboard users (agents, admins, and other roles)
  • End Callers and message participants whose interactions are processed because Customer connected numbers and AI agents

3.Categories of personal data

A. Account and authentication

  • Email address, roles, access flags, provider (e.g. password or Google), last login
  • MFA enrolment/verification status; short-lived MFA challenge cookie during verification
  • Session token and refresh token cookies (httpOnly) used by the Passline BFF to authorize backend requests

B. Workspace configuration

  • Phone numbers and number metadata
  • Per-number Setting Configuration: greeting, language (e.g. en-AU, en-US, hi-IN, ne-NP), selected voiceSettingsId, consent flow and consent prompt, business profile (company name, website, assistant name, live agent number, hours, services, partners, scope, additional info), data-capture field definitions, lead tagging (sales/support/compliance/incident with destination numbers), urgency/transfer logic, summary email/SMS preferences, callback scheduling windows, uploaded knowledge files, JSON output structure
  • Voice settings catalogue entries (provider, locale key, voice IDs, labels, TTS/STT parameters such as ElevenLabs or Deepgram-related fields where used)

C. Communications and intelligence

  • Call identifiers, timestamps, duration, status, from/to numbers, caller display names where available
  • Transcripts and message content; conversation search fields (intent, sentiment, outcome, topic, health score, snippets)
  • Live-call / coaching / revenue or brief-related analytics where enabled
  • Knowledge-gap records and predictive alerts
  • SMS or related logs where Customer enables those features
  • Callback scheduling records and calendar-linked fields when Google calendar OAuth is connected

D. Website and support

  • Public contact-form submissions (name, email, message, and similar fields)
  • Technical logs: IP address, user agent, request IDs, error diagnostics
  • Optional analytics identifiers in web storage after consent (see Cookies & storage)

4.Sources of data

  1. Provided by Customer users (settings, uploads, invites, contact form)
  2. Generated by the Service (transcripts, intelligence labels, logs)
  3. Received from Integrations Customer connects (carriers, speech, Google identity, Microsoft calendar)
  4. Captured from End Callers during calls or messages handled by Customer’s agents

5.Purposes of processing

  • Provide and operate Passline modules listed in the Terms (dashboard, agents, calls, conversations, callbacks, contacts, analytics, users, settings)
  • Authenticate sessions, refresh tokens, enforce roles, and apply MFA
  • Deliver AI voice interactions and conversation intelligence features Customer enables
  • Customer support and contact-form follow-up
  • Security monitoring, abuse prevention, and incident response
  • Product improvement via optional analytics (consent-based where required)
  • Legal compliance and enforcement of the Terms

Passline does not sell personal data. Passline does not use Customer call content to train unaffiliated public foundation models unless a separate written agreement expressly authorises that use.

6.Legal bases

Where GDPR, UK GDPR, or similar frameworks apply, Passline relies on: contract performance; legitimate interests (securing and operating the Service, B2B communications); consent (non-essential analytics storage); and legal obligation. Customer is responsible for the lawful basis for End Caller recording, transcription, and AI analysis, including any required disclosures in greetings or consent prompts.

7.Processing by product module

  • AI Agents — voice catalogue and admin edits to provider/locale/voice parameters
  • Live Calls / Transcripts — storage and display of call records and transcript text; optional CSV export by users
  • Conversations — indexed search over intelligence fields derived from calls
  • Numbers / Setting Configuration — persistence of agent behaviour and business profile for each E.164 number
  • Callbacks / Calendar — scheduling data; tokens for Microsoft calendar when connected
  • Users — admin management of emails, roles, and access
  • Contact submissions — storage of public form leads for Customer or Passline staff review

8.Sharing and subprocessors

Personal data may be shared with:

  • Infrastructure, email, telephony (e.g. Twilio, Telnyx), speech/TTS/STT, identity (e.g. Google), calendar (e.g. Microsoft), and analytics providers — only as needed to run enabled features
  • Customer’s authorised Workspace users and administrators
  • Professional advisors or authorities when legally required or to protect rights and safety
  • A successor in a corporate transaction, under appropriate safeguards

Where Google or Microsoft process data as independent controllers (e.g. Google sign-in), their policies also apply.

9.International transfers

Data may be processed in countries other than Customer’s or End Callers’ location. Where required, Passline uses appropriate transfer safeguards (such as standard contractual clauses) or relies on adequacy decisions.

10.Retention

  • Account and Workspace data — for the life of the Workspace plus a short wind-down period, unless earlier deletion is requested and legally permitted
  • Call recordings, transcripts, and intelligence records — per Customer configuration or Passline operational defaults
  • Security and auth logs — for a limited period needed for security and debugging
  • Contact-form submissions — as needed to respond and for reasonable business records
  • Session cookies — as described on the Cookies & storage page; cleared on logout where applicable

11.Security measures

  • TLS for data in transit; httpOnly, Secure, SameSite session cookies
  • Server-side BFF so browser JavaScript does not hold access tokens
  • Role-based access control and optional MFA
  • Proxy/middleware refresh of expired access tokens on protected page loads
  • Operational logging and error handling to detect abuse or outages

No method of transmission or storage is perfectly secure. Customer must protect credentials and promptly report suspected incidents.

12.Cookies and storage

Essential cookies include the session token, session refresh token, and MFA challenge token. Optional analytics keys may be stored in web storage after consent. Full inventory: Cookies & storage.

13.Individual rights

Depending on applicable law, individuals may request access, correction, deletion, portability, restriction, or objection, and may withdraw consent for optional analytics. Authenticated users may use in-product controls where available or contact Passline. End Callers should contact the Customer organisation that operates the number. Passline may verify identity before fulfilling requests and may refuse requests that are unlawful or exempt.

14.Children

Passline is a business service and is not directed to children under 16 (or higher age required locally). Passline does not knowingly collect personal data from children.

15.Changes

Passline may update this Policy by posting a revised version with a new effective date. Material changes may be communicated in-product or by email to Workspace contacts when appropriate.

16.Contact

Privacy requests and questions: Contact form.

© 2026 Passline. All rights reserved. Questions: Contact