Last updated: November 10, 2026
1. Overview
This Privacy Policy explains what information Taskout, doing business as Taskout ("Taskout", "we", "us"), collects, how we use it and the choices you have. We do not sell personal information and we do not use advertising trackers.
2. Our role
For information you or your business put into Taskout about your own customers (for example enrollment records and call details), the business using Taskout decides what is collected and why, and we handle it on that business's behalf as its service provider. If you are a customer of one of our clients, contact that business first about your information.
3. Information we collect
- Account information: name, email address, business name, and a password stored only in hashed form.
- Information you add to Taskout: boards, tasks, agent requests and uploaded files, customer and contact details, and, for call-center clients, enrollment records such as contact details, program information, disclosures, signatures and verification results.
- Call information: call identifiers, the length of each call and minute balances. Recordings and transcripts, if you turn them on, are produced and stored by the voice provider you use.
- Payment information: handled by Stripe. We receive confirmation of payment and a customer reference but do not store full card numbers.
- Website and form information: what you type into our contact or trial form, and routine server logs such as IP address and browser type.
- Cookies: one session cookie that keeps you logged in. We do not use advertising or cross-site tracking cookies.
4. How we use information
- To provide, secure and support the service, including building your AI agents and running calls.
- To bill you and send service emails, such as minute alerts, payment notices, sign-in codes and monthly usage statements.
- To respond to requests, prevent fraud and abuse, and meet legal obligations.
- To improve the product using general usage information.
5. Who we share it with
We share information only with companies that help us run Taskout, and only as needed: hosting, payment processing (Stripe), voice and phone services (such as Retell), and email delivery. We may also share information when the law requires it or to protect rights and safety, or as part of a sale or merger of our business. We never sell personal information.
6. Security
We use measures designed to protect information, including encrypted connections, hashed passwords, encryption of API keys and sensitive enrollment fields in our database, separation between businesses, a password check before enrollment records open, an access log of who views them, and daily backups. No system is perfectly secure, so we cannot guarantee absolute security. Tell us right away if you suspect a problem.
7. Who can see what
Each business can see only its own information. The Taskout administrator can open any client's workspace to build agents and provide support, but cannot open customer enrollment records unless the business has granted access. Team members see only what the business owner allows. A business's own customers who log in to the Client Portal see only the projects shared with them.
8. Keeping and deleting information
We keep information while an account is active and for a reasonable period afterward so you can export it, then delete or anonymize it unless the law requires us to keep it. Backups are removed on a rolling schedule. You can ask us to delete your information at any time.
9. Your choices and rights
Depending on where you live, you may have the right to access, correct, delete or receive a copy of your personal information, and to object to certain uses. To make a request, email [Support email]. We may need to verify your identity, and if your information belongs to one of our clients we may direct your request to them.
10. Children
Taskout is for businesses and is not intended for people under 18. We do not knowingly collect information from children.
11. Where information is processed
Information is processed in the United States and by our providers in other locations where they operate.
12. Changes and contact
We may update this policy and will post the new date above. For material changes we will notify you by email or in the app. Contact: [Support email], [Mailing address].