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Privacy Policy

Including specific disclosures for the Citgentic SMS Call Summary and Account Notification Program.

Last Updated: August 2026

Citgentic ("Citgentic," "we," "us," or "our") respects the privacy of our clients, prospective clients, website visitors, business contacts, and individuals whose information is processed through our services.

This Privacy Policy describes the types of information we may collect, how we collect and use that information, when information may be disclosed to service providers or other parties, how information is protected and retained, and the choices available to individuals who interact with Citgentic.

This Privacy Policy also contains specific disclosures concerning the Citgentic SMS Call Summary and Account Notification Program.

By accessing our website, communicating with Citgentic, completing an onboarding process, or using Citgentic services, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

Citgentic may collect information that you voluntarily provide to us or that is reasonably necessary to provide our services.

This information may include your name, business name, job title, email address, telephone number, mobile number, business address, website address, billing information, service preferences, notification preferences, and other information you provide during sales, contracting, onboarding, support, or service configuration.

For Citgentic clients, we may also collect information used to configure and operate an AI answering service, including business hours, services offered, service areas, appointment rules, frequently asked questions, call-routing instructions, escalation instructions, emergency contacts, scheduling preferences, CRM information, email notification recipients, SMS notification recipients, and other business-specific instructions.

2. Information Processed Through AI Answering Services

When Citgentic provides AI-powered telephone answering or related communication services, information processed through those services may include caller names, caller telephone numbers, call recordings where applicable, call transcripts, call summaries, appointment information, lead information, caller questions, caller requests, service needs, call outcomes, and follow-up information.

The exact information processed depends on how the Citgentic client configures its service and the information voluntarily supplied by callers.

Citgentic clients are responsible for ensuring that their use of Citgentic services complies with laws applicable to their business, including applicable requirements relating to privacy, call recording, telecommunications, and consent.

3. How We Collect Information

Citgentic may collect information directly through our website, electronically signed agreements, onboarding forms, questionnaires, telephone or video conversations, email communications, SMS communications, authorized software integrations, customer-support interactions, payment systems, and other communications between Citgentic and its clients.

We may also receive information through service providers that assist us in providing our services.

4. How We Use Information

Citgentic may use collected information to provide, configure, maintain, support, secure, and improve our services.

This may include configuring AI answering agents; processing telephone calls; producing call transcripts and summaries; sending account and call notifications; sending email or SMS notifications requested by clients; scheduling appointments; routing calls or messages; providing client support; maintaining client accounts; processing payments; troubleshooting technical issues; maintaining service records; protecting against fraud or misuse; complying with applicable law; and enforcing contractual obligations.

We may also use aggregated or de-identified information for business analytics, service improvement, and operational purposes where permitted by law.

5. SMS and Mobile Messaging Privacy

Citgentic offers eligible clients the option to participate in the Citgentic SMS Call Summary and Account Notification Program.

Clients who affirmatively opt in may receive SMS messages containing operational information relating to their Citgentic service. These messages may include AI call summaries, new-call notifications, caller contact information, appointment information, lead notifications, call outcomes, follow-up notifications, and other service-related account notifications.

Participation in the SMS program is optional. Consent to receive SMS messages is not a condition of purchasing or using Citgentic services. Clients may choose to receive available notifications through other channels, such as email, instead of SMS.

6. SMS Consent

Citgentic will not enable SMS call-summary or account notifications for a mobile number unless appropriate consent has been obtained.

Consent may be collected through an electronic opt-in form, client onboarding questionnaire, written consent process, or other permitted method.

When SMS consent is collected digitally, the SMS consent option will be presented separately from other agreements or communication preferences. The SMS consent checkbox will not be pre-selected.

An individual is not required to consent to SMS messaging in order to submit a general inquiry, execute a service agreement, purchase Citgentic services, or receive non-SMS services.

Where a mobile telephone number appears on a Citgentic form, submission of the telephone number alone does not constitute SMS consent unless the individual also takes the affirmative action required by the SMS opt-in disclosure.

7. SMS Data Sharing and Mobile Information

Citgentic will not sell, rent, trade, or share your mobile telephone number, SMS opt-in information, or SMS consent information with third parties for promotional or marketing purposes.

Citgentic will not share your opt-in to the Citgentic SMS program with any third party for purposes unrelated to providing the services associated with that SMS program.

Citgentic may disclose personal information, including a mobile telephone number or SMS consent status, to service providers that assist Citgentic in providing the messaging service. These service providers may include telecommunications providers, mobile carriers, messaging platforms, cloud infrastructure providers, and vendors that assist in the transmission or delivery of SMS messages. Such information is disclosed only as reasonably necessary to provide or support the messaging service.

All categories of information sharing described elsewhere in this Privacy Policy exclude text-message originator opt-in data and consent where such sharing would be for unrelated, promotional, or marketing purposes.

8. SMS Message Frequency

Message frequency varies depending primarily on activity associated with the client's Citgentic account.

For example, a client who elects to receive a call-summary SMS following each AI-handled call may receive messages corresponding to the number of calls handled for that client. Citgentic does not guarantee a particular number of SMS messages during any specific period.

9. SMS Message and Data Rates

Standard message and data rates may apply depending on the recipient's mobile carrier and service plan. Citgentic is not responsible for charges imposed by a recipient's mobile carrier.

10. SMS Opt-Out

Recipients may opt out of the Citgentic SMS Call Summary and Account Notification Program at any time by replying STOP.

After an opt-out request has been processed, Citgentic will discontinue further SMS messages to that number for the applicable program unless the recipient subsequently opts in again.

Opting out of SMS notifications does not terminate the client's Citgentic service and does not prevent Citgentic from sending communications through other authorized methods, such as email.

11. SMS Help and Customer Support

Recipients may reply HELP for assistance with Citgentic SMS notifications. Recipients may also contact Citgentic at:

  • Email: info@citgentic.com
  • Website: https://citgentic.com

12. Information Sharing Generally

Citgentic may disclose information to vendors and service providers that perform services on our behalf, including providers of cloud infrastructure, telecommunications, artificial intelligence technology, email delivery, electronic signatures, forms, payments, scheduling, CRM services, analytics, cybersecurity, and customer support.

We may also disclose information when reasonably necessary to comply with applicable law or legal process; respond to lawful governmental requests; protect Citgentic, our clients, users, or others; investigate fraud or misuse; enforce agreements; or facilitate a legitimate corporate transaction such as a merger, acquisition, financing, reorganization, or sale.

Notwithstanding any other provision of this Privacy Policy, mobile telephone numbers, SMS opt-in data, and SMS consent information will not be sold or shared with third parties for their own promotional or marketing purposes.

13. Data Retention

Citgentic retains information for as long as reasonably necessary to provide services, maintain business and financial records, satisfy contractual obligations, resolve disputes, protect our rights, and comply with applicable legal requirements. Different categories of information may have different retention periods.

Records demonstrating SMS consent or opt-out may be retained as reasonably necessary to document communication preferences and compliance.

14. Security

Citgentic uses reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, use, alteration, loss, or disclosure. However, no data-transmission or storage system can be guaranteed to be completely secure.

15. Third-Party Services

Citgentic services may integrate with or rely upon third-party providers. Third-party services may maintain their own privacy practices and terms. Citgentic encourages users to review applicable third-party policies when appropriate.

16. Cookies and Website Technologies

The Citgentic website may use cookies and similar technologies to operate the website, maintain security, understand website usage, and improve website functionality. Users may control certain cookie functionality through their browser or device settings.

17. Privacy Choices and Requests

Depending on applicable law, individuals may have rights concerning personal information, including the ability to request access, correction, deletion, or information concerning how their information is used. Citgentic may need to verify the identity of an individual before completing certain requests. Requests may be directed to info@citgentic.com.

18. Children's Privacy

Citgentic provides business services and does not intentionally direct its services to children under the age of 13. Citgentic does not knowingly solicit personal information directly from children under 13 through its website.

19. Changes to This Privacy Policy

Citgentic may update this Privacy Policy from time to time to reflect changes to our services, technology, business practices, or legal obligations. The current version will be posted on this page and identified by the "Last Updated" date.

20. Contact Citgentic

Questions regarding this Privacy Policy may be directed to:

  • Citgentic
  • Email: info@citgentic.com
  • Website: https://citgentic.com
  • Business Address: 417 17th St, West Babylon, NY 11704
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