Unity Dial is a calling and texting platform for real-estate businesses (“customers”). Customers use it to call and text people they work with (“leads” and “contacts”). This policy explains what information the platform handles, why, how long it is kept, who helps us run it, and how it is protected.
Unity Dial is operated by [Unity Dial’s legal company name], [registered address]. For the people a customer calls or texts, that customer decides what is collected and why; Unity Dial handles the information for the customer, on its instructions.
What we collect
People who use the platform (customer administrators, agents, support staff)
- Name, email address and role.
- A password, stored only as a one-way hash, and two-factor authentication settings, stored encrypted.
- Security records: sign-ins, sign-outs, the network address and browser used, and permission changes.
- Work done in the platform: calls placed, texts sent, notes, dispositions, time on the dialer and on breaks.
Customer businesses
- Company name, billing contact, phone numbers, minute and seat purchases, and invoices.
- Card details are entered with and kept by our payment processor, Stripe. Unity Dial never stores card numbers.
People customers call or text (leads and contacts)
- What the customer adds or imports: name, phone numbers, email, address, property details, notes and tags.
- Call records: time, length, direction, outcome and the agent involved.
- Call recordings, when the customer has turned recording on, and voicemail messages left for the customer.
- Text messages sent and received.
- Consent records: whether the person agreed to be called and, separately, to receive texts — when, how (for example a signed web form, or the person texting first), and who recorded it. Opt-outs such as STOP and do-not-call requests.
Why we use it
- To provide the service: placing and receiving calls, sending and receiving texts, voicemail and recordings.
- To bill for minutes and seats, and to keep invoices.
- To keep the platform secure: detecting misuse, investigating incidents, and keeping each customer’s data separate.
- To help customers follow the rules on calling and texting: consent, do-not-call lists, permitted calling hours, and opt-outs. A text is not sent unless consent to receive texts is recorded, and an opt-out is honoured.
- To answer support requests.
We do not sell personal information, and we do not use it for advertising.
Text messages and mobile numbers
- Mobile opt-in information and consent are never shared with or sold to anyone for their marketing. Phone numbers and consent records collected for text messaging are used only to send the messages the person agreed to receive and to honour their choices.
- Replying STOP ends texts from that business; replying START opts back in; replying HELP gets contact information.
- Message frequency varies. Msg & data rates may apply.
See the text messaging terms for details.
How long we keep it
- Security records (sign-ins, sessions, permission changes, exports): 365 days, then deleted automatically.
- Other activity records in the audit log: 90 days, then deleted automatically. A record of each automatic deletion is kept.
- Sign-in sessions last at most 7 days; the short-lived access part expires after 15 minutes.
- Conversations with the platform-owner assistant (used only by Unity Dial staff): 90 days after last use.
- Leads, contacts, call records, recordings, voicemail, text messages and consent records are kept while the customer’s account is active. When a customer deletes them they disappear from the platform at once; they are then kept for [period to be decided] before being permanently erased.
- Invoices and payment records: [period required for tax and accounting].
- When a customer closes their account: [what is kept, for how long, and how the customer can get a copy].
Who helps us run the platform
These companies process information for us, only to provide their part of the service:
- Telnyx — phone numbers, calls, text messages, and capturing recordings and voicemail.
- Stripe — card payments.
- DigitalOcean — hosting, the database and file storage (recordings, voicemail, imports), in [data-center region].
- Anthropic — only for an assistant used by Unity Dial’s own staff. When staff ask it a question, the records it looks up are sent to Anthropic to produce the answer. Passwords, keys and other secrets are never sent. Customers and their leads do not use it.
- Google (Google Maps) — when an agent clicks “Show map” on a lead, that lead’s address is sent to Google to show the map and Street View. Nothing is sent before the click.
- Slack — alerts to Unity Dial staff about the platform’s health and security. Email addresses, phone numbers and links are removed from alerts before they are sent.
How it is protected
- All connections are encrypted (HTTPS).
- Passwords are hashed; two-factor sign-in is available, and required for platform owners.
- Each customer sees only its own data, and each agent only what their role allows; every request is checked on our servers.
- Recordings and voicemail are never given out as shareable links: they play only for a signed-in person allowed to hear them, and every play and download is logged.
- Files are stored privately, and access to sensitive information is recorded in an audit log.
Your choices
If you are a lead or contact of one of our customers, please contact that business first: it decides what it keeps about you. You can also stop texts at any time by replying STOP. To ask us about information we hold, write to support@unity-dial.com.
Changes and contact
We will post any change to this policy on this page with a new effective date. Questions: support@unity-dial.com, [postal address].