Privacy Policy

Last updated: 20.03.2026

This Privacy Policy explains how Corelio.AI, operated by Aeternus Wealth Inc LLC-FZ ("Corelio.AI," "Corelio," "we," "us," or "our"), collects, uses, stores, shares, and protects personal data in connection with our websites, products, services, demos, communications, client portals, subdomains, AI systems, and related business operations.

This Privacy Policy is intended to provide transparency in line with applicable privacy and data protection laws, including the General Data Protection Regulation ("GDPR"), where applicable.

By accessing or using our websites, creating an account, booking a consultation, engaging with our products or services, interacting with our AI tools, or otherwise communicating with us, you acknowledge that you have read this Privacy Policy.

1. Who We Are

For the purposes of applicable privacy and data protection laws, Corelio.AI acts as the data controller for personal data collected through our websites, public pages, lead flows, account systems, and direct business interactions, except where we act strictly as a processor or service provider on behalf of a customer.

2. Scope of This Privacy Policy

This Privacy Policy applies to personal data processed in connection with:

This Privacy Policy also applies where we process personal data in connection with custom deployments, pilot projects, strategy engagements, implementation work, integrations, or platform configuration services delivered under the Corelio.AI brand.

This Privacy Policy does not govern third-party websites, tools, platforms, or services that are not operated by Corelio.AI, even if they are linked from our websites or integrated into our service delivery. Such third parties operate under their own terms and privacy notices.

3. Products and Service Contexts Covered

Corelio.AI may process personal data across multiple product and service contexts, including but not limited to:

The categories of data we process and the purpose of processing may vary depending on which Corelio.AI product, page, or service you use.

4. Categories of Personal Data We Collect

Depending on how you interact with us, we may collect and process the following categories of personal data:

4.1 Identity and Business Information

4.2 Contact Information

4.3 Account and Portal Information

4.4 Commercial and Inquiry Information

4.5 Technical and Usage Data

4.6 Communications Data

Content you submit through forms, chat, email, phone, or other channels.

4.7 AI Interaction Data

Where relevant to the service or demo being used, we may process:

4.8 Voice, Telephony, Messaging, and Conversation Data

For call-center, assistant, messaging, or communications-related products or demos, we may process:

4.9 Document and File Data

For document intelligence and related products, we may process:

4.10 Cookie and Similar Technology Data

We may collect data using cookies, pixels, analytics tags, scripts, local storage, and similar technologies, subject to your preferences and applicable law.

5. How We Obtain Personal Data

We obtain personal data:

If you provide personal data relating to another person, you are responsible for ensuring that you are authorized to do so and that any required notices or consents have been obtained.

6. Purposes of Processing and Legal Bases

We process personal data only where we have a valid legal basis under applicable law. Depending on the context, those legal bases may include contract performance, pre-contractual steps, legitimate interests, consent, legal obligation, or the establishment, exercise, or defense of legal claims.

6.1 Website Operation and Platform Security

Legal basis: Legitimate interests

We process data to operate and secure our websites, portals, and systems; monitor availability and performance; detect abuse, fraud, threats, unauthorized access, or misuse; troubleshoot and improve technical reliability.

6.2 Sales, Consultations, and Business Communications

Legal basis: Pre-contractual steps, contract performance, and/or legitimate interests

We process personal data to respond to inquiries; arrange meetings, demos, consultations, and follow-ups; understand your use case; prepare proposals and discuss solutions; manage commercial relationships.

6.3 Account Creation, Onboarding, and Portal Access

Legal basis: Contract performance, pre-contractual steps, and/or legitimate interests

We process data to create and manage accounts; authenticate users; onboard clients and authorized users; configure access rights; personalize onboarding and setup flows; maintain user and workspace records.

6.4 Service Delivery Across Corelio.AI Products

Legal basis: Contract performance and pre-contractual steps

We process personal data to deliver our products and services, including AI call center and voice services; document intelligence workflows; digital and automation services; client dashboards and account areas; integrations, connected systems, and workflow orchestration; support, maintenance, and managed operations.

6.5 AI Interactions and Product Functionality

Legal basis: Contract performance, pre-contractual steps, legitimate interests, and/or your instructions as a customer

We process data to operate AI assistants, tools, and automations; generate outputs, summaries, classifications, recommendations, and workflow actions; provide demos and product experiences; improve safety, quality, and reliability; detect misuse and monitor system integrity.

6.6 Calls, Messaging, Scheduling, and Communications Automation

Legal basis: Contract performance, legitimate interests, and/or your instructions as a customer

We process personal data to place, receive, route, log, or automate communications; schedule appointments or meetings; produce summaries, transcripts, classifications, and extracted variables; support customer operations and reporting; maintain auditability, traceability, and service records.

Where recordings, transcripts, AI-driven processing, or automated workflows are enabled, the relevant customer remains responsible for ensuring that appropriate notices, permissions, and legal bases are in place for their specific deployment.

6.7 Document Intelligence and File Processing

Legal basis: Contract performance, pre-contractual steps, legitimate interests, and/or customer instructions

6.8 Analytics and Product Improvement

Legal basis: Consent where required, otherwise legitimate interests where permitted

We process data to understand how visitors and users interact with our websites and services; improve content, UX, and product performance; evaluate campaign and conversion effectiveness; inform product development and optimization.

6.9 Marketing and Updates

Legal basis: Consent or legitimate interests, depending on the context and applicable law

We may use your data to send service updates, newsletters, product announcements, insights, or relevant business communications. You can opt out of non-essential marketing communications at any time.

6.10 Compliance, Risk Management, and Legal Protection

Legal basis: Legal obligation and legitimate interests

We may process personal data to comply with applicable laws, regulations, tax obligations, and accounting requirements; enforce our contractual terms; prevent fraud, abuse, or security incidents; protect our rights, customers, personnel, and operations; establish, exercise, or defend legal claims.

7. AI Systems and Automated Processing

Corelio.AI provides AI-enabled systems, workflows, automations, and outputs across multiple services. In that context, personal data may be processed by automated systems to generate summaries, classifications, recommendations, extracted variables, workflow actions, structured data, draft communications, or analytical outputs.

We do not rely solely on automated decision-making producing legal or similarly significant effects on individuals unless expressly stated, lawfully permitted, and appropriately safeguarded.

AI-generated outputs may be probabilistic, incomplete, or inaccurate. Users and customers should review outputs before relying on them in legal, medical, employment, financial, compliance-sensitive, or otherwise high-impact contexts.

8. When We Act as Controller and When We Act as Processor

In some contexts, Corelio.AI acts as a data controller, such as when we process personal data for our own website operations, lead handling, account administration, commercial communications, analytics, compliance, or business management.

In other contexts, particularly where we provide tools, automation, call-handling services, document processing, dashboards, or AI systems configured for a customer's business purposes, we may act as a processor or service provider on behalf of that customer.

Where we act as a processor, the relevant customer is responsible for determining the lawful basis for processing; providing required notices; obtaining any required consents; ensuring the lawfulness of the data and instructions provided to us.

9. Recipients and Categories of Third Parties

We may share personal data with the following categories of recipients, where relevant and subject to appropriate safeguards:

We may also share personal data with vendors, subprocessors, or technical partners engaged in delivering or supporting the relevant Corelio.AI product or service.

10. International Data Transfers

Because our operations, vendors, and technical providers may be located in multiple jurisdictions, personal data may be transferred to and processed outside your country or outside the European Economic Area.

Where required by applicable law, we implement appropriate safeguards for international transfers, which may include:

11. Data Retention

We retain personal data only for as long as necessary for the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law.

Retention periods may vary depending on the relevant product, service, legal obligation, customer instructions, dispute risk, audit needs, or technical configuration.

As a general framework:

12. Data Security

We implement appropriate technical and organizational measures designed to protect personal data against unauthorized access, unlawful processing, accidental loss, disclosure, destruction, misuse, or alteration.

Such measures may include, where appropriate:

No system is completely immune from risk. Users and customers are also responsible for maintaining the security of credentials, integrations, environments, devices, and systems under their control.

13. Your Rights

Where applicable under GDPR or other relevant laws, you may have the right to:

To exercise your rights, please contact: legal@corelio.ai

We may request information necessary to verify your identity before responding to your request.

14. Cookies and Similar Technologies

We use cookies and similar technologies for essential website functionality and, where permitted, for analytics, performance measurement, personalization, and marketing.

Where required by law, we request consent before placing non-essential cookies or similar technologies on your device.

Please see our Cookie Policy for more information about the categories of cookies we use, their purposes, retention periods, and how to manage your preferences.

15. Third-Party Links, Tools, and Embedded Services

Our websites and services may contain links to third-party platforms, embedded services, connectors, scheduling tools, communication tools, or external systems. We are not responsible for the privacy or security practices of those third parties.

We encourage you to review the privacy notices of any third-party service you access through our websites, portals, or products.

16. Children's Privacy

Our services are intended for business, professional, and organizational use and are not directed to children.

We do not knowingly collect personal data from children in violation of applicable law. If you believe that a child has provided personal data to us unlawfully, please contact us at legal@corelio.ai so that we can review and take appropriate action.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our products, services, legal obligations, data practices, technologies, or business structure.

The updated version will be posted with a revised "Last updated" date. Your continued use of our websites or services after an updated Privacy Policy becomes effective will be subject to the revised version.

18. Contact Us

If you have questions, requests, or concerns about this Privacy Policy or our data processing practices, please contact:

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