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ENVY DIGITAL SOLUTIONS
Privacy Policy
1. Information We Collect
When you fill out a form, opt into an email list, make a purchase, complete a survey, or interact with our AI chatbot, we may collect:
Your name
Your email address
Your phone number
Your business name
Information you voluntarily provide in forms, surveys, chat messages, or purchase transactions
Information related to your interests, needs, or qualification responses
When you visit our websites, we may automatically collect:
Your IP address
Browser type and device information
Pages viewed and time spent on our websites
Referring URLs
General geographic location
Cookie and tracking data
2. AI Chatbot and AI Processing
Our websites use an AI chatbot tool built on the Claude AI model, developed by Anthropic, PBC. The chatbot may be used for lead generation education, qualification surveys (including RWA assessments), course module support, and general business coaching guidance.
The chatbot is white-labeled and branded under ENVY Digital Solutions. It does not identify itself as ChatGPT or any other third-party AI product. Visitors are interacting with a Claude-powered tool customized by us.
On pages where the chatbot operates in browser-only mode, the following applies:
Your chat messages are processed through Anthropic’s API directly from your browser.
Conversation history may be stored temporarily in your browser’s local storage so that the chat remains available while you are on the page or return to it.
We do not receive, store, or have access to browser-only conversation data unless you voluntarily submit information through a separate form.
On pages where the chatbot routes through our secure proxy server, the following applies:
Your messages are sent to our proxy server and then forwarded to Anthropic’s API to generate a response.
Our proxy server does not permanently store chat conversation content.
API credentials are stored securely on the server and are not exposed in browser code.
The proxy may log limited technical information, such as timestamps, error details, or request metadata, for security, troubleshooting, and system maintenance.
When you use our chatbot, your messages are processed by Anthropic’s API. Anthropic is a third-party AI processor. By using our chatbot, you acknowledge that your conversation content is transmitted to Anthropic for the purpose of generating AI responses. Anthropic’s use of this data is governed by their Privacy Policy at anthropic.com/privacy.
We do not authorize Anthropic to use your conversations to train their AI models, and as of the date of this policy, Anthropic’s default API data handling does not use API inputs for model training.
On pages where our chatbot is connected to our CRM system (HighLevel), certain information collected during the chat — such as your name, email address, qualification answers, or which topic you selected — may be automatically sent to our HighLevel account via a secure webhook. This allows us to:
Respond to your inquiry
Deliver requested resources
Follow up regarding services, training, or programs
Personalize communications and recommendations
Track leads and customer interactions
This data transfer occurs only when you actively engage with the chatbot and provide qualifying information. Pages where this is active will indicate so in the chatbot interface.
3. How We Use Your Information
We use the information we collect to:
Provide services, courses, coaching, resources, and customer support
Respond to inquiries and requests
Deliver emails, newsletters, training materials, and marketing communications
Process purchases and transactions
Improve our websites, offers, content, and customer experience
Analyze website performance and marketing effectiveness
Administer surveys, assessments, and qualification processes
Comply with legal obligations
Protect against fraud, abuse, and unauthorized access
4. How We Share Information
We do not sell your personal information to third parties. We do not share your information with advertisers for the purpose of targeting you on other platforms.
We may share information with trusted third-party service providers that help us operate our business, including:
Email marketing and CRM providers, including Systeme and HighLevel
Payment processors
Website hosting and analytics providers
Advertising platforms
AI processing providers, including Anthropic
Automation and integration platforms
Professional advisors and legal authorities when required by law
These providers may access personal information only as necessary to perform services on our behalf and are expected to protect it appropriately.
5. Cookies and Tracking Technologies
Our websites may use cookies and similar tracking technologies for analytics (such as Google Analytics), remarketing pixels (such as Meta Pixel or Google Ads), session management, and remembering your preferences. You may disable cookies in your browser settings. Disabling cookies may affect some site functionality.
Our AI chatbot does not use cookies. Any data it holds is stored in browser memory (session only) or browser local storage as described in Section 2.
6. Third-Party Services
Our websites and tools integrate with the following third-party services, each governed by their own privacy policies:
Google Analytics
Google Ads
Meta / Facebook
HighLevel
Stripe and/or other payment processors
Anthropic
Email marketing platforms
Scheduling and automation tools
We encourage you to review the privacy policies of these providers.
7. Data Retention and Security
We retain your personal information for as long as necessary to fulfill the purposes described in this policy, or as required by law. CRM contact records are retained while you are an active lead, customer, or subscriber. You may request deletion at any time (see Section 8).
Chatbot conversation data in browser-only mode is not retained by us. Proxy-server-mode conversations are not logged by our proxy and are subject to Anthropic’s retention policies.
We take reasonable technical and organizational measures to protect your information, including HTTPS encryption on all web properties, server-side storage of API credentials (never exposed in client-side code), CORS restrictions on our proxy server limiting access to authorized domains only, and access controls on our CRM and marketing systems.
No method of transmission over the internet is 100% secure. We cannot guarantee absolute security, but we are committed to protecting your data using industry-standard practices.
8. Your Privacy Rights
Depending on your location, you may have the right to:
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To exercise any of these rights, contact us at the email address below. We will respond within 30 days.
9. Children’s Privacy
Our websites and services are not directed to children under the age of 13. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us and we will delete it promptly.
10. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will update the “Last Updated” date at the top of this page. Continued use of our websites after changes are posted constitutes your acceptance of the updated policy. We encourage you to review this page periodically.
11. Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact:
ENVY Digital Solutions
Website: envydigitalsolutions.com
Email: info@envydigitalsolutions.com
APPLICABLE DIGITAL PROPERTIES
Where This Disclosure Applies
This Privacy Policy describes how Joe and ENVY Digital Solutions (“we,” “us,” or “our”) collect, use, and protect information when you visit or interact with any of our websites and digital properties, including through our AI-powered chatbot tools.
ultimateleadgenerationmastery.com
joesaylesjr.com
All associated subdomains, funnel pages, membership portals, Systeme and HighLevel-hosted pages operated by ENVY Digital Solutions
Contact: joe@envydigitalsolutions.com
