Tech Driven Agent LLC · StreamAgent

Privacy Policy

Last updated: October 10, 2026

This Privacy Policy explains how Tech Driven Agent LLC, a California limited liability company doing business as StreamAgent (“StreamAgent,” “we,” “us,” or “our”), collects, uses, shares, and protects personal information in connection with our websites, applications, APIs, and related services (the “Service”). It applies to visitors to our sites, to our customers, and to viewers and leads who interact with content our customers publish.

1. Our Two Roles

When you are our customer (you hold a StreamAgent account), we act as a controller of your account and usage information and are responsible for it under this Policy.

When you are a viewer or lead interacting with a video or page published by one of our customers, that customer is the controller of the information collected about you, and we act as a processor (service provider) on their behalf and on their instructions. For requests about that information, please contact the business whose content you interacted with; we will support them as their processor. The rest of this Policy describes our own practices as a controller.

2. Information We Collect

We collect the following categories of personal information:

• Identifiers and account information — name, email address, password (stored hashed), company or workspace details, and profile information. If you begin creating an account and enter your email address without finishing, we keep that address so we can help you complete setup; you can ask us to delete it at any time.
• Content — videos, audio, images, transcripts, interactive routes, and settings you create or upload.
• Lead and viewer information (processed on behalf of customers) — email address, name, phone number, responses to quizzes, polls, or forms, viewing behavior (such as watch depth, choices, and rewatches), device and browser data, IP address, approximate location, marketing identifiers, the consent choices a viewer makes, calls booked, and purchases made inside a customer’s video.
• Scheduling information — when a customer connects a calendar or booking tool, the availability (busy and free times), calendars, and events needed to offer and book calls, and the details a viewer enters when booking.
• Integration information — when a customer connects a third-party account (for example, an advertising platform, CRM, calendar, or AI assistant), the access tokens and account identifiers needed to operate that connection. Tokens are stored encrypted at rest.
• AI interaction information — the questions you ask Frankie (our in-app support assistant) and other AI features, the workspace context those features read to answer, and the responses they produce.
• Commercial information — plan, subscription, and transaction history.
• Payment information — processed by our third-party payment processor; we do not store full card numbers. When a viewer buys inside a customer’s video, the payment is processed on the customer’s own payment account, and we keep only a record of the purchase and, for one-click offers, the card brand and last four digits.
• Internet and usage activity — log data, pages and features used, referring URLs, and cookie or similar identifiers.
• Communications — support requests, feedback, and messages you send us.

3. Sources of Information

We collect information directly from you; automatically through your use of the Service (for example, via cookies and server logs); from our customers (for Lead Data their Viewers submit); and from service providers such as our payment processor and analytics providers.

4. How and Why We Use Information; Legal Bases

• Provide the Service — to operate, maintain, and secure the Service and your account. Legal basis: performance of a contract.
• Billing — to process payments and manage subscriptions. Legal basis: performance of a contract; legal obligation.
• Support and communications — to respond to you and send administrative, security, and service messages. Legal basis: contract; legitimate interests.
• Improve and develop — to understand usage and improve features and reliability. Legal basis: legitimate interests.
• Marketing — to send product news and offers, where permitted; you can opt out at any time. Legal basis: consent or legitimate interests, as applicable.
• Safety and compliance — to detect and prevent fraud and abuse and to comply with law and enforce our agreements. Legal basis: legitimate interests; legal obligation.

5. Automated Processing

The Service includes features that score and rank leads and summarize viewer engagement based on activity such as watch depth, responses, and interactions, to help our customers prioritize follow-up. These features assist human decision-making and do not produce legal or similarly significant effects about a person on their own. Customers configure and control how they use these outputs.

AI features

The Service includes AI-generated features, such as captions and transcripts, summaries, suggestions, search across a workspace, the AI search-visibility check, and Frankie. To provide them, we send the content needed for the specific request (for example, a transcript, a question, or workspace notes) to the AI service providers listed on our subprocessor list. Those providers process it only to return a result to us and do not use it to train their models. We do not use your content or Lead Data to train generalized AI models. AI output can be inaccurate, so the Service presents it for a person to review, and customers decide what to publish or act on.

6. Cookies and Similar Technologies

We use cookies and similar technologies that are strictly necessary to operate the Service (for example, to keep you signed in) and, where permitted, functional and analytics technologies to remember preferences and understand usage. Our customers may also enable advertising and analytics features that place cookies or send events on their own properties; those are controlled by the customer and governed by the customer’s own notices and consent choices. You can manage cookies through your browser settings and, where offered, through the consent controls presented to you. Where required, we honor recognized opt-out preference signals such as Global Privacy Control (GPC).

7. How We Share Information

• Service providers. We share information with vendors that help us run the Service — such as cloud hosting, video delivery, email delivery, analytics, and payment processing — under agreements that require them to protect it and use it only for us. The current list of subprocessors, including the AI service providers behind our AI-generated features, is published at streamagent.io/trust.
• Advertising, measurement, and CRM platforms you choose. When a customer enables an integration, we transmit the data the customer configures to that platform (for example, Meta, Google, TikTok, or LinkedIn, or a CRM). See “Advertising, measurement, and audience partners” below for the data shared and how consent is handled.
• Connected AI assistants you authorize. Customers can connect AI assistants (such as ChatGPT, Claude, or Perplexity) to their own workspace. After the customer authorizes the connection, the assistant can read and, where the customer uses those features, update workspace data on the customer’s behalf — including video details and transcripts, performance analytics, scheduling, and lead records (which may contain names, contact details, answers, and viewing activity). We share only with the assistant the customer connected, only for that customer’s workspace, and the customer can revoke access at any time in Settings → Connected apps. The assistant’s own handling of that data is governed by its provider’s privacy policy.
• Legal and safety. We may disclose information to comply with law or lawful requests, or to protect the rights, property, or safety of StreamAgent, our customers, or others. When a government or other public authority requests personal information, we review the request’s legality before responding, disclose only the minimum information the request lawfully requires, and document the request and our response.
• Business transfers. In connection with a merger, acquisition, financing, or sale of assets, information may be transferred, subject to this Policy.
• With your direction or consent. We share information as you otherwise direct or authorize.

We do not sell your personal information for money. Certain sharing for targeted advertising, configured by our customers, may be considered a “sale” or “sharing” (or “targeted advertising” or “cross-context behavioral advertising”) under some U.S. state laws; those choices are controlled by the customer whose content you interacted with, and you may opt out as described in Section 13.

Advertising, measurement, and audience partners

A core feature of the Service lets our customers connect advertising and measurement platforms — including Meta (Facebook and Instagram), Google (Google Ads and Analytics), TikTok, and LinkedIn — and, on the customer’s instruction and configuration, we transmit event and conversion data to those platforms through their conversions APIs and advertising tags.

Depending on the customer’s configuration, the data shared may include: (a) contact identifiers such as email address, phone number, and name, which are hashed (SHA-256) before transmission and used only to match the person to an existing account on the platform; (b) online identifiers such as cookie IDs and advertising click identifiers (for example, Meta’s fbc/fbp, Google’s gclid, TikTok’s ttclid, and LinkedIn’s identifiers); (c) approximate location and device or browser information; and (d) event data describing the interaction or conversion. The platforms use this data to provide conversion measurement and attribution, to optimize advertising campaigns, and to build audiences (including similar or “lookalike” audiences), and they process it as independent controllers under their own terms and privacy policies.

Consent. Where opt-in consent is required (for example, in the EEA, the UK, and Switzerland), the Service is designed to share this data only when the required consent has been given and to pass the viewer’s consent state to the platform. Our customers are responsible for presenting consent notices, collecting and honoring consent and opt-out signals, and providing their own privacy disclosures for these activities. You can review each platform’s practices in its privacy policy: Meta, Google, TikTok, and LinkedIn.

Data we receive from Meta (Platform Data)

When a customer connects their Meta account to StreamAgent using Facebook Login for Business, we receive certain information from Meta (“Platform Data”): an access token authorizing the connection, and the names and identifiers of the ad accounts, businesses, and datasets (pixels) the customer chooses to make available. We use this Platform Data only to provide the integration the customer requested — to let the customer select which dataset receives their conversion events and to deliver those events to Meta on the customer’s instruction. We do not use Platform Data for any other purpose, and we do not sell it or share it with third parties, except that it is stored and processed by the cloud hosting and database service providers that run the Service, under agreements that require them to protect it and use it only for us.

Access tokens are stored encrypted at rest. Platform Data is retained only while the Meta connection is active: when a customer disconnects the integration, or their account or workspace is deleted, the associated tokens and connection data are deleted. Anyone may request deletion of this data at any time — see our Data Deletion Instructions or contact support@streamagent.io. Our use of Platform Data complies with Meta’s Platform Terms and Developer Policies.

Data we receive from Google

When you sign in with Google, we receive your name, email address, and profile picture to create and secure your account. When a customer connects a Google Calendar, we receive the access needed to read busy and free times, list the customer’s calendars, and create and update the events for calls booked through StreamAgent. We use this information only to provide those features to the person who connected it.

StreamAgent’s use and transfer of information received from Google APIs to any other app will adhere to the Google API Services User Data Policy, including the Limited Use requirements. We do not use Google user data for advertising, we do not sell it, we do not use it to train generalized AI models, and no person at StreamAgent reads it except with your consent, for security purposes, to comply with law, or in aggregated and anonymized form for internal operations. Disconnecting Google in the Service, or revoking access in your Google Account, stops our access, and the associated tokens are deleted.

8. Marketing Choices

You can opt out of marketing emails at any time by using the unsubscribe link in the message or by contacting us. We will still send you necessary administrative and service communications.

9. Data Retention

We retain personal information for as long as needed to provide the Service, comply with our legal obligations, resolve disputes, and enforce our agreements. By category:

• Account, content, and usage information — for as long as the workspace exists. When a subscription ends without a new plan being chosen, we keep the workspace and its data for 90 days so it can be reactivated, then permanently delete it. When a customer deletes their workspace, deletion becomes permanent after a 30-day grace window.
• Lead and viewer information — as the customer decides. Customers can export or erase an individual lead at any time and can set the Service to erase the personal data of untouched leads automatically after 90 days, 180 days, 1 year, or 2 years. Otherwise it is kept for the life of the workspace, as above.
• Integration tokens and Platform Data — while the connection is active; deleted when the customer disconnects it or the workspace is deleted.
• Billing and transaction records — for the period tax, accounting, and other laws require, which may outlast the workspace.
• Security, audit, and server logs — for as long as needed to secure the Service and investigate incidents, and then deleted or anonymized.
• Unfinished sign-ups — the email address only, until the account is completed or you ask us to delete it.

Deleted data may persist in secure backups for a limited period until those backups cycle out.

10. Security

We use administrative, technical, and organizational measures designed to protect personal information, including encryption in transit, access controls, and tenant isolation between customers. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. If we become aware of a breach affecting your information, we will notify you and regulators as required by law.

11. International Data Transfers

We are based in the United States and may process information there and in other countries whose data-protection laws may differ from yours. Where we transfer personal information from the EEA, UK, or Switzerland, we use appropriate safeguards such as the European Commission’s Standard Contractual Clauses (and the UK Addendum), or rely on an applicable adequacy decision.

12. Your Rights (EEA, UK, and Switzerland)

Subject to applicable law, you may have the right to access, correct, delete, restrict, or object to our processing of your personal information, to receive a portable copy, and to withdraw consent where processing is based on consent. You may also lodge a complaint with your local supervisory authority. To exercise these rights, contact us at support@streamagent.io with “Privacy request” in the subject line. We respond within one month, which the law allows us to extend by up to two further months for complex requests; we will tell you if we do. If your information is processed on behalf of a customer, we will refer your request to that customer.

13. Your Rights (United States)

Depending on your state of residence (for example, California, Virginia, Colorado, Connecticut, Utah, and others), you may have the right to know or access the personal information we hold, to request correction or deletion, to obtain a portable copy, to opt out of the sale or sharing of personal information and of targeted advertising, and to limit the use of sensitive personal information. We do not discriminate against you for exercising these rights. Where offered, you may appeal a decision on your request. To exercise these rights, contact us at support@streamagent.io. We will verify your request and may ask for information to confirm your identity; you may use an authorized agent where permitted. Please put “Privacy request” in the subject line. We respond within 45 days, which the law allows us to extend by a further 45 days when reasonably necessary; we will tell you if we do. If your information was collected on behalf of a customer, please direct your request to that customer, and we will assist as their service provider.

Disclosures in the past 12 months. In the preceding 12 months, as a business, we have disclosed for a business purpose to our service providers the categories described in Section 2: identifiers and account information, commercial information, internet and usage activity, communications, and AI interaction information. We have not sold personal information for money or shared it for cross-context behavioral advertising. Disclosures to advertising platforms that a customer configures are made as that customer’s service provider and are described in Section 7.

Sensitive personal information. The only sensitive personal information we process as a business is account log-in credentials, which we use only to authenticate you and secure your account. We do not use or disclose sensitive personal information for any purpose that would give rise to a right to limit it. Customers agree not to collect special-category or sensitive personal information from viewers through the Service except as the law permits.

California “Shine the Light.” We do not share personal information with third parties for their own direct-marketing purposes.

14. Children’s Privacy

The Service is not directed to children under 16, and we do not knowingly collect personal information from them. If you believe a child has provided us information, contact us and we will take appropriate steps to delete it.

15. Third-Party Links

The Service may link to third-party sites or services that we do not control. Their privacy practices are governed by their own policies, and we are not responsible for them.

16. Changes to This Policy

We may update this Policy from time to time. If we make material changes, we will provide notice (for example, by email or within the Service) before they take effect and update the “Last updated” date above. Where the law requires your consent to a change, we will ask for it.

17. Contact Us

For privacy questions or requests, contact us at support@streamagent.io or Tech Driven Agent LLC, 2108 N St Ste N, Sacramento, CA 95816, United States. Our Data Processing Addendum is published at streamagent.io/dpa, forms part of our Terms of Service, and is available as a signed copy on request at the same address; the subprocessor list is at streamagent.io/trust.