Privacy Policy

1. Who We Are

The Agentic Group is the trading name of AutoIntelli AI, an AI consultancy and automation business based in West Wales, United Kingdom. We design, deploy and manage AI-powered systems for UK businesses.

For the purposes of data protection law, we are the data controller responsible for your personal information.

2. What Data We Collect

Information you give us

• Name, email address, phone number
• Business name and sector
• Information about your business challenges and goals, submitted via our contact form or Business Assessment
• Any information you share during a Discovery Call or onboarding process

Information collected automatically

• IP address and approximate location
• Browser type, device type, and operating system
• Pages visited, time on site, and referral source
• Cookie data (see Section 8)

Information from AI tools on our site

Our website includes AI-powered tools such as a live chat assistant (Aria) and voice AI (Jane). Any information you share with these tools — including messages and voice inputs — may be processed and stored in order to provide the service. We do not use these conversations for any purpose other than responding to you and improving the service.

Information about third-party contacts

If you provide us with information about other individuals (for example, a colleague's contact details), please ensure you have their permission to share that information with us.

3. How We Use Your Data

We use your personal data for the following purposes:

• To respond to enquiries — when you contact us or complete a form, we use your details to get back to you
• To deliver our services — to onboard you as a client, set up and manage AI systems on your behalf, and provide ongoing support
• To send relevant communications — updates, proposals, and follow-up information related to your enquiry or project
• To improve our website and tools — anonymous analytics help us understand how people use the site
• To comply with legal obligations — including financial record-keeping and ICO compliance

We do not sell your data. We do not use your data for automated decision-making that produces legal or similarly significant effects.

4. Our Legal Basis for Processing

Under UK GDPR, we rely on the following lawful bases:

• Legitimate interests — to respond to business enquiries and follow up with prospects in a reasonable timeframe
• Contract performance — to deliver services you have engaged us to provide
• Legal obligation — to comply with UK law, including tax and financial record-keeping requirements
• Consent — where you have explicitly opted in, for example to receive marketing communications or to accept cookies

5. Who We Share Your Data With

We share your data only where necessary. The third parties we work with include:

• GoHighLevel (GHL) — our CRM, calendar booking, and communications platform.
• Anthropic — provider of the Claude AI models used to power our live chat and AI tools.
• Vercel — our website hosting provider.
• Stripe — payment processing (where applicable). We do not store card details.
• ElevenLabs / Google Cloud — voice synthesis services used in our AI Voice products.

All third-party processors are required to handle your data securely and in accordance with applicable law. We do not sell or rent your personal data to any third party for their own marketing purposes.

We may disclose your information if required to do so by law or in response to a valid legal request from a court or regulatory authority.

6. Data Retention

We retain your personal data for as long as necessary to fulfil the purposes set out in this policy, or as required by law:

• Enquiry and prospect data — up to 24 months from last contact, unless you become a client
• Client data — for the duration of your engagement plus 6 years (to comply with UK financial record-keeping requirements)
• Website analytics — aggregated and anonymised; no fixed retention limit

When data is no longer needed, we delete or anonymise it securely.

7. Your Rights

Under UK GDPR, you have the right to:

• Access — request a copy of the personal data we hold about you
• Rectification — ask us to correct inaccurate or incomplete data
• Erasure — request deletion of your data in certain circumstances
• Restriction — ask us to limit how we use your data
• Portability — receive your data in a structured, machine-readable format
• Object — object to processing based on legitimate interests or for direct marketing
• Withdraw consent — where processing is based on consent, you may withdraw it at any time

To exercise any of these rights, contact us at evan@theagenticgroup.co.uk. We will respond within one month.

If you are not satisfied with our response, you have the right to lodge a complaint with the ICO at ico.org.uk/make-a-complaint or by calling 0303 123 1113.

8. Cookies

Our website uses cookies to improve your experience and help us understand how the site is used.

• Essential cookies — necessary for the site to function. These cannot be disabled.
• Analytics cookies — help us understand how visitors interact with our site. Only set with your consent.
• Third-party cookies — GoHighLevel and other embedded tools may set their own cookies.

You can withdraw cookie consent at any time by clearing your browser cookies and declining on your next visit.

9. International Transfers

Some of our third-party service providers (including Anthropic, Vercel, and GoHighLevel) process data outside the UK. Where this occurs, we ensure appropriate safeguards are in place to protect your data in line with UK GDPR requirements.

10. Security

We take reasonable technical and organisational measures to protect your personal data against unauthorised access, loss, or misuse. No method of transmission over the internet is 100% secure.

11. Changes to This Policy

We may update this policy from time to time. The date at the top of the page will reflect when it was last revised.

12. Contact Us