Umego Privacy Policy

1. Information We Collect

We collect the following categories of information:

1.1 Information You Provide to Us

• Name
• Phone number
• Email address
• Mailing address
• Contact preferences
• Opt-in/consent documentation
• Notes related to your preferences, visits, purchases, or interactions with brand ambassadors

1.2 Communications & Engagement Data

To provide white-glove concierge services, support quality assurance, training, compliance, and confirmation of customer requests, we may capture and transcribe:

• Voice calls
• SMS messages
• Emails
• Chat messages
• Video calls
• Other digital communications between you and Umego Brand Ambassadors

These recordings and transcripts are processed solely to improve service, ensure accuracy, and support the trusted advisor relationship.

1.3 Automatically Collected Information

• IP address
• Device type
• Browser information
• Interaction logs with our website or SMS services
• Metadata associated with communications

2. How We Use Your Information

We use personal information for the following purposes:

• To provide concierge services and brand ambassador interactions
• To coordinate visits, appointments, tastings, and events
• To send shipment updates, wine release notifications, follow-ups, and service-related messages
• To improve quality, accuracy, and training for the ambassador program
• To verify customer requests or transactions
• To comply with legal obligations and protect our rights
• With your explicit consent, to send SMS messages through our Trusted Advisor program

3. SMS Communications & Consent

When you provide your phone number and submit a form on Umego’s website—or when you text our designated number—you consent to receive SMS messages from your assigned Umego Brand Ambassador.

3.1 SMS Consent Disclosure

By opting in, you agree to receive messages related to:

• Appointment coordination
• Visit scheduling
• Wine releases and new vintage updates
• Shipment notifications
• Customer experience follow-ups
• Concierge recommendations
• Event invitations and confirmations

Message frequency varies. Reply STOP to opt out, HELP for help. Message and data rates may apply.

3.2 How to Opt Out

You may opt out at any time by replying STOP to any message. Stopping SMS communication does not affect other forms of communication unless requested.

4. Data Ownership, Storage, and Retention

4.1 Ownership of Recordings & Transcripts

Umego owns the recordings, data capture, and transcripts created during your interactions. This ownership applies only to the transcript as a work product. However, your personal information contained within that transcript remains yours and is protected under this Privacy Policy and applicable data privacy laws.

4.2 No Sale of Personal Information

We do not sell, rent, or exchange your personal information or recordings for monetary or other valuable consideration.

4.3 Data Retention

We retain recordings and transcripts only as long as necessary for:

• Customer service
• Quality assurance
• Compliance
• Training
• Verifying transaction details

Unless required by law, we securely delete these materials no later than 90 days after you terminate your participation in the Trusted Advisor program.

5. How We Share Information

We may share information with:

• Service providers who assist with communication, transcription, storage, or customer support
• Compliance, fraud-prevention, or security vendors
• Legal authorities when required by law, subpoena, or investigation

We do not share recordings, transcripts, or personal data for marketing by third parties. All service providers are contractually required to protect your data and cannot use it for their own purposes.

6. Your Privacy Rights

Depending on your location, you may have rights that include:

• Right to access personal information we hold
• Right to request deletion of your personal information
• Right to correct inaccurate data
• Right to withdraw consent (including SMS opt-in)
• Right to request a copy of your data
• Right to opt out of the “sale” or “sharing” of your personal information (we do not sell data)

To exercise your rights, contact us at: privacy@umego.ai

7. Data Security

We implement multiple layers of protection, including:

• Encryption of data at rest and in transit
• Strict role-based access controls
• Secure storage environments
• Limited retention periods
• Regular audits and monitoring
• Mandatory confidentiality for all brand ambassadors and staff

While no system is 100% secure, we take all reasonable measures to protect your information.

8. Children’s Privacy

Umego does not knowingly collect or process personal information from individuals under age 13. If we discover such information, we will delete it promptly.

9. International Transfers

If you use Umego services from outside the United States, your data may be transferred to and processed on servers in the U.S. or other jurisdictions with different privacy laws.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we make material changes, we will post the updated version and modify the “Last updated” date.

11. Contact Us

If you have questions about this Privacy Policy or your data rights, contact:

Umego Privacy Office
Email: privacy@umego.ai
Website: https://www.umego.ai