A clear view of what this site does.

The planner on our conversation page lets you choose an industry, select areas of work to discuss, and add optional notes. Preparing the brief does not ask for your name, email address, phone number, or client files; those are asked only on the final step, if you choose to send the brief to us.

Those choices and notes are held in the page’s memory while you use it. The planner does not submit them to ProcessRoot AI unless you choose Send this to ProcessRoot AI, and it does not save them in browser storage or create a booking. Reloading the planner clears its current entries. Browser page-restoration features may restore an earlier page state.

Choosing Copy brief writes the text to your device’s clipboard when your browser permits it. Choosing Download brief creates a text file on your device. You control what happens to those copies and whether you share them later.

Please keep notes general. This website is not a place to provide passwords, private customer records, financial files, or access credentials.

The final planner step asks for your name, mobile number and email address. A separate box, left empty unless you tick it, asks whether we may also text you about your request; you can send the brief without ticking it. Choosing Send this to ProcessRoot AI sends those details, and whether you ticked the box, together with your industry, priorities and notes to our operating system, where they become a record with your name on it. If you ticked the box, the record also keeps the exact sentence you agreed to and the time you sent it.

Software drafts the first reply from that record and sends it to you by email after a short pause in which we can stop it, and we are told about your message as it arrives. The message text is processed by the language model our firm uses to prepare that draft, either on computers we operate or by a model provider under commercial terms that do not permit training on it. Replies reach you through our email service. We text you only if you ticked the box, and only about your request; reply STOP to any text to end them. This website does not log the contents of a submission.

To tell where a request came from, the first page you open in a browser tab is noted in session storage as processroot-attribution: the address you landed on, with any utm parameters in it, and the referring page. It is sent only with a brief you choose to send, a plan you ask us to send from the AI Opportunity Finder, a referral partner application, a call you book or details you send from the website assistant, and closing the tab clears it.

To ask for the record to be corrected or deleted, reply to any message from us or write to hello@processroot.com.

The ProcessRoot AI assistant on this website is an AI, not a person. It answers from what this website says, and it can be wrong. Nothing it writes is an offer, a price or a commitment, and nobody at ProcessRoot AI watches the conversation as it happens.

When you write to it, this website sends your message and the page you were on to our operating system, the software that runs our firm. A language model running on computers we operate writes each answer from what this website says and the conversation so far; your messages are not sent to an outside AI company to do that.

We keep each conversation, with the time of each message, for 90 days so our team can read it, then delete it. To stop the assistant being misused, this website also passes your IP address to our operating system, which keeps only a keyed hash of it (for a newer IPv6 address, of its network part), never the address itself, to count messages from one connection. We receive a daily count of conversations; it does not include what you wrote.

If you type an email address or phone number into the conversation instead of the form, we are told that a visitor did so (not what you wrote), so we can read the conversation; no record with your name is created and nothing is sent to you.

If you choose Talk to the team, the form asks for your name, your email address and what you need, and optionally your mobile number and your business. Sending it works like sending a brief from the planner, described above: it becomes a record with your name on it, it is linked to the conversation, and we are told about it. We text you only if you tick the separate box.

Please do not share passwords, customer records, or health or financial details in the conversation. To ask us to delete a conversation sooner, write to hello@processroot.com with the day and time you used it.

We text only people who texted us first, as replies in that conversation, or who ticked the optional “Text me about my request” box on the conversation planner. The texts are about your request and arranging a conversation with us, never marketing. Booking a call is not consent to text messages. Texts reach you through our text-message provider.

Message frequency varies. Message and data rates may apply. Reply STOP to any text to opt out at any time, or HELP for help. You can also write to hello@processroot.com.

We do not share mobile phone numbers or text-message consent with third parties or affiliates for marketing or promotional purposes. Text-message opt-in data and consent are never shared with any third parties.

Your browser makes requests to load the website, images, fonts, and other assets. The hosting and content-delivery services may process connection and request information, such as an IP address, the requested address, browser information, and the time of a request, to deliver and operate the site.

This is separate from the planner: its choices and notes travel only in the send step described above. This page does not make a promise about the hosting provider’s log retention or account practices.

We count visits with Vercel Web Analytics, our hosting provider’s visit counter, so we can see which pages are read. Vercel says it uses no third-party cookies. For each page view it records the page address, the referring page, the country and region, and the browser, operating system and device type, and we see those only as totals. Vercel says it tells visits apart with a code made from the request that it discards after 24 hours, and that it does not tie page views to an individual or to an IP address. Brief addresses and the email codes described below are removed before Vercel counts a visit.

When we write to a business, the links to this website in our email can end in a short code (?r= and 12 letters or numbers) that names that one email, and each brief at an address starting /for/ is written for one business. When one of these pages is opened, this website tells our operating system which brief or which email it was, the time, the country our hosting provider reports, and what the browser says about itself and how it asked for the page, so we can set aside the automatic link checkers many mail services run.

If the page then stays on screen for at least 15 seconds and you scroll, tap, click or type, it sends one more short note with the same details and how long the page was on screen. It does not measure how far down the page you read, and it does not record what you click or type. We keep these notes with the record of the business we wrote to, to learn which of our emails and briefs are useful.

The notes themselves use no cookie and no tracking image, and none of them sends your IP address to our operating system. If the first page you open in a tab came from one of our emails, the processroot-attribution record described above keeps that address, code included, in this tab’s session storage until you close the tab. If you go on to book a call or send us something from that visit, the record goes with it, so we can tell which email it came from.

We keep these notes for 24 months, then delete them. That limit is for the notes only: the address you landed on stays with a booking or anything else you send us as part of that record. To ask us to delete the notes sooner, or to delete that record, write to hello@processroot.com.

The welcome animation uses a session-storage flag named processroot-welcome-seen so it does not replay as you browse or reload in the same tab. This flag is not sent to ProcessRoot AI and does not contain your planner notes.

Choosing Reduce motion saves processroot-reduce-motion in this browser’s local storage. Turning the option off removes it. Your device’s own reduced-motion setting also turns off the welcome animation and decorative films.

The assistant keeps the conversation on screen, its id and a private key for it in session storage as processroot-chat, so it survives moving between pages in the same tab. Closing the tab clears it.

You can remove these preferences by clearing this website’s saved data in your browser. If storage is blocked, the site remains usable; it may not remember these choices.

The call page lets you choose a Google Meet or a phone call and a time. To show the open times, this website asks our operating system, the software that runs our firm, for the free half-hour times on our calendar; nothing about you is sent to do that, and nothing else on our calendar is shown. Opening the call page does not load anything from Google.

When you book, we receive the way to talk and the time you chose, your name, your email address, your phone number if you give one (a phone call needs it), any note you add, the time zone your browser reports (so our confirmation can show your own time), and the record of where your visit started described above, if this tab has one. Our operating system checks that the time is still free and creates the event in our Google Calendar with you as a guest, so Google Calendar holds the event and Google emails you the invitation, under Google's privacy terms; for a Google Meet, Google also creates the Meet link. The booking becomes a record with your name on it in our operating system, we are told about it, and we email you a confirmation with a private link to see, move or cancel the call. Anyone holding that link can do the same, so please keep it to yourself.

To stop the booking form being misused, this website also passes your IP address, as it saw it, to our operating system with the booking. The operating system uses it only to count bookings from one connection each day, and keeps only a keyed hash of it, never the address itself.

We use your phone number only to call you about that booking. A booking is not consent to text messages, and we do not text you because you booked.

If you follow a link to another service, that service handles the information you provide there. Copying or downloading a planner brief does not send it to any external service.

The send step on the conversation planner, Send me this plan on the AI Opportunity Finder, the application on the referral partners page, the booking form on the call page and the website assistant are the only places this website sends what you type to us. There is no client-data upload or account connection. The AI Opportunity Finder works in your browser: your choices stay in the page and its address, and nothing is sent unless you choose Send me this plan. Opening it from a link in one of our emails also sends the short notes described under Briefs and links in our emails, which we keep for 24 months; they never include your choices or anything you type. Preparing a brief does not grant ProcessRoot AI access to your business tools or records.

Any later diagnostic or implementation needs its own agreed scope, access arrangements, responsibilities, and data-handling terms before your business information is connected to the service.

This information describes the current website. We update this notice when the website changes.

This website and this notice are published by ProcessRoot AI Inc., a Delaware corporation. Questions about it, and requests to correct or delete a record, go to hello@processroot.com.

Last updated 30 October 2026. When the notice changes, the date on this line changes with it.