Legal

Terms of Service & Privacy Policy

Read the terms governing your use of Runbook and how we collect, use, and protect information across messaging, AI-assisted workflows, and third-party integrations.

Terms effective

April 10, 2026

Privacy effective

April 10, 2026

Legal document

Privacy Policy

Effective date: April 10, 2026

1. Information We Collect

We collect information you provide directly, including:

  • contact details such as name, email, and business information
  • account and onboarding information
  • communication and implementation requirements

We also collect operational data necessary to provide the service, including:

  • customer conversation data processed through the platform, such as messages, phone numbers, and related metadata
  • usage data related to system activity, performance, and reliability
  • technical data such as device, browser, and log information

2. Messaging Platform Data (WhatsApp / Meta)

Runbook integrates with messaging platforms such as WhatsApp and Instagram via Meta's APIs.

When you use the platform:

  • customer messages, phone numbers, and related metadata may be received from Meta platforms
  • this data is processed solely to deliver, manage, and automate customer communications on your behalf

You are responsible for ensuring that you have obtained all necessary user consents and permissions before sending messages through these platforms.

3. How We Use Information

  • provide and operate the Runbook platform
  • manage and process customer conversations
  • enable AI-assisted and automated messaging workflows
  • support onboarding, implementation, and customer operations
  • maintain system security, performance, and reliability
  • comply with legal and regulatory obligations

4. AI Processing

Runbook uses AI service providers, including OpenAI, to generate suggested or automated responses.

This may involve:

  • processing message content
  • generating replies based on customer interactions

AI processing is used solely to support communication workflows and improve service quality. We do not use customer data to independently market to end users.

5. Data Sharing

We do not sell personal information.

We may share data with trusted third-party service providers necessary to operate the platform, including:

  • messaging platforms such as Meta / WhatsApp
  • AI processing providers such as OpenAI
  • cloud infrastructure and database providers

These providers are given access only to the extent necessary to perform their services.

We may also disclose information where required by law or to protect our legal rights.

6. Payments and Third-Party Services

Runbook may facilitate the delivery of payment links through integrations with third-party payment providers.

Runbook does not process or store payment card or financial information.

All payment transactions are handled directly by third-party payment gateways and are subject to their respective privacy policies and terms.

7. Data Retention and Security

We retain information for as long as necessary to:

  • provide the service
  • meet contractual obligations
  • comply with legal requirements

We implement administrative, technical, and organizational measures designed to protect data against unauthorized access, loss, misuse, or alteration.

However, no system can be guaranteed to be completely secure.

8. Agency and Third-Party Data Handling

If you use Runbook to manage communications on behalf of other businesses or clients, you are responsible for:

  • ensuring lawful collection and use of personal data
  • obtaining all required consents
  • complying with applicable data protection laws

Runbook processes such data on your behalf as a service provider.

9. Your Choices

You may request access, correction, or deletion of applicable personal data by contacting us at support@rbmetrics.com. We will respond to verified requests in accordance with applicable laws and contractual obligations.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

11. Contact

For privacy-related questions, contact support@rbmetrics.com.