Categories, purposes, and retention
| Category | Examples | Purposes | Retention criteria |
|---|---|---|---|
| Identifiers and contact information | Name, email, phone, account and session identifiers | Respond to requests, authenticate, communicate, and maintain service records | Until the request, relationship, security need, and applicable recordkeeping purpose ends |
| Property and project information | Address, coordinates, parcel and public-record data, project goals, budget, model choices, uploaded or written details | Provide property screening, reports, estimates, consultations, and project workflows | While needed for the requested service, active lead or project, dispute, warranty, or legal obligation |
| AI and communication content | Prompts, AI responses, messages and, when contextual help is on, current and recent public page paths, property-qualification progress, and selected property context | Generate and personalize responses, avoid repeated questions, suggest a relevant public next step, preserve continuity, improve safety, and troubleshoot | While reasonably needed for continuity, safety, support, follow-up, and applicable records |
| Internet, device, and activity information | Current and recent public page paths, referrer, browser, device type, approximate region, IP-derived security data, error and rate-limit logs | Contextual AI help when enabled, security, abuse prevention, diagnostics, and aggregated analytics | Recent public page paths and the contextual-help preference for the browser session; other records for the shortest period reasonably needed for security, reliability, and aggregated measurement |
| Account and commercial records | Portal profile, proposals, documents, project, service, and transaction records | Operate customer services, projects, warranties, and legal or financial recordkeeping | For the relationship and afterward as required for contracts, tax, insurance, warranty, disputes, and law |
| Inferences | Preliminary property fit, likely next steps, and service interests | Tailor requested planning guidance and route a request | No longer than the related source record and disclosed purpose require |
We may disclose relevant information to service providers supporting hosting, databases, authentication, AI, maps and address verification, parcel data, communications, documents, diagnostics, professional services, and legal compliance. Details are in our Privacy Policy.
Your choices and contact
Contextual help in the AI Advisor is on by default. When on, it sends a list of up to six recent public page paths, including the current page, property-qualification progress, and selected property context with your message to personalize the response, avoid repeated questions, and suggest a relevant public next step. You can turn it off or back on in the chat. When off, that contextual payload is omitted from later requests, but your prompt and chat history are still sent. Turning it off does not remove information you type in a prompt or context already sent with an earlier message.
Optional fields may be left blank. You may stop an AI conversation, clear browser-stored chat or draft state using available controls, or avoid submitting a form. Some core service requests cannot be completed without the information marked required.
For access, correction, deletion, or other privacy requests, email sales@adu.zone. See the full California privacy rights process.