Privacy Policy
Effective date: October 29, 2026
Brick Advisory Group LLC, doing business as Guardian Ops & Automation ("Guardian," "we," "us"), provides business operations and automation services. This Policy explains how we handle personal information through getguardianops.com, our account portal, and our own business communications. Our services are intended for United States businesses and their adult representatives.
1. Information we handle
We collect information you provide, including your name, business name, business email, phone number, service address, inquiry, booking details, account information, and information submitted through forms, chat, support, or onboarding. If you use connected services, we receive information authorized through those connections, such as business profile details, calendars, contact records, and service activity.
When enabled, our communications systems process call audio, transcripts, voicemail, chat messages, texts, email content, delivery information, and consent or opt-out records. Please do not submit passwords, full payment-card numbers, Social Security numbers, patient information, or other sensitive information through ordinary forms, chat, or recorded calls.
Our website and service providers process technical information such as IP address, browser and device type, request logs, timestamps, approximate location derived from IP address, session identifiers, and security events. Analytics features may measure page visits, navigation, and service performance. See our Cookie and Tracking Notice for choices and additional information.
Stripe and other expressly identified payment providers process payments. We receive transaction, invoice, payment-status, and limited payment-method information rather than requiring you to send complete card details directly to us. If you sign in using Google or another supported identity provider, we receive identity and authentication information allowed by the permissions you approve. We do not receive your Google password.
2. How we use information
We use information to respond to inquiries; schedule appointments; establish and administer accounts; perform contracted services; configure integrations and automation; process and reconcile payments; provide support; send requested or authorized communications; maintain consent and suppression records; investigate misuse; secure our systems; and satisfy legal and recordkeeping obligations. We use service activity to troubleshoot and improve our services. We do not use customer information to train our own general-purpose AI models.
We do not sell customer personal information. We do not share it for third-party targeted advertising, and we do not currently use advertising pixels on our website. We do not rent or sell mobile numbers, SMS consent, or messaging opt-in records. Mobile information and messaging consent are not shared with third parties or affiliates for their marketing or promotional purposes. Providers may process that information solely to operate, secure, or support our messaging services.
3. Service providers and other disclosures
We use providers for hosting, databases, authentication, payments, email and telephone communications, AI processing, storage, collaboration, and business profile administration. Depending on the feature used, these include Netlify, Supabase, GoHighLevel, WorkOS, Stripe, Resend, Twilio, Mailgun, Anthropic, Google, Amazon Web Services S3, and Slack. Access is limited to the information needed for the relevant service and is subject to applicable contracts. A provider may act under its own privacy terms for independent activities, such as payment-fraud prevention or your direct use of its account.
We may disclose information when reasonably necessary to comply with law or valid legal process, protect people or legal rights, investigate fraud or security issues, or complete a corporate transaction subject to appropriate confidentiality and continued privacy protections. This does not authorize a purchaser to use SMS consent for unrelated marketing. We may also disclose information at your direction or with your consent.
4. AI and communications
Some chats and telephone interactions use AI assistants. Their responses can contain mistakes. Ask for human assistance through contact@getguardianops.com and do not rely on an AI assistant for emergency, medical, legal, or financial advice. We use AI providers to process information needed to provide the requested interaction. We do not authorize those providers to use client content to train general-purpose models; applicable product contracts and account settings govern provider processing.
We provide notice and obtain consent where required before recording or transcribing calls. Recording is not a condition of contacting us through email. Our automated systems are not emergency dispatch or continuously monitored emergency services. For an emergency, contact 911 or the appropriate emergency service directly.
5. Communications choices
Marketing text consent is optional and separate from purchasing services. Text STOP to the sending number to stop messages or HELP for assistance. You may also send an opt-out request to contact@getguardianops.com. Message frequency varies; message and data rates may apply. Opting out of marketing does not cancel a service contract. Essential account notices may be sent through another permitted channel. We honor applicable opt-out and consent-revocation requirements.
Marketing emails contain an unsubscribe option. You can also email us to stop marketing email. We may continue necessary nonmarketing notices concerning existing services, invoices, security, or legal matters.
6. Retention and security
Our standard retention period for call recordings and transcripts is up to 90 days from creation, unless a shorter period is required or a documented legal hold applies. If the service relationship ends, clients normally have 30 days to request or complete a standard export before we begin deleting remaining client service data. Earlier deletion can be requested where permitted. Limited copies may remain in restricted backups until overwritten through the provider's backup cycle. They are not used for ordinary business purposes after deletion is requested. A client retaining its own provider account controls that account's retention after transfer.
We retain contracts, invoices, tax and accounting records, consent evidence, suppression records, security information, and dispute records as reasonably needed for their specific purpose or applicable legal obligations. These exceptions do not justify retaining unrelated conversation content indefinitely. We use reasonable administrative, technical, and organizational safeguards appropriate to the information. No system or transmission method can be guaranteed completely secure.
7. Privacy requests
Contact contact@getguardianops.com to request access, correction, deletion, a copy of information, or withdrawal of consent. Depending on your state and the law's applicability, you may have additional rights, including portability, restriction of certain processing, authorized-agent requests, and appeal of a declined request. We verify requests proportionately, respond within applicable deadlines, and do not unlawfully discriminate for exercising privacy rights. To appeal, reply to our decision with "Privacy Appeal" in the subject. We will explain further options required by applicable law.
Some information is needed to perform a contract or retain required records, and some requests are subject to legal exceptions. If we process information for one of our business clients, that client generally determines the purpose and directs the response. Contact that business first; we will assist it with requests as required by our agreement and law.
8. Children and service locations
Our website is not directed to children under 18, and we do not knowingly solicit their information. Contact us if you believe a child has supplied information so we can review and take appropriate action. Although we serve United States businesses, providers may process information in other locations under their contractual arrangements. We do not promise United States-only storage or support access unless a signed agreement expressly provides it.
9. Other websites and updates
Third-party sites, identity providers, and services have their own privacy policies. We will update the effective date when this Policy changes and provide additional notice where required for material changes. A policy update does not retroactively authorize unrelated uses of information or override an applicable signed client data agreement.
10. Contact
Brick Advisory Group LLC d/b/a Guardian Ops & Automation
701 W Route 70 #1127, Marlton, NJ 08053