Trellis Privacy Policy

Welcome to Trellis.

Trellis is committed to protecting the privacy and security of our customers and their information. This Privacy Policy explains what information we collect, how we use it, how we protect it, and the choices available to you.

Trellis is a product of Keep Me Connected, Inc.

1. Scope

This Privacy Policy applies to:

• The Trellis platform
• The Trellis website
• Mobile applications
• Customer portals
• Customer onboarding
• Customer support
• Communications with Trellis

2. Information We Collect

Depending on how you use the Services, we may collect the following categories of information.

Account Information

• Name
• Company
• Email address
• Telephone number
• Job title
• Billing and payment information

Customer Business Information

Information you upload into Trellis, including:

• Customer records
• Contact information
• Estimates and proposals
• Appointments
• Opportunities
• Customer communications
• Workflow activity
• Operational information
• Revenue and outcome tracking

Usage Information

Information regarding your use of the Services, including:

• Login history
• Browser type
• Device information
• IP address
• Pages viewed
• Feature usage
• Workflow activity
• Performance metrics

AI Interaction Data

Information submitted through AI-powered features, including prompts, requests, generated responses, workflow interactions, and related operational context.

3. How We Use Information

We use information to:

• Provide the Services
• Authenticate users
• Process subscriptions and payments
• Provide customer support
• Improve workflows
• Improve AI-powered functionality
• Improve reporting and analytics
• Improve customer engagement recommendations
• Detect fraud and abuse
• Maintain platform security
• Communicate with customers
• Comply with legal obligations

4. Customer Data Ownership

Customer retains ownership of Customer Data as described in the applicable Master Services and Subscription Agreement.

Trellis processes Customer Data solely for purposes necessary to provide, maintain, secure, support, and improve the Services.

5. What We Do Not Do

Protecting customer trust is fundamental to Trellis.

Trellis does not:

• Sell Customer Data
• Sell personally identifiable information
• Disclose Customer Confidential Information for advertising purposes
• Permit advertisers to access Customer Data

6. Product Improvement

To improve the Services, Trellis may create and use:

• Derived Data
• Aggregated Data
• De-identified Data
• Operational Intelligence
• Platform Analytics

These forms of information may be used to:

• Improve AI capabilities
• Improve workflows
• Improve reporting
• Develop new products and features
• Produce benchmarking
• Improve customer engagement recommendations
• Improve platform performance
• Train and evaluate internal platform models and analytics

Derived, aggregated, and de-identified information does not identify individual customers and is not sold as Customer Data.

7. Artificial Intelligence

Trellis incorporates artificial intelligence ("AI") features to assist customers with activities such as:

• Drafting customer communications
• Recommending follow-up actions
• Summarizing customer interactions
• Identifying workflow opportunities
• Generating operational insights
• Improving customer engagement

Human Oversight

Unless Customer intentionally enables automated workflows, AI-generated content is designed to assist users and should be reviewed using appropriate business judgment before it is sent, implemented, or relied upon.

Customer remains responsible for determining whether AI-generated recommendations, communications, workflows, or other outputs are appropriate for its business, customers, and applicable laws.

Customer Control

Customers determine how AI features are used within their organization.

Depending on the Services and Customer's configuration, administrators may control:

• Which users have access to AI features
• Whether AI-generated communications require review or approval before being sent
• Which workflows utilize AI assistance
• Automation settings and permissions

AI Service Providers

Trellis may utilize trusted third-party artificial intelligence service providers to deliver certain AI-powered functionality.

Where supported by our providers and commercially reasonable to do so, Trellis configures these services to help protect Customer information and to limit Customer Content submitted through business services from being used to train publicly available foundation models.

AI Product Improvement

Trellis may use Derived Data, Aggregated Data, De-identified Data, Operational Intelligence, and Platform Analytics to improve the quality, accuracy, reliability, security, and effectiveness of the Services, including AI-powered features.

Such information is used only in accordance with this Privacy Policy and the applicable customer agreement.

Trellis does not sell Customer Data or Customer Confidential Information for AI training.

AI Philosophy

Trellis is designed to augment human expertise, not replace customer relationships, professional judgment, or operational decision-making.

AI Limitations

Artificial intelligence is designed to assist, not replace, human judgment.

AI-generated outputs may occasionally contain inaccuracies, omissions, or recommendations that are not appropriate for every situation.

Customers should independently evaluate AI-generated content before relying upon it for significant business, operational, legal, financial, or compliance decisions.

8. Benchmarking and Research

Trellis may create and publish:

• Benchmark reports
• Industry studies
• Trend analyses
• Operational research
• Educational materials
• Best-practice recommendations

These materials are produced using aggregated and de-identified information and are not intended to identify individual customers or disclose Customer Confidential Information.

9. Third-Party Service Providers

We may share information with trusted third-party providers that assist in operating the Services.

Examples include providers for:

• Cloud hosting
• Authentication
• Artificial intelligence services
• Email delivery
• Payment processing
• Customer support
• Analytics
• Infrastructure monitoring

These providers are contractually required to protect information and may only process information on our behalf.

10. Cookies and Similar Technologies

The Trellis website may use cookies and similar technologies to:

• Maintain user sessions
• Remember preferences
• Improve website performance
• Analyze usage
• Enhance security

You may manage cookie preferences through your browser settings.

11. Security

Trellis employs commercially reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, disclosure, alteration, or destruction.

No security system is completely secure, and we cannot guarantee absolute security.

12. Data Retention

We retain information only for as long as reasonably necessary to:

• Provide the Services
• Comply with legal obligations
• Resolve disputes
• Enforce our agreements
• Improve the Services

Aggregated or de-identified information may be retained longer because it no longer identifies individuals or customers.

13. Your Rights

Depending on applicable law, you may have the right to:

• Access your information
• Correct inaccurate information
• Request deletion
• Restrict certain processing
• Object to certain processing
• Request data portability

Privacy requests may be submitted to:

hello@trellispartner.com

14. International Transfers

If information is transferred across national borders, Trellis will take commercially reasonable measures to protect such information in accordance with applicable law.

15. Children's Privacy

The Services are intended for business use and are not directed to children under thirteen (13) years of age.

16. Changes to This Policy

We may update this Privacy Policy from time to time.

If material changes are made, we will provide notice through the Services or by other reasonable means.

The updated policy will become effective on the date indicated at the top of this document.

17. Contact

Privacy Questions

Keep Me Connected, Inc.
Trellis Customer Revenue Growth

hello@trellispartner.com