Welcome to KatalystIQ, operated by Naga Info Solutions Pvt. Ltd. (“Company”, “we”, “our”, or “us”).

Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, store, and protect information when you access our website, software platform, APIs, AI-powered services, managed implementation services, and related offerings (collectively, the “Platform”).

This Privacy Policy should be read together with our:

• Terms & Conditions
• Cookie Policy
• Data Processing Agreement (where applicable)

By accessing or using the Platform, you acknowledge that you have read and understood this Privacy Policy.

1. Scope

This Privacy Policy applies to:

• The KatalystIQ website
• The KatalystIQ Platform
• Customer portals
• APIs
• Mobile interfaces (if applicable)
• KatalystIQ Velocity implementation services
• Customer support services
• Marketing websites
• Demonstrations
• Free trials
• Future KatalystIQ services

This Privacy Policy does not apply to third-party websites or services that integrate with the Platform.

Those services are governed by their own privacy policies.

2. Who We Are

KatalystIQ is owned and operated by:

Naga Info Solutions Pvt. Ltd.

Throughout this Privacy Policy:

• “Company”, “we”, “our”, and “us” refer to Naga Info Solutions Pvt. Ltd.
• “Customer”, “you”, and “your” refer to individuals or organizations using the Platform.

3. Information We Collect

Depending on how you interact with the Platform, we may collect different categories of information.

3.1 Account Information

When you register or use our Platform, we may collect information including:

• Name
• Email address
• Business name
• Job title
• Phone number
• Country
• Company website
• Account credentials
• User preferences
• Language preferences
• Time zone

3.2 Billing Information

If you purchase a subscription or services, we may collect:

• Billing name
• Company details
• Billing address
• Tax information
• Subscription plan
• Payment history
• Invoice information

Payment card information is generally processed by secure third-party payment providers and is not stored by us unless expressly stated.

3.3 Business Information

Customers may provide business-related information including:

• Products and services
• Ideal customer profiles
• Sales processes
• Marketing assets
• Knowledge bases
• Company documents
• Websites
• Brand guidelines
• Internal documentation
• Training materials

This information enables the Platform to provide AI-powered recommendations and automation.

3.4 Customer Data

Customers may upload or synchronize information including:

• Lead databases
• Customer records
• Contact lists
• CRM information
• Sales opportunities
• Prospect details
• Company information
• Notes
• Documents
• Uploaded files

The Customer remains responsible for ensuring they have appropriate rights to process such information.

3.5 AI Inputs

When using AI-powered features, Customers may submit:

• Prompts
• Questions
• Instructions
• Business requirements
• Workflow requests
• Sales messaging
• Marketing content
• Documents for analysis
• Customer information

These inputs may be processed by both KatalystIQ and authorized third-party AI providers.

3.6 AI Outputs

The Platform may generate:

• Sales messaging
• Personalized outreach
• Business insights
• AI recommendations
• Workflow suggestions
• Prospect summaries
• Content drafts
• Reports
• Qualification results
• Lead scores

These outputs are generated in response to Customer instructions and are intended to assist business operations.

3.7 Usage Information

When you use the Platform, we may automatically collect:

• Login timestamps
• Device information
• Browser type
• Operating system
• IP address
• Session duration
• Pages visited
• Features used
• Click activity
• Navigation paths
• Error logs
• Performance metrics

This information helps us improve reliability, usability, and security.

3.8 Technical Information

We may collect technical information such as:

• Device identifiers
• Browser settings
• Screen resolution
• Operating system version
• Language settings
• Network information
• API usage
• Authentication events
• Security logs

3.9 Communication Information

If you contact us, we may collect:

• Emails
• Support tickets
• Live chat conversations
• Phone call records
• Meeting notes
• Demo requests
• Contact forms
• Customer feedback

These communications help us provide support and improve our services.

3.10 Marketing Information

If you subscribe to newsletters, webinars, or marketing communications, we may collect:

• Subscription preferences
• Marketing interests
• Download history
• Event registrations
• Survey responses
• Campaign interactions

You may unsubscribe from marketing communications at any time.

4. Information We Receive from Third Parties

We may receive information from third-party services connected by you or your organization.

Examples include:

• CRM platforms
• Email providers
• Calendar systems
• AI providers
• Data enrichment providers
• Marketing platforms
• Cloud storage providers
• Communication platforms
• Identity providers

The information we receive depends on the permissions granted by you and the capabilities of the integrated service.

5. Cookies and Similar Technologies

We use cookies and similar technologies to enhance user experience, improve Platform performance, analyze usage, and support security.

Cookies may include:

Essential Cookies

Required for:

• Authentication
• Security
• Session management
• User preferences

These cookies cannot generally be disabled without affecting Platform functionality.

Analytics Cookies

Used to understand:

• Visitor behavior
• Popular features
• Website performance
• Navigation patterns
• Error rates

Analytics help us improve the Platform.

Functional Cookies

These cookies remember preferences such as:

• Language
• Theme
• Time zone
• Recently accessed pages
• Dashboard preferences

Marketing Cookies

Where applicable, marketing cookies may be used to:

• Measure advertising effectiveness
• Personalize marketing content
• Analyze campaign performance
• Support remarketing activities

Marketing cookies are used in accordance with applicable privacy laws.

6. How We Collect Information

We collect information through several methods.

Information You Provide

You provide information when you:

• Create an account
• Purchase a subscription
• Contact support
• Upload documents
• Connect integrations
• Configure workflows
• Build Lead Machines
• Submit AI prompts
• Participate in webinars
• Request demonstrations

Information Collected Automatically

Certain information is collected automatically while you use the Platform, including:

• Device information
• Browser information
• Session information
• Activity logs
• Usage statistics
• Performance metrics
• Security events

Information from Integrations

When you connect supported third-party services, we may receive information from those integrations according to the permissions granted by you.

Examples include:

• CRM contacts
• Calendar events
• Email metadata
• Business information
• Lead data
• Company records

7. How We Use Your Information

We use the information we collect to provide, maintain, improve, secure, and develop the Platform and related services.

Depending on the nature of your relationship with us, we may use your information for the following purposes.

7.1 Providing the Platform

We use your information to:

• Create and manage your account
• Authenticate users
• Deliver Platform functionality
• Process subscriptions
• Provide customer support
• Enable integrations
• Execute workflows
• Operate Lead Machines
• Generate AI-powered insights
• Deliver reporting and analytics

7.2 AI Processing

Information you submit may be processed to:

• Generate AI responses
• Personalize sales messaging
• Analyze business information
• Recommend workflows
• Score leads
• Qualify prospects
• Generate reports
• Build knowledge bases
• Improve automation performance

Processing may occur using both proprietary KatalystIQ technologies and supported third-party AI providers.

7.3 Customer Support

We may use your information to:

• Respond to support requests
• Troubleshoot issues
• Resolve technical problems
• Improve documentation
• Provide onboarding assistance
• Deliver implementation services

7.4 Product Improvement

Information may be used to:

• Improve Platform performance
• Develop new features
• Identify usability issues
• Analyze customer feedback
• Optimize workflows
• Improve system reliability

Where reasonably possible, analytics are aggregated or anonymized.

7.5 Security

We process information to:

• Detect suspicious activity
• Prevent fraud
• Protect customer accounts
• Monitor Platform security
• Investigate incidents
• Enforce our Terms & Conditions

7.6 Billing and Administration

Information may be used to:

• Process payments
• Generate invoices
• Manage subscriptions
• Verify transactions
• Prevent payment fraud
• Maintain financial records

7.7 Legal Compliance

We may process information to:

• Comply with applicable laws
• Respond to lawful requests
• Meet regulatory obligations
• Resolve disputes
• Protect legal rights
• Enforce contractual obligations

7.8 Communications

We may contact you regarding:

• Account notifications
• Security alerts
• Service updates
• Platform maintenance
• Billing information
• Product announcements
• Customer support
• Legal notices

These communications are considered part of providing the Services.

7.9 Marketing Communications

With your consent where required by law, we may send:

• Newsletters
• Product updates
• Feature announcements
• Webinar invitations
• Educational content
• Promotional offers

You may unsubscribe from marketing communications at any time using the unsubscribe link or by contacting us.

8. Legal Basis for Processing Personal Information

Where applicable under laws such as the General Data Protection Regulation (GDPR), we process personal information based on one or more of the following legal grounds:

• Performance of a contract
• Compliance with legal obligations
• Legitimate business interests
• Your consent
• Protection of vital interests
• Other lawful bases permitted under applicable law

The applicable legal basis depends on the type of information being processed and the purpose of processing.

9. AI Processing

KatalystIQ uses artificial intelligence to deliver many Platform capabilities.

Depending on the services you use, information may be processed by:

• KatalystIQ AI systems
• Customer-configured AI providers
• Approved third-party AI services

Examples of AI-powered functionality include:

• Lead qualification
• Lead scoring
• Personalization
• Email drafting
• Sales messaging
• Business analysis
• Workflow recommendations
• Content generation
• Knowledge retrieval
• Data summarization

AI processing occurs only to provide the requested services.

10. Third-Party AI Providers

Customers may choose to connect their own AI provider accounts.

Supported providers may include:

• OpenAI
• Anthropic
• Google Gemini
• Future supported providers

When AI providers are connected:

• Customer requests may be transmitted to those providers.
• AI providers may process prompts submitted through the Platform.
• AI providers operate under their own privacy policies and terms.
• The Company does not control how third-party providers process information once transmitted in accordance with Customer instructions.

Customers are responsible for reviewing the privacy policies of any third-party AI providers they choose to use.

11. Information We Share

We do not sell personal information.

We may share information only as described in this Privacy Policy.

11.1 Service Providers

We may share information with trusted service providers that assist in operating our business.

Examples include:

• Cloud hosting providers
• Payment processors
• Customer support platforms
• Analytics providers
• Infrastructure providers
• Security providers
• Communication providers

These providers receive only the information necessary to perform their services.

11.2 Third-Party Integrations

Where requested by the Customer, information may be exchanged with connected third-party services including:

• CRM platforms
• Email providers
• Calendar systems
• Voice providers
• Messaging services
• Marketing platforms
• Data enrichment providers

Information shared depends upon the permissions granted by the Customer.

11.3 Legal Requirements

We may disclose information where required to:

• Comply with applicable laws
• Respond to lawful requests
• Protect legal rights
• Investigate fraud
• Prevent illegal activity
• Protect Platform security

11.4 Business Transfers

If the Company undergoes:

• Merger
• Acquisition
• Corporate restructuring
• Asset sale
• Business transfer

Customer information may be transferred as part of that transaction, subject to applicable law.

12. International Data Transfers

The Platform may operate using infrastructure located in multiple countries.

Accordingly, information may be transferred to jurisdictions outside your country of residence.

Where required by applicable law, we implement reasonable safeguards to protect transferred information.

These safeguards may include:

• Contractual protections
• Security measures
• Industry-standard technical controls
• Other lawful transfer mechanisms

13. Data Retention

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

• Provide the Services
• Fulfill contractual obligations
• Comply with legal requirements
• Resolve disputes
• Enforce agreements
• Protect our legitimate business interests

Retention periods vary depending on:

• Type of information
• Legal requirements
• Customer relationship
• Operational needs

After applicable retention periods, information may be:

• Deleted
• Anonymized
• Aggregated

14. Security

Protecting Customer information is an important priority.

We implement reasonable administrative, technical, and organizational safeguards designed to protect information against:

• Unauthorized access
• Unauthorized disclosure
• Loss
• Misuse
• Alteration
• Destruction

Security measures may include:

• Encryption during transmission where supported
• Authentication controls
• Access management
• Monitoring systems
• Security logging
• Regular software updates
• Backup procedures
• Infrastructure security

No internet-connected system can guarantee absolute security.

Customers are encouraged to maintain strong passwords, enable multi-factor authentication where available, and protect access to their own devices and accounts.

15. Customer Responsibilities

Customers remain responsible for:

• Maintaining accurate account information.
• Obtaining all necessary permissions before uploading personal information.
• Complying with applicable privacy laws.
• Managing user permissions within their organization.
• Protecting account credentials.
• Reviewing AI-generated outputs before use.
• Configuring integrations appropriately.

The Company is not responsible for information uploaded without appropriate authorization.

16. Your Privacy Rights

Depending on your location and applicable privacy laws, you may have certain rights regarding your personal information.

These rights may include the ability to:

• Access your personal information.
• Correct inaccurate information.
• Request deletion of personal information.
• Restrict certain processing activities.
• Object to certain processing activities.
• Withdraw consent where processing is based on consent.
• Receive a copy of your information in a portable format where applicable.
• Lodge a complaint with an appropriate supervisory authority.

These rights may be subject to legal limitations and exceptions.

17. Access to Your Information

You may request confirmation regarding whether we process your personal information.

Where applicable, you may request access to:

• Personal information we hold about you.
• Categories of information collected.
• Purposes of processing.
• Categories of recipients.
• Retention periods where reasonably available.

We may require identity verification before fulfilling requests.

18. Correction of Information

If your personal information is inaccurate or incomplete, you may request that it be corrected.

You may also update certain account information directly through your account settings where available.

19. Deletion Requests

You may request deletion of your personal information.

We will consider such requests in accordance with applicable law.

However, we may retain information where necessary to:

• Comply with legal obligations.
• Complete contractual obligations.
• Resolve disputes.
• Detect fraud.
• Protect legal rights.
• Maintain security records.
• Enforce agreements.

Deletion of personal information may result in loss of access to certain Platform functionality.

20. Restricting Processing

Where permitted by applicable law, you may request that we temporarily restrict the processing of your personal information.

Examples include situations where:

• Accuracy of information is disputed.
• Processing is believed to be unlawful.
• Information is no longer required but must be retained for legal claims.

During periods of restricted processing, certain Platform functionality may be limited.

21. Objecting to Processing

Where applicable law provides such rights, you may object to processing based upon legitimate interests.

If an objection is received, we will evaluate whether compelling legitimate grounds exist to continue processing.

Where processing is conducted solely for direct marketing purposes, we will honor valid opt-out requests.

22. Withdrawal of Consent

Where processing is based upon your consent, you may withdraw that consent at any time.

Withdrawal of consent does not affect processing carried out before consent was withdrawn.

Certain services may no longer function if consent is withdrawn.

23. Data Portability

Where applicable, you may request a copy of your personal information in a commonly used electronic format.

Where technically feasible, we may also transfer information directly to another service provider when requested.

24. Exercising Your Rights

Privacy requests may be submitted by contacting us using the contact information provided at the end of this Privacy Policy.

To protect your privacy, we may require identity verification before processing requests.

We may decline requests where permitted by applicable law, including where requests are:

• Excessive
• Repetitive
• Manifestly unfounded
• In conflict with legal obligations

25. GDPR Rights (European Economic Area)

If you are located within the European Economic Area (EEA), United Kingdom, or another jurisdiction with similar privacy legislation, you may have rights including:

• Right of access
• Right to rectification
• Right to erasure
• Right to restrict processing
• Right to data portability
• Right to object
• Right to withdraw consent
• Right to lodge a complaint with a supervisory authority

The Company will process requests in accordance with applicable data protection laws.

26. California Privacy Rights

If you are a California resident, you may have rights under applicable California privacy laws, including the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), where applicable.

Subject to applicable law, California residents may have rights to:

• Know what personal information is collected.
• Request access to personal information.
• Request deletion of personal information.
• Correct inaccurate information.
• Limit the use of certain sensitive personal information where applicable.
• Receive information regarding categories of disclosures.

KatalystIQ does not sell personal information as that term is generally defined under applicable California privacy laws.

27. Marketing Preferences

Customers may manage marketing preferences at any time.

You may:

• Unsubscribe from marketing emails.
• Update communication preferences.
• Opt out of promotional communications.

Please note that opting out of marketing communications does not prevent us from sending important service-related communications, including:

• Security notices
• Billing notifications
• Account updates
• Product changes
• Legal notices

28. Managing Cookies

Most web browsers allow users to:

• View cookies
• Delete cookies
• Block cookies
• Restrict third-party cookies

Disabling certain cookies may affect Platform functionality.

Additional information regarding cookies is available in our Cookie Policy.

29. Children’s Privacy

The Platform is intended for business users and is not directed toward children.

We do not knowingly collect personal information from individuals under the age required by applicable law to provide valid consent.

If we become aware that such information has been collected without appropriate authorization, we will take reasonable steps to delete it.

Parents or guardians who believe a child has provided personal information may contact us.

30. Automated Decision-Making

The Platform uses artificial intelligence and automation to assist Customers in performing business activities.

Examples include:

• Lead scoring
• Qualification recommendations
• Personalization
• Workflow suggestions
• Business insights
• Sales recommendations

These tools are designed to assist human decision-making rather than replace it.

Customers remain responsible for reviewing AI-generated outputs and making final business decisions.

31. Data Breach Response

The Company maintains procedures designed to identify, investigate, and respond to security incidents affecting personal information.

Where required by applicable law, we may notify:

• Affected Customers
• Regulatory authorities
• Other relevant parties

Notification timing and content will be determined in accordance with applicable legal requirements and the circumstances of the incident.

32. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect:

• Changes in our services
• Legal or regulatory requirements
• Security practices
• Technology changes
• Business operations

The updated version will be published on our website with a revised “Last Updated” date.

Material changes may also be communicated through:

• Email
• Platform notifications
• Website announcements

Your continued use of the Platform after changes become effective constitutes acceptance of the revised Privacy Policy.

33. Contact Us

If you have questions, concerns, or requests relating to this Privacy Policy or our privacy practices, please contact:

Naga Info Solutions Pvt. Ltd.

KatalystIQ

Website: https://katalystiq.io

Email:support@nagainfo.com

If applicable under your local laws, you may also have the right to contact your local data protection or privacy regulator.

34. Acknowledgement

By accessing or using the KatalystIQ Platform, you acknowledge that you have read and understood this Privacy Policy.

Where required by applicable law, your continued use of the Platform constitutes your acceptance of this Privacy Policy.