Privacy Policy
Effective: October 13, 2026. This policy covers Sales Sherpa, Sales Sherpa Advanced and Tempo (the "Service").
What we collect. Account details (email, name if given, time zone); the documents, notes and questions you add; records you confirm; usage data (feature use, error codes, token and page counts for cost control); billing status from Stripe (we never see full card numbers).
How we use it. Only to provide the Service to you: storing and searching your documents, answering your questions, sending reminders and account emails, billing, support, security and fixing problems. We do not sell personal information and do not use your content for advertising.
Health information. The Service is for product, schedule and logistics documents, not patient records. Please remove patient identifiers from schedules and order history before uploading. We do not sign business associate agreements by default and do not want protected health information in the Service; if a document containing it is uploaded by mistake, delete it in the app or email support@getsalessherpa.com and we will remove it.
Your documents and intellectual property. Your uploads remain yours. We process them only to run the Service for you and never use them to train AI models or to build features for other customers. The Service's own software, templates and logic remain ours; see the Terms of Service.
AI processing. To answer questions and read documents, relevant passages are sent to AI model providers through Vercel's AI Gateway. We do not permit providers to use your content to train their models where their terms let us make that choice.
Who processes data for us. Vercel (hosting, AI Gateway), Supabase (database, file storage, sign-in), Stripe (payments, tax, merchant of record), Resend (email), and the AI model providers reached through Vercel (currently OpenAI and Google).
Isolation. Your data is private to your account. Other users, including coworkers or teammates, cannot see it.
Sales Sherpa Hub (organizations). A distributor that sets up Sales Sherpa Hub receives an inbound email address. Emails sent to that address (directly, copied, blind-copied, or forwarded from the distributor's own address) are processed as follows: Resend receives the message; we read the attachments once, extract case facts (date, time, room, surgeon, procedure, side, facility, vendor, implants, rep, scheduling comments, status), drop any patient columns we recognize (names, initials, MRN, account, date of birth, insurance), and discard the attachments and message body. We keep a log of each inbound message (sender, subject, time, result) so the organization can audit what arrived. Case facts are visible only to the organization's owner and the managers it names. Nothing from an individual user's own Sales Sherpa or Sales Sherpa Advanced account is shared with an organization.
Retention and deletion. We keep your data while your account is open, except your Ask question-and-answer history, which is permanently deleted after 24 hours. Deleting your account removes your documents, passages, records, reminders and history. Backups roll off within 7 days. Billing records are kept as tax law requires.
Security. Encryption in transit and at rest, per-account access controls, and no document content in logs.
Your choices. Export or delete your data in Settings, or email support@getsalessherpa.com. California and other state residents may have additional rights to know, correct and delete; contact us to use them.
Children. The Service is not for anyone under 18.
Changes. We will notify you of material changes by email or in the app. Questions: support@getsalessherpa.com. The Service is provided by Pewaukee Capital, LLC, a Wisconsin limited liability company, referred to in this policy as "we" or "us."