SalesOgre AI

Privacy Policy

Last updated: October 29, 2026

1. Introduction

Meridian AI, Inc., doing business as SalesOgre AI ("SalesOgre," "we," "us" or "our"), makes a Sales Execution Platform that helps sellers research accounts and people, plan deals and prepare outreach. This Privacy Policy explains how we collect, use, share and protect personal information through the SalesOgre AI platform, its agents, AI-R (the AI Regulator, including at ai-reg.pro), browser extension, mobile apps, API and AI-app connector (the "Platform"), and through salesogre.com and app.salesogre.com (the "Sites").

2. Scope of This Privacy Policy

This policy covers people who visit our Sites, contact us or sign up for our updates, and people who use the Platform ("Users," including the companies they work for). It also covers personal information about other people, such as prospects and customer contacts, that Users bring into the Platform ("User Provided Data"). Our Terms of Service and any signed agreement with your company also apply.

3. Information We Collect

3.1 User Provided Data

Information Users add to or connect with the Platform, such as accounts, contacts, deals, notes, meeting notes and transcripts, emails and calendar entries from connected accounts, uploaded files, and messages to Charlie. We process this on the User's behalf and under the User's instructions.

3.2 User Account and Platform Usage Data

Your name, email, company, role, sign-in details, billing details (handled by our payment processor; we do not store full card numbers), settings, and technical and usage data such as device, browser, IP address, pages and features used, and errors. AI-R also records metadata about each AI model call (which model, its size, cost, savings and timing) to meter it, show savings and enforce your limits.

3.3 Research and Enrichment Data

When a User asks, the Platform gathers business information about companies and their people from public sources (such as company websites, news, filings and professional profiles) and from data providers the User or SalesOgre connects, for example a person's name, title, employer, business email and business phone number.

3.4 Inquiry Information

Information you send us when you contact us, request a demo or ask for support.

3.5 Registration Information

Information you give when you sign up for our newsletter, blog updates, webinars or events.

3.6 Analytics Information

Information about how people find and use our Sites and open our emails, collected with cookies and similar tools.

3.7 Aggregated Data

Combined or de-identified information that no longer identifies any person or company.

4. How We Collect Information

We collect information directly from you; from Users, who bring in User Provided Data and ask the Platform to research companies and people; automatically, through cookies, logs and similar tools; and from third parties, including the services a User connects (such as Google, Microsoft, HubSpot, Salesforce, Slack and Zoom), data providers and public sources.

5. How We Use Information

5.1 User Provided Data

We use User Provided Data only to provide the Platform to that User and their company: to run Charlie and the other agents, produce research, plans, drafts and recommendations, keep records in sync, and secure and support the Platform. AI-R may keep a cache of AI answers so the same work is not paid for twice; that cache stays inside your own company's workspace. We do not sell it. When we send it to AI model providers through our own accounts, we use terms that do not allow them to train their models on it. If a User connects their own AI keys, that provider's terms with the User apply.

5.2 User Account and Platform Usage Data

To create and secure accounts, sign you in, process payments and the AI Wallet, communicate with you, provide support, measure and improve the Platform, prevent fraud and abuse, and tell you about features and offers (you can opt out of marketing).

5.3 Inquiry, Registration and Analytics Information

To answer you, deliver what you signed up for, improve our Sites and marketing, and keep them secure.

5.4 Aggregated Data

To understand how the Platform is used and to improve it, including its AI features, without identifying any person or company.

5.5 Google user data

SalesOgre's use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements. We use Gmail, Google Calendar and Google Drive data only to provide the features you turn on, such as reading your latest thread with a contact before Charlie drafts a reply, and we never use it for advertising or to train general AI models.

6. How We Share Information

We share personal information only as follows:

Our Terms of Service describe the rules for using the Platform.

7. Third-Party Websites and Services

The Sites and Platform link to and work with websites and services we don't control. Their own privacy policies apply, and you use them at your own risk.

8. Data Retention

We keep User Provided Data for as long as the User's company has an account and as its settings direct. After an account ends, the company has 90 days to request an export, after which we delete or de-identify it; backups cycle out within about 90 more days. We keep account, billing and legal records as long as the law requires, and other information only as long as needed for the purposes above.

9. Information Security

We protect information with encryption in transit and at rest, access controls, per-company data separation, logging and regular review, and our AI engine runs only on our servers. We are working toward SOC 2. No system is perfectly secure, so we cannot guarantee absolute security. We will notify affected Users of a security incident as the law requires.

10. International Data Transfers

We are based in the United States, and we and our service providers process information in the United States and other countries. Where the law requires, we use safeguards such as the European Commission's Standard Contractual Clauses for transfers.

11. Your Privacy Rights and Choices

Depending on where you live, you may have the right to access, correct, delete or get a copy of your personal information, and to object to or limit certain uses. You can update account details in the Platform, unsubscribe from marketing with the link in any email, and control cookies in your browser. If your information is in the Platform because a User added it, such as a prospect record, please contact that User's company; we will help them respond and will pass on requests sent to us. To make a request, email cj@salesogre.com. We will not discriminate against you for using your rights.

12. Additional Information for the EEA and UK

12.1 Controller and processor roles

For User Provided Data, the User's company is the controller and SalesOgre is its processor. For account, usage, inquiry, registration and analytics information, SalesOgre is the controller.

12.2 Legal bases

We rely on performing our contract with you, our legitimate interests in running, securing and improving the Platform and marketing it to businesses, your consent where we ask for it, and legal obligations.

12.3 Your rights

You may access, correct, delete, restrict or port your personal information, object to processing based on legitimate interests or to direct marketing, withdraw consent at any time, and complain to your local data protection authority.

12.4 International transfers

Transfers outside the EEA or UK rely on adequacy decisions, Standard Contractual Clauses or another lawful mechanism.

13. Additional Information for California Residents

13.1 Personal information we collect

In the past 12 months we collected identifiers (such as name, email and IP address), commercial information (such as purchases and AI Wallet activity), internet and device activity, professional information (such as title and employer), and inferences used to recommend sales actions. We do not collect sensitive personal information for the purpose of inferring characteristics about people.

13.2 Why we use it

For the purposes in section 5: providing and securing the Platform, payments, support, improvement and marketing.

13.3 Disclosures for a business purpose

To the service providers and other recipients in section 6.

13.4 Sale and sharing

We do not sell personal information for money, and we do not share it for cross-context behavioral advertising.

13.5 Your California rights

You may ask to know, access, correct and delete your personal information, and to opt out of any sale or sharing. Email cj@salesogre.com; we will verify your request before acting on it, and you may use an authorized agent.

14. Minors

The Platform and Sites are for people 18 and older. We do not knowingly collect information from anyone under 18, and we will delete it if we learn we have.

15. Cookies and Similar Technologies

We use cookies, local storage and similar tools to keep you signed in, remember your settings, keep the Platform secure, and understand how our Sites are used. You can block or delete cookies in your browser settings; some features may not work without them.

16. Do Not Track Signals

Our Sites do not respond to browser Do Not Track signals.

17. Changes to This Privacy Policy

We may update this policy. We will post the new version here with a new date and, for material changes, notify Users by email or in the Platform at least 7 days before they take effect.

18. How to Contact Us

Meridian AI, Inc. d/b/a SalesOgre AI, Dallas, Texas. Email cj@salesogre.com.