Who this policy covers
“Intake,” “we,” and “us” refer to The Intake LLC, which operates this website and the appointment-setting service described here. Our clients are businesses that authorize us to assist with conversations on their connected Instagram professional accounts. People who send those businesses messages are also covered by this policy for information we receive while providing the service.
For business contact and demo application information, Intake decides how that information is used. For information from a client’s Instagram inbox, we generally handle it on the client’s behalf to provide the requested service. The business you messaged remains responsible for its relationship with you and may have its own privacy policy.
Information we handle
- Website and demo requests: your name, email, Instagram handle, business description, current approach to DMs, estimated message volume, and anything else you choose to tell us.
- Connected business accounts: account identifiers, profile information, permissions or connection details, service settings, and information needed to manage authorized conversations and bookings.
- Instagram conversations: information made available through an authorized connection, including a sender’s Instagram identifier or handle, message content, timestamps, and available attachments or message metadata. We may record qualification answers, conversation status, handoff notes, and booking details arising from those conversations.
- Demo conversations: messages and details you enter into a shareable demo chat, including any information you voluntarily provide.
- Basic technical information: information needed to operate and secure the site, such as request logs and essential cookies for secure access. The public site does not require an account.
We receive this information from you, our business clients, authorized Instagram connections, and scheduling or communication services used in providing the service. Please avoid sending sensitive personal information in a demo request or chat.
How we use it
We use information to review demo requests and contact applicants; set up and provide the service requested by a business client; understand and respond to incoming enquiries; help qualify interest and arrange a suitable next step; route conversations needing human attention; maintain records of conversations and bookings; protect the service; and comply with legal and platform obligations.
Conversation handling can include automated and AI-assisted processing, with human review when needed. We use information received from Meta only to support the connected business’s authorized use of the service and other purposes allowed by applicable Meta rules. We do not sell Instagram conversation data or use it to advertise to message senders.
Retention and deletion
We keep information while it is needed to provide the service, manage enquiries and bookings, resolve disputes, maintain security, or meet legal obligations. We do not currently publish a single fixed retention period for every record because the purpose and legal requirements differ by record type. We review deletion requests and remove or de-identify information when it is no longer needed or when deletion is required by applicable law or Meta’s rules, unless a lawful retention obligation applies.
To request access, correction, or deletion: follow our data deletion instructions or use the privacy contact address in the “Contact and changes” section below. Include the Instagram handle involved, the business account you messaged if applicable, and enough detail for us to locate the information. Please do not include passwords or sensitive details. We may verify your identity and, where the business controls the information, coordinate with that business before acting. Disconnecting an Instagram account stops future authorized access but does not by itself erase records already held by Intake; request deletion separately.
Your choices
You can choose not to submit a demo request or use a demo chat. Business account owners can disconnect Intake’s access through the relevant Meta account settings or contact us to stop service. People who message a connected business can contact that business or Intake about information from their conversation. Depending on applicable law, you may also have rights to receive a copy of your information, correct it, object to or restrict certain processing, or request deletion.
Security and transfers
We use reasonable technical and organizational measures designed to protect information, including restricted access and protected account credentials. No online service can promise absolute security. Information may be processed in countries other than the one where you live; where required, we use appropriate safeguards for those transfers.
The service is intended for businesses and their enquiries, not for children to use independently. If you believe a child’s information was provided to us, contact us so we can review it.
Contact and changes
For privacy questions, access, correction, deletion, or security concerns, contact The Intake LLC at contact@intakedm.com.
We may update this policy as our service or legal requirements change. The effective date above shows when this version took effect. Material changes will be communicated as required by law. You can also review our Terms of Service.