SetMo — Privacy Policy

Effective date: June 22, 2026

This Policy explains how Grow Dental LLC ("Grow Dental," "SetMo," "we," "us") collects, uses, and shares information in connection with the SetMo platform, websites, and services (the "Service"). The Service is offered to business users in the United States only.

SetMo is a workforce training tool used by dental practices to train front-desk staff against AI-simulated leads. It is not intended to collect patient information (see "No Patient Health Information").

1. Scope and Our Roles

We act as an independent business/controller for the data we collect and generate through the Service — including account, billing, website, marketing, and analytics data, and the recordings, transcripts, and scores produced by the Service's own AI conversations and trainings. The Practice does not submit recordings, transcripts, scores, or training data to us; the Service generates them. If your account was provided by your Practice, your Practice administers its account, and certain requests may be directed to it (see Section 11).

2. Information We Collect

Provided by you or your Practice:

• Account & contact info — practice name, owners, billing contact, email, phone.
• User info — names, emails, and roles of users you add, and phone numbers (collected for account/billing only — not for voice-agent calling).
• Payment info — via Stripe; we receive limited transaction details and do not store full card numbers.

Generated through use of the Service:

• Voice recordings of practice/coaching calls (recorded and stored).
• Transcripts, AI prompts/responses, and call summaries.
• Performance data — scores, rubric outputs/annotations, coaching recommendations, progress, leaderboard/ranking data.
• Manager/admin notes.
• Usage data — minutes consumed, activity, logins, feature use; organization hierarchy / DSO-location relationships.
• Assessment data — from the free Setter Assessment, including from prospects who are not yet customers.
• Support communications.

Collected automatically:

• Technical/device data — IP, browser/device, and similar; marketing-site analytics; cookies, similar technologies, and session replay.

3. How We Use Information

• Provide, operate, and secure the Service; record, transcribe, and AI-analyze calls; generate simulated lead responses, scores, coaching, reports, dashboards, and leaderboards;
• Benchmark user progress over time; allow managers/admins to monitor training;
• Process payments; manage access and minute balances; provide support and service communications;
• Send free Assessment/audit invitations to prospects every other month, and use assessment results for sales and marketing follow-up (opt out by replying to the email);
• Detect prohibited PHI or misuse, fraud, and security issues;
• Maintain and improve the Service — prompts, rubrics, scoring logic, and product quality — primarily using aggregated/de-identified data;
• Comply with law.

AI model training: we do not use identifiable recordings or transcripts to train third-party or foundation AI models unless you expressly agree. Product and model improvement uses de-identified data; you may opt out by emailing support@growdental.ai.

4. Voice, Recording, and AI Analysis

Practice calls are recorded, stored, transcribed, and analyzed by AI to provide scoring and coaching. The "lead" personas are fictional and AI-generated. Recordings and transcripts may be visible to Practice admins/managers and processed by our voice/AI subprocessors (Section 6). Your Practice is responsible for required notice/consent (see the Terms of Service). We typically retain recordings and transcripts for one (1) year, then delete them.

We do not use voice recordings to identify individuals by voiceprint or for biometric authentication.

5. No Patient Health Information (PHI)

SetMo is a training tool and is not a HIPAA covered entity or business associate, and does not sign BAAs unless we offer a dedicated HIPAA version. Practice scenarios must be fictional. Practices must train users not to disclose patient names, phone numbers, treatment, health, insurance, or appointment information, or other PHI. If we learn PHI has been submitted, we may delete it (including without notice) and may contact the Practice for remediation. The Practice is responsible for legal obligations arising from its users' submission of PHI.

6. How We Share Information; Subprocessors

We do not sell personal information. (We may "share" personal information for cross-context behavioral advertising through advertising cookies/pixels — see Section 8 — and you can opt out.) We share with:

• Service providers / subprocessors by category — hosting, database/storage, authentication, voice/AI processing & transcription, analytics, email/SMS, payment (Stripe), error logging/security, and support tools (including ElevenLabs and others). AI/voice providers may process audio, transcripts, prompts, and outputs to provide the Service, under contract. A current list is available by emailing support@growdental.ai.
• Partners (referral/distribution) — limited view-only "usage health" (e.g., active/inactive, minutes used, number of users, location/subscription status) and earnings attribution. Partners do not receive recordings, transcripts, or individual employee performance unless the Practice expressly authorizes it.
• Legal & safety, business transfers, and with your direction/consent.

7. Practice Admin and Manager Visibility

If you use SetMo through a Practice, your Practice owner, managers, and group/DSO admins can see your user name and role, call attempts, recordings, transcripts, scores, coaching feedback, leaderboard/progress, usage minutes, and assessment results. Your performance on the Service is visible to your employer/Practice.

8. Cookies, Analytics, and Ad Tracking

We use cookies and similar technologies for authentication, preferences, security, and analytics. We use Google Analytics, the Meta Pixel, CRM tracking, and session replay, and we may use retargeting/advertising in the future. Because of these advertising technologies, we may "share" personal information for cross-context behavioral advertising under CCPA/CPRA. We present a cookie banner on your initial visit and provide a way to opt out of non-essential cookies and of sale/sharing.

9. Data Retention

We retain information only as long as needed to provide the Service and for legitimate business and legal purposes. Suggested decisions:

10. Security

We use administrative, technical, and organizational safeguards designed to protect information. No system is perfectly secure; we cannot guarantee absolute security.

11. Your Choices and Rights

Rights differ by who you are:

• Practice / account owners — access, correct, export, or delete account data through the account or by contacting us.
• Individual users/employees — "If your account is provided by your Practice, we may direct certain requests to your Practice or require Practice approval before deleting training records tied to the Practice account."
• Prospect assessment participants — request a copy or deletion of your assessment data by emailing support@growdental.ai; opt out of follow-up.

State privacy rights (e.g., California CCPA/CPRA and other US state laws): depending on your state, you may have rights to know, access, correct, delete, opt out of sale/sharing, and be free from discrimination for exercising them. Contact us at support@growdental.ai; we verify and respond as required by law.

12. Children

The Service is for business users 18+ and is not directed to children. We do not knowingly collect information from anyone under 18.

13. Changes to This Policy

We may update this Policy and will post the new version with an updated effective date; material changes communicated as required.

14. Contact

Grow Dental LLC — SetMo · support@growdental.ai · 321 N Mall Drive, STE H102, St. George, UT 84790