The short version

• We’re Optevo Ltd, in Chelmsford. We set up Sophie, an AI receptionist, for trades businesses.
• We find businesses to contact on Google Maps, Companies House and their own websites. Before we ring, we check the number against the Telephone Preference Service (TPS) and Corporate TPS.
• Calls to and from our Optevo number are recorded, and we tell you at the start of the call.
• If you’re not ready to buy, we’ll get back in touch every few months: about every three months, or about every six months if you’ve told us you’re not interested. Say “don’t contact me” and we never will again.
• We only send marketing texts, or marketing emails to sole traders and partnerships, if you’ve said yes. We may email limited companies and LLPs without asking first, as the law allows. Every email has an unsubscribe link.
• Our website notes where visitors came from and which pages they looked at. See “Our website” below.
• You can tell us to stop at any time. Say so on a call, reply STOP to a text, or use the unsubscribe link. We stop, and keep you on our do-not-contact list so it stays that way.
• Questions or requests: [email protected] or 07426 944077.

Who we are

Optevo Ltd, registered in England and Wales as Optevo Limited, company number 16271659.
Registered office: 41 Newcombe Court, Burgess Springs, Chelmsford, Essex CM1 1QN.

For our own sales and marketing, we decide how your details are used. That makes us the controller of them.

Contact us about anything in this notice:

• Email: [email protected]
• Phone: 07426 944077
• Post: our registered office, above

James Haughey, a director, looks after privacy at Optevo.

If you rang a business that uses Sophie

If you rang a business and Sophie answered, that business is in charge of your details, not us. We run Sophie for them as their processor, under our service agreement with them. We only use your details to provide their service. Their own privacy notice explains what they do with them. If you contact us about it, we’ll pass your request to the business straight away.

Where we get your details

What we hold

• Business contact details: business name, the owner’s or a contact’s name (from Companies House, your website or your business name), business phone, email, website and address.
• Notes from calls, emails, texts and forms, and anything we agreed, such as a demo booking or a call back.
• Call recordings and transcripts, and voicemails you leave us.
• Your choices: whether you’ve agreed to emails and texts, when, how, and the words you agreed to. Whether you’ve asked us not to contact you.
• TPS and CTPS screening results.
• If you fill in our website form: how you heard about us, the advert, post or website that sent you, and the pages you looked at.
• If you become a client: billing details and what we need to run your service. Card and bank details are held by Stripe, not by us.

We don’t ask for sensitive information, such as health details. If you mention something like that on a call, it stays in the recording and transcript until they’re deleted.

Calls

Calls we make

We ring trades businesses that could use Sophie, starting with plumbing and heating firms.

• Before we ring, we check the number against TPS and CTPS (a check from the last 28 days) and against our own do-not-contact list.
• We don’t ring a number on TPS or CTPS unless you’ve asked us to call you.
• We ring on weekdays, from our Optevo number. Our number always shows. Every call starts by saying it’s Optevo and that the call may be recorded.
• We never leave sales voicemails.
• If we can’t reach you after a few tries, we leave it about three months and then try again. We check the number against TPS and CTPS again before we do.
• If we speak and you’re not ready, we’ll ring again in about three months. If you tell us you’re not interested, we’ll leave it about six months before trying once more.
• If you say you don’t want our calls, or don’t want us to contact you at all, we stop. That’s final.

Calls to us

Calls to our Optevo number ring James. If he can’t answer, you can leave a voicemail and he’ll ring you back.

Recording and transcripts

Calls to and from our Optevo number are recorded, and our phone system may make a written transcript. We tell you at the start of the call. We use recordings to check what was said and agreed, and to train ourselves.

Demos

We show Sophie live on a Microsoft Teams call, using a demo account set up for a made-up firm.

Emails and texts

Sole traders and partnerships

We only send you marketing emails or texts if you’ve said yes. You can say yes by ticking the box on our website form, or when we ask on a call: “Would it be OK for Optevo to send you the odd email or text about Sophie? You can opt out at any time.” We keep a note of when and how you said yes.

Limited companies and LLPs

The law lets us email a company’s business address without asking first.

• If we haven’t spoken to you, we may send two short emails, a week apart. They come from a separate address we use only for this, at getoptevo.co.uk, and are sent through Instantly and Google Workspace.
• Every email has an unsubscribe link, and says where we found you.
• We don’t email personal addresses, such as Gmail or Hotmail, unless you’ve said yes.
• After we’ve spoken, we may send you a few short follow-up emails about Sophie: no more than five in each three months or so, from [email protected], sent through HighLevel. They stop if you reply, unsubscribe or tell us to stop, and they stop while we’re talking to you anyway.

Our emails don’t track whether you open them or which links you click.

Texts

We only send marketing texts if you’ve said yes, and then only the odd one alongside our follow-up emails. Reply STOP to any of them and they stop.

Messages you asked for

If you fill in a form or book a demo, we send you the reply, and booking confirmations and reminders, whether or not you ticked the box. You asked for them, so they aren’t marketing.

Our website

• optevo.tech runs on HighLevel. Its domain is managed by Cloudflare.
• Our website form asks for your first name, business name, mobile and email, how you heard about us (you can leave it blank), and whether we can email and text you. We then ring you about your enquiry. Our booking page, if we send you one, asks for the same contact details.
• The form also sends us where you came from: the advert, post or website that sent you, if any, and the page you started on. We use it to see which adverts and posts bring enquiries.
• The form uses Cloudflare Turnstile to check you’re a person and not a bot.

Cookies and similar technology

The site stores a few small things in your browser:

Cloudflare also counts visits and measures page speed for us (Cloudflare Web Analytics). It doesn’t use cookies or store anything in your browser, and it doesn’t identify you.

We don’t use advertising cookies, and we don’t share what the site records with advertisers.

To say no: block or delete cookies and site data for optevo.tech in your browser’s settings, or use a private window. The site and the form still work. A content blocker stops Cloudflare’s visit counts.

Why we use your details, and the legal reasons

The law says we need a reason (a “lawful basis”) for each use. We’ve weighed each “legitimate interests” use against your interests in a written legitimate interests assessment. You can ask for a copy.

Who else handles your details

These companies handle details for us, under contract, and only as we instruct. Some hold data outside the UK, mostly in the United States, and HighLevel’s support team is in India. Where details leave the UK, they’re protected by the UK–US “data bridge” (the UK Extension to the EU–US Data Privacy Framework) or by contract clauses the ICO approves. Ask us if you’d like to know which applies to a company, or want a copy of the safeguard.

We also use Claude, an AI assistant made by Anthropic in the United States, to help build and check our systems and draft documents. It can see contact details while it works.

We never sell your details or share them for anyone else’s marketing. We may share them if the law requires it, or with our professional advisers.

How long we keep your details

Your rights

Stopping marketing: an absolute right

You can tell us to stop using your details for marketing at any time. We will always stop. No questions, no exceptions.

How to tell us:

• On a call: just tell us: “Don’t contact me again.”
• By text: reply STOP.
• By email: use the unsubscribe link, or reply asking us to stop.
• Any time: email [email protected] or ring 07426 944077.

We act on it straight away, and within one month at the latest. An unsubscribe or a STOP stops that kind of message. If you want all marketing from us to stop, calls included, just say so and it will: we take you out of our follow-up calls and emails for good. We keep only your name, number and email on our do-not-contact list so it stays stopped.

If you’d just rather we left it longer, tell us you’re not interested for now and we’ll wait about six months before trying again.

Your other rights

You can ask us to:

• give you a copy of your details;
• correct them;
• delete them;
• limit how we use them;
• stop using them for any other legitimate interest (we’ll stop unless we have a strong reason that outweighs yours, and we’ll tell you what it is);
• give you the details you gave us in a format you can take elsewhere, where our reason is consent or a contract.

If we’re relying on your consent, you can withdraw it at any time. It’s free. We’ll reply within one month. We may need to check who you are first.

We don’t make any decisions about you by automated means that have a legal or similarly significant effect on you.

Complaints

If you’re unhappy with how we’ve handled your details, please tell us first: [email protected] or 07426 944077. We’ll acknowledge your complaint within 30 days, look into it, and tell you what we’ve done.

You can also complain to the UK regulator, the Information Commissioner’s Office (ICO), at any time: ico.org.uk/concerns or 0303 123 1113.

Changes to this notice

We’ll update this notice when the way we use details changes, and change the date below.

Version 1.6 · Last updated 27 October 2026