Privacy Policy | Optivise Products

Last updated: September 28, 2026

This Privacy Policy is provided by Shanghai Youluyi Technology Co., Ltd. (“Optivise”, “we”, “us”, or “our”). It applies to the Optivise website, Smart Planner, and the Agent Optimization Engine.

We collect only the information you choose to share with us, such as your name, email address, company, and any details you provide when requesting a demo or joining our newsletter.

Information We Collect

Contact information submitted through Tally forms
Scheduling information submitted through Calendly
Optional messages sent through our chatbot
Basic, non-identifying technical logs (no cookies, no tracking pixels)

How We Use Your Information

To contact you about demos or product updates
To respond to inquiries
To improve our website and product
To schedule meetings you request

We do not sell or share your information with third parties for marketing.

Smart Planner and Google API Data

Smart Planner is an Optivise Google Sheets add-on. When you open Smart Planner in a spreadsheet, it processes the active workbook, your instructions, model configuration, and generated results to provide planning and optimization features. The service sends the information needed for that request to the Smart Planner backend and writes results only to the workbook you are working in.

Smart Planner’s use and transfer to any other app of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

Smart Planner uses Google Workspace data only to provide or improve user-facing planning and optimization features. Smart Planner does not use or transfer Google Workspace data for advertising, creditworthiness, lending, or to train or improve generalized AI or machine-learning models.

Smart Planner does not sell Google Workspace data. People may access Google Workspace data only when you give consent for support, when access is required to investigate abuse or a security issue, or when the law requires it. OAuth tokens are not stored and are used only for the duration of a request.

For Smart Planner setup help, data-deletion requests, or support, visit Smart Planner Support or contact support@optivise.cc.

ChatGPT Apps, MCP, and OAuth Data

Smart Planner may also be offered as a remote MCP service for ChatGPT Apps and other approved agent platforms. When you connect the service, we process the prompts, planning data, constraints, model configuration, tool requests, and results that you or the connected agent choose to send. The service uses this information to validate planning models, run optimization jobs, return status and results, and provide usage and security records.

The initial global service is hosted in Google Cloud in the United States. The MCP service runs on Google Cloud Run and may use Cloud SQL, Cloud Tasks, Google Cloud Storage, and related Google Cloud services for authentication state, job state, asynchronous execution, and result artifacts. These providers process data only on our instructions and under the applicable service agreements. The Beijing website server is not part of the initial MCP request path.

For the hosted MCP service, uploaded request material is normally retained for up to 1 hour, and run records and result artifacts are normally retained for up to 24 hours, unless a shorter product setting or a legal, security, billing, or dispute requirement applies. OAuth authorization and browser-session records use their own expiry and cleanup lifecycle. The applicable product or listing will identify any change to these defaults before use.

ChatGPT, OpenAI, and any other agent platform you choose operate as separate platforms under their own terms and privacy policies. Their handling of a conversation before or after a tool call is controlled by that platform. OAuth tokens and authorization codes are used to authenticate requests; they are not published in listing materials. We use tenant isolation, scoped permissions, request logs, and access controls to protect service data.

You can disconnect the integration or request deletion of your Smart Planner account, planning jobs, stored artifacts, and associated service records by contacting support@optivise.cc. Some provider-side records, including records retained by ChatGPT or another connected platform, must be deleted through that provider. We may retain limited security, billing, or audit records when required for fraud prevention, legal compliance, dispute handling, or service security.

Agent Optimization Engine Data

The Agent Optimization Engine is the Optivise CLI + Skills product for approved, shell-capable AI agents. When you choose to use it, the CLI reads only the project files and configuration included in the workflow you authorize. Validation and solve requests send the selected named datasets and model configuration to the Optivise service. Result artifacts are then downloaded to the output location selected for the project.

Your AI agent may process instructions or local files under the terms and privacy controls of the agent provider you choose. Review that provider’s settings before authorizing local command or file access.

The CLI may store service configuration and authenticated session information in the user’s local profile so later commands can connect to the selected service. The CLI sends only the named datasets and model configuration selected for a validation or solve request; unrelated files and secrets are not part of that request.

Before a submission, validate --dry-run or solve --dry-run fetches the model descriptor and prints a manifest with the endpoint, model, configuration, selected file paths, byte sizes, SHA-256 hashes, expected local writes, and redacted authentication mode. Dry-run does not upload datasets or write solver artifacts. This client-side behavior does not make a promise about service-side retention after an explicit request.

For Agent Optimization Engine questions or deletion requests, contact support@optivise.cc.

Where Your Data Is Stored

Contact form submissions are stored securely in infrastructure provided by Tally (and/or destinations you connect such as Google Sheets).
Scheduling data is handled by Calendly, which maintains its own compliance and security controls.
Chatbot messages (and voice recordings, if you use voice) are processed by third-party AI providers to generate responses.

Your Choices

You may request deletion of your information at any time by contacting us at support@optivise.cc.

Children’s Privacy

Our website is not intended for children under 13.