Your inquiry

The assessment uses descriptions of records. Your answers stay in the current browser tab until you choose to submit an inquiry. You can download a profile without submitting it. Refreshing clears unsubmitted answers.

What you submit

An inquiry includes your company, business email, optional name and message, and either a records profile or buyer requirements. Keep company files, employee identifiers and customer records in their source systems.

Referral references

A referral link can carry a reference code across pages during your visit, including after a refresh. This code is kept in your browser’s session storage; your questionnaire answers are not saved with it. If you send an inquiry, the reference appears in the note you can review and edit. You can remove the reference before sending. It does not give the referrer access to your answers.

How we use it

Authorized operators review the inquiry and follow up about scope, preparation or buyer requirements. Submitting does not grant a license or subscribe you to unrelated marketing. We do not sell inquiry contact details.

Access and retention

Submitted inquiries are held in a private workspace. We delete inactive inquiries 90 days after the last substantive contact. We retain records needed for active engagements or legal requirements for as long as that purpose requires. You can ask us to delete your inquiry sooner.

For privacy questions or deletion requests, contact jake@dragonflyautomations.com.

Operational information

We use limited technical information to protect submissions and diagnose failures. Assessment answers, messages and private notes are excluded from application logs and session replay.

Dragonfly AI LLC · Notice version: inquiry-v3 · Updated October 19, 2026.