Privacy principles for account data, conversational data, and operational processing

1. Overview

ConvortAI processes information to provide configured platform functions, messaging automation, and order detail extraction for business accounts.

2. Information Processed

• Account Details: Email address and authentication credentials used to manage account access.
• WhatsApp Connection Data: Session identifiers required to maintain WhatsApp Linked Devices connections.
• Conversational Context: Text messages, voice notes, and media files processed through connected WhatsApp instances to generate replies.
• Order & Lead Details: Customer names, phone numbers, delivery addresses, and item requests extracted from customer chats.
• Integration Credentials: Client-provided API keys or tokens for third-party services (such as PostEx or Leopards).
• Billing Logs: Plan selections, wallet top-up records, and usage deduction logs generated via payment processor (Creem).

3. Service Providers and External Processing

ConvortAI processes information to provide configured platform functions. Information may also be processed by relevant service providers under their own policies:

• Appwrite: Database infrastructure supporting workspace data storage.
• Google Gemini AI: AI processing model infrastructure used to generate support replies when AI features are enabled.
• Creem: Merchant payment processor handling subscription billing and wallet top-ups.
• Logistics Providers: Order information transmitted to client-configured couriers (PostEx or Leopards) when enabled by client setup.

4. Client Operational Guidance

Clients remain responsible for securing customer messaging consent and providing appropriate customer privacy notices in their operating jurisdictions.

Clients must keep API keys and account credentials secure. Support requests should never include passwords, OTPs, credit card numbers, or WhatsApp QR codes.

5. Data Control and Retention

Retention varies by data type, operational requirement, third-party service, and available workspace controls. Contact support for questions about a specific account or data category.

Contact support@convortai.com to request assistance with account or stored-data controls. Available actions depend on the current account and workspace configuration.