Your conversations.
Handled with clarity.

Who this notice is for

Relate helps businesses handle inquiries and prepare personalized responses. This notice describes information handled in the pilot, including messages received through connected WhatsApp accounts and information imported from an optional CRM.

Relate is operated by B&B Consulting LLC, registered in Sharjah Media City (Shams) Free Zone, Sharjah, United Arab Emirates. Trade licence: 2646844.01. Privacy and deletion requests: info@tradingerpconsulting.com.

Where a business uses Relate for its customers, that business determines why customer information is used. Its privacy notice also applies. Relate processes that information on the business’s instructions. The operator’s responsibilities for account administration and service security must be confirmed in the customer agreement.

Information we use

• Inquiry and conversation details: names, email addresses or phone numbers, submitted questions, message text, timestamps and message identifiers.
• Connected CRM context: contact, company and account-owner information made available through the permissions granted. HubSpot is the current pilot CRM; a CRM connection is optional.
• Company research: relevant publicly available business information and source links used for personalization.
• Service records: connection credentials, processing status, AI drafts, delivery receipts where available and operational logs.

Please avoid including sensitive personal information that is unnecessary for your inquiry.

Why information is processed

To receive inquiries, understand the requested assistance, prepare relevant responses, operate authorized messaging connections, prevent duplicate processing, investigate failures and maintain service security.

The current WhatsApp test is limited to a designated test number and up to ten AI replies using conversation context and qualification questions. An approved booking link may be offered; booking confirmation, scheduled follow-up and CRM write-back are still being developed. This notice does not represent those features as already live.

The current test uses information voluntarily provided by the operator and designated test participants to test the requested service. Participation is optional; contact us to stop participation or request deletion. A connected business must establish the appropriate basis for using its customers’ information before enabling customer communications.

AI and service providers

Relevant inquiry text and context may be sent to OpenAI’s API to generate a response. AI output can be inaccurate and should not be treated as a verified fact or a binding promise. The pilot is not intended to make decisions determining access to housing, employment, credit or other essential services.

• Meta / WhatsApp: message delivery and WhatsApp account connections.
• OpenAI: AI response generation and the hosted Relate workspace.
• Cloudflare: the background service, database and encrypted service secrets.
• HubSpot, when connected: permitted CRM context and inquiry access.

Providers also process information under their own terms and privacy notices. Disconnecting an integration does not automatically delete records already held by those providers.

Our providers may process information outside your country. We have not established a UAE-only or UK-only storage arrangement. Provider agreements and applicable transfer safeguards will be reviewed before external customer trials; the present test is restricted to operator-controlled data.

Storage and security

Connection secrets used by the WhatsApp background service are stored as encrypted Cloudflare secrets. Incoming webhook requests are checked using Meta’s signature. The Relate workspace is private. These safeguards do not eliminate every security risk.

For this operator-controlled test, deletion requests are handled manually through our contact email. Automatic trial shutdown and deletion are not yet active. External customer trials will not start under the trial terms below until the associated retention and backup procedures are in place.

Trial access and retention

For future customer trials, the agreed trial lasts 14 days. If you do not subscribe, the agent stops when the trial ends. Relate retains your trial data for 90 days after the trial ends, then deletes it from its active storage. The 90 days do not restart when a new message arrives.

You may request earlier deletion using the contact below. If you subscribe, the paid account’s retention terms apply; those terms must be provided before conversion. Deleting Relate’s copies does not delete original records held in your CRM, email account or WhatsApp.

This future trial schedule is not an assertion that the current test data already expires automatically. Current test records are retained for testing and troubleshooting until removed manually; request deletion using the contact below. Backup expiry must be confirmed before external customer trials. Minimal opt-out records may need to remain to prevent further contact.

Your choices and rights

You can ask the business handling your inquiry to correct your information, stop follow-up messages or arrange human assistance. Depending on the law that applies, you may also have rights to access, delete, restrict or object to processing, obtain a portable copy, or withdraw consent where processing relies on consent.

You can raise concerns with the relevant data-protection authority. In the UK, this is the Information Commissioner’s Office.

Request deletion

Email info@tradingerpconsulting.com for privacy and deletion requests.

Send a request titled “Relate data deletion” with the email address or WhatsApp number used and the business you contacted. Do not send passwords or access tokens. We may need proportionate information to verify the request and identify the correct records.

Deletion must cover the relevant Relate conversation records and connected processing records, subject to applicable legal requirements. Copies held independently by the business or messaging provider may require a separate request. Disconnecting WhatsApp or a CRM revokes access but is not itself a deletion request.

B&B Consulting LLC receives requests at the email above. Requests are reviewed manually; we will explain any identity checks, applicable exceptions or limitations affecting deletion, including provider-held copies. We do not promise immediate erasure from all backups.

Changes to this notice

This notice describes the operator-controlled pilot as of 9 October 2026. Material changes to information use should be communicated before the new processing starts.