Privacy Policy

1. INFORMATION WE COLLECT

Depending on how you use BRIO, we may collect and process the following information.

Account Information

When you create a BRIO account, we may collect:

• Name
• Email address
• Phone number
• Password or authentication credentials
• Business/company name
• Business address and related business information
• Account and subscription information

WhatsApp Business Information

When you connect a WhatsApp Business account to BRIO through Meta's WhatsApp Business Platform, we may process information associated with that connection, including:

• WhatsApp Business Account information
• Business information
• WhatsApp phone number
• Phone Number ID
• WhatsApp Business Account ID
• Business Profile information
• WhatsApp message and conversation information
• Message delivery and read status
• WhatsApp templates
• Contacts and customer information
• Media and documents shared through WhatsApp

The availability of specific information depends on the permissions and services authorized by the business through Meta.

Customer and CRM Information

Businesses using BRIO may enter or import information about their customers, leads, contacts, and other business relationships.

This may include:

• Name
• Phone number
• Email address
• Company information
• Notes
• Tags
• Customer communication history
• Follow-up information
• Files and documents
• Other information entered by the business

2. HOW WE USE INFORMATION

We use information to provide, maintain, and improve BRIO.

This may include:

• Creating and managing user accounts
• Authenticating users
• Connecting WhatsApp Business accounts
• Sending and receiving WhatsApp messages
• Managing customer conversations
• Managing contacts and CRM records
• Sending approved WhatsApp message templates
• Managing campaigns and broadcasts
• Providing automation and workflow functionality
• Providing analytics and reports
• Processing subscriptions and payments
• Providing customer support
• Detecting security issues and abuse
• Maintaining system reliability
• Improving the platform
• Complying with applicable legal requirements

We do not use WhatsApp customer conversations for unrelated advertising purposes.

3. WHATSAPP AND META INTEGRATION

BRIO integrates with Meta's WhatsApp Business Platform to provide WhatsApp communication functionality.

When a business chooses to connect its WhatsApp Business account to BRIO, the business authorizes the applicable Meta services and permissions required for the integration.

BRIO may receive and process information made available through the authorized Meta integration for the purpose of providing WhatsApp communication and related business services.

BRIO does not independently request information beyond what is necessary for the enabled functionality and authorized integration.

Meta's own privacy policies and terms may also apply to information processed by Meta.

4. WHATSAPP MESSAGES

When a business uses BRIO to communicate with customers through WhatsApp, BRIO may process:

• Incoming messages
• Outgoing messages
• Message timestamps
• Delivery status
• Read status
• Message metadata
• Attachments and media
• Customer contact information
• Conversation history

This information is processed to provide the WhatsApp communication services requested by the business.

Businesses are responsible for ensuring that they have the appropriate rights, permissions, notices, and lawful basis to process their customers' information.

5. INFORMATION SHARING

We may share information with service providers and technology partners that are necessary to operate BRIO.

Depending on the services used, these may include providers for:

• Cloud infrastructure
• Database hosting
• Authentication
• File storage
• Payment processing
• Email delivery
• WhatsApp/Meta services
• Security and monitoring
• Analytics
• Customer support

We may also disclose information where required by applicable law, legal process, or a valid governmental request.

We do not sell personal information to third parties.

6. DATA SECURITY

We use reasonable technical and organizational safeguards designed to protect information against unauthorized access, alteration, disclosure, or destruction.

Security measures may include:

• Authentication controls
• Access controls
• Tenant isolation
• Encryption where appropriate
• Secure server-side processing
• Restricted access to sensitive credentials
• Monitoring and logging
• Security updates and maintenance

No internet-based service can guarantee absolute security.

7. META ACCESS TOKENS AND CREDENTIALS

Sensitive Meta credentials and authorization information are intended to be handled through secure server-side systems.

BRIO does not intentionally expose sensitive Meta access credentials to ordinary users or publicly accessible browser code.

Users should never share Meta access tokens, application secrets, passwords, or other confidential credentials with unauthorized individuals.

8. DATA RETENTION

We retain information for as long as reasonably necessary to:

• Provide BRIO services
• Maintain account functionality
• Meet contractual obligations
• Resolve disputes
• Maintain security
• Comply with applicable legal obligations

When an account is deleted, information may be deleted, anonymized, or retained where necessary for legitimate legal, security, or operational purposes.

Businesses may also have their own retention obligations for customer information processed through BRIO.

9. USER AND BUSINESS RESPONSIBILITIES

Businesses using BRIO are responsible for the information they upload, import, or process through the platform.

Businesses should:

• Obtain appropriate consent or authorization where required
• Provide required privacy notices to their customers
• Use WhatsApp communication in accordance with applicable laws and Meta policies
• Avoid uploading information they are not authorized to process
• Protect their account credentials
• Manage team-member access appropriately

BRIO provides technology for business communication and does not determine the lawful basis for a customer's processing activities.

10. COOKIES AND SIMILAR TECHNOLOGIES

BRIO may use cookies, local storage, sessions, and similar technologies for purposes such as:

• Authentication
• Maintaining login sessions
• Security
• Preferences
• Platform functionality
• Performance and diagnostics

We may update our use of these technologies as the platform evolves.

11. PAYMENTS

If you purchase a paid BRIO subscription, payment-related information may be processed by our payment service providers.

BRIO may receive limited transaction information necessary to:

• Confirm payment
• Manage subscriptions
• Issue invoices
• Track payment status
• Provide billing support

We do not intentionally store complete payment card information when payment processing is handled by an external payment provider.

12. CHILDREN'S PRIVACY

BRIO is intended for business users and is not designed for children.

We do not knowingly collect personal information from children for the purpose of providing the BRIO service.

13. INTERNATIONAL DATA PROCESSING

Depending on the infrastructure and third-party services used, information may be processed or stored in countries other than the country where the business or user is located.

Where required, appropriate safeguards will be considered for such processing.

14. YOUR PRIVACY RIGHTS

Depending on applicable law, individuals may have rights relating to their personal information, which may include rights to:

• Request access to personal information
• Request correction of inaccurate information
• Request deletion of information
• Request restriction of processing
• Object to certain processing
• Request data portability where applicable

Requests should be submitted using the contact information provided below.

15. THIRD-PARTY SERVICES

BRIO may integrate with third-party services, including Meta's WhatsApp Business Platform and other infrastructure or payment providers.

Third-party services operate under their own terms and privacy policies.

We recommend reviewing the applicable privacy policies of those services.

16. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time to reflect changes to:

• BRIO functionality
• Business practices
• Technology
• Legal requirements
• Third-party integrations

When changes are made, we will update the “Last Updated” date at the top of this page.

17. CONTACT US

If you have questions about this Privacy Policy or BRIO's privacy practices, contact us at: