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Privacy policy

Last updated: 22 October 2026

This English translation is provided for information. Only the French version is legally binding.

1. Data controller

ConciergeOS, published by Matthieu de La Selle, sole trader (SIREN 107 023 830), who also runs the MAT Agency agency, contact: contact.conciergeos@gmail.com, is the controller of the personal data described below, in accordance with Regulation (EU) 2016/679 (GDPR). The postal address of the head office is given in our legal notice. ConciergeOS has not appointed a data protection officer: for any question, write to contact.conciergeos@gmail.com.

2. Two distinct roles depending on the data

Depending on the type of data processed, ConciergeOS acts in two different capacities within the meaning of the GDPR:

  • Controller for the data of our direct clients (concierge services), our prospects, the partners in our network and the visitors to this website: these are the processing operations described in this policy.
  • Processor for the messages and data of the guests, owners, providers and partners that our clients entrust to us via WhatsApp Business, via their services page or via the booking requests passed on to partners: we process them only on their behalf and on their instructions. The client concierge service remains the controller of this data towards its own contacts; your requests should be addressed to it.
  • Controller for the business contact details of the partners (restaurants, activities, transfers…) listed by our clients, which we use to invite these partners to join our network: all those of the Test plan, and those of the Premium plan who are not independent. An independent partner — who performs the service personally, alone and without employees — listed by a Premium client remains private, unless that client has enabled anonymous counting. At the first contact, we tell the partner where their contact details came from and of their right to object to any canvassing.

3. Purposes, legal bases, data and retention periods

WhyLegal basisDataRetention
Providing the service to our clients (accounts, set-up, support)Performance of the contractUsers' name, email, phone, company, roleDuration of the contract, then deletion within 3 months
Billing and accountingLegal obligationClient identity and contact details, quotes and their online signature data, invoices, payments (via Stripe; invoices issued with Tiime)10 years from the end of the financial year
Answering requests for a demo, an audit, a ConciergeOS Studio video or our message templates, then presenting ConciergeOS to youLegitimate interest: answering those who contact usName, email, phone, company, message; IP address, used only to limit abuse3 years after the last contact
Sales prospecting of concierge servicesLegitimate interest: making our service known to professionals in the sectorCompany and manager name, business contact details, portfolio size, business social media accounts, public reviews, information from the French national business register (SIREN, address, manager), notes taken during our exchanges and sales qualification details; taken from your website, your business listing, professional directories, the national business register and our exchanges3 years after the last contact, or until you object
Prospecting local providers (restaurants, activities, transport, wellbeing…) for our partner networkLegitimate interest: building our partner networkBusiness name, activity, town, manager's name, SIRET and address of the establishment, website, business email and phone, published on your website, your business listing or the national business register; they may pre-fill an application, which you review and correct before anything is sent3 years after the last contact, or until you object
Contacting partners listed by our clients (section 2)Legitimate interest: building our partner networkBusiness name, activity, area, business phone and email3 years after the last contact, or until you object
Managing the partners in our network (contract, statements, commissions)Performance of the contractIdentity, SIRET, contact details, bookings and declared amountsDuration of the contract, then 10 years for accounting records
The “Alice” chatbot on the home pageLegitimate interest: answering visitors' questionsMessages you write in the chat; IP address, used only to limit abuseMessages: not kept in our database; IP address: 24 hours at most
Website audience measurementLegitimate interest: knowing how often our pages are visitedPage visited, referring site, truncated IP address (never the full address)12 months; you can object in one click on the Cookies page
Electronic signature of quotes and partner contracts (proof of agreement)Performance of the contract; legitimate interest: proving acceptanceSignatory's name and position, date and time, IP address, browser type, fingerprint of the signed document10 years from signature
Recording some prospecting calls, to improve our exchangesLegitimate interest: training our team; you are told at the start of the call and can refuseVoice and words exchanged during the call, transcript, assessment note of the exchangeAudio recording deleted as soon as the note is written; transcript: 6 months at most; note: with the prospect record
Website security and abuse prevention (anti-bot)Legitimate interest: protecting the serviceIP address, browser type (Cloudflare Turnstile)Duration of the verification

The fields marked as required in our forms are needed to handle your request or provide the service; without them, we cannot follow up.

4. Automated decision-making and artificial intelligence

ConciergeOS automatically classifies and prioritises incoming messages (urgency, category) and drafts replies using an artificial intelligence model. People who interact with the AI are informed by a notice in the conversation. This processing is never a fully automated decision producing legal effects within the meaning of article 22 of the GDPR: a member of the client's team can take over a conversation at any time, turn off the AI for a property or a conversation, and correct any reply before it is sent. No data is used to train artificial intelligence models. Anthropic, which provides the model, deletes the messages sent to it within 30 days; those its safety systems flag as breaching its usage policy may be kept for up to 2 years.

5. Recipients and processors

Your data is accessible only to ConciergeOS and to the following providers, who process it on our behalf:

  • Supabase Inc. — Database and processing (European Union (Germany); company established in the United States).
  • Vercel Inc. — Website hosting (United States).
  • Meta Platforms Ireland Ltd. — Routing of WhatsApp Business messages (Ireland, with transfers to the United States).
  • Anthropic PBC — Artificial intelligence: message classification, replies, chatbot (United States).
  • Stripe — Payments (Ireland and United States).
  • Resend — Sending transactional emails (United States).
  • Cloudflare Inc. — Anti-bot protection (Turnstile) (United States).
  • Google (Gmail) — Contact, support and prospecting email (Ireland and United States).
  • Zapier Inc. — Sending prospecting emails from our mailbox (United States).
  • Apify Technologies s.r.o. — Collecting public business listings for prospecting (Czech Republic, with possible transfers outside the European Union).
  • Calendly LLC — Booking demo appointments (United States).
  • Tiime — Issuing invoices (France).
  • Higgsfield — Generating property videos from the photos provided (Studio, included videos) (United States).

When a guest books a service, their first name, dates and needs are passed to the partner concerned so that it can welcome them. No data is sold or shared for advertising purposes.

6. Transfers outside the European Union

Several of our providers are established in the United States (see section 5). These transfers rely on the European Commission's adequacy decision on the EU–US Data Privacy Framework where the provider is certified and, failing that, on the standard contractual clauses adopted by the European Commission (decision 2021/914), included in these providers' terms. Application data (accounts, conversations, properties) is hosted in the European Union, in Germany. You can obtain a copy of these safeguards by writing to us.

7. Your rights

You have the right to access, rectify, erase and restrict your data, to object (including to prospecting, at any time and without giving a reason) and to data portability. To exercise them, write to contact.conciergeos@gmail.com. We reply within one month, which may be extended by two months for a complex request, free of charge. We may ask you to prove your identity in case of reasonable doubt. You can also set instructions for the retention, erasure and communication of your data after your death (article 85 of the French Data Protection Act).

If your request concerns data processed by ConciergeOS as a processor (see section 2), it will be passed on to the concierge service concerned, which alone is entitled to answer it.

You can lodge a complaint with the CNIL (the French data protection authority): 3 place de Fontenoy, TSA 80715, 75334 Paris Cedex 07, France, or at cnil.fr.

8. Cookies and trackers

This website sets no advertising, social media or third-party audience measurement cookies. The trackers it uses (internal audience measurement, conversation with Alice, login session, display preferences, anti-bot verification on login pages) are strictly necessary or exempt from consent: no banner is therefore shown to you. Their full list, their duration and how to object to audience measurement are given in our cookie policy.

9. Security

Exchanges are encrypted, each concierge service's data is partitioned at database level, and access to the application is restricted to authenticated users, according to their role.

10. Changes

We may change this policy. The date of the last update is shown at the top of the page; in case of a significant change, our clients are informed by email.