Privacy Policy
How we collect, use, and protect your personal data.
This privacy policy explains how Charis Insights Limited (trading as Charis AI) collects and processes your personal data when you use this website.
We are committed to protecting your privacy and handling your data transparently. This policy is written in plain English — no legal fog.
Who We Are
Data controller: Charis Insights Limited, trading as Charis AI.
Contact: If you have questions about this policy or your data, email us at privacy@charisinsights.co.uk.
What Data We Collect
Contact Form
When you submit the contact form, we collect your name, email address, and message. This is processed by Netlify (our hosting provider) and forwarded to us by email.
Discovery Call Booking
When you book a Discovery Call, you are redirected to TidyCal, a third-party scheduling service. TidyCal collects your name, email, and any information you provide during booking. Their privacy policy applies to data entered on their platform.
Meeting Recordings
Video meetings may be recorded and transcribed using Fireflies.ai for our records and to ensure accurate follow-up. You will always be informed before a recording begins, and you may opt out.
Website Usage
This website does not currently use analytics tracking or advertising cookies. If this changes, we will update this policy and provide appropriate notice.
How We Use Your Data
We use personal data only to:
- check_circle Respond to your enquiry or message
- check_circle Schedule and conduct Discovery Calls
- check_circle Follow up on conversations about our services
- check_circle Maintain accurate records of meetings and commitments
We do not sell, rent, or share your personal data with third parties for marketing purposes.
Legal Basis
We process your data under the following lawful bases (UK GDPR):
- Consent — when you submit the contact form or book a call, you consent to us processing that data for its stated purpose.
- Legitimate interest — to follow up on business enquiries and maintain records of professional interactions.
- Contractual necessity — where data processing is required to deliver services you have engaged us for.
Third-Party Services
We use the following third-party services that may process your data:
| Service | Purpose |
|---|---|
| Netlify | Website hosting and form processing |
| TidyCal | Meeting scheduling |
| Fireflies.ai | Meeting recording and transcription |
| Mailchimp | Email communications (where you have opted in) |
Each of these services has its own privacy policy governing how they handle your data.
Data Retention
We retain your personal data only for as long as necessary for the purposes described above. Contact form submissions and meeting records are retained for the duration of any ongoing business relationship, plus a reasonable period afterwards for follow-up and record-keeping. You can request deletion at any time.
Your Rights
Under UK data protection law, you have the right to:
Access
Request a copy of the data we hold about you
Rectification
Ask us to correct inaccurate data
Erasure
Ask us to delete your data
Objection
Object to processing based on legitimate interest
To exercise any of these rights, email privacy@charisinsights.co.uk. We will respond within 30 days.
If you are not satisfied with our response, you have the right to complain to the Information Commissioner's Office (ICO).
Changes to This Policy
We may update this policy from time to time. Any changes will be posted on this page with an updated effective date.
Effective date: March 2026