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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, with 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.

Weekly Email

If we know you through business, we may send you our weekly email. The section Our Weekly Email below explains what we hold for it and how to stop it.

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
  • check_circle Send our weekly email to business contacts, which you can stop at any time

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, maintain records of professional interactions, and send our weekly email to business contacts.
  • Contractual necessity. Where data processing is required to deliver services you have engaged us for.

Our Weekly Email

We send a weekly email to people we know through business: people we've met at networking events or in meetings, people who've booked a call with us, and our clients, past and present. Nobody is added automatically. We review every address by hand before it goes on the list, and we only include business contacts, in their business capacity.

What we hold. Your email address, name and company, a category for your sector, how we know you, and a record of each email we've sent you: whether it was delivered, opened, clicked or bounced.

Why we can send it. We rely on legitimate interests, which here means keeping in touch with our business network by sending material we think is useful. We've weighed that interest against your rights and kept a written record of the assessment. Under the email marketing rules (the Privacy and Electronic Communications Regulations), email to business contacts at companies doesn't need prior consent, as long as you can opt out easily. Every one of our emails lets you do that.

Who sends it for us. Resend, an email delivery service based in the United States. To send each email, Resend holds a copy of the list, but only your email address and name. It keeps its delivery logs for about 30 days. Resend stores this data in the United States, and the transfer is covered by the UK International Data Transfer Addendum to the EU Standard Contractual Clauses, which is part of our data processing agreement with Resend.

Opens and clicks. Our emails record whether they were opened and which links were clicked. We use this to judge whether the email is useful. Open tracking is unreliable, so we only ever look at opens in total, across the whole list. Resend tells us about each delivery, open, click and bounce as it happens, and those notices wait on Netlify, our website host, in the United States, for up to 30 days until we collect them. A click notice includes your IP address, which we shorten before it's stored, and your browser type. We use these only to tell automated link scanners from people, and we delete the shortened IP after 90 days.

How long we keep it. You stay on the list until you unsubscribe or ask us to take you off. After that we keep your email address on a do-not-send list, so that you're never added back by mistake. You can ask us to delete everything else we hold about you at any time.

How to stop it. Every email has an unsubscribe link at the bottom, and one click takes you off the list. You can also reply to any of our emails and ask, or write to privacy@charisinsights.co.uk, and we'll remove you by hand. This is your right to object, and you don't need to give a reason.

Third-Party Services

We use the following third-party services that may process your data:

Service Purpose
Netlify Website hosting, form processing, and holding our email event notices for up to 30 days
TidyCal Meeting scheduling
Fireflies.ai Meeting recording and transcription
Resend Sending our weekly email (see Our Weekly Email above)

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. Our weekly email list has its own rules, set out in Our Weekly Email above. 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, including our weekly email

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: September 2026