--- title: "WhatsApp Service Privacy Policy | DealFlowAgent" description: "This policy explains how we handle your data when you use our DealFlowAgent WhatsApp coaching service. Your privacy and confidentiality are important to us." lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "Organization", "name": "DealFlowAgent", "legalName": "BTB Holdings Ltd", "alternateName": "BTB Holdings Ltd", "url": "https://www.dealflowagent.com", "logo": "https://www.dealflowagent.com/media/c2cf5053-aeb5-42f9-a18a-0e0ad1cd720c.webp", "identifier": { "@type": "PropertyValue", "name": "Companies House company number", "value": "15460344" }, "address": { "@type": "PostalAddress", "streetAddress": "The Foundry, Wandsworth", "addressLocality": "London", "postalCode": "SW18", "addressCountry": "GB" }, "sameAs": [ "https://www.linkedin.com/company/dealflowagent" ], "subOrganization": { "@type": "Organization", "name": "BTB Holdings USA LLC", "description": "Delaware limited liability company" } }, { "@context": "https://schema.org", "@type": "Organization", "@id": "https://www.dealflowagent.com/#organization", "name": "DealFlowAgent", "alternateName": "DealFlow Agent", "url": "https://www.dealflowagent.com", "logo": { "@type": "ImageObject", "url": "https://www.dealflowagent.com/media/a8c3dd54-ab81-40f5-995e-50fda69ec528.webp", "width": 512, "height": 512 }, "image": "https://www.dealflowagent.com/og-image.webp", "description": "DealFlowAgent is the leading specialist M&A advisor for building services and facilities management businesses, including fire and life safety, electrical, water hygiene and Legionella, lift and elevator maintenance, HVAC, plumbing and security, plus specialist healthcare clinics and care homes across the UK and US. £500K–£100M.", "foundingDate": "2024", "founders": [ { "@type": "Person", "name": "Joe Lewin", "jobTitle": "Founder & Managing Director" } ], "address": { "@type": "PostalAddress", "streetAddress": "Battersea Power Station", "addressLocality": "London", "addressCountry": "GB", "postalCode": "SW11" }, "contactPoint": [ { "@type": "ContactPoint", "telephone": "+44-20-7293-0327", "contactType": "sales", "availableLanguage": [ "English" ] }, { "@type": "ContactPoint", "email": "joe@dealflowagent.com", "contactType": "customer service" } ], "sameAs": [ "https://www.linkedin.com/company/dealflowagent", "https://twitter.com/dealflowagent" ], "areaServed": [ { "@type": "Country", "name": "United Kingdom" }, { "@type": "Country", "name": "United States" } ], "knowsAbout": [ "Mergers and Acquisitions", "Business Valuation", "Exit Planning", "M&A Advisory", "Business Sale", "Private Equity", "Building Services M&A", "Facilities Management M&A", "Fire and Life Safety M&A", "Electrical Contracting M&A", "Water Hygiene and Legionella Compliance M&A", "Lift and Elevator Maintenance M&A", "HVAC Business Sales", "Plumbing Business Sales", "Testing, Inspection and Certification M&A", "Healthcare Clinics and Care Home M&A" ], "slogan": "The specialist M&A advisor for building services, facilities management and healthcare." }, { "@context": "https://schema.org", "@graph": [ { "@type": "Person", "@id": "https://www.dealflowagent.com/#joe-lewin", "name": "Joe Lewin", "givenName": "Joe", "familyName": "Lewin", "jobTitle": "Founder and Managing Director", "description": "Founder of DealFlowAgent. Advises owners of building services, facilities management, compliance and testing, and specialist healthcare businesses on valuation, exit readiness and the end-to-end sale process across the UK and US.", "worksFor": { "@id": "https://www.dealflowagent.com/#organization" }, "url": "https://www.dealflowagent.com/about", "email": "joe@dealflowagent.com", "telephone": "+44-20-7293-0327", "knowsAbout": [ "Mergers and Acquisitions", "Business Valuation", "EBITDA Multiples", "Exit Planning", "Sell-Side M&A Advisory", "Building Services M&A", "Facilities Management M&A", "Healthcare Clinic and Care Home M&A" ], "sameAs": [ "https://www.linkedin.com/company/dealflowagent" ] }, { "@type": "Person", "@id": "https://www.dealflowagent.com/#duncan-moore", "name": "Duncan Moore", "givenName": "Duncan", "familyName": "Moore", "jobTitle": "M&A Deal Lead", "description": "M&A Deal Lead at DealFlowAgent. Formerly a Director at the largest M&A advisory firm in the UK, owned by K3 Capital, where he managed teams of M&A advisors, analysts and associates.", "worksFor": { "@id": "https://www.dealflowagent.com/#organization" }, "url": "https://www.dealflowagent.com/about", "knowsAbout": [ "Mergers and Acquisitions", "Sell-Side M&A Advisory", "Deal Origination", "Business Valuation", "Buyer Negotiation" ] }, { "@type": "Organization", "@id": "https://www.dealflowagent.com/#organization", "employee": [ { "@id": "https://www.dealflowagent.com/#joe-lewin" }, { "@id": "https://www.dealflowagent.com/#duncan-moore" } ] } ] }, { "@context": "https://schema.org", "@type": "WebSite", "@id": "https://www.dealflowagent.com/#website", "url": "https://www.dealflowagent.com", "name": "DealFlowAgent", "description": "Specialist M&A advisory for building services, facilities management and healthcare business owners in the UK and USA", "publisher": { "@id": "https://www.dealflowagent.com/#organization" }, "potentialAction": { "@type": "SearchAction", "target": { "@type": "EntryPoint", "urlTemplate": "https://www.dealflowagent.com/blog?q={search_term_string}" }, "query-input": "required name=search_term_string" }, "inLanguage": "en" } ] --- ![DealFlowAgent](/media/cdd89a92-72e0-43ba-b395-b02dba7012ab.webp) ## DealFlowAgent M&A Advisory - Dashboard - Your Profile - Sage AI Call - Your Exit Report - Book a Call - Onboarding - Settings Founder Sign Out # Privacy Policy - Sage AI Assistant WhatsApp Bot **Effective Date:** September 18, 2025 **Last Updated:** September 18, 2025 ## Introduction This Privacy Policy explains how DealFlowAgent ("we," "us," or "our") collects, uses, and protects your information when you interact with Sage, our AI assistant on WhatsApp. Sage is an experimental AI tool designed for educational and informational purposes only. ## Information We Collect ### Messages and Communications - **WhatsApp Messages:** All text messages, voice notes, images, and documents you send to Sage - **Phone Number:** Your WhatsApp phone number for identification and response delivery - **Message Metadata:** Timestamps and message delivery status ### Automatically Collected Information - **Usage Data:** How you interact with Sage (frequency, session duration, feature usage) - **Technical Data:** Device type, WhatsApp version (provided by WhatsApp) ## How We Use Your Information ### Primary Purposes - **AI Responses:** Provide general business-related information and educational content - **Conversation Context:** Remember previous messages to maintain conversation flow (limited to last 10 messages) - **Service Improvement:** Analyze usage patterns to enhance the AI assistant's capabilities ### AI Processing - Your messages are processed by third-party AI services (OpenAI) to generate responses - Voice notes are transcribed using automated speech recognition technology - Images and documents are analyzed using AI vision models - All AI processing is automated - no human review of your messages ## Important Disclaimers ### Educational Purpose Only - Sage is an experimental AI assistant for educational and informational purposes only - Responses are generated by artificial intelligence and may contain errors or inaccuracies - This service does not constitute professional advice of any kind - Always consult qualified professionals for business, legal, financial, or other professional matters ### No Professional Services - We are not licensed business consultants, financial advisors, lawyers, or professional coaches - Sage does not provide professional services or advice - All interactions are purely informational and educational ## Data Storage and Retention ### Minimal Data Storage - **Conversation Memory:** Last 10 messages stored temporarily for context only - **Session Data:** Automatically cleared when conversation becomes inactive - **No Permanent Storage:** We do not permanently store your conversation history - **No User Profiles:** We do not create or maintain user profiles or accounts ### Data Location - Messages processed through secure cloud infrastructure - Data may be processed in the United States and European Union - All processing complies with applicable data protection laws ## Data Sharing ### Third-Party AI Services - **OpenAI:** Messages processed for AI responses (subject to OpenAI's privacy policy) - **Meta/WhatsApp:** Message delivery through WhatsApp Business API - **n8n:** Workflow automation platform for message processing ### Strict No-Sharing Policy - We do not sell, rent, or share your personal information for any commercial purposes - We do not share your conversations with other users or third parties - We do not use your data for marketing or advertising - Your information remains confidential within the technical processing requirements ## Your Rights and Control ### Complete Control - **Stop Anytime:** Simply stop messaging to discontinue service immediately - **No Registration:** No account creation or registration required - **Data Deletion:** Contact us to request immediate data deletion - **No Tracking:** We do not track users across other platforms or services ### European Users (GDPR Rights) - Right to access your personal data (limited to last 10 messages) - Right to rectification of inaccurate data - Right to erasure ("right to be forgotten") - Right to data portability - Right to object to processing - Right to withdraw consent at any time ## Security Measures ### Technical Safeguards - End-to-end encryption through WhatsApp platform - Secure API connections with authentication tokens - Regular security audits and system updates - Access restricted to authorized technical personnel only - No human access to conversation content ### Data Protection - Minimal data collection and processing - Automatic data deletion after session ends - No permanent storage of personal information - Industry-standard security protocols ## Children's Privacy This service is strictly for users 18 years and older. We do not knowingly collect personal information from anyone under 18. If you believe someone under 18 has used this service, please contact us immediately for data removal. ## International Data Transfers Your information may be processed in countries other than your residence. We ensure appropriate safeguards are in place for international transfers in compliance with GDPR and other applicable data protection laws. ## Service Limitations ### Experimental Nature - This is an experimental AI service that may contain errors - Responses are not guaranteed to be accurate or complete - Service availability is not guaranteed - Features may change or be discontinued without notice ### No Warranties - We provide this service "as is" without warranties of any kind - We do not guarantee accuracy, completeness, or reliability of AI responses - Users assume all risks associated with using AI-generated information ## Changes to This Policy We may update this Privacy Policy periodically. Material changes will be communicated by: - Updating the "Last Updated" date above - Posting notifications through the AI assistant - Publishing updates on our website Continued use after changes constitutes acceptance of the updated policy. ## Contact Information ### Privacy Inquiries Email: privacy@dealflowagent.com Website: www.dealflowagent.com ### Data Protection Officer Email: dpo@dealflowagent.com Address: \[Your Business Address\] ### Technical Support WhatsApp: +1 555 772 2473 (message Sage directly) Email: support@dealflowagent.com ## Legal Compliance ### Data Processing Legal Basis (EU Users) - **Legitimate Interest:** Providing AI assistant services - **Consent:** When you initiate conversations with the AI - **Performance of Service:** Delivering requested information ### Data Minimization Principle We collect and process only the minimum data necessary: - Messages for AI processing and response generation - Phone numbers for message delivery only - Basic technical data for service functionality ### Automated Decision Making All responses are generated through automated AI processing. You have the right to: - Understand that all interactions are with artificial intelligence - Request information about AI processing logic - Object to automated processing - Seek human review of AI-generated content (contact support) ## Consent and Agreement By using this AI assistant through WhatsApp, you: - Acknowledge this is an experimental AI service - Understand responses are for informational/educational purposes only - Agree not to rely on AI responses for professional decisions - Consent to automated processing of your messages - Confirm you are 18 years or older ### IMPORTANT REMINDER This AI assistant is experimental and for educational purposes only. Always consult qualified professionals for business, legal, financial, or other professional advice. For questions about this Privacy Policy, contact **privacy@dealflowagent.com**