Privacy Policy

Last updated: May 5, 2026

RelayInstant ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service.

At a glance: Conversation messages are encrypted at rest and automatically deleted within 48 hours. Conversations are encrypted on our end and are not stored or accessed by any third party. Access tokens for the apps you connect (Google Sheets, QuickBooks, ClickUp, Monday, Salesforce, etc.) are stored encrypted at rest, used only to perform the actions you request, and deleted when you disconnect. To make the assistant smarter about your own data (e.g. recognizing "the electric company" as your usual vendor), we may cache short labels and identifiers of records you already have in your connected platforms — encrypted, capped at 48 hours, and deleted the moment you disconnect that platform. You can request immediate deletion of all your data at any time by emailing web@relayinstant.com.

1. Information We Collect

Personal Information

When you create an account or use our service, we may collect the following personal information:

  • Full name
  • Email address
  • Phone number
  • Business name
  • Account credentials (encrypted)

Usage Information

We automatically collect certain information when you access our service, including:

  • Device and browser type
  • IP address
  • Pages visited and features used
  • Date and time of access

Third-Party Platform Data

When you connect third-party platforms (such as Rent Manager, QuickBooks, Google Sheets, Google Calendar, ClickUp, Monday, or Salesforce), we collect the credentials and access tokens needed to interact with those platforms on your behalf. We do not store your financial records, transaction details, or business data beyond what is necessary to process your requests in real time.

We may also request basic identity information from those platforms — typically the email address or username of the account you authorized — for three reasons: (1) to display a "Connected as ___" label on your dashboard so you can confirm the right account is linked, (2) to prevent the same external account from being connected twice within the same organization, and (3) to associate the credentials with the correct user inside your organization. We do not request more than this for identity purposes.

Team Accounts

If you join an organization on RelayInstant, the Team Account Owner controls which integrations you may connect or be assigned access to. Each member authorizes their own platform connections individually — the Owner does not see or use your platform tokens, and you do not see or use theirs unless they explicitly assign their connection to you. To prevent the same external account from being connected by two different members, the email address or username associated with each member's connection may be shown to other members of the same organization (for example, in a "this account is already connected by Jane" notice during setup). You may disconnect any connection you authorized at any time from your dashboard. The Team Account Owner may revoke your permission to connect or use a particular integration, which will also disconnect any credentials you authorized for that integration.

2. How We Use Your Information

We use the information we collect to:

  • Provide, operate, and maintain our service
  • Process your requests sent via WhatsApp (text and voice messages)
  • Connect to and interact with your linked business platforms
  • Send you confirmations, alerts, and service-related communications
  • Improve and personalize your experience
  • Respond to your inquiries and provide customer support
  • Detect and prevent fraud or unauthorized access

3. WhatsApp Messages and Voice Notes

When you send a message or voice note to RelayInstant via WhatsApp:

  • Voice notes are sent to our AI provider for transcription. The original audio is held only in memory for the brief moment needed to transcribe it and is never written to our database.
  • The resulting transcript and your text messages are processed to understand your intent and execute the requested action on your connected platform.
  • We retain a short rolling history of your recent messages — encrypted at rest and automatically deleted within 48 hours — so the assistant can correctly handle follow-up requests like "set the due date for Monday" or "delete that one."
  • We do not retain WhatsApp conversation history beyond this 48-hour window, and we do not use your messages to train AI models.

SMS Text and Phone Calls

As an alternative to WhatsApp, you may also reach RelayInstant by SMS text message or by phone call to our published number. This channel works the same way: you contact us first with a request, and we reply with the assistant's answer by text or by voice on the same call. We never send you an SMS or call you unless you have messaged or called us first — there are no marketing, promotional, or unsolicited messages. We identify your account from the mobile number you already verified for WhatsApp, so no separate sign-up is required; SMS and voice requests are processed, retained, and deleted under the same 48-hour, encrypted-at-rest policy described above.

Your mobile information is never shared with third parties or affiliates for marketing or promotional purposes. The only third parties involved are the service providers needed to operate the assistant (our messaging/telephony carrier, our AI provider for transcription and responses), who process the data solely to deliver your reply. You can stop messages at any time by replying STOP, and reply HELP for assistance. You may also disconnect at any time and we will send you nothing further. Message and data rates may apply.

Automated Processing and AI

RelayInstant uses AI to interpret your messages and decide which action to take on your connected platforms. These are not solely-automated decisions that produce legal or similarly significant effects on you within the meaning of GDPR Article 22 — every action is taken in response to your instruction, and you are responsible for reviewing the confirmations the assistant returns. If you believe an automated action affected you significantly, you may contact us to request human review.

4. Google User Data

When you connect Google Sheets or Google Calendar to RelayInstant, we use Google OAuth to access only the data needed to perform the actions you request via WhatsApp — for example, creating a calendar event or adding a row to a spreadsheet. We request the minimum scopes required for these features and we store your Google access tokens encrypted at rest. You can disconnect Google at any time from your dashboard or at https://myaccount.google.com/permissions.

RelayInstant's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. We do not use Google user data for advertising, we do not sell it, and we do not allow humans to read it except with your consent, for security or legal compliance, or in aggregated and anonymized form for internal operations.

5. Data Sharing and Disclosure

We do not sell, rent, or trade your personal information. We may share your data only in the following circumstances:

  • Service Providers: We use third-party services (such as our AI provider for natural language processing and WhatsApp Cloud API for messaging) to operate our platform. These providers process data on our behalf and are bound by their own privacy policies.
  • Connected Platforms: When you link a business platform (e.g., Rent Manager), we transmit the necessary data to fulfill your requests on that platform.
  • Within Your Organization: If you are a member of a Team Account, the Team Account Owner can see which integrations you have been granted access to, and the email or username of any external account you have connected may be visible to other members of the same organization for the duplicate-prevention purposes described in Section 1. We do not share this information with anyone outside your organization.
  • Legal Requirements: We may disclose your information if required by law, court order, or governmental authority.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction.

6. Data Security & Encryption

All communication between your browser and RelayInstant is protected using SSL/TLS encryption (HTTPS). This means that every piece of data you send or receive — including login credentials, account information, and service requests — is encrypted in transit and cannot be intercepted by third parties. Our SSL/TLS certificates are maintained and renewed continuously to ensure uninterrupted protection.

In addition to transport-layer encryption, we implement the following security measures:

  • Encryption of credentials and sensitive data at rest and in transit
  • Isolated data environments for each customer organization — your data is never shared with or accessible by users outside your organization. Within a Team Account, access is limited to what the Team Account Owner has granted, as described in Section 1 ("Team Accounts").
  • Secure authentication through trusted identity providers
  • Regular security reviews and updates

While we strive to protect your data, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security.

In the event of a personal data breach that is likely to result in a risk to your rights and freedoms, we will notify the relevant supervisory authority within 72 hours where required by GDPR, and we will notify affected users without undue delay where required by applicable law.

7. Data Retention & 48-Hour Auto-Deletion

RelayInstant follows a data-minimization approach: we keep the smallest amount of data for the shortest amount of time needed to make the assistant work well for you.

How long we keep things

  • Conversation messages (your texts and transcripts of your voice notes): retained for up to 48 hours, then permanently and automatically deleted by a scheduled job in our database. Within that window, the message content is stored encrypted at rest using AES-256-GCM authenticated encryption. The encryption key is held outside the database and is never written alongside the data.
  • Voice audio: never written to disk or to our database. Audio is held in memory only for the brief moment needed to transcribe it, then released.
  • Routing context (which platform your last message was about): a short snippet is kept for up to 20 minutes of inactivity to recognize cross-message follow-ups, then automatically nulled out by a scheduled job. Non-sensitive routing fields (which platform you were last using) may persist longer to preserve your default platform between sessions.
  • Cached platform records (vendor names, customer names, opportunity titles, task names, board names, calendar event titles, etc., from the apps you connect): retained for up to 48 hours at most, encrypted at rest with the same AES-256-GCM key used for conversation messages, and used only to make the assistant better at understanding your own data — for example, mapping "the electric company" to the right vendor when you have several similar names. We cache short identifiers and labels only; we never cache transaction amounts, balances, addresses, or other financial detail beyond what is needed to disambiguate. Rows expire on a 48-hour rolling basis, are hard-deleted when you disconnect the connected platform, and are deleted with the rest of your data if you request account deletion. This feature is gated behind a server-side flag and may be off for your account; when it is off, no platform records are cached at all.
  • Account information (name, email, phone number, business name, and encrypted platform credentials): retained for as long as your account is active.
  • Operational logs (timestamps, masked phone numbers, error codes — never message content): retained for a limited period for debugging, abuse prevention, and billing reconciliation.

Why 48 hours instead of zero

A short rolling history lets the assistant correctly handle natural follow-ups such as "actually, change that to next Tuesday" or "delete the last row I added." We chose 48 hours as a balance between usability and minimizing exposure: even in the unlikely event of a key compromise, only the most recent two days of traffic could be affected. Once a row passes the 48-hour mark it is hard-deleted; because the encryption key never lives next to the data, deleted rows are effectively unrecoverable (a practice known as crypto-shredding).

What about our AI provider?

We send your messages to a third-party AI provider to generate responses. We do not enable any data-retention features that would have the provider store your conversations on their side beyond what is required for delivering the response, and your messages are not used to train AI models. Specific contractual terms with our AI provider are governed by a Data Processing Agreement.

Right to immediate deletion

You don't have to wait for the 48-hour timer. You can request immediate deletion of all your data at any time by emailing web@relayinstant.com — see Section 10 for details on what gets deleted.

Note: an earlier version of this policy described a "zero-retention" model. To support natural follow-up messages we now retain a 48-hour, encrypted, auto-expiring window of conversation history as described above. The substance of the privacy guarantee — that your message content is not used to train AI, not sold, and is held only as long as strictly needed — remains unchanged.

8. International Data Transfers

RelayInstant is operated from the United States, and our service providers (including our cloud database, AI provider, messaging API, and email delivery vendor) may process data in the United States or other countries. If you access the Service from outside the United States — including from the European Economic Area, the United Kingdom, Switzerland, India, or other jurisdictions — your information will be transferred to and processed in countries that may not provide the same level of data protection as your home country.

Where we transfer personal data out of the EEA, UK, or Switzerland, we implement appropriate safeguards consistent with applicable data protection laws. You may request information about the safeguards we use by emailing web@relayinstant.com.

EU data residency for optional session replay

Our optional session-replay feature (described in Section 11 and Section 15) is provided by a subprocessor that operates two regional clouds: one in the United States and one in the European Union. If you indicate from your account dashboard that you are located in the European Economic Area, the United Kingdom, or Switzerland, your session-replay data is routed to the EU-region cloud and is stored within the EU. If you do not opt in, no session-replay data is captured at all.

9. Your Rights (GDPR & Applicable Privacy Laws)

RelayInstant is committed to complying with the General Data Protection Regulation (GDPR) and other applicable data protection laws. Depending on your location, you have the following rights regarding your personal data:

  • Right of Access — Request a copy of the personal data we hold about you.
  • Right to Rectification — Request correction of any inaccurate or incomplete data.
  • Right to Erasure (Right to be Forgotten) — Request deletion of your personal data (see Section 10 below).
  • Right to Restrict Processing — Request that we limit how we use your data.
  • Right to Data Portability — Request your data in a structured, machine-readable format.
  • Right to Object — Object to the processing of your data for certain purposes.
  • Right to Withdraw Consent — Withdraw your consent for data processing at any time.

To exercise any of these rights, please contact us at web@relayinstant.com. We will respond to your request within 30 days.

Legal Bases for Processing

Where the General Data Protection Regulation (GDPR) or UK GDPR applies, we rely on the following legal bases to process your personal data:

  • Performance of a contract — to create and manage your account, deliver the Service, and process the actions you send via WhatsApp.
  • Legitimate interests — to secure the Service, prevent fraud and abuse, debug issues, and improve the assistant. We balance these interests against your rights and freedoms.
  • Consent — for any processing not covered by another legal basis, including connecting third-party platforms such as Google. You may withdraw consent at any time by disconnecting the platform or deleting your account.
  • Legal obligation — where we are required to retain or disclose information to comply with applicable law.

You also have the right to lodge a complaint with your local data protection authority. In the EU, you can find your authority at https://edpb.europa.eu/about-edpb/board/members_en; in the UK, the Information Commissioner's Office at https://ico.org.uk.

10. Data Deletion Requests

You have the right to request the deletion of your personal data at any time. When you request data deletion, we will:

  • Remove your account information, including your name, email, phone number, and business details.
  • Delete all stored credentials and access tokens for connected platforms (e.g., Rent Manager, QuickBooks, Google Sheets, Google Calendar, ClickUp, monday.com, Salesforce).
  • Remove your WhatsApp verification data and phone number associations.
  • Immediately purge the encrypted 48-hour conversation history tied to your account, ahead of its scheduled auto-deletion.
  • Purge any remaining session, routing context, or log data tied to your account.

To request data deletion, email us at web@relayinstant.com with the subject line "Data Deletion Request." Please include the email address or phone number associated with your account so we can locate your records. We will process your request and confirm deletion within 30 days — typically much sooner.

You may also delete your account directly from your account dashboard, which will automatically initiate the removal of all associated data.

11. Third-Party Service Providers

To deliver our Service, we work with trusted third-party providers in the following categories. Each provider processes data on our behalf and is subject to contractual obligations regarding data protection:

  • Cloud Infrastructure & Database Hosting — We use third-party cloud providers to securely store your account information and credentials.
  • Artificial Intelligence & Language Processing — We use AI service providers to interpret your text and voice messages in real time. Messages are processed on the fly and are not permanently stored by RelayInstant after the request is completed.
  • Messaging Platform — Your messages are sent and received through a third-party messaging API. Message delivery and transport are subject to that platform's own terms and privacy practices.
  • Email Delivery — We use a third-party email service to send transactional emails such as welcome messages, verification links, and contact form responses.
  • Connected Business Platforms — When you link a business platform (such as a property management or accounting system), we access that platform's API on your behalf using the credentials you provide. Data exchanged with these platforms is governed by their respective privacy policies.
  • Session Replay (optional, opt-in only) — If, and only if, you turn on session replay from your account dashboard, we use a third-party session-replay provider to record your interactions with the dashboard so our support team can review them when you contact us about an issue. The feature is off by default, you can disable it at any time, and the recorder masks all input values (including passwords, tokens, and billing fields) before any data leaves your browser. Users located in the EEA, UK, or Switzerland can self-identify from the same dashboard control to route their session data to the provider's EU-region cloud. We retain recordings only for as long as needed to support you and to maintain the Service. We do not record any session for users who have not opted in.

For a detailed list of our current service providers, you may contact us at web@relayinstant.com. Business customers who require a named sub-processor list for their own compliance reviews may request one by emailing the same address.

12. Washington Consumer Health Data

This section applies to consumers who are residents of the State of Washington and is provided in accordance with Washington's My Health My Data Act (RCW 19.373).

RelayInstant is a general-purpose business assistant. The Service is not designed or intended to collect, process, share, or sell "consumer health data" as defined under the My Health My Data Act, and our Terms & Conditions prohibit users from transmitting health information (including Protected Health Information) through the Service. We do not knowingly collect consumer health data, we do not sell consumer health data, and we do not share it with third parties for advertising or profiling purposes.

If you are a Washington resident, you have the right to:

  • Confirm whether we are processing any consumer health data about you and access that data.
  • Withdraw consent for the collection and processing of any consumer health data.
  • Request deletion of any consumer health data we may hold about you.
  • Appeal a denial of any of the above requests.

To exercise any of these rights, email us at web@relayinstant.com with the subject line "Washington Consumer Health Data Request." We will respond within the timeframes required by Washington law. If we deny your request, you may appeal by replying to our response, and you may also file a complaint with the Washington State Attorney General at https://www.atg.wa.gov/file-complaint.

13. California Privacy Rights (CCPA / CPRA)

This section applies to consumers who are residents of California and supplements the rights described elsewhere in this policy.

Categories of personal information we collect. In the past 12 months we have collected the categories described in Section 1: identifiers (name, email, phone number, IP address), commercial information (business name), internet/network activity (usage logs), and authentication credentials.

Sources. Directly from you, automatically when you use the Service, and from connected platforms when you authorize them.

Purposes. As described in Section 2.

Sale or sharing of personal information. We do not sell your personal information, and we do not share it for cross-context behavioral advertising. We have not done so in the preceding 12 months.

Sensitive personal information. We do not use or disclose sensitive personal information for purposes that would trigger the right to limit under CPRA.

Your California rights. You have the right to know, delete, correct, and limit the use of sensitive personal information, and the right to be free from discrimination for exercising these rights. To exercise any of these rights, email web@relayinstant.com. We may need to verify your identity before responding. You may also designate an authorized agent to make a request on your behalf.

Financial incentives. We do not offer financial incentives in exchange for personal information.

14. India Privacy Rights (DPDP Act)

If you are a resident of India, the Digital Personal Data Protection Act, 2023 ("DPDP Act") gives you the right to access, correct, complete, update, and erase your personal data, the right to nominate another person to exercise your rights, and the right of grievance redressal.

Grievance Officer. Questions, requests, or complaints regarding the processing of your personal data may be addressed to our Grievance Officer at web@relayinstant.com, with the subject line "DPDP Grievance — India." We will acknowledge your communication promptly and respond within the timeframes required by Indian law. If your grievance is not resolved to your satisfaction, you may escalate it to the Data Protection Board of India.

Cross-border transfers. Personal data of users in India may be transferred to and processed in the United States and other countries where our service providers operate. We will comply with any restrictions on cross-border transfers that the Government of India may issue under the DPDP Act.

15. Cookies and Similar Technologies

We use only strictly necessary cookies required to keep you logged in, maintain your session, and protect against cross-site request forgery. We do not use cookies for advertising, cross-site tracking, or analytics fingerprinting. Because these cookies are necessary for the Service to function, no consent banner is required under EU/UK rules; however, you can clear cookies from your browser at any time, which will sign you out.

Session replay (opt-in only). If you turn on session replay from your account dashboard (Section 11), our session-replay subprocessor will set a small amount of local storage in your browser so it can group your interactions into a single replayable session and remember that you have consented. This storage is only created after you explicitly opt in, is never set otherwise, and is removed when you opt out from the same dashboard control or clear your browser storage.

16. Children's Privacy

Our service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected data from a child, we will delete it promptly.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we make changes, we will update the "Last updated" date at the top of this page. We encourage you to review this policy periodically.

18. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us:

  • Email: web@relayinstant.com
  • Contact form: Contact Us