Privacy Policy
Last updated: September 26, 2026
Plannerr is a platform that connects a business's WhatsApp Business number to an artificial intelligence assistant that answers questions, books, reschedules and cancels appointments, and sends reminders. This policy explains what data we process, why, who we share it with, and how you can exercise your rights or request deletion.
1. Data controller
3 Alpha IA, owner and operator of Plannerr ("Plannerr", "we", "us"), located at Mar Mediterráneo 172, Col. Popotla, C.P. 11400, Alcaldía Miguel Hidalgo, Ciudad de México, México., is responsible for processing the personal data described in this policy. For privacy matters, contact legal@3alphaia.com.
2. Our role for each type of data
- Business customers and their staff (owners and employees using the dashboard): Plannerr acts as controller.
- End customers who message a business on WhatsApp: the business is the controller and Plannerr acts as processor, handling that data only on the business's behalf and instructions.
- Visitors to this website: Plannerr acts as controller.
If you are an end customer of a business that uses Plannerr, that business's privacy policy also applies. You may send requests to the business or directly to us, and we will handle them in coordination with the business.
3. Data we process
Business customers and their staff:
- Account name, email, phone and profile picture (managed by our authentication provider).
- Company data: trade name, industry, services, prices, hours, employees and availability.
- Subscription and billing data.
Data obtained from Meta when connecting WhatsApp (Embedded Signup):
- WhatsApp Business Account ID (WABA ID), phone number ID and business portfolio ID.
- WhatsApp Business phone number, display name and number status.
- Access token issued by Meta to operate the number on behalf of the business, stored encrypted.
- If the business uses the WhatsApp Business app in coexistence mode and authorizes it, the contacts and chat history sync made available by Meta.
End customers who message on WhatsApp:
- Phone number and WhatsApp profile name.
- Content of messages sent and received, and delivery metadata (date, time, status).
- Appointment data: service, date, time, assigned staff member and status.
- Any other information the person chooses to share in the conversation.
Website visitors: minimal technical data needed for security and delivery of the site (for example, IP address and browser type) processed by our infrastructure provider.
Sensitive data
Plannerr is not designed to process sensitive personal data such as health information. Businesses must configure their assistant not to request it, and end customers should not share it via chat.
4. Purposes
Purposes necessary to provide the service:
- Create and manage the business account and its staff accounts.
- Connect and operate the business's WhatsApp Business number through Meta's WhatsApp Cloud API.
- Receive end-customer messages and generate AI assistant replies about services, availability and appointments.
- Book, reschedule and cancel appointments, and send confirmations and reminders.
- Show the business its conversations, appointments and metrics in the dashboard.
- Provide support, ensure security, and prevent fraud, spam and abuse.
- Billing and compliance with legal obligations.
Optional purpose: send businesses product updates and marketing communications. You can opt out at any time via the unsubscribe link or by writing to legal@3alphaia.com.
5. Use of Meta Platform data
Data we obtain through WhatsApp and other Meta tools is processed in accordance with the Meta Platform Terms, the WhatsApp Business Terms of Service and the WhatsApp Business Messaging Policy. In particular:
- We only use that data to provide the service to the business that connected its number.
- We do not sell, rent or license that data.
- We do not use it for advertising, profiling, eligibility decisions (credit, employment, housing, insurance) or surveillance.
- We do not share it with third parties other than the providers listed in this policy that are needed to operate the service.
- We do not use it to train our own or third-party AI models.
- We delete it when the business or the individual requests it, when the business closes its account, or when it is no longer needed.
6. Artificial intelligence assistant
To reply, the conversation content and business information are sent to language model providers through their business APIs. These providers process the data only to generate the reply and, under their API terms, do not use it to train their models.
The assistant does not make decisions with legal or similarly significant effects on individuals. The business can review conversations and reply personally at any time.
7. Service providers and transfers
To operate Plannerr we share data with the following providers, acting as processors or sub-processors under confidentiality and security obligations:
| Provider | Purpose | Location |
|---|---|---|
| Meta Platforms, Inc. (WhatsApp Business Platform / Cloud API) | Sending and receiving the business's WhatsApp messages and number onboarding (Embedded Signup). | United States / global |
| Google Cloud (Cloud Run, Cloud SQL) | Hosting of the API, database and platform processing. | United States |
| Cloudflare, Inc. | Website and dashboard hosting, DNS, CDN and abuse protection. | Global |
| Clerk, Inc. | Dashboard user authentication (sign-in, organizations and invitations). | United States |
| OpenAI, L.L.C. / Anthropic, PBC | Language models that generate the assistant's replies. Used via business API, without the data being used to train their models. | United States |
Some providers are located outside Mexico, so data may be transferred to other countries. These transfers are necessary to provide the contracted service. We may also share data with authorities when required by law or court order.
8. Retention
- Business account and configuration: while the account is active.
- Conversations, messages and end-customer data: while the business keeps its account, or until the business or the individual requests deletion.
- Meta access tokens: until the business disconnects WhatsApp or closes its account.
- After account closure: we delete the data within 30 days; backups are overwritten within 30 additional days.
- Billing and tax records: for the period required by law.
9. Data deletion
You can request deletion of your data at any time, including data obtained through WhatsApp or other Meta tools. Detailed steps are on our instructions page:
10. Your rights
You may exercise your rights of access, rectification, cancellation and opposition (ARCO rights under Mexican law), withdraw consent and limit the use or disclosure of your data. If you are in another jurisdiction, you may exercise the equivalent rights granted by applicable law, such as portability or erasure.
Send your request to legal@3alphaia.com with your name, a way to reply, a description of the request and any detail that helps us locate your information (for example, your WhatsApp number). We will respond within 20 business days and, if applicable, act on it within the following 15 business days.
11. Security
We apply reasonable administrative, technical and physical safeguards: encryption in transit (HTTPS/TLS), encryption of access tokens, per-business data isolation, role-based access control and audit logging.
12. Minors
Plannerr is intended for businesses and not for individuals under 18. If we learn that we process a minor's data without proper authorization, we will delete it. If you believe this is the case, contact legal@3alphaia.com.
14. Changes to this policy
We will post any changes on this page and update the last updated date. If a change is material, we will notify businesses by email or in the dashboard.
15. Contact
Privacy: legal@3alphaia.com. Support: support@3alphaia.com. Address: Mar Mediterráneo 172, Col. Popotla, C.P. 11400, Alcaldía Miguel Hidalgo, Ciudad de México, México.