Sub-processors & data processing
This page lists the service providers Taelo Solutions Limited (“Taelo”, “we”) uses to run the product, and explains how we use AI to help you work with your CRM data. We are the controller for your workspace data and enter into a data-processing agreement (DPA) with each of the sub-processors below. A DPA for your own workspace is available on request at hello@taelo.net.
How we use AI
Taelo uses a large language model (an “AI”) for a set of optional, assistive features: for example, summarising a contact, drafting a reply, scoring a lead, or writing outreach copy. When you use one of these features, the relevant CRM data for that record (such as a contact’s name, company, and recent activity) is sent to our AI provider to produce the result. We do not use your data to train any third-party model.
Our AI provider is an AI gateway that routes each request to an underlying model provider. Those model providers may be located outside the European Union (for example, in the United States), so using an AI feature can involve an international transfer of the data in that request. We select our gateway on this basis and keep the underlying providers under review.
Photos of business cards and badges. When someone captures a contact from a photo of a business card or a trade-fair badge, the photo is made smaller in the browser before it is uploaded (to a long edge of at most 1600 pixels) and metadata such as the location where it was taken is removed. The AI model reads the photo to propose the contact’s details; the photo does not appear in our AI logs. It is stored in your workspace’s database. If no contact is created from the capture, or none of the contacts created from it is left, it is deleted after 30 days; otherwise it is deleted together with the contact. If a photo shows several people and one of them is deleted, the whole photo goes. Without a network, the downscaled photo waits on the device until Taelo has accepted it, and is deleted there at once; until then it reaches neither us nor any provider. What the browser keeps for this, and how to delete it, is on Cookies and local storage.
Turning AI off
AI features are optional. A workspace admin can turn AI off completely for the whole workspace under Settings → AI & data processing. While it is off, no data is sent to the AI provider and the AI features are simply unavailable. The rest of Taelo (contacts, companies, deals, pipelines, tasks, import and export) works exactly as before. You can turn it back on at any time.
Sub-processors
The providers we use to deliver the service:
| Sub-processor | Purpose | Data processed |
|---|---|---|
| Cloud hosting provider (EU region) | Application hosting, database, and storage | All workspace data, at rest in the EU |
| Email delivery provider | Sending and receiving email on your behalf | Message content and recipient addresses |
| AI gateway (routes to underlying model providers) | Optional AI features (summaries, drafting, scoring, copy); photos of business cards and badges when capturing a contact | The CRM data in each AI request, and the photo of a card or badge; may be processed outside the EU |
| Payment provider (Airwallex) | Invoices for your Taelo plan, and receiving their payments | Your company's billing details (name, address, VAT ID, billing email); the payment itself Airwallex processes as an independent controller |
We keep this list current. When we add or change a sub-processor that processes personal data, we update this page. For the specific legal entities and regions applicable to your workspace, request the DPA at hello@taelo.net.
Your rights
For how we handle personal data, the lawful bases, and how to exercise your data-subject rights, see our privacy notice. Questions about processing or a DPA go to hello@taelo.net.