Catalyst CFO LLC · Effective September 19, 2026
Privacy policy
Catalyst CFO LLC operates ChatMySite. Contact bennett@catalystcfo.co about this policy or a request concerning your information.
Information processed
For account owners, we store account name, email, a protected password representation, login/session information, website settings, approved website content, and billing identifiers and status. For concierge visitors, we process conversation text, voice transcripts, page context, conversation identifiers, and technical information needed to deliver the service and limit abuse. When visitors use an owner-configured Action, we also save their draft field values, submitted request details, and follow-up status with the conversation. The business owner can view submitted requests and may receive an email linking to them. Historical form/contact content may also exist in older records. We do not store payment-card numbers.
Optional Calendly appointments
When a website owner connects Calendly, we store encrypted connection credentials and the selected appointment types for that website. To help a visitor schedule, we use live availability and store the appointment review and result. After the visitor confirms, we send their name, email, timezone and chosen appointment to Calendly. Calendly processes this information and sends booking notifications under its own policies. Disconnecting the integration or deleting a ChatMySite conversation does not cancel or delete appointments held by Calendly.
Voice and AI
Voice audio is transmitted to the AI provider to operate the conversation. ChatMySite does not record or store voice audio. Text, transcripts, approved website knowledge, and relevant page context may be sent to OpenAI to produce answers or search results. Do not share passwords or sensitive personal information with the concierge.
Why we use information
We use information to provide accounts and concierge conversations, search approved knowledge, display session history and, when the owner uses Insights, summarize available transcripts and suggest action items, process billing and credits, send account and capacity notices, investigate support requests, and protect the service. Opening an offer in an email does not authorize a purchase.
Website owners and service providers
The website owner can view and export conversations from its own website. Contact that business about its use of your conversation or exported copies. Cloudflare hosts the app, database, and account-email delivery; Render runs background and voice coordination; OpenAI provides AI processing; and Stripe handles pack payments and authorized automatic reloads. Cloudflare Turnstile verifies visitors before new conversations start. These providers process information under their applicable service and privacy terms, and processing may occur outside your country. We may also disclose information when required by law or necessary to address misuse or protect rights.
Cookies and browser storage
Account cookies keep owners signed in. The widget stores a conversation identifier and settings in the browser so a conversation can continue across pages. Stripe may use its own cookies or storage on payment pages. ChatMySite’s account and usage emails do not require tracking pixels.
Retention and deletion
Saved conversation content is automatically removed from the active application database after one year (365 days) from the conversation’s end or last activity. Website owners can delete ended conversation content sooner from the Sessions dashboard. A private saved Insights report is invalidated when its website’s transcript content is deleted. Session counts, billing records, and trial claims remain separate so deletion does not reset paid usage or free allowances. Trial claims retain a hash of the normalized account email and the verified domain to prevent repeat enrollment. Account and website records are kept while needed to provide the service or address billing, security, and applicable legal obligations. Recovery copies may retain deleted data for the hosting provider’s backup window; those copies are not used for normal service, and deletion must be reapplied after a recovery.
Access, exports, and requests
Owners can export saved transcripts from the dashboard. To request access, correction, deletion, or account closure, contact bennett@catalystcfo.co. We may need to verify your identity and determine which website or account is involved. For a conversation with another business’s concierge, contact that website owner as well. Copies already exported by that business are outside ChatMySite’s deletion controls.
Children and policy updates
ChatMySite accounts are intended for adults operating websites. Do not knowingly provide children’s personal information through the service. Contact us if you believe such information was collected. We will update this page when our practices change and communicate material changes to affected account owners.