Where your data lives, how it is protected and who can access it: verifiable facts.
Last updated: November 5, 2026
This page summarizes ChatDirect's security measures. How we handle personal information is described in detail in our Privacy Policy.
Your account data is stored in Canada:
To produce chatbot replies, message content is sent to the selected AI provider (see Artificial intelligence).
To generate a reply, message content is sent to the AI provider behind the selected model: Anthropic, OpenAI or Google in the United States, or Mistral in Europe. The CRM's AI features follow the same rule (details in section 4 of the Privacy Policy).
When you index documents or web pages, their text is sent to OpenAI to compute embeddings, which are then saved in the database in Canada.
Under their API terms, these providers do not train their models on this data.
Payments are processed by Stripe, a PCI DSS Level 1 service provider. ChatDirect never sees or stores card numbers.
If a data breach is likely to put the rights and freedoms of the people concerned at risk, we commit to:
The table shows each provider's role and where it processes the data it receives.
| Provider | Role | Processing location |
|---|---|---|
| OVH | Application and file hosting | Canada (Beauharnois, Quebec) |
| Supabase (on AWS) | PostgreSQL database and embeddings (pgvector) | Canada (AWS ca-central-1, Montréal) |
| Anthropic | Chatbot replies and CRM AI features (Claude models) | United States |
| OpenAI | Chatbot replies and CRM AI features (GPT models), embeddings for indexed documents | United States |
| Chatbot replies and CRM AI features (Gemini models) | United States | |
| Mistral | Chatbot replies and CRM AI features (Mistral models) | Europe |
| Stripe | Payments | United States |
| SMTP2GO | Transactional email (primary provider) | New Zealand, United States |
| SendGrid, Brevo, Mailgun, Amazon SES | Notification email (backup providers) | Depends on the provider |
| Twilio | SMS and WhatsApp Business, if you set them up | United States |
| Meta | Messenger and Instagram, if you set them up | United States |
ChatDirect gives you settings to help you meet your obligations under Quebec's Law 25 and the European GDPR. Data retention, transfers outside Canada and individual rights are covered in our Privacy Policy.
No, ChatDirect does not hold a SOC 2 report at this time. It isn't ruled out, but no date has been set.
Our main providers (AWS and Supabase, Stripe, Anthropic, OpenAI) each hold their own SOC 2 Type II report, which covers their services, not ChatDirect.
Does your company use a security questionnaire? Send it to us and we'll fill it out.
No, ChatDirect does not hold an ISO 27001 certificate at this time. It isn't ruled out, but no date has been set.
Does your company use a security questionnaire? Send it to us and we'll fill it out.
In Canada: the application runs on an OVH server in Beauharnois, Quebec, and the Supabase database runs on AWS in the ca-central-1 region (Montréal).
To generate a reply, message content is sent to the AI provider behind the selected model: Anthropic, OpenAI or Google in the United States, or Mistral in Europe.
Under their API terms, Anthropic, OpenAI, Google and Mistral do not train their models on data they receive through the API.
A security question, or a questionnaire to fill out? Get in touch or email info@chatdirect.ca.