Document ID: WST-POL-PRIV-v1.0 · Effective Date: 2 May 2026 · Governing Law: Delaware, USA
This Privacy Policy explains how Workestra LLC ("Workestra", "we", "us") collects, uses, shares, and protects personal data when you use the Workestra platform at workestra.app (the "Service"). It covers both data processed about visitors and account holders ("you") and personal data uploaded into a workspace by our customers about their own end users.
Workestra serves customers internationally. The Service is operated from the United States; EU-based customers benefit from the additional safeguards described below, including the Standard Contractual Clauses and our Data Processing Agreement.
1. Roles: Controller vs. Processor
| Scenario | Workestra's Role | Customer's Role |
|---|---|---|
| Visitor uses workestra.app | Controller | n/a |
| Account holder signs up, manages billing | Controller | n/a |
| Customer uploads CRM contacts, deals, tickets, candidates, time entries, etc. into a workspace | Processor | Controller |
| Workestra processes workspace data on the customer's instructions | Processor | Controller |
Where Workestra acts as a Processor, processing is governed by our Data Processing Agreement.
2. Who We Are
| Legal entity | Workestra LLC |
| Registered office | [Registered office — to be confirmed before launch] |
| Privacy contact | privacy@workestra.app |
| Data Protection Officer (EU customers) | dpo@workestra.app |
| Security disclosures | security@workestra.app |
3. Data We Collect
3.1 Account and Workspace Setup
| Category | Examples |
|---|---|
| Account data | Name, email, password hash, organization name, role, locale, time zone |
| Workspace metadata | Workspace name, plan, modules enabled, admin assignments |
| Billing data | Billing contact, invoicing address, tax ID, last four digits of payment method (full card data is held by our payment processors) |
3.2 Workspace Content (Customer Data)
When you use the Service, your workspace stores content you create or import:
| Module | Examples of personal data processed |
|---|---|
| CRM | Contacts, deals, leads, communications |
| Recruiting | Candidates, applications, interview notes |
| Projects | Tasks, comments, time entries, mentions |
| Support | Tickets, customer correspondence, attachments |
| Finance | Invoices, payment records, banking transaction metadata (when banking integrations are enabled) |
| People | Employee records, time-off requests |
| Knowledge Base | Articles, attachments |
| Inbox / Inbound | Emails, voice transcripts, SMS messages |
Workestra does not access workspace content except as necessary to operate, secure, and support the Service.
3.3 Usage and Technical Data
| Category | Examples | Purpose |
|---|---|---|
| Product analytics | Pages viewed, features used, session duration, performance timings | Improving the Service |
| Audit logs | Authentication events, admin actions, API and MCP calls | Security, compliance |
| Device and connection | IP address, browser, OS, device type | Security and abuse prevention |
| Cookies | See our Cookie Policy | Session, preferences, analytics |
3.4 AI Conversation Logs
When workspace users interact with Workestra's AI features (Cmd+K hybrid search, the conversational AI panel, or AI tools through the API/MCP server), conversation prompts and responses may be stored in your workspace for context, history, and audit purposes. The actual model inference is performed by the AI provider configured for your workspace (see Section 8).
4. Why We Process Personal Data and Legal Bases
For European Economic Area, UK, and Swiss data subjects, the legal bases under the GDPR are:
| Processing Purpose | Legal Basis |
|---|---|
| Providing the Service to a workspace owner | Contract performance |
| Onboarding, billing, and support | Contract performance and legal obligation |
| Security, fraud prevention, abuse mitigation | Legitimate interest |
| Product analytics and improvement (aggregated) | Legitimate interest |
| Marketing communications to administrators | Legitimate interest with right to object, or consent where required |
| Compliance with tax, accounting, and other laws | Legal obligation |
| Processing workspace content on customer instructions | Customer's legal basis (we are Processor) |
5. How We Use Personal Data
We process personal data to:
- Provision workspaces, authenticate users, and deliver the Service
- Process payments and issue invoices
- Provide customer support and communicate operational notices
- Detect and prevent fraud, abuse, and security incidents
- Improve product features, performance, and reliability
- Comply with legal, regulatory, and audit obligations
- Send relevant product and security announcements (you can opt out of marketing email)
6. Data Retention
| Category | Retention | Reason |
|---|---|---|
| Active workspace content | Duration of subscription + 30 days after cancellation | Service provision and grace period |
| Cancelled workspace content | Permanently deleted at end of 30-day grace period | Customer instruction |
| Billing records | 7 years after the relevant transaction | Tax and accounting law |
| Audit and security logs | 12 months rolling | Security investigations |
| Marketing consent records | Until withdrawn + a reasonable proof-of-consent period | Compliance |
| Backups | Up to 35 days rolling | Disaster recovery |
If a customer requests earlier deletion, we honor it subject to legal-hold obligations.
7. Sub-Processors and Sharing
We do not sell personal data. We share data only with vetted sub-processors that help us run the Service. The current list, including purpose and region, is published at /legal/subprocessors.
We may also disclose data:
- To comply with applicable law, court order, or legal process
- To enforce our Terms of Service or Acceptable Use Policy
- To protect the rights, property, or safety of Workestra, our customers, or others
- In connection with a corporate transaction (merger, acquisition, sale of assets), subject to confidentiality
8. AI Provider Disclosure
When a workspace activates AI features, the AI provider configured for that workspace (e.g., OpenAI, Anthropic, Moonshot, xAI, DeepSeek, or a custom endpoint) receives the data necessary to fulfill the request: typically the user's prompt, selected entity context, and relevant search results.
The AI provider acts on the customer's behalf — they are not a Workestra sub-processor by default and are governed by their own terms with you as the API key holder. Workestra does not train models on customer data and does not use customer data to improve our own models. See our AI Use & Data Policy for the full data flow.
9. International Data Transfers
The Service is operated primarily from the United States, with edge infrastructure across multiple regions. Personal data may therefore be transferred to and processed in countries other than your own.
For transfers from the EEA, UK, or Switzerland to the US or other third countries, we rely on:
- Standard Contractual Clauses (SCCs) issued by the European Commission (Decision 2021/914), incorporated into our DPA;
- The UK International Data Transfer Addendum to the SCCs;
- The Swiss FDPIC safeguards;
- Adequacy decisions where applicable.
Enterprise customers may opt for an EU-region database through Supabase EU. Contact privacy@workestra.app to discuss data-residency options.
10. Your Rights — Data Subjects (GDPR / UK GDPR)
If you are an individual in the EEA, UK, or Switzerland, you have the right to:
| Right | What It Means |
|---|---|
| Access | Request a copy of personal data we hold about you |
| Rectification | Correct inaccurate or incomplete data |
| Erasure | Delete data we hold about you, subject to legal exceptions |
| Restriction | Restrict processing in certain circumstances |
| Portability | Receive data in a structured, machine-readable format |
| Object | Object to processing based on legitimate interest or for direct marketing |
| Withdraw consent | Withdraw consent without affecting prior lawful processing |
| Lodge a complaint | Complain to your local supervisory authority |
To exercise these rights, contact privacy@workestra.app. We will respond within 30 days.
If your data is held in a customer's workspace, please direct your request to the workspace owner (the Controller). We will assist them in fulfilling the request as their Processor.
11. Your Rights — California Residents (CCPA / CPRA)
If you are a California resident, you have the right to:
- Know what categories of personal information we collect, use, and share
- Access the specific personal information we hold about you
- Request deletion of personal information, subject to legal exceptions
- Correct inaccurate personal information
- Opt out of "selling" or "sharing" personal information — Workestra does not sell or share personal information as those terms are defined in the CCPA/CPRA
- Limit the use of sensitive personal information
- Be free from retaliation for exercising your rights
To exercise these rights, contact privacy@workestra.app.
12. Children
Workestra is a workplace tool intended for use by businesses. The Service is not directed at children, and we do not knowingly collect personal data from anyone under 16. If you believe a child has provided us with personal data, contact privacy@workestra.app and we will delete it.
13. Security
We protect personal data with technical and organizational measures including:
- Encryption in transit (TLS 1.2+) and at rest
- Multi-tenant isolation enforced at the database level (Supabase Row Level Security on
workspace_id) - Role-based access control with optional MFA for workspace administrators
- Audit logging of authentication, admin, and API events
- Principle of least privilege for Workestra personnel
- Vulnerability management and regular reviews
- Incident response procedures with 72-hour breach notification to affected customers (in accordance with the DPA)
No system can guarantee perfect security, but we maintain industry-standard protections and review them continuously.
14. Cookies
For the cookies and similar technologies we use, see our Cookie Policy.
15. Changes to This Policy
We may update this Policy. Material changes will be communicated at least 30 days in advance via email to workspace administrators or via in-product notice. The version history is recorded in the changelog below.
16. Contact
| Topic | |
|---|---|
| Privacy and data subject rights | privacy@workestra.app |
| EU customers — DPO | dpo@workestra.app |
| Security disclosures | security@workestra.app |
| General legal | legal@workestra.app |
Postal: Workestra LLC, [Registered office — to be confirmed before launch].
Policy Changelog
| Version | Date | Summary |
|---|---|---|
| v1.0 | 2026-05-02 | Initial publication |