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Security & trust

Careful by design, not by promise.

These are the rules the product follows today. Each one is enforced by the system, not left to good intentions.

Data and sources

  • 01Public or authorized sources only

    The agent reads public pages and data you authorize. You do not provide social account passwords or cookies; when a site asks for verification, the agent stops.

  • 02Page content is data, not instructions

    Text on a web page, a comment or an email is never treated as an instruction to the AI.

  • 03Evidence stays attached

    Every lead keeps the link and quote it came from. Contact details found on public pages stay unverified until you confirm them.

People and permissions

  • 01Workspaces are isolated

    Customers, product knowledge, mailboxes and budgets belong to one workspace. Data from one workspace is never shown in another.

  • 02Roles decide what members can do

    Owners, admins, sales, support, finance and read-only members see and change only what their role allows.

  • 03Sensitive actions are audited

    Exports, deletions and approvals are recorded in the workspace's audit log.

Outreach and spending

  • 01Outreach emails are approved

    Each outreach email is reviewed and approved before it enters the sending queue. Automatic replies are off by default and only eligible simple questions can be answered automatically when the required controls are enabled.

  • 02No social DMs, ever

    The product never sends social media messages. Suggested replies are copied and sent by you.

  • 03Usage is recorded

    Usage of paid sources is recorded, and large jobs are queued.

Your data, your call

  • 01Export a customer's data

    Owners and admins can export everything stored about a customer as a file.

  • 02Delete when asked

    Deleting a customer removes its lead data, deals and approvals. Workspace deletion is available to owners.

  • 03Passwords are hashed

    Passwords are stored as hashes; sessions can be reviewed and revoked from the security settings.

Found a security issue?

Tell us through the demo form and choose “Security” in your message. We'll reply as soon as we can.

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