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Privacy & Security

Your data stays yours.

Built for teams that handle customers’ details.

A glass padlock on a pale blue surface

Your customers trusted you with their details. Keep them safe.

Highlights

Access

The right people see the right things.

Everyone has their own login. Salespeople see their own leads, and owners and managers see the floor.

Separation

Your company’s data is yours.

Each company’s data is kept separate, and photos are stored privately.

Control

You decide what is kept.

Disconnecting a channel keeps the history by default. Choose to delete it, and undo within 30 days.

Compliance

Consent and ID, on record.

Track marketing consent and FICA/ID verification per customer, with a history of who changed what.

How it works.

1

Invite your team.

Each person gets their own login and role.

2

Work with the right access.

Reps see their leads. Managers see the floor.

3

Keep a record.

Consent and ID checks are tracked with a history.

1
login per person
30
days to undo a deletion
2
roles: salesperson and manager

Frequently asked questions.

Can salespeople see everything?
No. Salespeople see their own leads. Owners and managers see the whole floor.
Can I delete a channel’s history?
Yes. An owner can choose to delete it when disconnecting, and can undo within 30 days.
Who can see compliance records?
Owners and managers only.
Where can I read the details?
Our privacy policy and data deletion pages cover how data is handled.
Does the AI see my customers’ messages?
The AI features read the conversation they work on, processed by Anthropic’s Claude. See the privacy policy.

Handle data with care.

Tell us about your team and we’ll set it up around you.