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.
Everyone has a real loginOwn password
Reps see their own leadsLimited
Owners and managersFull floor
Separation
Your company’s data is yours.
Each company’s data is kept separate, and photos are stored privately.
Your data stays separatePer company
Photos are privateSigned links
Control
You decide what is kept.
Disconnecting a channel keeps the history by default. Choose to delete it, and undo within 30 days.
Disconnect a channelHistory kept
Or delete itUndo for 30 days
Compliance
Consent and ID, on record.
Track marketing consent and FICA/ID verification per customer, with a history of who changed what.
Marketing consentTracked
ID verificationTracked
Who changed what, whenHistory
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.
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.