Skip to content
Trust

Security and control

AI that can act on your behalf needs boundaries you can inspect.

Role-based permissions
Control what each person and each agent can see, edit, and send.
Full activity history
Every record change and every AI action is logged with who, what, and when.
Human approval gates
Set which outbound actions require a person before they leave the system.
Your data stays yours
Export any record at any time. No lock-in on the data you generated.

Placeholder content

Formal compliance claims (SOC 2, GDPR, data residency, subprocessor list) are deliberately absent. Add them only once they are verified. Publishing an unearned certification claim is a legal and trust risk.