Security & Compliance
We understand the responsibility of managing your business data, schedules, and conversations. Security and user privacy are central to our product architecture.
Data Encryption & Privacy
All client data is encrypted in transit and at rest using industry-standard TLS 1.3 and AES-256 protocols. Your workspace is private and completely isolated.
Consent-Aware Voice Systems
Suzy Q and Bob operate with consent-aware triggers. We provide configurable audio disclosures so callers know they are speaking with an assistant.
SOC 2-Aligned Practices
The Agent Suite is designed and maintained to align with SOC 2 Trust Services Criteria — access control, monitoring, and security review are built into how the platform operates.
Role-Based Access Control
Administrators can manage permissions, specify which agents have access to specific folders, calendar records, and client records, and audit actions.
Our Security Commitment
Agent Suite never shares or sells customer conversation recordings, calendar logs, email history, or CRM sync parameters. Workspace boundaries are strictly enforced to keep each customer's data segregated, and our consent-aware voice systems are designed to support compliance with local telecommunication rules.
Have a Security Question?
Book a guided demo and we'll walk through the security architecture and exactly how your data is handled — or read our privacy policy for the specifics.