Grounded answers
The knowledge role answers only from documents found for the question. No answer means an honest handover to your team.
Security
This page describes controls implemented today. We state current limitations instead of leaving you to assume.
Every customer record, conversation, message, document, business record, appointment and team member belongs to one workspace. Isolation is enforced by database row-level security; browser sessions never receive privileged credentials. Automated tests cover cross-workspace isolation on every change.
Connection credentials are held in encrypted server-side secret storage. They are never exposed to the browser or committed to source control. Payment and email keys are restricted to the minimum required scope.
The knowledge role answers only from documents found for the question. No answer means an honest handover to your team.
Customer messages and documents are treated as data. Instructions inside them cannot change an AI agent's role, reveal configuration or trigger actions.
Requests for a person, complaints, anger, legal or financial questions, and repeated low confidence pause the AI and notify your team.
Changes to workspace settings, team access, AI agent instructions and operating rules are recorded with previous and new values. Instructions are versioned, and every run records response time, cost and outcome. Data changes are reviewed and tested before release.
The application uses HTTPS, strict transport security, a content security policy, restricted cross-origin access, validated redirects, and upload limits. Every privileged server action checks workspace membership and role, and the build enforces that requirement automatically.
We confirm the hosting and processing region that applies to the workspace in writing instead of implying an unverified residency claim.
We identify the providers involved in the workflow, including infrastructure, AI model services, messaging channels, calendar, and CRM systems.
We avoid collecting more sensitive data than the pilot needs. Data sample, channel, integrations, and success target are scoped before activation.