Grounded answers
The knowledge agent answers only from the documents retrieved for that question. No retrieval means an honest handover to your team.
Security
This page describes controls that are implemented today. Where something is a deliberate limitation, we say so rather than leaving you to assume.
Every record — leads, conversations, messages, documents, listings, appointments, staff — carries a workspace identifier, and isolation is enforced by database row-level security rather than by application code alone. Browser sessions never receive privileged database credentials; they read and write only what their workspace membership allows. Cross-tenant isolation is covered by an automated database test suite that runs on every change.
Provider credentials are held in the automation platform's credential store and in server-side secret storage. They are never stored in the product database, never committed to source control, and never exposed to the browser. Payment and email provider keys are restricted in scope at the provider.
The knowledge agent answers only from the documents retrieved for that question. No retrieval means an honest handover to your team.
Customer messages and retrieved documents are treated as data. Instructions inside them cannot change the agent's role, reveal its configuration, or trigger actions.
Human requests, complaints, anger, legal or financial questions and repeated low confidence stop the AI and notify your team.
Configuration changes — workspace settings, staff, agent instructions and policy rules — are recorded with the previous and new values. Agent instruction changes create a new version rather than overwriting the old one, so you can see exactly what the AI was running when a specific conversation happened. Every agent run stores its model, version, token usage, cost, latency and outcome. Database changes are forward-only migrations reviewed in source control and validated by an automated test suite before release.
The application is served over HTTPS with strict transport security, a content security policy, restricted cross-origin access, validated redirect targets, size and row limits on uploads, and no browser source maps in production. Every privileged server action resolves through a membership and role check, and that requirement is enforced automatically in our build rather than by convention.