Security & compliance
Your field intel stays yours.
Everything your reps say on a visit is encrypted, kept apart from other customers' data, and never used to train our models.
Zero data training01The basics
Six answers before IT asks
01
SOC 2 Type II
Independently audited. Ask for the report, the questionnaire answers, or an architecture walkthrough.
02
Encrypted in transit and at rest
TLS in transit, AES-256 at rest. Your conversations stay yours.
03
Your data, walled off
Every record is scoped to your company. Other customers can't see it, and you can't see theirs.
04
Zero data training
We don't train or fine-tune models on your data. Your competitive intel stays competitive.
05
Multi-zone infrastructure
Runs across multiple zones on Google Cloud, with automatic failover when one goes down.
06
Deletion on request
Ask us to delete your data and we remove it from our systems. No exit interview.
02Responsible AI
AI that keeps your secrets
Not all AI is built the same. Ours works from what the rep said on the visit, and your team checks what it writes.
- Where it runs
- Your data goes through enterprise AI services, scoped to your company, and never trains our models.
- You check it
- The AI summary is labeled as AI, any line can be edited, and every account risk shows the line that flagged it.
Your data never
trains our models.
What your team discusses stays confidential. Always.
03Enterprise rollout
Secure from day one
Your IT team gets the sign-in it already uses and access by role.
- Microsoft sign-in
- Google sign-in
- Role-based
- 01Access
- Role-based access control, so people see what their role allows and nothing more.
- 02Sign-on
- Sign in with a Microsoft or Google work account.
- 03Admin
- Admins manage users and their roles.
- 04Ongoing
- Continuous infrastructure monitoring with automated alerts.
04Your data. Your control.
You own your data. Full stop.
We're the vault, not the owner. Visit notes, tasks and opportunities land in your CRM, so the record is already yours. Ask us to delete the rest and it's gone. We protect your data; we don't hold it hostage.
100%
Data ownership
TLS
Encryption in transit
AES-256
Encryption at rest
Security review
Questions about our security?
Send the questionnaire, ask for documentation, or have us walk your team through the architecture.