SOC 2-ready controls
Access management, logging, change management, and incident processes for buyer confidence.
Security
Controls for support teams handling real customer conversations.
Trust copy for the prototype site, designed to show the security posture SMB and mid-market buyers expect.
Security first support automation
Role-based access, audit trails, data retention controls, restricted actions, human approvals, and privacy-friendly workflows.
PII-aware workflows
Mask sensitive data, limit retention, and keep conversations tied to policy-safe actions.
Human approvals
Require agent confirmation before refunds, account changes, or sensitive workflows.
Audit trails
Track AI responses, actions taken, escalations, and admin changes for review.
Knowledge governance
Approve answer sources, version policies, and monitor hallucination risk through review queues.
Enterprise SSO option
Support SAML/SSO and role-based permissions for larger mid-market teams.
| Control | Starter | Growth | Scale |
|---|---|---|---|
| Role-based access | Basic | Advanced | Custom roles |
| Audit logs | 30 days | 180 days | Custom retention |
| Restricted actions | Included | Included | Included |
| Security review | Self-serve | Standard packet | Dedicated review |