Security

Plain‑language security and access controls designed for customer support teams.

Access controls

Role‑based access for admins and support users.

Account separation

Conversations and tickets are separated by tenant.

Transcript retention

Retention is configurable by plan or policy.

Audit trail

Conversation history is logged for support follow‑up.

Data handling

Only necessary contact fields are stored for follow‑up.

Configurable settings

Security settings are adjustable by account needs.

Security settings you can control

During onboarding we align settings to your data policy and support workflow.

  • Roles and access for admins vs support agents.
  • Tenant isolation so each account’s chats and tickets stay separated.
  • Transcript retention windows based on policy or plan.
  • Contact fields captured so you only collect what you need.
  • Email routing for alerts and follow‑ups.

Handling PII or PHI

If you collect personally identifiable or medical information, security requirements are higher. We’ll review your retention, access, and notification needs before go‑live.

If HIPAA applies, a Business Associate Agreement (BAA) and policy review are required. Ask us about your specific compliance requirements.

Data lifecycle overview

  1. 1
    Collection

    Capture only essential contact details needed for follow‑up.

  2. 2
    Storage

    Chats and tickets are stored per tenant with access controls.

  3. 3
    Retention

    Retention windows are configured to match your policy.

  4. 4
    Review

    Admins can audit conversation history for support follow‑up.