Security and trust
Your customer data, protected and in your control

Security and control
Security and control, built into every hub
Field-level permissions
Decide who can see and edit each field, by role and team.
Audit history
Every change and agent action, with who did it and when.
Approval steps
Require a person’s sign-off before agents send or change anything you choose.
Single sign-on
Sign in with SAML or OpenID Connect, provision users with SCIM, and require two-step login.
Data region choice
Choose where your customer data is stored.
Encryption
Data encrypted in transit and at rest.
TRUSTED BY TEAMS IN BANKING, RETAIL, MANUFACTURING AND SOFTWARE
Illustrative customers for this demo.
Set what it can read
Pick the objects and fields each agent may use, team by team.
Choose what needs approval
Sends, changes and anything sensitive wait for a person to approve them.
Review every action
The activity log shows what each agent did and the data it used, with a pause switch.
