Team and security
Role by role, line by line
You invite teammates with a role, and everyone does only their own job. Every change in the workspace is recorded with who made it, when and from where. If a customer asks for their data, you download their conversations in one file or erase them.
Audit log
Who changed what is on record
From agents to the knowledge base, from members to integrations, every change in the workspace leaves a trace. This is where you find who changed a setting, when and on which device, or who deleted an entry.
- Every record shows a field's old and new value; secrets such as passwords and keys aren't shown.
- Each publish of an agent and each change of its live version are recorded too.
- Records are kept indefinitely and can't be changed or deleted.
Your team works together safely
Permissions by role
The owner manages everything; admins run the settings, support staff work on requests and observers only read. Buttons someone can't use aren't shown, and the server checks the permission again on every action.
A team by invite link
You pick a role and create an invite link. It's valid for a week and works once, and you can revoke a pending invite at any time.
Sessions in your hands
You see the devices your account is signed in on, with location and last activity, and sign out a session you don't recognize. Changing your password signs out your other devices.
In three steps
Invite
Create an invite link with a role for your teammate.
Set permissions
Change the role whenever you like, or remove the member.
Check the record
Review changes filtered by person, event and date.
Find, download and erase a customer's data in a few steps
If a customer asks what you keep about them, or asks for it to be erased, you enter their email or phone number. Every conversation they had with the agent is found; you download them in one file or erase their content.
How we handle data
Your data is protected
Encrypted in transit and at rest
Connections are encrypted, and the keys of connected services are stored encrypted and never shown again.
Voice isn't stored
The visitor's voice is turned into text and not stored; the text is what's kept.
Files in Europe
Uploaded documents and knowledge base files are kept in data centers in the European Union, in storage that isn't public.
Your teams' work
From sales to support, each team sees and does only its own work.
Online sales
Recommends products, adds to cart, answers order questions
Customer support
Answers questions 24/7, passes on what it can't solve
Appointments and bookings
Finds a free slot and puts it in your calendar
Applications and quotes
Collects details and documents for your team
In the help center
- Inviting team members and understanding rolesAdding a teammate with an invite link, pending invites, changing roles, removing members and what each role can do.
- Audit log: who changed what, and when?Seeing, filtering and inspecting the record of every change in the workspace.
- Personal data requests: download or delete a customer's conversationsWhen a customer asks for their data or for it to be deleted, find their conversations with the agent, download them as one file or delete their content.
- Profile, password, active sessions and panel languageChanging your name and photo, setting or changing your password, signing out sessions and choosing the panel language.
Frequently asked questions
How long is the audit log kept?
Indefinitely. Records can't be changed or deleted, and only owners and admins see them.
How many people can I invite?
It depends on your plan: 2 members on Starter, 5 on Builder, 15 on Growth, and no limit on Pro.
Does erasing a customer's data erase everything?
The content of the conversations is erased: what both sides wrote, answers, requests and uploaded files. Dates and counts stay for the reports. Erasing can't be undone.
Where is my data kept?
Uploaded files are kept in data centers in the European Union. The full list of services we use is in the Privacy Policy.