Security and trust
See how access, customer data, AI answers, human review, and service providers are handled before you buy.
- 01Collection
- Purpose
- Agreed customer service
- Fields
- Minimum approved data
- 02Workspace access
- People
- Approved roles
- Providers
- Deployment-specific review
- 03Retention and exit
- Duration
- Confirm in the order
- End of service
- Agreed return or deletion
Confirm human review, incident contacts, countries, providers, and retention before launch.
What your order must confirm
The product baseline describes implementation patterns. It does not establish an independent audit, a live deployment configuration, or a contractual commitment. Confirm the controls and evidence for your country, data, and service scope before purchase.
Follow one customer request
This is the review path for a phone, website, or messaging conversation. The exact fields, systems, regions, and retention period are recorded for the customer order.
- 1Enter
Customer question and only the details needed for the approved purpose.
- 2Answer or route
Use reviewed knowledge, or send uncertain and sensitive work to a person.
- 3Record the work
Attach the outcome, owner, due time, and follow-up to the customer record.
- 4Retain or delete
Apply the export, return, retention, deletion, and backup terms in the order.
Prepare your procurement review
Send these four facts
- Countries and intended data region
- Phone, web, messaging, email, and connected systems
- Customer data fields and purpose
- AI actions, human approvals, retention, and support needs
Receive the applicable review set
- Control answers and open deployment decisions
- DPA baseline and customer schedule requirements
- Applicable service-provider register
- Order-specific service, incident, recovery, and support terms
No certification, audit report, country availability, provider, or contractual service level is implied by this page. Those items are supplied or confirmed during the applicable review.
Complete your security review.
Use the published controls as a review starting point. The signed order and applicable agreement remain the final authority for your deployment.