Security
Built to survive a security review.
Tenant isolation, role-based access, single sign-on and managed infrastructure — the controls a brokerage's IT reviewer asks about before they ask about features.
Access
Single sign-on against the identity provider you already run.
Role-based access — people see the accounts and functions their role allows.
Tenant isolation — your data is your data, not a row in a shared table.
In transit and at rest
Encrypted calls and video.
Number masking where an agent should not see a full number.
Call and fax filtering, and mobile device management.
AI and your data
We do not train AI models on agency data.
Calls are transcribed and analysed to produce the prompts and actions IQ surfaces, working from recordings already retained on the account — typically the last 90 days.
Nothing is used to train a model, and nothing is shared outside the agency’s environment.
Communication history is retained for seven years, across calls, SMS and email — Data Retention.
Infrastructure
Managed, monitored and patched by us. There is no server in a closet at the agency, and no patching schedule for the agency to own.