Platform · Secure AI

AI your risk team can sign off on

Role-based permissions, traceability for every action, and answers limited to the information you authorize.

Action log Today
Agent sent account statement · M. Rojas 9:14 a.m.
Laura approved discount · Apt 1102 10:02 a.m.
Access denied · collections report 11:30 a.m.
Clara checked collections · Analyst 11:41 a.m.
AI agents Record tracking Assistants for your team Call logging Dashboards and alerts Channels Human + AI Secure AI Consoles by process
What it does

Control over who sees and does what

Every person and every agent has defined permissions, and every action is logged.

01

Role-based permissions

Sales reps, analysts and leadership see only what their role allows. So do the agents.

Configurable roles Access by project Revocable anytime
Roles Real Estate Developer
Sales rep Their deals
Collections analyst Collections
Management Everything
02

Audit trail for every action

Who did what, when, and with which data. For audits and for improving the process.

Log of every message and action Approval log Exportable for audits
Audit Apt 1102
Quote sent by the agent Oct 3
Discount requested by the client Oct 4
Discount approved by Laura Oct 4
03

Answers from authorized information

Agents and assistants answer only from the sources you connect and approve.

Approved sources by project No answers outside the knowledge base Read-only access where applicable
Sources Sales agent
Inventory · Sinco Read-only
Deals · Sales CRM Read and write
Discount policy Approved
How it gets up and running

Up and running in four steps, with our team

01 We define roles With your IT and risk teams.
02 We connect authorized sources With the minimum access needed.
03 We turn on logging For every action and approval.
04 We review with you Periodically, per your policy.
In every solution

Secure AI in your operation

FAQ

What we’re often asked

Only the sources you connect and authorize for each process.

Yes, at any time.

Yes. Every message, action and approval is logged.

See it working with your company’s data

In 30 minutes, we’ll show you an agent handling one of your projects, with your inventory and your rules.

Book a demo
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See it working with your company’s data

In 30 minutes, we’ll show you an agent handling one of your projects, with your inventory and your rules.

Book a demo
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