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Security

Security and data handling.

We work inside customer support data — order history, billing context, dispute records. Here's how we handle it.

How we protect what you hand us.

  1. 01

    Access control

    Agents work under role-based permissions. Access is scoped per client: an agent on your queue sees your queue, nothing else. Access is revoked the day someone leaves an account.

  2. 02

    Recording and QA

    Calls are recorded and interactions are QA-scored as part of normal operations. Recordings live on infrastructure we own and operate.

  3. 03

    Client data separation

    Client data is segregated per account across our ticketing, phone, and dashboard systems.

  4. 04

    AI oversight

    Every action and email our Email AI produces is logged and reviewed by human QA.

  5. 05

    Confidentiality

    NDAs are available before any data changes hands — including for the split test. Just ask.

  6. 06

    Data exit

    When you leave, your data leaves with you: ticket history, recordings, SOPs, dispute records, exported in standard formats. We don't hold data hostage.

The assurances, in short.

Role-based access Per-client data separation Recorded & QA-scored Human QA on AI NDA on request Full data export on exit

Formal security documentation and NDAs available on request.

Questions

Security questions or NDA requests: danny@helpfully.app.

Last updated: July 11, 2026

Security questions, answered.

Only agents assigned to your queue, under role-based permissions. An agent on your account sees your queue and nothing else, and access is revoked the day they leave the account.

Yes. NDAs are available before any data changes hands — including for the split test. Just ask.

Yes. Calls are recorded and interactions are QA-scored as part of normal operations. Recordings live on infrastructure we own and operate.

Every action and email our Email AI produces is logged and reviewed by human QA — the same QA layer that scores our agents.

Yes. Client data is segregated per account across our ticketing, phone, and dashboard systems.

It leaves with you: ticket history, recordings, SOPs, and dispute records, exported in standard formats. We don't hold data hostage.
Revenue Protection Infrastructure

Have a security question first?

Ask before anything changes hands — NDAs are available on request.

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