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.
Access, scoped per client
Role-based permissions, scoped to your queue. An agent on your account sees your queue and nothing else — revoked the day they leave it.
Human oversight on AI
Every action and email our Email AI produces is logged and reviewed by human QA — the same layer that scores our agents.
Your data, yours
Full export on exit — ticket history, recordings, SOPs, dispute records, in standard formats. No hostage tactics.
What we do with your data.
- 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.
- Recording and QA
- Calls are recorded and interactions are QA-scored as part of normal operations. Recordings live on infrastructure we own and operate.
- Client data separation
- Client data is segregated per account across our ticketing, phone, and dashboard systems.
- AI oversight
- Every action and email our Email AI produces is logged and reviewed by human QA.
- Confidentiality
- NDAs are available before any data changes hands — including for the free audit. Just ask.
- 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.
- Questions
- Security questions or NDA requests: danny@helpfully.app.
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 free audit. 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.
Last updated: June 20, 2026
Revenue Protection Infrastructure
Have a security question first?
Ask before anything changes hands — NDAs are available, including for the free audit.