Consent
Replied YES on WhatsApp to the updates question
WhatsApp · recorded by Anna
Security
Your team sees what each role allows, and every view of a client record is logged.
No passwords. A link or code that works once.
| What | You, the owner | Mark, admin | Anna, agent | Jonas, viewer |
|---|---|---|---|---|
| Clients and their chats | All | All | Their own | All, read only |
| Change records and tasks | Yes | Yes | Their own | No |
| See who viewed which record | Everyone | Everyone | Their own | Their own |
| Export, and let support in | Yes | No | No | No |
7 Oct 2026
Sara ended it in Data and billing.
Support access is allowed until 8 Oct 2026 07:10 UTC. Revoke it any time in Data and billing.
Sara allowed it in Data and billing. Access ends on its own; revoke it any time.
Checks written in code read every message before any reply is written, and the assistant cannot turn them off.
Replied YES on WhatsApp to the updates question
WhatsApp · recorded by Anna
Irina M.Deleted person
Name, contacts and messages are removed. Deals stay, so your books add up.
Only while the owner allows support access, for 24 hours or 7 days. Support can read but change nothing, and its visits show in your Activity. Apart from that, our team reviews a sample of the assistant’s replies from the last 14 days, without client names, to check the writing.
Replies are written with Anthropic’s Claude. Anthropic’s commercial terms do not allow it to train on customer content.
Their sign-in ends at once and any unused link stops working. Their clients, open chats and tasks are handed to the team in one step, and every record stays with your agency.
Log the request on their record. An owner or admin completes it: the record becomes Deleted person, their messages are blanked and their contacts removed. Deals stay, and the request is logged in Activity.
You do, topic by topic: Off, Draft or Auto. On Draft a person approves each reply before it goes. Payments, legal, tax and visa questions, complaints and requests for a person always go to a person.