Summary
Your data is safe with us.
We don’t share customer data with other customers or with third parties, and we aim to store as little customer data as possible.
Data handling principles
No cross-customer sharing: your data is never shared from one customer to another.
Minimum necessary data: we only keep what is required for the workflow to function.
No customer database on our side: we don’t maintain our own “customer database” or store data for relationship/context purposes.
Workflow-first: our job is to build the workflow; we don’t keep data beyond what’s needed to run it.
Where your data lives
In most cases, data lives in your tools and your infrastructure (your CRM, databases, ticketing system, etc.).
We connect systems and automate how data moves between them.
Using AI with your data
What we recommend
Only provide the AI agent with public / non-confidential information when possible.
If there’s data you don’t want exposed, censor/redact it before it reaches the AI agent.
If you must use sensitive data
If you need the workflow to handle sensitive/confidential info:
Please warn/flag it clearly.
If you alert us, we can add filtering and controls so sensitive fields are excluded, masked, or handled safely.
Guardrails
We can implement guardrails such as:
Filtering specific fields before they reach the AI step
Blurring/masking patterns (where applicable)
Dedicated security methods inside the automation so only safe data reaches the final AI agent
What to send us (best practice)
Prefer public, non-confidential data
Avoid sending private or sensitive details unless they’re required for the workflow
If sensitive info is required, flag it so we can apply the right controls