Governance ships with it.
Not bolted on after.
Teams, permissions, record ownership and agent spend are all settings, not a services engagement.
The admin surface is small because the defaults are safe
There is no governance module to buy and no services engagement to book. It is 4 settings screens, and 3 of them you will read once.
Nothing is deleted
Removing a user deactivates them. What they produced stays on the records they touched.
Nothing is ungated
Every feature has its own View and Edit box, and the route behind a gated control refuses the request too.
Nothing is a surprise
Each run is priced before it starts, and the spend report says where the credits went.
Onboarding a rep is picking a team
Access comes from the team, so you review teams rather than people. Invites are bulk, and 1 team applies to the whole batch. Nobody can end up without a team: moving someone out and deleting a team both make you name where they land.
The matrix is enforced, not decorative
Permissions belong to a team, and 4 System teams ship before you make any. Every feature then gets its own View box and Edit box. The route behind a gated control refuses the request too, so the matrix is enforcement rather than decoration.
Every record gets an owner without anyone assigning it
An ordered stack, read top to bottom, first match wins. There is no run button because the rules fire on their own once a record finishes qualification, and the owner they set syncs to the CRM seat.
Credits, not seat licenses
The wallet sits in the header: the balance, what is left of the grant, and when the next one lands. You pay for work done, not for people who might log in.
Where the credits went, by agent
A 12-week curve beside the balance, then all-time spend per agent grouped the way the agent library groups it. The outlook runs 6 months back and 12 forward: the solid line is the real balance at each close, the dashed one adds the grants already scheduled.
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Never used to train models
Your CRM data, research outputs and agent activity are never used to train or fine-tune models. Not by us, not by our providers.
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Your workspace is isolated
Each workspace is logically isolated, so your data is never accessible to another customer.
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You control retention
If you cancel, your data is returned or deleted, your choice. If you make no request, all personal data is permanently deleted within 30 calendar days.
The detail, the sub-processors and the DPA are on Security and trust.
Your material stays yours
Under the MSA, everything you upload and everything the agents produce from it is yours.
Hand this page to your security team
We will walk your admin and your reviewer through the matrix, the ownership rules and the spend report, on a real workspace.
Request a demo