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AGENT OS · SECURITY LAYER

Give agents a job. Not every key.

Give each agent only the data, accounts and actions its job needs. Keep sensitive changes under your review.

Security proof

Current certification scope and evidence are linked directly from every badge.

GDPRCompliant27001CertifiedCASA Tier 2CompliantSOC 2 Type ICertifiedHIPAACompliant

Current scope and evidence are available in the Trust Center. Deployment-specific controls are confirmed during scoping.

Share context without exposing the whole business.

Define the relevant records and fields for each role. Keep internal pricing information out of a customer-facing agent’s view.

Inside Security Layer

One layer. A clear job.

01

Share the agent. Keep personal accounts personal.

A shared team inbox can serve the role. A colleague’s personal account stays tied to that person’s permissions.

02

Put review where the risk is.

Agree approval points for sensitive actions and the records needed to review the work. Confirm recovery requirements before the agent changes your source systems.

Governed control across the company

Multiple teams. Multiple agents. One secure control plane.

Give each person and agent a specific scope. Keep approvals, actions and evidence visible in one place.

MarketingAudience dataScoped
SalesCRM recordsScoped
OperationsCatalog actionsScoped

Security Layer

  • Role permissions
  • Approval rules
  • Audit history
Campaign AgentApproved audience syncActive
Sales AgentScoped CRM updateActive
Catalog AgentReviewed listing changeActive

Your first deployment

Design the controls before agents go live.

Map the people, agents, permissions and review points for your first deployment.

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