Autopilot security

Security you can see and control.

Autopilot makes the controls that matter to an operator visible: who can access the work, what changed, what is waiting for approval, and where customer context is allowed to move.

The customer-facing controls

Protection across identity, data, actions, and history.

Security is useful when the operator can understand the boundary and verify the outcome without needing the internal architecture.

01

Account isolation

Your organization’s contacts, properties, conversations, and agent work remain scoped to your organization.

02

Controlled access

Authentication, role permissions, and support access are designed to limit who can view or change sensitive work.

03

Protected data

Sensitive customer data is protected in transit and at rest, with operational safeguards around credentials and secrets.

04

Human approval boundaries

External communications, commitments, and other consequential steps stop where your approval rules require them to stop.

05

Visible history

State changes, ownership, approvals, and key actions stay attached to the contact or property timeline for review.

06

Operational monitoring

The system is monitored for failures and suspicious behavior so exceptions can be investigated without exposing internal controls publicly.

The security view inside the product

Show the control room. Keep the attack surface private.

Customers should see evidence, access, state, and approvals. Exact infrastructure, provider choices, routing, detection logic, and fallback chains remain confidential.

Organization access

Role controlled

Visible

External commitments

Approval required

Visible

Agent activity

Timeline recorded

Visible

Data movement

Scoped to the workflow

Visible

Internal security architecture

Confidential

Protected

Bring the hard questions.

We’ll walk through access, data handling, approvals, retention, and the controls relevant to your operation. Additional assurance details can be reviewed with qualified customers.

Autopilot Security — Isolation, Approvals, and Auditability