Trust Center
Enterprise Security Without Enterprise Complexity
Business conversations deserve serious protection. AI Sale Agent is built with security and compliance as the foundation, to the standards regulated industries require.
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Certifications
Audited, Certified and Compliant
SOC 2 Ready
Security controls built to SOC 2 standards.
HIPAA Ready
Ready for protected health information.
GDPR Ready
EU data protection requirements.
ISO 27001 Ready
Information security management to ISO 27001.
Controls
How We Protect Every Conversation
Encryption
Calls, recordings and transcripts are encrypted on access-controlled infrastructure.
Role-based access
Decide who on your team can see recordings, transcripts and CRM data.
Audit-ready reporting
Every action is captured so you can show compliance when asked.
DNC screening
Imports are checked against Do Not Call lists before a campaign can dial.
Disclosure checks
Compliance-aware handling flags script and disclosure adherence on every call.
Data retention
15 days on Silver, 60 on Gold, unlimited on Platinum, with private storage on Platinum and Enterprise.
Team management
Invite members, assign roles and remove access in one place.
Your data, your CRM
Call outcomes sync to the CRM you control, through the integrations you approve.
FAQ
Security Questions
Need a security review, questionnaire or DPA? Contact our team. See the vendors that process customer data on our Subprocessors page.
Is AI Sale Agent secure and compliant for regulated industries?
Yes. The platform is SOC 2, HIPAA, GDPR, and ISO 27001 ready, with encrypted communications, role based access controls, and audit ready reporting. It also includes compliance aware call handling that flags script and disclosure adherence, which is why it's used in regulated sectors like financial services, healthcare, insurance, and legal.
How long is call data stored, and is it private?
Storage duration depends on your plan: 15 days on Silver, 60 days on Gold, and unlimited on Platinum, with Platinum and Enterprise plans also including private, dedicated storage space. All plans run on encrypted, access controlled infrastructure.
Who can access call recordings, transcripts, and CRM data?
Access is governed by role based access controls, so you can determine who on your team sees recordings, transcripts, and qualification notes. Every action is captured in audit ready reporting, which matters for teams in regulated industries that need to demonstrate compliance.