Authentication and team access
The product includes account authentication, team roles and Enterprise SAML SSO capabilities. Configure access around the people who need it and review membership as responsibilities change.
Visitor information and integrations
Conversations, visitor-provided contact details, published knowledge and usage records support the product workflow. Administrators choose connected tools. Review permissions and the information sent to each destination.
AI provider configuration
Answer generation uses the configured AI provider. Confirm the active provider and model, contractual terms, processing locations and data handling for your deployment. Provider availability and settings affect the service.
Retention, export and deletion
The application includes data export, organization deletion and retention tooling. Ask the operator to confirm the production schedule, backup behavior and the process for visitor data requests.
Security reviews and reporting
Contact the team for a security questionnaire, deployment details or to arrange a private vulnerability report. Start with a high-level description; avoid sending credentials or sensitive exploit details through a general sales form.