Encrypted document handling
Paystubs and IDs never travel over text. Customers use a tokenized secure upload path, and access is recorded.
Practical controls are built into the workflow instead of left to individual reps.
Paystubs and IDs never travel over text. Customers use a tokenized secure upload path, and access is recorded.
Opt-in status and opt-out requests are respected on every send path. Website visitors are never automatically texted without consent.
Access follows the organization, rooftop and rep hierarchy so customer visibility matches responsibility.
Every customer conversation preserves channel, sender, direction, timestamp and ownership history.
Your customers, conversations and dealership data remain your dealership's business assets.
Retention can follow dealership policy and operational requirements, with sensitive information handled separately from ordinary conversation data.
Sensitive document access and key actions are logged to support accountability and investigation.