Role hierarchy
Admin, manager, supervisor, and agent each carry a defined scope. Navigation, actions, and data all follow the role, so nobody quietly accumulates access they were never given.
Security and governance
Access follows a clear chain from workspace admin down to agent. Every record belongs to one organization, every session is checked on the server, and every admin action is written where it can be reviewed.
These six controls are part of the platform, not settings someone has to remember to switch on.
Admin, manager, supervisor, and agent each carry a defined scope. Navigation, actions, and data all follow the role, so nobody quietly accumulates access they were never given.
An account belongs to exactly one workspace. There is no cross-tenant membership to reason about, which is what keeps one client's data from ever appearing beside another's.
Sign-in and route protection are enforced in middleware and again in server-side authorization. Sessions expire on timeout and a request for a route outside your scope is refused, not hidden.
Role changes, inbox changes, and organization settings are written in a structured form your operations team can review. Who did what, and when, without reading raw logs.
Inbound email and incoming webhooks are mapped to a specific workspace inbox before anything is created. A message can only land in the inbox it was addressed to.
API keys are issued per workspace and can be rotated by an admin. Outbound webhooks are signed, so your own systems can verify that an event genuinely came from us.
The specifics most teams check before they connect a live support inbox to a new tool.
Role-based, with admin, manager, supervisor, and agent scopes. Custom role permissions are available on the Max plan for teams that need a finer split.
Every conversation, contact, organization, rule, and report belongs to one workspace. Data boundaries are applied per organization across all workflows.
Session-backed sign-in with server-side authorization on protected routes and actions. Sessions expire on timeout and unauthorized routes are blocked.
A single workspace admin owns the account. That keeps recovery straightforward and avoids the ownership conflicts that open gaps as a team grows.
Inbound email and webhook traffic is resolved to a workspace inbox before a ticket is created, so channels stay isolated to the organization that configured them.
Admin surfaces expose organizational and role changes for compliance review, and reporting is scoped to what the viewing role is allowed to see.
Traffic is encrypted in transit with TLS 1.2 or later, and stored data is encrypted at rest. A cancelled workspace keeps its data for 30 days for recovery, then it is deleted.
API keys are scoped to the workspace that created them and can be rotated at any time. Outbound webhooks are signed so receivers can verify their origin.
Queue processing, service-level detection, and the interface run as separate concerns, so a spike in traffic on one side does not stall the other.
Create a workspace, set the roles the way your policy requires, and see the model working on real conversations.
90 days free, then paid.