Trust & security
Never knows more than you’re allowed to
Deal Room inherits permissions from every connected tool, cites the source of every answer, and requires human approval for sensitive actions. Everything is logged.
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What changes
AI that might leak what it shouldn't
With Deal RoomAccess mirrors your source tools exactly
Answers you can't verify
With Deal RoomEvery answer links to its source
Black-box automation
With Deal RoomEvery action logged and attributable
Controls
Deal Room is in private preview. We share detailed security documentation with pilot customers under NDA.
How Deal Room helps
Inherited permissions
If you can't see it in Salesforce or Slack, you can't see it in Deal Room.
SSO and roles
Single sign-on and role-based access for people and agents.
Audit and retention
Full audit log and admin-controlled retention. Customer data isn't used to train shared models.
AI Agents
Agents on this workflow
Built to be trusted
Trust & securityEvery fact links back to the meeting, message or ticket it came from.
Customer messages, CRM changes and access requests wait for approval.
People and agents only see what their tool permissions allow.
Every agent action is logged with who approved it and why.