Security
The AI you can let near the deals you can't afford to lose.
Adrata researches accounts, drafts messages, and updates connected records within the permissions and workflows you enable. Sensitive actions follow the applicable approval controls, which can include standing authorization. Review each workflow's permissions and automatic behavior before enabling it.
Governed by design
Configured permissions, supported tools, evaluation, and audit evidence help you govern agent workflows across your data and integrations. Security review can establish the controls and evidence needed for your rollout.
Governed tools
Agents use supported tools within the permissions and approval rules configured for each workflow. Review the scope and automatic behavior before enabling a workflow.
Safe writes
Supported writes follow configured permissions and approval rules, including standing authorization for enabled workflows. Idempotency and retry controls reduce duplicate operations; outcomes also depend on the connected provider.
Source context
Source records and signals provide context for supported recommendations and actions. Review the available evidence and confidence before relying on an output.
Audit evidence
Audit coverage includes governed administrative and data-changing actions. Confirm action coverage, retention, and export requirements for your rollout during security review.
Continuous evaluation
Models change. Prompts drift. So we hold AI quality to internal golden sets and scorecards, and gate changes before they reach your accounts. Quality is measured against the promises that matter: the right entry point, the right buyer-room read, the next move worth making, and safe writes. Customer data is redacted or minimized before it is ever used to evaluate the system.
Enterprise posture
The standards you expect from infrastructure that touches your pipeline: encryption, access controls, monitoring, and clear data ownership.
Encryption
Public service endpoints use HTTPS. The production database and automated backups are encrypted at rest with AWS KMS.
Access controls
Role-based access and identity requirements scope who can see and act on what. Permissions are enforced on every request, not assumed.
Adrata AI Cloud
Adrata runs on its own AI Cloud backend, hosted on AWS with continuous monitoring, backups, and reviewed deployments.
Your system of record
Your CRM stays the source of truth. Adrata sits above it and writes back under your rules: you keep ownership and control of your data.
Security inquiries
Reviewing Adrata for an enterprise rollout, or have a vulnerability to report? Our security team will get you what you need.
security@adrata.com