Documentation/Security and data handling
Security

Security and data handling

The access controls, audit logs and encryption Sell Whisper AI gives your team, and how the data you store is used. The privacy policy is the binding statement.

Security features

Role-Based Access Control (RBAC)

Five roles (Owner, Admin, Member, Support, Viewer) with distinct permission sets. Enforced at the API level — not just the UI.

  • Permissions enforced on every API request, not just in the dashboard
  • Workspace-scoped roles: a user can have different roles in different workspaces
  • Role changes take effect immediately with no session delay

Audit logs

Every admin action is logged with a timestamp, user ID, and IP address. Logs are immutable and retained for 12 months.

  • Logged events: login, logout, agent creation/deletion, member invite/removal, API key creation/rotation, billing changes
  • Export logs as CSV
  • Filter by date, user, or action type
  • Available to Admins and Owners

API key management

Create, rotate, and revoke API keys without downtime. Each key can be scoped to specific operations.

  • Generate multiple keys — one per integration or environment
  • Rotate a key with zero downtime: create a new key, update your integration, then revoke the old one
  • Revoke a compromised key instantly — takes effect within seconds
  • View last-used date and IP for each key

Two-factor authentication (2FA)

Enable 2FA for your account to require a one-time code in addition to your password on every login.

  • Supports authenticator apps (Google Authenticator, Authy, 1Password)
  • Owners can enforce 2FA for all team members in Settings → Security
  • Recovery codes generated at setup — store them securely

Data encryption

All data is encrypted in transit and at rest. We use industry-standard encryption throughout.

  • TLS 1.3 for all data in transit
  • AES-256 encryption for data at rest
  • Database credentials and API keys encrypted at the field level
  • Conversation data and knowledge base content encrypted in the database

How your data is used

Processing

Conversation and knowledge base content is processed to generate your agents' replies, through the AI provider you choose for each agent. We also analyse usage patterns to generate insights and improve our AI models, as the privacy policy describes.

Service providers and location

Hosting, payment, analytics and AI providers process data on our behalf under contract. Your data may be processed outside your country of residence, with safeguards such as standard contractual clauses.

Retention

We keep your data while your account is active or as needed to provide the service. Chat data retention can be configured in your account settings, and you can delete conversations at any time.

Your data rights

You decide what conversation, lead and knowledge base data you keep in Sell Whisper AI, and you can act on it as follows.

Access and export: Access your personal data and export it in a machine-readable format from your account settings.
Deletion: Delete conversations, leads and knowledge base content from the dashboard, or ask us to delete your personal data: we do so within 30 days unless the law requires us to keep it.
Portability: Ask for a copy of your data in a portable format to move it to another provider.
Questions and requests: Email support@sellwhisperai.com, including if your organisation needs a data processing agreement.

SSO & identity providers

(Enterprise)

Enterprise plans support SAML 2.0 and OAuth 2.0 SSO so your team can sign in with your existing identity provider. Configure it once and your team uses their corporate credentials — no separate Sell Whisper AI passwords required.

Okta
Azure Active Directory
Google Workspace
OneLogin
JumpCloud
Any SAML 2.0 IdP

SSO setup requires Enterprise plan. Contact sales to get started. Once configured, you can enforce SSO for all team members from Settings → Security → Enforce SSO.

Responsible disclosure

If you discover a security vulnerability in Sell Whisper AI, please report it responsibly. We take all security reports seriously and will respond within 48 hours.

Report vulnerabilities to security@sellwhisperai.com with a detailed description. Please do not publicly disclose the issue until we have had time to investigate and remediate.