Security
Security controls designed for day-to-day support operations
Receiveo combines workspace isolation, scoped access, and operational visibility so teams can run AI support with confidence.
Workspace data isolation
Every workspace operates as an independent boundary for conversations, contacts, knowledge sources, and analytics. Teams working across brands or products never risk cross-contamination of customer data. This isolation is enforced at the data layer, not just the UI, so records are separated by design.
Workspace-scoped records across core entities
Conversations, contacts, knowledge articles, and analytics are partitioned per workspace so no data leaks between teams.
Isolated knowledge and contact data per workspace
Each workspace maintains its own knowledge base and contact directory, ensuring answers and customer records stay contextually accurate.
Separate assistant configuration by workspace
Assistant behavior, tone, and knowledge sources are configured independently, letting each brand or product line operate with its own personality.
Role-based workspace access
Access to workspace resources is governed by organization membership and role assignments. Every API call is checked against the requesting user's permissions, ensuring that sensitive operations like billing changes or team management are restricted to authorized roles. This keeps day-to-day support work safe from accidental privilege escalation.
Organization and workspace membership controls
Users are explicitly added to organizations and workspaces, so access is always intentional and auditable.
Role-based authorization checks in API routes
Every backend endpoint verifies the caller's role before returning data or executing actions, preventing unauthorized access.
Scoped actions for billing and admin operations
Administrative tasks like plan changes, user management, and workspace configuration are restricted to owner and admin roles.
Operational event visibility
Support operations generate events that teams can review to understand what happened and why. Conversation outcomes, handoff triggers, and notification records provide an operational trail. This visibility helps teams improve workflows, spot issues early, and maintain accountability across AI-assisted support.
Conversation and handoff event tracking
Every conversation resolution and escalation is recorded with timestamps and context, creating a reviewable operational history.
Notification records for handoff actions
When a conversation is handed off to a human agent, notification records capture the trigger, reason, and delivery status.
Usage and analytics signals for review
Aggregate usage data and analytics signals let teams monitor support volume, resolution rates, and quality trends over time.
Security fundamentals at every layer
From authentication and role checks to workspace-scoped data boundaries, Receiveo is structured to keep support operations controlled and auditable in practice.
Identity and sessions
Authenticated sessions protect access to workspace data and operations.
Authorization boundaries
Role and workspace context are enforced before data and actions are returned.
Operational visibility
Conversation and handoff activity can be reviewed through platform views and analytics.
FAQ
Security FAQs
How is data separated between brands or teams?
Receiveo uses workspace-level isolation so each workspace has its own assistant configuration, knowledge, contacts, conversations, and reporting context. Learn more
Can we restrict who can act on a workspace?
Yes. Access is enforced through organization membership and role-based permissions in authenticated APIs. Learn more
What visibility do we have into support operations?
Teams can review conversation outcomes, handoff records, and related operational events to understand how support workflows are performing. Learn more
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