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Security architecture

Security and compliance, built in from day one

Sales conversations contain sensitive information. We treat that seriously — tenant isolation, sensitive-data removal, verified integrations, and compliance tooling are foundational, not add-ons.

Last reviewed · July 2026security@closeintel.ai

Looking for the procurement overview? Compliance status, sub-processors, and security documents live on the Trust Center.

In progress

SOC 2 Type II: readiness in progress, targeting Q4 2026

We report compliance status honestly. We are executing a SOC 2 Type II readiness program — controls mapped to the Trust Services Criteria and evidence collection underway — and will update this page when the report is issued. In the meantime we share our control documentation, architecture overview, and security questionnaire response under NDA.

The architecture

How CloseIntel earns your trust

Five chapters, each engineered into the platform rather than bolted on. Jump straight to the one your review needs.

01Security

Defense in depth, top to bottom

Controls span infrastructure, application, and the AI pipeline.

Tenant isolation

Every row of every table is scoped by tenant, with row-level security enforced in the database and privileged access gated against the tenant boundary.

Encryption in transit and at rest

TLS 1.2+ on every client and server connection. AES-256 encryption at rest for all tenant data via managed Postgres. Integration credentials stored with separately scoped encryption keys.

Verified integration delivery

Inbound events from connected integrations and payment providers are cryptographically verified before we act on them. Unsigned, tampered, or replayed events are rejected.

Hardened web surface

Strict browser security headers — content security policy, transport security, and anti-framing protections — enforced platform-wide. Bot protection on every authentication page.

Prompt-injection defense

User input is sanitized before reaching any AI model. No transcript content is interpolated into a prompt in raw form. We regularly test for the latest prompt-injection patterns.

Continuous monitoring

Real-time error and performance monitoring across the application and the AI pipeline. Anomalies trigger immediate on-call alerts.

02Privacy

Your conversations stay yours

Sensitive data is removed before it is stored, and your content is never used to train an AI model.

Sensitive-data removal before storage

Our redaction layer automatically detects and redacts common payment, banking, and personal contact identifiers from call transcripts before they are stored or analyzed. It is on by default — no opt-in required.

AI providers do not train on your data

The AI providers that process your call content — Anthropic, OpenAI, and AssemblyAI — contractually exclude API data from model training under their commercial terms. Your call content is processed, not learned from.

Data rights, on demand

Right to access, rectify, delete, and export is supported through the admin portal. Customer-initiated deletion is processed within 30 days. GDPR, CCPA, and US state privacy laws are honored regardless of where you are based.

No advertising or tracking cookies

We use essential and preference cookies only today — authentication, session, and CSRF. No third-party advertising trackers or behavioral ad networks; any future analytics would be consent-gated.

03Reliability

Built to stay up

Managed infrastructure, automated backups, and a resilient AI pipeline.

Managed infrastructure

The platform runs on Vercel’s global edge network and a managed Postgres cluster with automated daily backups and point-in-time recovery. We benefit from the operational maturity of these providers rather than reinventing it.

Resilient AI pipeline

AI calls retry automatically on provider errors. Long-running analyses run on a durable queue, designed so retries do not duplicate work and a failed worker does not lose jobs.

Backups and continuity

Automated daily backups with point-in-time recovery; full retention and recovery detail is in the security packet. The application is stateless and re-deployable in minutes, and webhook events are persisted before processing so a downstream outage does not silently drop data.

Reviewing us formally?

Request the security packet
04Compliance

What we attest to today

SOC 2 Type II readiness in progress. GDPR and CCPA-ready. PCI handled by Stripe. We list frameworks honestly — what is in place, what is in progress, and what is handled by our processor.

SOC 2 Type II

In progress

Readiness program in progress, targeting Q4 2026. Control documentation and policies are available under NDA today.

GDPR

Ready

Data processing agreement available on request. Data subject rights honored. Cross-border transfers covered by Standard Contractual Clauses.

CCPA & US state privacy

Ready

California, Colorado, Connecticut, Virginia, and Utah privacy rights supported. No sale or share of personal information.

PCI DSS

Handled by Stripe

We never store your credit card information. All payment processing is handled by Stripe, a PCI DSS Level 1 service provider — the highest level of certification in the payments industry. Every billing event is cryptographically verified before we act on it.

05Customer controls

Controls you can configure

The same controls a security team expects from a modern SaaS — and a few designed for the realities of sales conversations.

SAML 2.0 single sign-on

Per-tenant SAML SSO configurable from the admin portal. Works with Okta, Microsoft Entra, Google Workspace, and any standards-compliant IdP. Available on the Enterprise plan.

Multi-factor authentication

Multi-factor authentication with trusted-device support. A verified second factor is required for privileged actions, with tenant-level enforcement available.

Granular roles and permissions

Admin, manager, and rep roles with a fine-grained permission system. Managers are always scoped to their team. Permission grants are logged.

Append-only audit log

Every privileged action — admin changes, impersonation sessions, billing events, integration credential changes — is logged with full context and available for compliance review on request.

Impersonation controls

Support access requires explicit impersonation sessions, time-bounded and read-only. Destructive operations are blocked during impersonation, and every session is recorded in the append-only audit log.

Compliance rules engine

Define disclosure, scripting, and regulatory rules per tenant. Every call analysis is checked against your rule set in real time. By-rep and by-rule dashboards for legal and risk teams.

Documents on request

Request the security packet

Everything a security review needs — usually returned within one business day.

  • Data Processing Agreement

  • Security questionnaire response

  • Architecture and controls overview

  • SOC 2 Type II report

Responsible disclosure

Found a security issue?

If you discover a security vulnerability, please report it responsibly to security@closeintel.ai. We typically respond within one business day, investigate every report, and credit researchers when a finding leads to a fix.

security@closeintel.ai

Keep reading

The rest of the trust surface

Procurement-ready

Security review needed?

We provide a security questionnaire response, data processing agreement, and architecture overview on request — usually within one business day.