Security
Adrata does real work on your most important accounts: it researches, it drafts, it updates the CRM. None of it moves without a human's yes. That only works if every action is governed, evidenced, and reversible, so every move carries its evidence, its confidence, and a governed approval. See every move, approve it, undo it.
A governed layer sits around the agent: your data, your integrations, the best models, continuous evaluation, and evidence on every move. It is how Adrata turns AI action into something a revenue leader can stand behind.
The agent acts through a fixed catalog of approved tools, never open-ended access. Every action is scoped, logged, and bounded by what the tool is allowed to do.
Writes to your CRM, inbox, or calendar require explicit approval, an audit reason, and an idempotency key, so a retry never double-sends, double-books, or double-writes.
Every recommendation and action carries its source: the record, the signal, the reasoning. Nothing is asserted without the provenance to back it.
Every read, draft, and write is captured with who, what, when, and why. Leaders can inspect exactly what the AI did on any account, at any time.
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.
The standards you expect from infrastructure that touches your pipeline: encryption, access controls, monitoring, and clear data ownership.
Data is encrypted in transit and at rest using modern transport security and encrypted storage.
Role-based access and identity requirements scope who can see and act on what. Permissions are enforced on every request, not assumed.
Adrata runs on its own AI Cloud backend, hosted on AWS with continuous monitoring, backups, and reviewed deployments.
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.
Reviewing Adrata for an enterprise rollout, or have a vulnerability to report? Our security team will get you what you need.
security@adrata.com