Security & Privacy
Your conversation deserves clear controls and a clear explanation of how assistance works.
01. Controls during a call
Assistance starts when you choose. The desktop window keeps pause and stop controls available, and lets you choose the audio sources used for the session.
02. Device and workspace data
The desktop experience keeps customer context and session history on the device. Shared playbooks, approved knowledge, and workspace management use connected services.
RevConvo is not a fully offline product. Hosted services process the information needed for the assistance you request.
03. Calendar and CRM connections
Calendar connections help discover meetings. Opening a meeting and starting assistance are separate actions. CRM connections are optional, and suggested field changes are presented for review.
04. Documents for your review
Read the Privacy Policy for information-handling details and the Data Processing Agreement for the organizational processing relationship.