✣ Relacta

SECURITY & CONTROL

Secure AI CRM With Visible, Controlled Actions

Learn how Relacta approaches tenant isolation, permissions, human approval, encryption, audit history, and responsible AI execution.

01

Tenant and access isolation

Customer data belongs to a defined organization and is scoped by authenticated membership and database-level controls. Runtime services use restricted permissions rather than administrative database accounts.

  • ✓ Tenant-scoped authorization
  • ✓ Database row-level security
  • ✓ Role-based access
02

Human control over consequential actions

Organizations decide which actions can run automatically and which require review. Sending outreach, changing deal stages, or exporting information can be placed behind explicit approval.

  • ✓ Configurable approval policies
  • ✓ Agent tool permissions
  • ✓ Action limits and pause controls
03

Traceable execution

Agent recommendations and actions retain their inputs, evidence, status, and outcome so teams can investigate decisions and identify failures.

  • ✓ Append-only activity history
  • ✓ Source and confidence information
  • ✓ Failure and retry visibility
04

Data protection roadmap

Production readiness includes encryption in transit and at rest, secret management, retention controls, deletion workflows, dependency monitoring, backups, and documented incident response.

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