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Attention

High Risk

Sales

AI-powered sales assistant that joins calls, takes notes, and auto-fills CRM fields from conversations.

6
Risk Score
(1-10 scale)

Data Handling

Storage Location

US servers

Retention Policy

12 months

Training on User Data

No

Risk Factors

  • ⚠Automated CRM updates from call data
  • ⚠Meeting recording and transcription
  • ⚠AI extracts deal information autonomously

Security Recommendations

  • ✓Verify CRM auto-fill accuracy
  • ✓Implement recording consent
  • ✓Review AI-extracted data regularly

Compliance

SOC 2✓
GDPR✓
HIPAA✗

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