On the phone
Configure an AI introduction and recording notice for your calling workflow, and verify the wording on the connected line.
Voice lookup tools restrict prices, costs and supplier details. The agent is instructed to leave commercial quotations to written follow-up; review calls to check its output.
The AI assistant asks for approval before actions such as dialling or sending. Small edits to an open record can apply immediately. Workflow automation follows the configuration agreed with your team.
Access and audit history
Role-based access controls determine which features and customer records each person can use. Sign-in options are confirmed for your deployment.
The audit history records changes and denied actions, with sensitive values redacted. The standard retention is one year; confirm your deployment settings.
Where your data lives
Terramine Desk uses a dedicated deployment for each company. Hosting and region requirements are agreed with your team, whether we host it or it runs in your environment.
Whichever you choose, the phone carrier, the mailbox, the messaging apps and the speech and language models are outside services. In your cloud or on your premises you hold those contracts and keys, and we tell you plainly what can stay inside your network.
Credentials are encrypted at rest. Full secret values are not returned to the browser; settings may show the final four characters for identification.
Backups
The supplied AWS configuration includes nightly database dumps, 35 days of point-in-time recovery in a second region and document replication. Confirm these settings and recovery procedures for your deployment.
Rolling updates give active calls a bounded grace period to finish.
Certification and demo data
We do not currently hold SOC 2 or ISO certification. Tell us which assurance requirements apply to your organisation so we can discuss the evidence available and any gaps.
The website's interactive demo uses fictional records and places no real calls. The product's own records are a customer's and stay in that customer's deployment.
