Controls for a system that handles customer operations
Revenue Sol uses authenticated workspaces, server-side provider credentials, access checks, and configurable human handoff. Security also depends on how each business configures its team, connected providers, prompts, and operating rules.
Verified trial available · Cancel anytime · Set up in minutes
Supported connections
Availability and setup requirements vary by plan and provider account.
Security approach
Practical controls across the workflow
This page states implemented product practices only. It does not claim certifications that have not been independently verified.
Authenticated workspaces
Customer application areas require authenticated access, and private workspace routes are excluded from public search indexing.
Server-side provider secrets
Provider API secrets stay in server-side environment configuration and are not intentionally exposed to browser code.
Workspace-scoped data
Application requests use existing workspace ownership and access checks to separate business records.
Human handoff
AI workflows can be constrained by confidence, approvals, and escalation paths when a person should take over.
Your responsibilities
Use strong account security, assign the minimum team access required, review provider permissions, and configure escalation for sensitive or regulated conversations.
Report a concern
Send security concerns through the contact page. Do not include passwords, private API keys, or customer records in the initial message.
Review security in the context of your workflow
Bring your provider, access, and handoff questions to a product walkthrough.