Can we restrict agent permissions?

Yes. Custom roles control who sees billing fields, exports data, or manages security settings.

Do you support encrypted attachments?

Attachments use private object storage with signed URLs. BYOS lets you keep files in your S3 or R2 bucket.

Most fintech teams connect email and SSO within the first week of trial.

For fintech & financial services support

Handle KYC, billing, and account questions in one audited inbox — with SLA tiers, SSO, and optional BYO cloud for regulated data.

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Email, chat, SMS, and portal tickets in one workspace with collision detection.

HubSpot or Salesforce sidebar context on Enterprise or with Integrations add-on.

SAML/OIDC for agents plus optional two-factor authentication.

Premium account holders get stricter response targets and escalations.

Store tickets and attachments in your own database and object storage.

Copilot drafts replies from approved KB content — nothing auto-sends to customers.

Can we restrict agent permissions?: Yes. Custom roles control who sees billing fields, exports data, or manages security settings.
Do you support encrypted attachments?: Attachments use private object storage with signed URLs. BYOS lets you keep files in your S3 or R2 bucket.
How fast can we launch?: Most fintech teams connect email and SSO within the first week of trial.

Trial helpefi free — connect email, publish security FAQs, and add SSO before go-live.

Start free trial