Autonomy with governance built in.
Agents that touch revenue need the same controls as people who do. Refline ships with the permissions, audit trails and approval rules your security team will actually ask about.
SSO and SCIM
Okta, Entra, Google Workspace. Provisioning and deprovisioning follow your IdP, agents inherit the same discipline.
Scoped permissions
Each agent and each room connects only the tools it needs, at the scope you grant, read, write or neither.
Audit trails
Every agent action is logged with actor, source data, timestamp and approval. Exportable, immutable, boring, by design.
Data boundaries
Rooms only see the tools connected to them. Customer data never trains shared models. Your context stays yours.
Human approval rules
Define which actions always pause, external sends, CRM writes, spends, and who can release them.
Custom integrations
Internal CRMs, proprietary data sources, your own agents. The room coordinates anything with an API.
SOC 2 Type II
Our audit program is underway. We'll share the report the moment it's issued, and the controls already exist today.
EU residency
Regional data residency for rooms and memory is on the enterprise roadmap.
Serious about the boring parts.
The features that matter most in production are the ones nobody demos. We treat support, auditability and rollout discipline as the product.
Dedicated support
A named engineer for onboarding, plus a shared channel that answers in hours, not tickets.
Workspace controls
Admin panel for rooms, rosters, retention and model selection, per team or org-wide.
Deployment options
Managed cloud today; VPC and BYO-model arrangements for regulated environments, discussed per deployment.
Ready when your security team is.
Bring the questionnaire. We'll bring the audit trail.