Your records stay separate
Every request is checked against your company account, so one company’s records are never shown to another. The public demo keeps its data separately for each browser.
SECURITY
Clear boundaries for your business data.
Controls built around your company account and explicit customer actions.
Nothing happens silently
Visitors agree before their details are saved and confirm before a visit is booked. A booking shows as confirmed only after it is saved in your Clientavo Custom Calendar.
It only says what you approved
Imported facts stay drafts until you review them, and nothing a visitor types can change your answers.
These describe application controls, not independent certifications. No SOC 2 or other certification is claimed.
Clientavo product help
AI assistant · Answers from our product guide.
I’m an AI assistant. I answer only from Clientavo’s product guide and say when I don’t know, the same rule your website assistant follows. Please don’t share personal or customer details.