Your data in the pilot
How it flows
What the team reads
What you give it: the email thread, your notes, what was promised, and what Scout finds on the public web for leads. Gmail, Calendar and Slack connections are coming; until they're live, nothing reads your inbox, because nothing can.
Which AI reads it
Your own. Each workspace runs on the Claude or ChatGPT account you sign in with, so your deal content is processed by that provider under your account's terms. Srcd.ai doesn't pay for or swap in another model behind your back.
What it keeps
Your workspace keeps the tasks, deal records, briefs, drafts and corrections the team works with, so it can pick up where it left off. Each workspace sees only its own deals, agents and connections.
What it can never do on its own
- Send. No agent has a send tool. Every draft is marked unsent. You press send.
- Write anywhere without asking. Before an agent writes through a connected tool, it asks, and you approve from a card.
- Change its own safety settings. Only workspace owners and admins can change agent safety settings, shared connections and the audit trail.
Where it runs
The app is being moved to a host for the pilot now. Your pilot doesn't start, and you connect nothing, until this page names the host and its region and I've told you the same in writing.
What I don't claim
No SOC 2 report yet, and no promise about which country your data stays in. If either matters for you, tell me on the setup call and we'll decide together whether the pilot fits.
Leaving
Stop any time. Tell me and I'll delete your workspace and confirm by email when it's done.