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Data, continuity and deletion

Protect, recover, and permanently delete your data

Files, recoverable versions, and permanent deletion require different controls. We show you who can perform each action, what is reviewed first, and what happens if the process does not finish.

Protect your data during recovery and deletion

Opening a file, recovering an earlier version, restoring it, and deleting it permanently are different actions. Each action has clear controls and a visible status so you can confirm the result.

Trust topic

Four controls to protect, restore, and delete your data

How we protect files, restore data, show partial results, and track permanent deletion.

How is it controlled which file gets reached?

Before opening, changing, or deleting a file, AgentticCRM verifies its location, identity, and owning organization.

How it protects your team

Every protected file operation checks where it is, which one it is, and whose it is, before changing anything.

What to confirm

These controls work alongside your organization's credentials, storage rules, and security settings.

How far does a recovery go?

Before restoring, you choose which information will be recovered. The restoration changes only that group of data.

How it protects your team

The restoration is limited to the information selected before confirmation.

What to confirm

Guaranteed recovery times and scope must be defined in the contract if your business requires them.

What happens if a restore cannot finish properly?

If a restoration does not finish, its status appears as partial and requires review.

How it protects your team

Every restore carries its state, so a partial result is never shown as complete.

What to confirm

A responsible person must verify the result. Recovery depends on the available data and backup.

How is a deletion followed through to the stored file?

Permanent deletion includes both the record and the stored file. If one part fails, the process remains pending until it is complete.

How it protects your team

Deletion keeps its state and its retries, so a storage failure stays visible until somebody sorts it out.

What to confirm

Deletion depends on authorization, retention obligations, and the terms of the storage and service providers.

Questions to ask in a demo

Questions about keeping, recovering and deleting

Define which information you must retain, what you need to recover, and who can authorize permanent deletion.

  1. What has to be kept, and who decides?

    Separate desired retention from what contracts, taxes, or law require. Assign a responsible person before setting the time periods.

  2. Which workflow must be restored first?

    Sort by what would hurt most to lose — the client’s and the money first — and confirm what it gets recovered with and who checks it.

  3. What proves to you it was really deleted?

    Look at what happens if a deletion fails: whether it stays visible, whether it retries, and who gets told.

Privacy and service terms

Security overview

See how AgentticCRM protects your information, controls access, and keeps people in charge of important actions.
Privacy policy

What we do with personal data, on the website and in the service.
Service terms

The published terms for using the service.

Trust priorities

Review the controls your business needs

Explore data separation, access controls, AI approval, change history, recovery, and deletion. Each section includes questions to use in a demo.

Trust topic

Keep each organization’s data separate with role-based access

AgentticCRM first identifies the organization that owns the data, then checks what the person is allowed to do inside that organization.
Review security and access controls

Trust topic

Review and approve AI actions with a complete change history

Every AI proposal shows who requested it and its current status. When it is approved, permissions are checked again. Connected tools can perform only authorized actions, and every important change is recorded.
Review security and access controls

Review how your data is restored and deleted

Bring what data matters to you, how long you have to keep it, and which deletion case worries you. We separate what the product does from what has to be agreed by contract.

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