Built for Trust, Control,
and Accountability.
ServicePulse AI is built so owners can see what the platform is doing, control how automation behaves, and keep customer and business data protected. Your data belongs to you. Your AI follows your rules.
Security Overview
ServicePulse AI is built with security at every layer. Your business data is encrypted in transit and at rest, and access is controlled through role-based permissions that you define.
Every integration, API connection, and data flow is designed with the assumption that your business information is sensitive and irreplaceable.
- All data encrypted in transit (TLS 1.2+) and at rest (AES-256)
- Role-based access control for owners, managers, and team members
- Built on infrastructure providers with established security and compliance programs, including SOC 2 controls where available
- Client data is isolated through tenant-aware access controls, database security policies, and role-based permissions
- Dependency vulnerability scanning and periodic internal security reviews
- Session management with automatic timeout and refresh
Data Ownership
Your customer data, leads, calls, jobs, invoices, and business information belong to your business. We do not sell your data, use it to train models, or share it with third parties.
If you leave ServicePulse AI, your data leaves with you. We provide data exports in standard formats so you are never locked into a platform because you cannot get your information out.
- You own your customer data
- Data export available on request in CSV and JSON formats
- Data is never sold, shared, or used to train third-party AI models
- Lead data, call recordings, SMS logs, and invoices are yours
- No hidden clauses in terms of service that transfer ownership
- Data deletion available upon account cancellation, subject to legal and billing retention requirements
AI Guardrails
AI is powerful, but it needs boundaries. AI actions in ServicePulse operate within guardrails that you configure. The AI does not freelance — it follows the rules you set.
We built the system so AI handles speed and consistency while you keep control over judgment calls, pricing decisions, and customer-facing commitments.
- AI is configured not to commit to a price or estimate without pre-approved rules
- AI is configured not to schedule outside your defined availability windows
- AI messaging operates within approved templates, rules, and guardrails
- AI is designed not to access customer payment information directly
- AI is designed not to override a human decision or escalation
- AI is configured not to contact a customer after they request no further contact
- All AI behavior is configurable and can be turned off per feature
Human Oversight
Every AI system needs a human in the loop. ServicePulse AI is designed so that critical decisions can route to a real person on your team. The AI handles the routine. Humans handle the judgment.
You decide where the line is. Some businesses want AI to handle everything up to booking. Others want a human to approve every outbound message. Both work. You set the rules.
- Human approval mode available for AI-generated actions where configured
- Escalation triggers route complex situations to your team
- AI flags uncertain situations rather than guessing
- Override controls let you correct any AI action after the fact
- Launch-period and ongoing performance reviews available based on plan
- Direct access to support for AI behavior questions
Human oversight settings depend on plan, workflow design, integrations, and implementation scope.
Communication Compliance
ServicePulse AI is designed to support responsible business communication across SMS, phone, and email. The platform provides opt-in, opt-out, unsubscribe, consent-management, and do-not-contact tools designed to help support TCPA and CAN-SPAM compliance.
Your business reputation depends on respectful communication. We treat that as core infrastructure, not an afterthought.
- SMS workflows designed to support TCPA compliance with opt-in and opt-out handling
- Automatic unsubscribe processing for outbound messages
- A2P 10DLC registered sending where applicable for reliable SMS delivery
- Email practices designed to support CAN-SPAM compliance
- Do-not-contact lists enforced across configured channels
- Message frequency limits to help prevent over-communication
Your business remains responsible for how it collects consent, imports contacts, writes campaigns, and uses the platform under applicable laws.
Payment Security
Payment processing is handled through Stripe, a PCI DSS Level 1 certified payment processor. ServicePulse AI does not store credit card numbers on its servers.
Your customers can pay invoices securely through branded payment links. You get your money. They get a receipt. Nobody touches raw card data.
- Payments processed through Stripe (PCI DSS Level 1 certified)
- No credit card numbers stored on ServicePulse servers
- Secure, branded invoice payment links for customers
- Automated receipt generation for transactions
- Refund and dispute management through Stripe dashboard
- AI is designed not to access raw payment credentials
Integration Control
ServicePulse AI connects to your existing tools: phone system, Google Business Profile, ad accounts, CRM. Every integration uses secure OAuth or API key authentication with the minimum permissions required.
You authorize every connection. You can revoke access to any integration at any time. We do not connect to anything without your explicit approval.
- OAuth-based connections with minimum required permissions
- Integration access revocable at any time from your dashboard
- No background connections to services you have not approved
- API keys stored encrypted and never exposed in the UI
- Integration health monitoring with alerts for disconnections
- Logs of data exchanged through integrations where available
Available integrations and permission controls depend on the connected platform and selected plan.
Visibility & Audit Trails
Key platform actions are logged, including AI-generated messages, call activity, status changes, and user access events where available. If something happened in your account, you can find out what, when, and why.
Transparency is not a premium feature. It is the baseline. You should not have to wonder what your software did while you were on a job site.
- Audit trail for AI actions and automated messages
- Call recordings and transcripts accessible from the dashboard where available
- SMS conversation history with timestamps and delivery status
- Login and access logs for team members
- Lead lifecycle tracking from first contact to closed job
- Exportable activity reports for date ranges where available
Availability of logs, recordings, transcripts, and exports depends on plan, integrations, third-party providers, and retention settings.
Your Business Deserves Software You Can Trust.
No hidden data practices. No AI running without rules. No fine print that takes ownership of your information. Just a platform designed to give trade operators visibility, control, and accountability.