Implementation Guide
Integration &
Implementation Overview
A technical overview for your implementation team. BackEngine connects to your existing tools with minimal setup and no infrastructure changes.
Overview
BackEngine centralizes all customer communications (calls, emails, Slack, support tickets) and uses AI to extract insights and help teams execute consistently. It connects to your existing tools and turns conversations into structured intelligence and action.
Setup Time
15-30 minutes of active work
Live within a week
Integration Process
Security Review
We provide SOC 2 Type II report for your security team
All data encrypted at rest and in transit
Complete customer data isolation with unique encryption keys
Revocable access anytime through your admin console
Connect Your Systems
We send secure connection links for each system you use:
Email & Communication
Google Workspace (via domain-wide delegation) or Microsoft 365 (OAuth) — customer-facing emails only
Meetings
Zoom, Google Meet, Gong, Clari Copilot, Fireflies, or Aircall
Messaging
Slack or Microsoft Teams — you control which channels
CRM
Salesforce or HubSpot — optional two-way sync
Support
Zendesk or Jira — optional
Your admin clicks OAuth links and grants permissions. For Google Workspace, your admin adds our client ID and scopes through the Google Admin console.
No database access, no infrastructure changes, no special network setup—just standard HTTPS connections.
Configure Monitoring
You specify which customer accounts to monitor and which employees to include. BackEngine only sees communications with those designated customers—nothing internal.
Data Sync
We pull historical data (typically 90 days). Takes 1-2 days depending on volume.
Go Live
Your team starts using BackEngine with real customer intelligence.
Data Access
What data BackEngine accesses:
Yes
Customer emails
Calls with customers
Support tickets
Customer meetings
CRM customer data
No
Internal emails
Private employee messages
HR/legal/finance systems
Personal accounts
Security & Compliance
Enterprise-Grade Security
SOC 2 Type II certified (zero audit exceptions)
HIPAA compliant available
AWS US-based data centers
Your data never used to train AI models
Instant revocation capability
* Per OpenAI/Anthropic standard terms for AI processing
Typical Rollout
Connect data sources (15-30 min)
Upload your playbooks and templates
Validate with small pilot group
Expand across sales and customer success teams
Questions?
Our implementation team is available to walk through any technical requirements with your security or IT team.
Contact Implementation Team