Your customer knowledge. Your access rules.
BackEngine makes your customer and prospect data ready for AI while giving your company control over what information is included and who can use it.
Those controls cover the accounts people can access, the insights and sources they can receive, and the sensitivity of the information available to them.
Choose which information is included
You choose the systems and customer or prospect accounts to connect to BackEngine.
During setup, we work with you to define the information that belongs in your customer knowledge and the access rules it must follow.
Connecting a system is part of a scoped rollout, with clear decisions about what should be available for AI use.
Control access to accounts, insights, and sources
Different people need different levels of customer knowledge.
BackEngine lets your company control which accounts each person can access and whether they can receive approved insights, underlying source material, or both.
For example, you can configure access like this:
| Person | What they can receive |
|---|---|
| Account owner | Approved insights and source conversations for their assigned accounts. |
| Product teammate | Approved insights about product issues, without access to the underlying emails. |
| Someone without account access | No information from that account. |
Access to an insight does not automatically grant access to its source.
Apply additional controls to sensitive information
Some information needs tighter restrictions even within an account someone is allowed to access.
BackEngine automatically classifies interactions by sensitivity. Your company controls which sensitivity levels each person may receive.
Account access, insight access, and source access work alongside these restrictions. Permission to work with an account does not automatically open every sensitive discussion associated with it.
Your company defines those boundaries.
Keep your company’s data isolated and encrypted
Customer data is isolated by company and encrypted both in transit and at rest, with a separate encryption key for each company.
These protections support the access controls that govern how your customer knowledge is made available through BackEngine.
Your data remains yours
You retain ownership of your customer data. BackEngine uses it to provide the service and does not use it to train AI models.
Delivering the service involves authorized providers for functions such as hosting and AI processing. Our published subprocessor list identifies those providers and their roles.
Give your security team the details
Our Trust Center provides information about our security program and access to our SOC 2 Type II report. BackEngine supports HIPAA-compliant use and signs Business Associate Agreements.
We can walk your team through data handling and access controls as part of your evaluation.
Make customer knowledge useful in AI, with clear boundaries around what information is included and what each person can receive.