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Security & trust

The trust basics buyers usually ask about before they buy a people product.

This page summarizes the access model, transcript scope, AI limits, retention summary, and billing handling behind the shipped EvalSuite workflow.

Trust summary

The main trust surfaces behind the workflow.

Access follows role and organization scope

EvalSuite uses role-based access and organization-scoped access patterns instead of treating workspace data as universally visible. Managers only see the performance and meeting context needed for their direct-report workflows. Admins manage workspace setup, billing, and operations without turning every page into a public feed. Non-public app routes are explicitly kept out of search indexing.

Meeting capture is scoped to the shipped surfaces

Transcript and recap workflows are limited to the meeting surfaces EvalSuite actually operates today. Live transcript capture is available in EvalSuite rooms and shared syncs. Transcript context can feed recap drafting and reviewable follow-up suggestions. Zoom-backed scheduling is supported, but Zoom transcript capture and an in-Zoom coach are not shipped today.

AI support is assistive, not autonomous

EvalSuite positions AI as writing and coaching support. The system does not claim to decide performance truth for your team. AI drafting uses role context, templates, and captured evidence when available. Managers still edit final reviews and confirm follow-up actions. Trust depends on showing what the AI does and where human review is still required.

Retention, billing, and support stay explicit

The trust surface links directly to the operational policies that matter when buyers evaluate a people product. Usage logs are retained for up to 12 months, and backup data may remain for up to 90 days after deletion. Paid checkout starts in Stripe, and only org admins can initiate paid billing from the app. Account access, auth troubleshooting, and Zoom setup guidance live in the public Help Center.

Security & trust FAQ

Common trust questions

  • Who can start paid billing? Only organization admins can start paid checkout from the app, and paid checkout starts in Stripe.
  • Where can I read the full privacy and retention policy? Use the Privacy Policy for the complete data-handling policy. The public trust page is a summary, not a replacement for the legal document.
  • Does EvalSuite use Zoom transcript capture? No. Zoom-backed scheduling is supported, but live transcript capture is currently limited to EvalSuite rooms and shared syncs.
  • How are billing changes handled after purchase? EvalSuite uses Stripe-backed checkout and billing management, so org admins can manage billing changes through the Stripe billing portal.

Linked policies

Use the policy and help pages when you need the authoritative detail.

Privacy Policy · Terms of Service · Help Center