Security · Privacy · Reliability
Built to clear enterprise procurement.
Everything your security and IT teams need to evaluate Playmaker — architecture, data handling, integrations, and our compliance roadmap — without the back-and-forth.
Encryption in transit
Industry-standard TLS
Tenant isolation
Workspace-scoped data
Least-privilege access
Scoped CRM credentials
Persist-first reliability
No job lost to an outage
SOC 2
In progress
DPA available
On request
The orchestration layer
A Revenue Operating System — not an answering service.
Playmaker sits on top of the systems you already run, orchestrating every call end to end: capture, intelligent routing, guaranteed delivery to any CRM, revenue intelligence, and a feedback loop that improves the agent with every conversation.
Inbound
Every channel, 24/7
AI Agent
Answer · qualify · resolve
Orchestration
Intelligent routing · rules
Reliability
Durable record · auto-retry
Your CRM
ServiceTitan · FieldRoutes · any CRM
Revenue Intelligence
Per-job attribution · conversion · after-hours contribution
Continuous optimization
every conversation retrains the agent
Reliability
A booking is never lost to an outage.
Reliability is a security property. Every booking is written to a durable record before it touches your CRM, then synced and automatically retried until it lands — so a dependency hiccup can’t drop a job on the floor.
Call completed
Booking details captured
Durable record
Saved before any CRM write
Write to your CRM
Idempotent job create
Auto-retry: if the CRM is down, the record is replayed until it lands.
A job is never lost to an integration outage.
Controls
How we handle your data.
The categories your security review will ask about — answered up front.
Encryption
Traffic between callers, Playmaker, and your CRM is encrypted in transit over industry-standard TLS. Encryption at rest and key management are detailed in our security overview.
Tenant isolation
Every workspace is tenant-scoped. Your calls, recordings, transcripts, and customer records are isolated to your account, with no cross-tenant access.
Access & administration
Data access is scoped and permissioned. SSO/SAML and role-based access control are on our roadmap — reach out for current availability.
Integrations
CRM connections use least-privilege, scoped credentials to write only the bookings you authorize. Revoke access at any time.
AI model providers
Playmaker runs on leading foundation-model providers under data-processing agreements. We share our current model-provider and sub-processor list as part of a security review.
Observability & audit
Every conversation is logged with an AI summary, transcript, and recording, classified by outcome. Call and revenue data are exportable to CSV / XLSX.
Data retention & deletion
Retention is configurable to your policy, and data deletion is available on request. We document specifics for your account in the security overview.
Operational reliability
Persist-first architecture writes every booking to a durable store before the CRM write and retries automatically — an integration outage delays a sync, it never loses a job.
Compliance & documentation
What we can share with your team.
SOC 2
Type II on our roadmap
DPA
Available on request
Sub-processors
List provided on review
Data residency
Detailed per account
Running a formal review? We’ll provide our security overview, DPA, and current sub-processor and model-provider list, and walk your team through architecture and data flow. Nothing below the surface is hidden — just ask.
Stop sending revenue to voicemail
Run your security review with us.
We’ll walk your security and IT teams through how Playmaker handles data, integrates with your CRM, and stays reliable at scale.