How the platform connects across your business, and what is protected at each point.
| Integration | Purpose | In plain English | Security & data handling |
|---|---|---|---|
| Email (Resend) | Sends automated acknowledgement and reply emails to enquirers on your behalf. | Your emails go out through a proper business email service, not a shared inbox, and are always kept separate from every other company using Always On. | Delivered via a dedicated transactional email provider (Resend). Every send is scoped strictly to your own enquiries and tagged by type for audit traceability. Mail is never mixed with another client's. |
| Custom Email Domain | Sends from your own business domain (e.g. noreply@yourdomain.co.uk) instead of the shared Always On address. | We can only send as your domain once you have proven, through your own domain settings, that you actually own it. We cannot claim to be you without that verification. | Requires DNS-level proof of ownership (SPF, DKIM, DMARC) before activation. Always On cannot send as a domain the Tenant has not cryptographically verified control of. |
| WhatsApp Business | Receives and acknowledges enquiries via WhatsApp. | The sensitive WhatsApp login details are kept locked away on our side. They are never visible to anyone browsing your settings. | Access tokens and webhook secrets are held server-side by Plan Grow Do only. Only the public display number is stored in your tenant configuration. |
| Microsoft Teams | Posts a card to a Teams channel the moment a qualified enquiry arrives, so the team sees it without logging in. | You create and own the link that connects to your Teams channel. Switch it off or change it whenever you like. Only enquiries worth seeing get posted, not every message. | Uses a webhook URL the Tenant generates and controls inside their own Teams admin. This can be rotated or revoked at any time. Only enquiries above the qualification threshold post, so noise never reaches the channel. |
| Outlook Inbox SyncTenant-wide setting | Governs the background service that keeps connected mailboxes syncing across the team. | This switch just controls how often the system checks for new mail. It does not hold anyone's email password. | Controls timing and scope only. This setting holds no mailbox credentials itself. Actual mailbox access is granted individually, per rep (see below). |
| Rep Email ConnectionOutlook / Gmail, per rep — My Profile → Email Sync | Each rep individually connects their own mailbox so Dan can help draft replies using their real conversation history. | Each person connects their own inbox themselves, the same way they would log into any app with Microsoft or Google. No one, including Plan Grow Do, ever sees their password, and colleagues cannot see into each other's inboxes. | Each connection is a personal OAuth grant made by that rep alone. One rep's connection cannot read another rep's mailbox, and no admin at the Tenant or Plan Grow Do ever sees or holds a rep's password. |
| Integration | Purpose | In plain English | Security & data handling |
|---|---|---|---|
| Forms & Sally Web Chat | The embeddable enquiry forms and AI chat widget placed on your own website. | The code that runs the chat widget on your site is built specifically for your business and validated to stop anyone sneaking harmful code in through a text box, such as a greeting message or form field. | The embed script is generated per tenant, server-side. Any manager-editable text (colours, greetings, prompts) is strictly validated and safely encoded before reaching the live page, closing a stored-script-injection risk class identified in a platform security review. |
| Catch-All Inbound Email | Reads a shared inbox, filters genuine commercial enquiries from spam, newsletters and invoices, and assigns them to the right rep. | Sally only reads and sorts these emails. She never replies on your behalf here. A real person always writes the actual response. | Classification only. No automatic reply is ever sent from this channel. A human always writes and sends the actual reply. |
| Campaign Emails | Lets reps send sector-targeted email campaigns via Caroline. | Campaigns only go to people who have already enquired with your business, never a bought-in or shared list. You decide which members of your team are allowed to send them. | Sends only to your own captured contacts, never a shared or third-party list. Access can be restricted to named reps rather than opened to the whole team. |
| Integration | Purpose | In plain English | Security & data handling |
|---|---|---|---|
| CRM Integration | One-click push of a qualified contact, company, deal and full email history into your CRM. | Only enquiries genuinely worth pursuing get pushed to your CRM. Casual or unqualified ones never do. Your CRM login details are never shared with or visible to any other company on the platform. | Only enquiries that have reached Prospect stage, qualified against BANT, can be pushed. Nothing unqualified ever reaches the CRM. Connection credentials are stored per tenant and never shared across Always On's other clients. |
| Knowledge Sources | Learns from your own website and documents so Sally, Dan and Caroline can answer questions accurately about your business. | Sally only ever learns from your own website and documents. She has no access to any other company's information. | Retrieval is scoped strictly to your own tenant record. The AI agents cannot see, search, or draw on any other client's knowledge base. This is enforced architecturally, not just by policy. |
No cross-tenant visibility. Every client's enquiries, conversations, knowledge base and contacts live in an isolated tenant record. No other Always On client can see or query your data, and your business cannot see anyone else's.
No model training on your data. Per the platform's Data Processing Agreement (Section 8), the AI providers behind Sally, Dan and Caroline process submitted data only to generate a response. It is not retained or used to train their underlying models.
Questions about how Always On handles your data? Contact info@plangrowdo.com