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Security & Governance

Stay in Control of AI Across Your Whole Company

DeskFerry helps you and your team build AI agents under your control — with role-based access, scoped connections, approvals, and a full audit trail.

New Security & Governance request

moving through your team

step 1/4
Intake Agent
Reasoning Agent
Action Agent
Reporting Agent

Intake Agent · Listens for the trigger — a form, message, record, or schedule.

Works with your stack

Gmail
Slack
Notion
HubSpot
Salesforce
Google Sheets
+1,500 more
Use cases

What you can build

slack
google-sheets
DeskFerry
aws
gmail

Connects to 1,500+ apps

Access governance

3 tools

Control who can build and run agents.

slackgoogle-sheetsaws
  • Set role-based permissions
  • Approve and scope connections
  • Revoke access anytime
Governance

Control AI without slowing your team down

Role-Based Access Control

Decide who can create, edit, run, and view agents. Give each person exactly the access they need — nothing more.

Scoped, Revocable Connections

Every app connection uses least-privilege access you can review and revoke at any time.

Approvals for Sensitive Actions

Require human sign-off before agents take high-impact actions like sending, paying, or deleting.

Full Activity History

See a clear, exportable record of what every agent did, when, and with what inputs.

Data Handling You Control

Your data is used only to run your workflows — never to train public models, and yours to delete anytime.

Usage Visibility & Limits

Monitor agent activity across teams and set guardrails so nothing runs away from you.

How it works

Connect your tools

Plug in the apps your team already uses — 1,500+ integrations, no code and no migration.

slack
google-sheets
aws
gmail
notion
google-drive
openai
hubspot

Describe what you need

Tell DeskFerry the outcome in plain English. Agents plan the steps and do the work across your tools.

Set role-based permissions
Approve and scope connections
Revoke access anytime

Get results where you work

Results land in Slack, your inbox, or your dashboard — on a schedule or the moment something happens.

Slack

Slack

Posted to your channel

Email

Sent to your inbox

Dashboard

Updated live

Multi-agent orchestration

A team of agents, not one do-it-all bot

Each agent owns a step and hands work to the next — describe the outcome and DeskFerry assembles the team.

Agent 1

Intake Agent

Listens for the trigger — a form, message, record, or schedule.

Agent 2

Reasoning Agent

Decides what to do using your data and policies.

Agent 3

Action Agent

Executes across your apps with the right permissions.

Agent 4

Reporting Agent

Logs the outcome and reports back to your team.

Works where you work

Talk to your agents from the tools you already use

Slack

Mention @deskferry in any channel to kick off work or get answers.

Microsoft Teams

Chat with your agents right inside Teams.

Email

Forward an email and let an agent take it from there.

WhatsApp

Message your agents on the go and get updates back.

#team-deskferry
You

@deskferry show me every action agents took on customer data today

DeskFerryAgent

On it — pulling new leads, enriching them, and drafting follow-ups now. I'll post the drafts here for your review. ✅

Runs on its own

Your AI team never sleeps

Agents run on a schedule or fire on triggers — no one has to kick them off.

Every morning

Kick off daily briefings, reports, and triage before you log on.

Hourly

Watch for new leads, tickets, or events and act the moment they land.

Weekly

Run recurring reports, reviews, and clean-up on a set cadence.

On triggers

Fire instantly when a record changes, a form is filled, or a message arrives.

Built for teams

Share agents with your team — with the right permissions

Build an agent once, then let the whole team run it. You decide who can change what.

Admin

Create agents, manage connections and billing, and set permissions for everyone.

Editor

Build and edit shared agents and workflows for the whole team.

Viewer

Run approved agents and see results — without changing how they work.

Enterprise-grade security

Built to handle your business data responsibly

Encrypted by default

Data and credentials are encrypted in transit and at rest.

Role-based access

Decide who can build, run, and view each agent.

Your data stays yours

Used only to run your workflows — yours to export or delete anytime.

Scoped connections

Connect apps with least-privilege access and revoke them anytime.

Activity history

See a clear record of what each agent did, and when.

Guardrails & approvals

Add human approvals and limits on sensitive actions.

Built for lean teams

Teams ship faster with DeskFerry.

3x

More leads qualified per week

We replaced 4 hours of daily manual lead sorting with an DeskFerry agent. It qualifies leads, updates our CRM, and routes hot prospects to sales — all on autopilot.

Chris Bray

Founder, BigMediaAI

60%

Reduction in response time

Our support team was drowning in tickets. Now our AI agent handles tier-1 queries instantly and escalates the rest. Customers get answers in seconds, not hours.

Ranjeet Singh

Customer Success Lead, Bidanno

12hrs

Saved per week on operations

I'm a one-person ops team. DeskFerry handles invoice follow-ups, data entry, and weekly reports for me. It's like having an assistant that never sleeps.

Sara K.

Operations Manager, Agency

Frequently Asked Questions

Answers to common questions about automating with DeskFerry. If you have any other questions, please don't hesitate to contact us.

Is DeskFerry SOC 2 or HIPAA certified?

We build to enterprise-grade security practices — encryption in transit and at rest, role-based access, scoped least-privilege connections, and full audit logging. For the current status of specific certifications and to review our security practices in detail, contact our team.

Who can build and run agents?

You control that with role-based permissions. Admins manage connections and access, editors build shared agents, and viewers can run approved agents without changing them.

What data can agents access?

Only the apps and data you connect them to, using least-privilege access you can revoke anytime. Agents never reach beyond the scope you grant.

Can we require human approval before an agent acts?

Yes. Add approval steps for sensitive actions like sending messages, moving money, or deleting records. Agents pause until a person signs off.

How do we see what agents have done?

Every action is logged with its inputs, steps, and outputs, and the activity history is exportable for internal review.

Adopt AI with confidence

Give your team agents they can move fast with — and give yourself the controls to stay in charge.