Trust and securityBuilt for the discretion the role demands.
This system holds an operator's most sensitive context. Trust is treated as a feature, not a footnote. Every pillar below is explained for the person relying on it, not only the people building it.
A private workspace
Your workspace is separated from every other customer. Context is never shared or searched across workspaces.
Your own workspace address
Each operator works from a dedicated Paylo.one address, such as bernard.paylo.one.
Secure sign-in
Sign-in is designed around passkeys, reducing reliance on reusable passwords and keeping access tied to the right workspace.
Source references for every insight
AI insights are traceable to the exact item, system, timestamp, and confidence behind them. Unattributable claims are withheld.
You control storage
Set a storage policy per source: keep raw and summaries, summaries only, or no raw retention at all. Summaries are kept; raw is held only for a bounded audit window and then purged. Your data, your terms.
Relationship context stays yours
People, their linked accounts, and private notes stay inside your workspace. The system proposes matches and you confirm them; it never merges people on its own.
WhatsApp by approved people only
WhatsApp is designed to monitor only the people or chats you approve, never your whole account. It is enabled only after the privacy and platform approach is confirmed.
Explicit refinement, not hidden learning
Paylo.one grows more useful as you correct, link, and refine it, through inspectable rules you control. There is no hidden model fine-tuning and no silent personalisation.
Human approval before action
No action is created or sent until you confirm it. There are no autonomous external actions in the product.
Controlled AI use
Every AI request follows one controlled path. Access, data handling, and usage are checked and recorded.
Controlled tool access
When the system reaches an external service, access is limited, recorded, and held for approval before anything consequential happens.
Private AI processing, planned
Private processing options are planned for regulated organisations that cannot use shared AI infrastructure.
Audit and source traceability
A durable audit trail records actions, decisions, and access, with evidence for export and deletion requests.