Compliance-Ready Profiles
Table of Contents
The source and purpose of the enriched data must be clear. The compliance-ready profile module breaks down data processing playbooks into field-level controls, ensuring that any contact has verifiable privacy context.
Capabilities Overview
- Consent link: Record the consent source, time, and region, and display it simultaneously in the CRM and outreach tools to facilitate auditing.
- Purpose tag: Each field is accompanied by a purpose tag (development, onboarding, customer marketing) to prevent overstepping of authority.
- Retention policy: Define the retention and anonymization time by region, and automatically remove it from the sequence and report after expiration.
AI agent support
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Business value
- Provide evidence of data processing at any time when dealing with large or regulated clients
- The agency company inherits the same rules to prevent data from flowing into unauthorized channels
- Combined with multi-account delivery control to protect both inbox reputation and personal privacy