Security & Trust · Customer Data Control

Your Customer Data Stays Yours.Your Team Stays in Control.

WAManager is designed to keep customer conversations, account access and AI-assisted workflows under clear business control — with privacy commitments built around the way your team works.

WAManager Security & Trust Overview
OPERATIONAL TRUST PROFILE
01 · DATA OWNERSHIP
Customer Data

Owned by your business. Never sold to advertisers.

Customer-Owned
02 · TEAM ACCESS
Role Controls

Organize agents and queues by operational responsibility.

Role Permissions
03 · ACCOUNT LOGS
Activity Visibility

Visible records for key account and team member actions.

Event Visibility
04 · AI GOVERNANCE
Privacy Commitment

No shared model training without explicit consent.

Governed Workflows
05 · CONNECTED APIS
External Services

Official WhatsApp Business Platform and external connectors.

Clear Boundaries
Operated by Pakalfa SMC Private Limited. Built around customer trust and operational control.Customer Data Protected by Design
CUSTOMER DATA CONTROL

Your Customer Conversations Belong to Your Business

Your customer conversations and CRM information remain owned by your business. WAManager processes customer data solely to operate your workspace — we do not sell customer data to advertisers or data brokers.

Full Data Ownership:Your conversations, contact records, tags, and internal notes remain your business property.
Zero Advertising Data Sale:WAManager does not sell, rent, or trade customer information to third-party advertisers or brokers.
Export & Deletion Controls:Data export and deletion remain supported subject to applicable legal, contractual, and backup requirements.
Customer Data Control PolicyACTIVE GOVERNANCE
Customer Conversations
Multi-agent inbox messages, customer inquiries & chat histories
Your Business
CRM & Contact Records
Customer profiles, custom fields, organization tags & private notes
Your Business
Data Sale to Advertisers
Monetization or disclosure of customer data to third-party ad brokers
Never Sold (No)
Export & Portability
Request core customer and conversation exports in usable formats
Subject to Terms
Customer data remains isolated to your business workspace under operational access controls.
TEAM ACCESS CONTROL

Give the Right People the Right Access

Sales, support and management teams do not all need the same level of control. Workspace access can be organized around administrators, agents and configurable custom roles, depending on the permissions assigned by the business.

Organized by Operational Role:Assign administrators, agents, and collaborators to designated inboxes and team queues.
Configurable Access Boundaries:Protect channel configurations, billing administration, and account settings based on business policy.
Private Shift Collaboration:Team members can add private internal notes and reassign threads without customer view.
Illustrative Role & Access ViewROLE CONFIGURATION PREVIEW
RA
Rana A.
Administrator — Example administrative access
Workspace AdministrationBilling AdministrationChannel Setup
Administrator
ER
Elena R.
Agent — Example conversation-handling access
Assigned InboxesPrivate Team NotesCustomer Conversations
Agent Role
TM
Tariq M.
Custom Role — Permissions configured for the role
Assigned Lead QueueCRM Context ViewsConfigured Queue Actions
Custom Role
Illustrative Role & Access View. Workspace access can be organized around administrators, agents and configurable custom roles, depending on the permissions assigned by the business.
ACCOUNT VISIBILITY

Keep Important Account Activity Visible

Maintain operational visibility into team actions. WAManager records important account, permission and configuration updates so administrators can see key changes across the workspace.

Operational Activity Records
Visible history of administrative and operational actions
CONFIGURED EVENT TRACKING
Date / TimeTeam MemberAction RecordedArea
Today, 11:20 AMAdmin (Rana A.)Updated agent queue assignmentSupport Queue
Today, 09:45 AMAdmin (Rana A.)Configured WhatsApp Business templateChannels
Yesterday, 04:15 PMElena R.Reassigned conversation thread #4892Shared Inbox
24 Aug 2026, 02:30 PMAdmin (Rana A.)Invited new team member (Tariq M.)Team Settings
Operational activity records provide administrative transparency across team actions without claiming forensic or immutable logging.
AI GOVERNANCE

Use AI Assistance Without Giving Up Human Control

Captain AI can assist agents and configured customer workflows. Your business remains responsible for how AI-assisted capabilities are configured and used.

🔒APPROVED AI PRIVACY COMMITMENT
“WAManager will not use customer conversations to train shared or public AI models without explicit, informed consent.”
Governance Principle: Captain AI can assist agents and configured customer workflows. Your business remains responsible for how AI-assisted capabilities are configured and used.
Assisted Customer Response Workflow
Clear boundary between AI assistance and business workflow configuration
GOVERNED WORKFLOWS
STEP 1
Customer Conversation
Inbound customer interaction from a connected channel
Inbound Interaction
STEP 2
Captain AI Assistance
Generates draft suggestions, summaries or workflow triggers
Assistance & Triggers
STEP 3
Agent or Configured Workflow
Agent review or automated processing based on business settings
Governed Processing
STEP 4
Customer Engagement
Communication or workflow action delivered to customer
Delivered Action
Human review is available for agent-assisted workflows, while configured AI workflows may operate according to the settings defined by the business.
CONNECTED SERVICES

Know Where WAManager Ends and Connected Services Begin

WAManager connects with external services such as the WhatsApp Business Platform and configured integrations. Those services remain subject to their own availability, account requirements, policies and data practices.

Official WhatsApp Infrastructure:Built on official WhatsApp Business Platform infrastructure and Meta Cloud API onboarding workflows.
Independent External Policies:Third-party services (Meta, payment providers, integrations) operate under their respective terms and policies.
No Invented Guarantees:We do not claim third-party uptime guarantees, ban-proof messaging, or unverified platform certifications.
Operational Boundary ArchitectureSERVICE RELATIONSHIPS
CORE CUSTOMER WORKSPACE
WAManager Platform

Shared inboxes, multi-agent routing, CRM context, team notes, and AI assistance governance.

External Services & APIs
EXTERNAL CHANNEL
WhatsApp Business Platform

Meta Cloud API infrastructure & WhatsApp Business Messaging Policies.

Subject to Meta terms & availability
EXTERNAL WORKFLOWS
Configured Integrations

REST APIs, webhooks, and third-party systems connected by your business.

Subject to respective provider policies
WAManager operates the engagement workspace; external platforms maintain their own operational infrastructure and policies.
DATA LIFECYCLE

Understand What Happens to Your Data Over Time

Clear, transparent expectations for customer data handling across each stage of your subscription.

01
ACTIVE SUBSCRIPTION

Active Service Processing

Customer information is processed as needed to provide WAManager services, manage multi-agent queues, deliver AI assistance, and support configured workflows.

Customer data owned by your business
02
SUBSCRIPTION CONCLUSION

When Service Ends

Active access terminates. Some information may remain only as reasonably required for legal, billing, security, fraud-prevention, or dispute obligations.

Customer data export or deletion requests can be supported in line with the applicable plan and contractual, legal, backup and security requirements.
03
POST-RETENTION

Deletion or De-Identification

After required operational and legal retention ends, information can be deleted or de-identified subject to applicable legal, contractual, backup, and security requirements.

No arbitrary universal day claims
Retention periods are governed by operational and legal requirements rather than arbitrary marketing promises.
Built for Customer Support TeamsSales & Lead OperationsCustomer Operations

See How WAManager Supports Secure Customer Operations

Book a tailored walkthrough to review customer data controls, team access, AI governance and connected customer workflows in WAManager.

WAManager is operated by Pakalfa SMC Private Limited. Questions about security or data handling can be directed to support@wamanager.io.