Add it to your AI

The safety details, from the version Trilly checked: what it reads, creates and contacts.

The internet

• By itself: it contacts no websites.
• Through apps you connect: see "Apps you've connected" below.

Runs code

No

Files

Reads files you give it, and creates or changes files

Tools in your AI app

Email, Calendar

Apps you've connected

Only if you've connected them to your AI app. It works without them too.

• Email (for example Outlook; Gmail only reads): Find the customer's message in the support inbox, and save a reply as an Outlook draft where the company admin allows it. Reads: The messages you pick from a search by order number or customer name Creates: Outlook: one draft reply, only after a yes, where the company admin allows writes. Never sends. Gmail stays read-only. Asks you before it creates or changes anything. Without it: You paste the message, or exports the help desk's tickets as a CSV, and copies the reply from the chat.
• Customer records (CRM) (for example Intercom): Read the support conversation and the customer's earlier ones, and add an internal note naming the rule that applies. Reads: The conversation you name and that customer's earlier conversations Creates: One internal note on that conversation, only after a yes. Never a reply to the customer. Asks you before it creates or changes anything. Without it: You paste the conversation; the rule note goes in the case log.
• Online shop (for example Shopify): Read the order's dates, items, amount and fulfilment, so the customer's rights are counted from the right day. Reads: The one order the case is about: order date, items, amount, fulfilment and delivery dates Doesn't create or change anything. Without it: You paste the order details.
• Calendar (for example Google Calendar or Outlook Calendar): Add the follow-up dates from the case log as reminders in your own calendar. Creates: One reminder for each follow-up date, in your own calendar, only after a yes. No invitees. Asks you before it creates or changes anything. Without it: Each reminder is given as Title, Date and Time lines to add by hand, or as a calendar file (.ics) if the app can make files.

Where your information goes

• Customer names, messages and order details: Stays in the chat. Replies reach the customer only when you send them. First names in the case log and the weekly check. Card numbers, addresses and passwords are never asked for, logged or repeated.
• Case log entries and follow-up dates: Your own log file, calendar and business file, each only after a yes The log holds the case number, first name, promise and dates only. The weekly check shows teams, never agents.

Your accounts

Takes actions in your accounts. It must ask you before each change.

Risk area

Legal