Intellax

Resources / Support

Handle conversation data with clear permissions and consent

Intellax is designed for workflows that may include meeting, CRM, and contact information, so rollout planning should include data permissions and recording consent.

Resource desk

Practical guidance for rollout, security, and support

Use these pages to prepare call reviews, CRM automation, permissions, and support conversations before expanding your rollout.

SecurityAccess controlsCheck settings
Security scope

Plan carefully around meeting and CRM data

Security and permissions matter because Intellax may touch conversations, contacts, CRM context, and follow-up work.

  • Limit access to the teams that need customer context.
  • Decide which outputs can be shared or synced.
  • Keep review controls visible for sensitive information.
Recording consent

Make call recording expectations explicit

Customers are responsible for obtaining required consent before recording calls or processing meeting content.

  • Confirm consent rules for the markets you operate in.
  • Tell teams which calls should or should not be captured.
  • Keep consent language aligned with your internal policies.
Data requests

Give users a clear contact path

Intellax's early access site should make it easy to ask about data access, deletion, or demo contact information.

  • Use [email protected] for privacy or access requests.
  • Use submitted contact information only for demos and early access.
  • Do not sell personal information submitted through the site.

Get started

Ask about security and permissions

Share your work email and we will contact you about product demos and early access.