Question 1

Does Alegria RevOps replace my CRM?

Accepted Answer

No. Alegria RevOps is an operating layer on top of the system of record you already run. It reads from and writes back to HubSpot, Salesforce, Pipedrive or Close, and never becomes the source of truth.

Question 2

Can an AI agent change data without a human?

Accepted Answer

Only if you explicitly allow it. Each agent action carries a risk level and an approval policy. High-risk actions such as CRM writes and outbound emails default to human approval with a visible before/after diff.

Question 3

How is tenant data isolated?

Accepted Answer

Every row carries an organization id enforced by PostgreSQL row level security. Isolation happens in the database, not in application code, so a bug in the frontend cannot leak another tenant's data.

Question 4

Which AI models can we use?

Accepted Answer

Gemini, GPT and Claude families are supported through a single routing layer, with per-organization cost ceilings and per-agent model pinning.

Question 5

How do you calculate ROI?

Accepted Answer

Each run records duration, model spend and the action taken. Hours saved are derived from configured baselines and every number is labelled measured, estimated or attributed so finance can audit it.

Question 6

What does onboarding look like?

Accepted Answer

Connect a CRM, import your first records and enable a template agent in the same session. Most teams have their first approval queue running on day one.

Question 7

Can we test safely before going live?

Accepted Answer

Yes. Any workspace can be flipped to sandbox mode: agents run in test mode, CRM write-back is blocked and no outbound email leaves the system, so you can rehearse configuration against test data.

Question 8

How do teams add members and roles?

Accepted Answer

Owners and admins invite teammates by work email from Settings. Roles and permissions are assigned at invitation and can be changed at any time; personal email domains are rejected.

Question 9

Is the product available in other languages?

Accepted Answer

The application ships in English, French and Spanish, switchable per user from the header.

Question 10

Does Alegria RevOps access or view my client environments?

Accepted Answer

No. The platform operates only as a governed execution layer that your team controls. We have no internal path to open, inspect or export your workspace, transcripts, emails or credentials.

Question 11

How are credentials and integrations secured?

Accepted Answer

CRM and notetaker connections are stored per tenant, encrypted at rest with AES-256-GCM, and revocable instantly. Keys are never returned to the browser.

Question 12

What happens when an AI action fails?

Accepted Answer

Every agent run, approval and change is logged with the acting user, timestamp and affected record. Failed syncs trigger backoff retries and surface in the sync-health panel so CRM data never drifts silently.

Frequently asked questions