Policy checks
Rules applied to live answers, per campaign and per client. Required disclosures, prohibited claims, consent language, and the things your compliance team already writes down but has no way to enforce in real time.
Platform / Governance and compliance
Put AI in front of customers without losing control of what it says
Palera governs AI agents with policy checks on live answers, a commitments ledger, a kill switch and human review of every score. The objection to deploying AI is almost never capability. The objection is accountability: what happens when an AI agent promises something you cannot honour, says something a regulator will not accept, or starts drifting at two in the morning.
Commitments ledger
Every promise an agent makes is recorded as a commitment: the price quoted, the date given, the remedy offered. So when a customer says you told me, there is a record of exactly what was said and by which agent.
Kill switch
Pull a misbehaving agent off the floor mid-shift. Its conversations route to people, the record stays intact, and nothing is lost in the handover.
Human in the loop
Nothing trains the model before a person has seen it
Scores are proposed by an AI agent and confirmed by a manager. The manager's number is the one kept, the manager's note is what goes back to the model, and the approval itself is recorded. You can show an auditor who approved what and when.
- ScoredEvery closed conversation, against your rubric.
- ReviewedA manager reads the score and the conversation behind it.
- Overridden where neededThe human number replaces the machine number.
- RecordedThe approval is logged before anything is sent back to the model.
Certifications
The compliance posture enterprise buyers ask for
Palera is SOC 2 Type II audited and supports HIPAA and FERPA workloads.
SOC 2 Type II
Audited controls over security, availability and confidentiality.
HIPAA
For healthcare and patient services workloads.
FERPA
For education, admissions and enrollment workloads.
Call recording retention, redaction and per-client data residency are configured per account. Ask us for the current documentation pack.
Regulated outbound
Controls where the regulation puts them
Palera applies outbound compliance controls to the customer's record, across every channel at once.
- Attempt limits and calling windows applied per campaign
- Consent state tracked on the record, not in a side system
- Do-not-call handling across every channel at once
- Required disclosures placed in the flow rather than left to the agent
- Opt-outs that apply to the customer, not just the channel they used
Why one record matters here
An opt-out on SMS that does not reach the dialer is a violation waiting to happen. When every channel writes to one record, the customer's state is one fact, and the controls apply to the customer rather than to each system separately.
Governing AI access to the record
Letting an AI agent read your conversations is an act you control
In Palera, an AI agent can read your conversations only through access you grant, scoped per client, campaign, channel and field, with nothing reachable by default. The Palera MCP server exists so a client can point their own AI at your data without anyone exporting a database.
- Personal data redacted or tokenized before it leaves the record
- Recordings served on short-lived links, never as files
- Every pull logged: which agent, what it asked, what came back
- Connected models under zero-retention, no-training terms
