Platform / Governance and compliance
Palera governs AI agents with policy checks on the conversations you choose, a kill switch and manager review of the scores you select. The objection to deploying AI is almost never capability. The objection is accountability: what happens when an AI agent promises something you cannot honor, says something a regulator will not accept, or starts drifting at two in the morning.
Rules applied to the AI agent conversations you choose, 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.
The price quoted, the date given, the remedy offered: every promise is in the conversation or the transcribed call. So when a customer says "you told me," there is a record of exactly what was said and by which agent, and your AI can pull it through the MCP server.
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
Your AI QA agent or your managers score the conversations you choose. A manager can update any QA review and send it back to the model, and the approval is recorded. Palera sends each conversation and the rubric you set in Palera to your AI agents as a real-time feed, so every agent grades on the same company-wide standard. You can show an auditor who approved what and when.
Certifications
Palera is SOC 2 Type II audited and supports HIPAA and FERPA workloads.
Audited controls over security, availability and confidentiality.
For healthcare and patient services workloads.
For education, admissions and enrollment workloads.
SAML SSO with Okta or Azure AD, and role-based access for admins, supervisors and agents.
Encrypted in transit and at rest.
Every client runs in its own separate instance in Palera's SOC 2 Type II cloud on AWS.
Every client's data is segmented and runs in its own separate instance. Call recording retention is configured per client. Ask us for the current documentation pack.
Regulated outbound
Palera applies outbound compliance controls to the customer's record, across every channel at once.
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
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.
Audited, compliant and recognized. Every client's data is segmented and runs in its own separate instance.
