Trust

Last updated 8 November 2026

Giving an AI team access to your business takes trust. This page lists what Sam and Sara do and do not do, what we ask for, and how you stay in control.

In short

• Sara says she is an AI at the start of every call and chat.
• You approve any payment, offer, refund, price change or anything new. Nothing in that list happens without you.
• You can pause Sara at any time. Calls then go to your phone.
• Each client’s data stays separate from every other client’s.
• We do not use client data or recordings to train any general AI model.
• We hold no security certification today.

Sara is an AI, and she says so

Sara tells every caller that she is an AI assistant for your company, at the start of the call or chat. Calls are recorded and transcribed, and the greeting says so. You cannot turn that greeting off. She answers only from the knowledge and price list you approved. When she is not sure, she says that she will have you confirm, and she tells you. She never guesses a price, a warranty term or a safety instruction.

What you approve

You approve in your thread with Sam or Sara, with one tap or one reply. These always need your approval:

• Any payment or money movement.
• Any offer, rejection or firing.
• Refunds, credits, discounts and warranty decisions.
• Changes to prices.
• Public replies to bad reviews.
• Anything legal: contracts, notices, liens and disputes.
• Connecting a new tool, or giving anyone new access.
• Anything Sam or Sara has not done before for you, or is not sure about.

You and your client partner agree the full list in onboarding, and you can change it by message. Estimates and bill payments need your approval at first, and later you can set a limit under which Sam or Sara goes ahead alone.

The pause switch

Say “pause Sara” at any time. Calls then forward to your phone, and texts stop. You can pause in your thread, by text, or by calling your client partner.

What access we ask for

• We ask for the smallest access that works, and read-only first.
• We never ask for passwords. You click “Allow” in the tool, or we use a shared vault item.
• We never ask for a bank login. Sam reads cash through QuickBooks or statements.
• Where a tool allows it, Sam and Sara get their own login, so that you can see it and remove it at any time.

Your data

Each company has its own Sam and Sara, its own memory and its own data. Data never crosses between companies. You own your data. We handle it only to provide the service. At the end of the contract we delete it or return it within 30 days, and you keep a copy of your company memory. Every call and chat is logged, and people at Sam & Sara may read conversations to fix errors and run the service. Read the Privacy policy for what we collect and how long we keep it.

No training on your data

We do not use your data, your customers’ conversations or your recordings to train any general AI model, ours or a provider’s.

When Sara gets something wrong

She will sometimes. We aim to catch it fast, fix the cause and tell you.

Every serious error becomes a written rule in your company memory, so it cannot repeat. We do not promise to cover a client’s losses, and the contract limits our liability to the fees paid. We say so on the first call.

Providers that touch data

Our website runs on Cloudflare, and the apply form sends email through Resend. For the service we use AI model providers, telephony and text providers, and payment providers. Each client agreement names the providers that touch that client’s data.

Security reports

If you think you found a security problem, write to [email protected] with “Security” in the subject. A person reads it.