ChatGenie limits the information it stores to only the items it needs to maintain connections between ConnectWise and Slack or Teams.
Below are the data sets that we store:
ConnectWise API Keys
Boards & Statuses - Used for being able to route tickets and statuses
Companies & Contacts - Used for Messenger so that clients can create tickets and authenticate
Tickets - Chatgenie creates tickets and routes tickets to appropriate channels
Teams / Slacks Channel Name & ID, User Email & ID (needed for ticket assignment)
Chatgenie does not store any business confidential information and will never. Here are examples of what we do not store:
Everything that is not listed above!
Absolutely no Financial Information
We are employing a strategy of Data Differential, where we are tracking actions on those various IDs, and providing summaries to our Product Development group to make informed decisions about user habits. No personal information is stored, or visible.
When you see various information in your slack, such as Contacts or Ticket Summary, Chatgenie acts as a proxy as much as possible between ConnectWise Tenant and Slack / Teams tenant. We store only the minimal amount of information.
At Rest: We are hosted with AWS. Our instances of code and database are encrypted as well as their storage volumes.
In Transit: We communicate to ConnectWise Servers, Slack APIs and Microsoft APis only through HTTPs.