Frequently Asked Questions About Colby AI
Is my data secure with Colby AI?
Yes — Colby AI is architected for zero-trust data handling. It never stores, caches, or transmits raw Salesforce records. All processing respects your org’s existing profile permissions, field-level security, and sharing model. Authentication uses Salesforce OAuth 2.0 with minimal scopes (api, web, refresh_token), and all data flows directly between your browser and Salesforce — bypassing third-party servers entirely.
What permissions does Colby AI require and is it safe?
Colby requests only the Salesforce permissions needed to read and write the objects and fields you interact with — nothing more. It cannot access Setup, delete records, or modify metadata. Every action is logged in your Salesforce debug logs and appears in Setup Audit Trail under your user identity — ensuring full transparency and accountability. There is no backdoor access or hidden functionality.
Does Colby AI offer an enterprise version?
Absolutely. The Enterprise tier includes centralized license management, custom AI model tuning (e.g., industry-specific terminology, internal stage names), priority SLA support, dedicated success engineering, and optional on-premise deployment options. Volume discounts and multi-year commitments are available. Reach out to [email protected] for a tailored assessment.
Can anyone use Colby AI or are there requirements?
Any Salesforce user with Standard or Custom profiles (and appropriate object/field permissions) can install and use Colby AI — no admin rights required. You’ll need Google Chrome (v110+), an active Salesforce license (Lightning or Classic), and internet connectivity. No coding, no training modules, no AI literacy prerequisites — if you know how to talk to your team, you already know how to use Colby AI.
Does Colby AI save or store my Salesforce data?
No. Colby AI is a stateless execution layer. It processes commands in real time using ephemeral browser sessions and Salesforce APIs. Your CRM data resides exclusively within your Salesforce instance — governed by your organization’s retention policies, encryption settings, and compliance controls. Colby does not retain transcripts, prompts, or outputs beyond the milliseconds needed to generate and send the API request.