Who can start paid billing?

Only org admins, through Stripe checkout.

Who can read 1:1 transcripts and notes?

For a 1:1, raw notes, transcripts, and recap content are visible only to the people in that meeting: the manager and the report. Org admins and leaders do not get org-wide access to private conversation text by role alone.

Where can I read the full privacy and retention policy?

See the Privacy Policy for the full legal document. This page is a plain-language summary.

Does EvalSuite use Zoom transcript capture?

Yes. EvalSuite uses post-meeting Zoom cloud-recording transcripts for mapped meetings, and it can use live Zoom RTMS transcript capture when the connected host has RTMS enabled.

How are billing changes handled after purchase?

Org admins manage billing changes through the Stripe portal.

Security & trust

The trust basics buyers usually ask about before they buy a people product.

This page summarizes the access model, transcript scope, AI limits, retention summary, and billing handling behind the shipped EvalSuite workflow.

Trust summary

The main trust surfaces behind the workflow.

Access follows role and organization scope

Role-based, org-scoped access means workspace data is never universally visible. Managers see only the context needed for their direct reports. For 1:1s, raw notes and transcripts stay with the manager and report on that meeting. Admins manage setup, billing, and operations without getting org-wide access to private conversation text. Non-public app routes are excluded from search indexing.

Meeting capture is scoped to the shipped surfaces

Meeting capture stays limited to the shipped EvalSuite and provider-enabled surfaces that have a documented trust boundary. Live transcription in EvalSuite rooms and shared syncs. Zoom-backed meetings can also use live RTMS transcript capture when the connected host has RTMS enabled; otherwise EvalSuite falls back to the post-meeting cloud-recording transcript. Transcripts feed recap drafting and reviewable follow-up suggestions.

AI drafting is assistive, not autonomous

AI drafts from your evidence. It does not decide performance outcomes. Drafting uses role context, templates, and captured evidence. Managers edit final reviews and confirm follow-up actions. The system shows where drafts came from and where manager review is required.

Retention, billing, and support stay explicit

Direct links to the retention, billing, and support policies buyers check before purchasing. Usage logs retained up to 12 months; backup data up to 90 days after deletion. Paid checkout starts in Stripe. Only org admins can initiate billing. Auth, Zoom setup, and account help live in the public support page.

Security & trust FAQ

Common trust questions

Who can start paid billing? Only org admins, through Stripe checkout.
Who can read 1:1 transcripts and notes? For a 1:1, raw notes, transcripts, and recap content are visible only to the people in that meeting: the manager and the report. Org admins and leaders do not get org-wide access to private conversation text by role alone.
Where can I read the full privacy and retention policy? See the Privacy Policy for the full legal document. This page is a plain-language summary.
Does EvalSuite use Zoom transcript capture? Yes. EvalSuite uses post-meeting Zoom cloud-recording transcripts for mapped meetings, and it can use live Zoom RTMS transcript capture when the connected host has RTMS enabled.
How are billing changes handled after purchase? Org admins manage billing changes through the Stripe portal.

Linked policies

Use the policy and help pages when you need the authoritative detail.