Trellus
Trellus is an AI tool offering real-time sales coaching to reps by providing actionable behavioral cues and personalized data insights during calls, enhancing performance and deal closure rates.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Processes sensitive sales data during calls.
- Default training on user interactions.
- Lacks strong enterprise privacy controls.
Recommendations
4- Verify two-party consent compliance in all applicable states and countries
- Review call recording data retention and access controls
- Ensure customers are notified of AI monitoring during calls
- Request SOC 2 Type II report before enterprise deployment
Data handling
- Storage
- Cloud; call audio and behavioral data on vendor servers
- Retention
- Not clearly documented
- Training on inputs
- May use call data to improve coaching models
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