Our approach to AI
CRM by Fatek uses AI to support customer service, productivity, analysis and content generation. The provider and model depend on the feature and the configuration enabled by the business. Available features also depend on the account’s plan and permissions.
Providers and features
Depending on the feature and configuration, the platform may use OpenAI, Anthropic Claude, Google Gemini, xAI and ElevenLabs. A provider being listed here does not mean every feature or provider is active in your workspace.
Bastião assistant
Supports queries, summaries and CRM actions through the web interface and enabled channels. Tool access follows workspace permissions and context.
Customer service agents
Generate replies using the context supplied by the business for configured channels, such as WhatsApp and Instagram.
Analysis, content and automations
May assist with text review, data analysis, drafts and authorized workflows. The business needs to review outputs before using them operationally.
Voice features
Enabled features may process audio for transcription or text for speech synthesis, including through services such as ElevenLabs. Text or audio may contain data supplied by the user.
Data processed
Depending on the requested feature, the context sent may include messages, conversation history, customer data, documents, images, audio and instructions supplied by the business. Provide only the content needed for the task. Integration data remains subject to granted permissions and the rules described in the Privacy Policy.
Privacy PolicyProvider retention and data use
Processing, retention and data use depend on the provider’s service, configuration and applicable controls. A zero-retention agreement, certification or compliance guarantee is not assumed for all integrations.
OpenAI API documentation distinguishes training use, abuse-monitoring logs and application state. By default, API data is not used for training without explicit opt-in; abuse logs may be retained for up to 30 days, with legal and safety exceptions. Some features store application state, and additional retention controls depend on eligibility and approval.
Read the OpenAI API data controlsPrivacy, security and controls
AI use follows workspace context, user permissions and feature settings. CRM security measures and retention are described in the Privacy Policy. Processing by an external provider is not equivalent to end-to-end encryption between conversation participants.
- Administrators and authorized users can review enabled features and agents in their respective settings.
- The business remains responsible for configuring automations and reviewing AI-assisted replies, drafts and actions.
- Requests for access, clarification or data deletion may be sent to the contact below, subject to applicable retention rules.
Contact and transparency
For questions and requests about AI use and data processing, contact the Privacy and AI Team:
privacidade@fatek.solutions