Consent & Privacy Controls

Coherence provides privacy controls at two levels — account-wide policies set by admins, and personal preferences for individual users.

Account-Level Controls

Admins configure these in Account Settings > Data & Privacy:

AI Data Processing

Toggle whether AI features (Copilot, Autopilot, data enrichment) can process workspace data. When disabled:

• Copilot won't access CRM records
• Autopilot cycles won't run
• AI-powered enrichment is paused

Product Analytics

Toggle anonymous usage analytics (powered by PostHog). When enabled, Coherence collects:

• Feature usage patterns (which pages are visited, which actions are taken)
• No personal data or record content is collected
• Used to improve the product experience

User-Level Controls

Each user manages their preferences in Settings > Data & Privacy:

Consent Tab

• AI Data Processing — Personal opt-in/out for AI features
• Product Analytics — Personal opt-in/out for analytics
• Marketing Emails — Control marketing communications

My Data Tab

• Export My Data — Request a copy of all your personal data stored in Coherence
• Delete My Data — Request erasure of your personal data (requires admin approval)

Requests Tab

Track the status of your data requests:

• View pending, processing, and completed requests
• Download completed data exports
• See estimated completion times

Account Data Export

Admins can request a full account-level export from Account Settings > Data & Privacy:

• Includes all records, documents, files, and activity data
• Delivered as a downloadable archive
• Tracked in the Data Requests table with status updates

Account Deletion

Account deletion is handled separately in Account Settings > Delete Account:

• 72-hour grace period before execution
• Requires typing the workspace name as confirmation
• Requires billing acknowledgment
• All active sessions are revoked immediately
• Coherence ops team is notified via email with full account details