Rules that always apply

Sage follows the rules below on every request, on screen and in chat.

Nothing goes out without your tap

Adding, editing or deleting a contact by asking, merging duplicates, creating a deal, moving a stage, starting or pausing a campaign, adding a reminder, and every email and calendar event are approval cards. Nothing happens until you tap.
Texts are sent by you, on your own phone. Sage writes the message; you press Send.
Email drafts are drafts. Sage never sends from SOCIII on your behalf, and never as SOCIII.
Sage says "sent" or "saved" only when the result says so.

Who	What they can do
Workspace owner and admins	Add, edit, delete and import contacts; merge; add and move deals; run campaigns; turn the daily routine on
Members and viewers	Read contacts, deals and campaigns

The role is checked on the server. Some add and delete buttons may still show for members, but a change from a member is refused.

A STOP or unsubscribe stops every campaign's texts and emails to that person, at once.
A delete doesn't remove a STOP. It stays in force on that number or email.
Contacts marked do not contact never get a draft.
People on an investor list are never enrolled in a campaign and never get a draft from Sage.

Contacts are tied to your workspace. Sage reads and changes only the contacts of the workspace you're in.
Deletes are soft: the record stays recoverable for 30 days.
Merged contacts are archived into the kept contact's history, so nothing is lost.
A deal's timeline is added to, never edited: a correction is a new entry, so the history is tamper-evident. A tamper-evident record shows that something changed; it doesn't prove the content is accurate.