Compliance Overview

Protect customer trust and stay audit-ready as your team works in Brixi every day. This section gives you practical, customer-facing guidance for honoring consent, controlling who sees customer data, keeping records clean, following communication rules, and reviewing compliance reports.

This section is for admins, managers, compliance owners, and sales users who need clear expectations for handling customer records and customer communication in Brixi.

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Brixi helps teams organize consent, communication history, access, and data quality. Your organization is responsible for deciding the legal and regulatory rules that apply to your business.

What Belongs Here

• User access, roles, and permission hygiene.
• Customer consent and communication preferences.
• WhatsApp, email, SMS, and call compliance expectations.
• Data quality, duplicate prevention, and record ownership.
• Activity history and audit-ready notes.
• Document handling and customer data updates.
• Compliance reports and review workflows.

Start With These Articles

Article	Use it when
Communication and Consent	You need to call, email, SMS, WhatsApp, or reply to a customer responsibly.
Data Access and Record Hygiene	You need to manage customer visibility, duplicates, ownership, and clean data.
Compliance Reports and Analytics	You need to review communication, access, stale records, failed messages, or audit signals.

Common Responsibilities

• Keep customer contact details accurate.
• Respect opt-out, channel preference, and consent rules.
• Limit workspace access to the right users and teams.
• Use approved templates where required.
• Record important customer commitments and updates clearly.
• Review reports for missing owners, stale records, failed messages, and unusual activity.

Practical Compliance Workflow

1. Confirm users have the correct role and team access.
2. Keep contact details, owners, stages, and statuses accurate.
3. Review consent, opt-out notes, and preferred channel before outreach.
4. Use approved templates where your team requires them.
5. Log important calls, messages, emails, meetings, and visits.
6. Create follow-up tasks so commitments are visible.
7. Review compliance reports for missing owners, failed messages, duplicate records, and unusual access.

Common Risk Signals

Signal	Why it matters	What to do
Customer asked not to be contacted but outreach continues	Future messages may violate customer preference.	Update the record and escalate to an admin.
Users have access after leaving the team	Customer data may remain visible beyond business need.	Remove or deactivate access.
Many leads have no owner	Work may be missed and accountability is unclear.	Assign owners or review distribution rules.
Notes are vague or missing	Managers cannot audit the customer journey.	Add factual activity summaries and next steps.
Failed messages repeat	Customers may not receive important communication.	Check channel setup, consent, templates, and recipient details.

Related Product Areas

Area	Guide
CRM activity history	Activity Timeline on a Contact
Communication logging	Log Calls, Messages, and Emails
Users and roles	Users and Permissions
Channel setup	Integrations

Troubleshooting

Contact your workspace admin first when a compliance concern is related to roles, access, templates, missing fields, opt-out handling, or team process. Contact Brixi support if your admin confirms the setup is correct but records, reports, or communication statuses still do not match expected behavior.