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Security & Trust

Inside the Herd AI Trust Center: Security & Compliance, Demystified

By the Herd AI Team

When you trust a platform to unify all your professional interactions—email, meetings, messages, and workflows—you deserve to know exactly how that data is protected. That's why we built the Herd AI Trust Center: a single, transparent place where your procurement and security teams can find everything they need to evaluate us with confidence. No back-and-forth. No guesswork. Just clear visibility into how we operate and safeguard your data.

The Trust Center provides transparent visibility into Herd AI Inc's security, compliance, governance, and trust documentation—giving your teams everything they need in one place.

What the Trust Center Covers

Security shouldn't be a black box. Our Trust Center brings together our compliance frameworks, internal policies, continuously monitored controls, and an on-demand security questionnaire—all accessible in one location. Whether you're an analyst running a vendor review or a stakeholder signing off on a new tool, the answers are at your fingertips.

1
Framework
25
Policies
35
Controls
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Subprocessors

Compliance: SOC 2 Type 2

We hold ourselves to recognized industry standards—because trust is earned, not claimed. Our compliance program is built on a foundation that independent auditors validate.

SOC 2 Type 2

Status: Compliant · All controls active

25 Internal Policies

Policies are the backbone of consistent, secure operations. Ours govern how we operate day-to-day and how we protect customer data at every step. Here's a snapshot of the policies we maintain and enforce:

  • Risk Management
  • Physical Security & Environmental
  • Data Classification & Handling
  • Secure Configuration & Hardening
  • Background Screening & On/Off-boarding
  • Vulnerability & Patch Management
  • Change & Release Management
  • Policy Management & Exception Handling

...and 17 more policies available for review in the Trust Center.

35 Continuously Monitored Controls

Policies set the standard—controls keep us accountable to it. We continuously monitor safeguards across our infrastructure and processes, so nothing slips through the cracks. A selection of our active controls includes:

  • Acceptable Use
  • Access Rights
  • Asset Inventory
  • Change Management
  • Configuration & Patch Management
  • Credential Management
  • Data Privacy
  • Data Retention & Destruction

...with 27 additional controls monitored across our environment.

Security Questionnaire on Demand

Procurement reviews don't have to be slow. Our security questionnaire is available on request, so your team can move through evaluation efficiently. Request access, and you'll have the documentation and answers you need to make an informed decision—fast.

Why This Matters for Your Team

Getherd AI exists to eliminate the chaos of juggling dozens of apps—to unify and understand all your interactions with contacts and accounts, so you can focus on high-value work and get time back for family and friends. But none of that matters if your data isn't safe.

Our Trust Center is our commitment to transparency in action. With SOC 2 Type 2 compliance, 25 robust policies, and 35 continuously monitored controls, we give you the confidence to bring Herd AI into the heart of your workflow—knowing security is built in, not bolted on.

Ready to evaluate Herd AI?

Request access to our Security Questionnaire and Trust Center documentation, and give your security team everything they need in one place.

Request Access

Or reach us at sales@getherd.ai · +1 (478) 500-4794