| Provider | Purpose | Information involved |
|---|---|---|
| Supabase | Authentication, PostgreSQL database, private file storage, and managed backup capabilities. | Account identity; agency, agent, client, licensing, carrier, task, training, document, commission, and activity records entered by authorized users. |
| Netlify | Website and application hosting, serverless functions, deployment, security controls, and operational logs. | Application requests, IP address and browser metadata, authentication tokens sent to protected functions, and function inputs needed to complete a request. |
| Stripe | Subscription checkout, invoicing, payment-method management, and billing portal. | Billing contact, subscription plan, producer quantity, payment information, invoices, and transaction metadata. Complete card numbers are handled by Stripe rather than stored by YourAgencyDesk. |
| Resend | Transactional authentication email delivery through the configured email service. | Recipient email address, sender details, email subject and content, and delivery metadata. |
| Twilio | Optional agency-configured calling, SMS delivery, call-status processing, and call recording when an authorized user deliberately starts recording. | Caller and recipient phone numbers, call and message metadata, delivery status, and—only when recording is enabled after required notice and consent—call audio. Agencies connect and control their own Twilio account. |
| Anthropic | Optional authenticated Agent Help and regulatory-discovery features. | Questions, selected state/product context, and prompts submitted to the AI feature. Users are instructed not to submit private client information or other unnecessary sensitive data. |
| Microsoft 365 | Business, privacy, support, and security-report communications. | Sender name and email address, message contents, attachments deliberately submitted, and normal email-delivery metadata. |
Data minimization. Each provider should receive only the information needed for its service. The public product guide uses built-in product responses and should never receive private client information.
Questions about this list or a provider change can be sent to info@youragencydesk.com.
Last updated: September 1, 2026