Apartment building at dusk with lit windows
Access, audit trail and providers

Security for the people who hold the keys.

In property management, data security starts with who can see what: a resident’s phone number, an owner’s balance, the board-only folder. Here is what we can verify today, what the product shows, and what we cover in a security review.

11:18 AM · Unit 1102 · Balance questionOwner check
AI conciergeSpeaking with Sam P., caller ID on file
  1. Caller ID matched to unit 1102
  2. One-time code texted to the number on file
  3. Code confirmed: owner, unit 1102
  4. Balance read back, secure payment link texted
Never on the call
  • Other units' details
  • Who lives where
  • Card numbers by voice
  • Board-only records
Example call C-4413 · sample dataHarbor Point (example property)
PIN or codeBefore any account detail
RolesOne per person, per community
Two-stepSign-in status per staff member
HSTSHTTPS on every page of this site
Verifiable facts

What we can verify today

Facts about this website, the demo line and the providers behind the AI concierge. Your deployment’s controls are covered line by line in a security review.

What the review covers Download or print the security overview
Voice AI provider
A hosted voice AI platform that processes calls and keeps their recordings and transcripts. Named in the security review.
Telephony and SMS
A telephony and SMS provider for numbers, calls, texts and SMS verification
Website transport
HTTPS only, with HSTS (two years, subdomains included)
Website hardening
Content-Security-Policy, frame blocking (X-Frame-Options: DENY), MIME sniffing blocked, strict referrer policy, microphone limited to our own pages
Payments on the website
None. The website takes no payments.
Certifications
None claimed.
Demo requests
The form has a bot trap and a rate limit. Its code saves each request to a database, emails it to us through an email delivery provider, or both, and confirms a request only after one of them accepts it. Which of the two is switched on for this site is confirmed at launch.
Demo-line access (when enabled)
A human-verification check, then a one-time SMS code sent through our telephony provider (US and Canada numbers). Verification starts a 30-minute session whose token is signed but not encrypted; it carries a truncated SHA-256 hash of the number, used to rate-limit calls per number. The AI concierge's number is shown only after verification and never appears in the page source. Browser calls are rate-limited per verified number and per IP address.

The public demo line is not open yet. The demo-line row describes how access works when it is switched on.

Audit trail

Who did what, and when, on one timeline.

Calls, check-ins, packages, approvals and sign-ins land on one timeline in the product, with the person, the role, the unit and the device. When an owner says nobody called back, or a director asks who opened a file, the answer is a search.

TowerLine AI audit trail: events by time, person, action, unit, details and source, with filters for compliance, operations, money, people, communications, security and the AI concierge, sample data
Audit trail. A guest check-in, a logged package, a contractor turned away for a missing certificate of insurance and a manager opening a resident file, each with who, when, the unit and the device.Open it in the product tour →

People and the AI concierge, side by side

Each entry names the person or the AI concierge, the role and the time, so what the concierge did is never filed under a staff member’s name.

Access changes included

Adding someone to the board or suspending a login is an entry like any other.

Filter, search, export

Filter by area, search by person, action or unit, and export what you find.

Team and roles

Every login has a name, a role and a sign-in status.

Staff access is managed per person. The manager sees who has access, which role each person holds, when they were last active and whether two-step sign-in is set up, and can suspend a login from the same screen.

  • RolesManager, maintenance, front desk and the other staff roles, one per person
  • Two-step sign-inStatus shown for every member, with a nudge for anyone not set up
  • SuspendAccess removed from the same row, and the change logged
  • Board and ownersSign in to their own portals with their own permissions
TowerLine AI team and roles screen listing staff members, roles, two-step sign-in status, last activity and suspend buttons, sample data
Team and roles. One front desk login still needs two-step sign-in, flagged for a nudge.

Who can see what, by role

An example configuration. Owners, the board and five staff roles, plus the AI concierge, whose access is limited to the caller on the line. Every cell is agreed per community during implementation.

Example configuration
Example configuration: who can see what, by role
DataOwnerBoardFront deskAI conciergeMaintenanceAccountantManager
Work ordersOwn unitSummaryFullCaller's unitAssignedNoneFull
Resident phone and emailOwn unitNoneFullCaller's unitAssignedNoneFull
Balances and payment statusOwn unitSummaryNoneVerified callerNoneFullFull
Owner-only documentsFullFullNonePoints to themNoneNoneFull
Board-only folderNoneFullNoneNoneNoneNoneFull
Vendor contracts and insuranceNoneFullSummaryNoneNoneFullFull
Audit trail and role changesNoneSummaryNoneNoneNoneNoneFull
OwnerCan see
  • Work orders Own unit
  • Resident phone and email Own unit
  • Balances and payment status Own unit
  • Owner-only documents Full
Cannot see

Board-only folder, Vendor contracts and insurance, Audit trail and role changes

BoardCan see
  • Work orders Summary
  • Balances and payment status Summary
  • Owner-only documents Full
  • Board-only folder Full
  • Vendor contracts and insurance Full
  • Audit trail and role changes Summary
Cannot see

Resident phone and email

Front deskCan see
  • Work orders Full
  • Resident phone and email Full
  • Vendor contracts and insurance Summary
Cannot see

Balances and payment status, Owner-only documents, Board-only folder, Audit trail and role changes

AI conciergeCan see
  • Work orders Caller's unit
  • Resident phone and email Caller's unit
  • Balances and payment status Verified caller
  • Owner-only documents Points to them
Cannot see

Board-only folder, Vendor contracts and insurance, Audit trail and role changes

MaintenanceCan see
  • Work orders Assigned
  • Resident phone and email Assigned
Cannot see

Balances and payment status, Owner-only documents, Board-only folder, Vendor contracts and insurance, Audit trail and role changes

AccountantCan see
  • Balances and payment status Full
  • Vendor contracts and insurance Full
Cannot see

Work orders, Resident phone and email, Owner-only documents, Board-only folder, Audit trail and role changes

ManagerCan see
  • Work orders Full
  • Resident phone and email Full
  • Balances and payment status Full
  • Owner-only documents Full
  • Board-only folder Full
  • Vendor contracts and insurance Full
  • Audit trail and role changes Full
Full
every record of this type
Own unit
only records for their own unit
Assigned
only the jobs assigned to them
Summary
totals and status, without personal details
None
no access
  • Owner areas stay owner-only. In the product, documents posted for owners are hidden from tenants, vendors and the public.
  • Owner view leaves out personal details. Florida, for example, lists phone numbers, email addresses and similar identifiers among association records owners cannot inspect (F.S. 718.111(12)(c)). General information, not legal advice.
  • Vendor access is scoped with you. Contractor and vendor access is set up during implementation, starting from the job they are assigned.
Owner verification

Nothing about a unit until the caller is verified.

An owner calls about their October balance. The AI concierge matches the caller ID, confirms a code it texts to the number on file, then reads back the balance and texts a payment link. The card number never comes up.

Call C-4413 · Unit 1102 · BalanceExample · sample data
AI concierge:
I’m Quinn, Harbor Point’s AI concierge. This call is recorded.
Caller:
What do I owe for October?
verify_identity(caller ID + texted code) → owner, unit 1102
get_balance(unit=1102) → $1,742.10 due Oct 1
AI concierge:
Your October total is $1,742.10, due October 1st. I can text you a secure payment link.
Caller:
Yes please.
send_sms(payment_link)
What the AI concierge checks before sharing anything
01PIN or texted code first
Before a balance, a work order or anything else tied to a unit, the AI concierge verifies the caller with a PIN or a code texted to the number on file.
02Residency and addresses withheld
The AI concierge doesn't confirm who lives in the community or where. A guest pass is checked against the resident's own guest list, and the desk checks photo ID in person.
03No card numbers by voice
The AI concierge doesn't take card numbers on the call. After verification it can text a secure payment link.
04Every call on the record
Each call is transcribed and logged in the product, with the caller match and the steps the AI concierge took.
All of the AI concierge’s guardrails
How every call opens · example property

“Harbor Point, I’m Quinn, the building’s AI concierge. This call is recorded. If this is a fire or medical emergency, hang up and call 911. How can I help?”

From the product’s sample call C-4418.

Recordings, disclosed on every call

Disclosure
The AI concierge says it is an AI concierge and that the call is recorded. It is a locked rule in its setup, so a community’s settings cannot turn it off.
Retention
Whether audio is kept after the transcript is made, for how long and where, is set per deployment and agreed with you.
Outbound voice
In 2024 the FCC confirmed that the TCPA’s limits on artificial voices apply to AI-generated voices (declaratory ruling). Outbound voice notices go only to owners with voice consent on file.
Texts
When a resident replies STOP, the telephony provider’s opt-out handling blocks further texts to that number.
Your data

What a deployment holds

A short inventory for your review. The topics under it cover your deployment, including hosting, retention and staff access, and we answer each one in writing.

What a TowerLine AI deployment holds

Records created by your staff, your residents and the AI concierge.

  • Resident roster: names, units and contact details
  • Requests and work orders, with photos and notes
  • Call transcripts and summaries
  • Guest list, package log and amenity bookings
  • Board records, bids and approvals

What the AI concierge doesn’t ask for

Left out of the AI concierge’s questions by design.

  • Social Security numbers
  • Bank or routing numbers
  • Full card numbers or security codes
  • Medical details
  • Passwords, or sign-in codes for any other account

The only codes the AI concierge asks for are the caller’s PIN or the one-time code it texts to the number on file, to verify the caller.

What we cover in a security review

Encryption in transit
The reference architecture uses TLS in transit. We list each connection it covers.
Encryption at rest
The reference architecture uses a database encrypted at rest. The provider and its settings depend on where you are hosted.
Sign-in and two-step
Team and roles shows who has two-step sign-in set up. We confirm whether it is required for staff and the board on your deployment.
Backups and restore
How often backups run, how long they are kept and who can restore them.
Recordings and transcripts
Whether audio is kept, for how long, and where transcripts and summaries live.
Administrative access
Who at The AI Agency USA can reach your data, for what purpose and how that access is logged.
Incident response
The named contact, how we notify you and what the notice contains.
Hosting and data location
Which provider hosts each part of TowerLine AI for you, and in which region.
Data export and exit
What you can export, in which format, and what happens to your data when you leave.

Questions about security

Short answers. The security review covers each one in writing.

Which providers does TowerLine AI use?

Five kinds: a voice AI provider that processes and records calls, a telephony and SMS provider for phone numbers and texts, a managed database, an email delivery provider and a hosting provider. The security review for your deployment names each provider and the data it receives, and covers where data is hosted and how long recordings are kept. This website uses a hosting provider, and its demo form saves requests to a database, emails them to us, or both.

Is our data encrypted?

This website is HTTPS-only, with HSTS. For TowerLine AI itself, the reference architecture uses TLS in transit and a database encrypted at rest; we confirm the provider and settings for your deployment in the security review, in writing, before any resident data moves.

Are calls recorded, and do callers know?

Each call opens with the AI concierge saying it is an AI concierge and that the call is recorded. That disclosure is a locked rule in its setup, so a community's settings cannot turn it off. Whether the audio is kept after the transcript is made, for how long and where, is set for each deployment and agreed with you.

How does the AI concierge know it is talking to the owner?

The caller ID is matched to the number on file first. Before a balance, a work order or anything else tied to a unit, the AI concierge asks for the owner's PIN or texts a one-time code to that number, and shares nothing tied to the unit until it is confirmed.

Which security certifications do you hold?

None. We don't hold or claim security certifications. Send your security questionnaire and we answer it in writing, line by line, with what we can verify today and what is set for your deployment during the security review. You will not find a badge on this site for a certification we do not hold.

Security review

Send us your security questionnaire.

We walk your IT lead through roles, the audit trail and the AI concierge’s guardrails in the product, then answer each review topic for your deployment in writing.

Download or print the one-page security overview