Assembly | Trust Center

Trust Center

Assembly's commitment to data privacy and security is embedded in every part of our business. This page outlines the high-level details for several of the frameworks, regulations, and certifications that apply to our company and its products.

You can also access more comprehensive security and compliance details in the Security section of our documentation or contact security@assembly.com with specific questions or requests.

NOTE: Documents may reference our old company name, Copilot. We are in the process of updating these.

Compliance

We collect several different types of information for various purposes to provide and improve our Service to you.

SOC 2

Type II

Request

CCPA

GDPR

HIPAA

Resources

We collect several different types of information for various purposes to provide and improve our Service to you.

Request all documents

SOC 2 Type II

Independent verification of our security controls

Request

SOC 2 Bridge Letter

Request

Acceptable Use Policy

Guidelines for appropriate and responsible platform use

Request

Access Control Policy

How we manage and restrict system access

Request

Encryption Policy

How data is encrypted in transit and at rest

Request

Information Security Policy

Our approach to protecting systems and data

Request

Physical Security Policy

Measures that protect our physical infrastructure

Request

Risk Assessment/Management Policy

How we identify, evaluate, and mitigate risk

Request

Business Continuity/Disaster Recovery (BC/DR) Policy

How we prepare for and recover from disruptions

Request

AI Data Policy

How we handle AI data privacy and security

Visit

Monitoring

Continuously monitored by Secureframe

We collect several different types of information for various purposes to provide and improve our Service to you.

Change Management

View 2 more controls

Availability

View 1 more control

Organizational Management

View 10 more controls

Confidentiality

View 1 more control

Vulnerability Management

Incident Response

Risk Assessment

View 1 more control

Network Security

Access Security

View 6 more controls

Physical Security

Subprocessors

OpenAI

Powers Assembly AI assistant and AI features

Posthog

Product analytics

Segment (Twilio)

Event data pipeline

Sentry

Error monitoring

Customer.io

Marketing emails

Vercel

App hosting

AWS

Cloud provider for storage and compute.

Stream.io

In app messaging/chat

Stripe

Process customer payments and billing

Monitoring

Change Management

Production Data Use is Restricted

Production data is not used in the development and testing environments, unless required for debugging customer issues.

Change Management Policy

A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes.

Configuration and Asset Management Policy

A Configuration and Asset Management Policy governs configurations for new sensitive systems.

Secure Development Policy

A Secure Development Policy defines the requirements for secure software and system development and maintenance.

Segregation of Environments

Development, staging, and production environments are segregated.

Availability

Business Continuity and Disaster Recovery Policy

Business Continuity and Disaster Recovery Policy governs required processes for restoring the service or supporting infrastructure after suffering a disaster or disruption.

Testing the Business Continuity and Disaster Recovery Plan

The Business Continuity and Disaster Recovery Plan is periodically tested via tabletop exercises or equivalents. When necessary, Management makes changes to the Business Continuity and Disaster Recovery Plan based on the test results.

Automated Backup Process

Full backups are performed and retained in accordance with the Business Continuity and Disaster Recovery Policy.

High Availability Configuration

The system is configured for high availability to support continuous availability, when applicable.

Organizational Management

Information Security Policy

An Information Security Policy establishes the security requirements for maintaining the security, confidentiality, integrity, and availability of applications, systems, infrastructure, and data.

Roles and Responsibilities

Information security roles and responsibilities are outlined for personnel responsible for the security, availability, and confidentiality of the system.

Internal Control Monitoring

A continuous monitoring solution monitors internal controls used in the achievement of service commitments and system requirements.

Information Security Program Review

Management is responsible for the design, implementation, and management of the organization’s security policies and procedures. The policies and procedures are reviewed by management at least annually.

Internal Control Policy

An Internal Control Policy identifies how a system of controls should be maintained to safeguard assets, promote operational efficiency, and encourage adherence to prescribed managerial policies.

Organizational Chart

Management maintains a formal organizational chart to clearly identify positions of authority and the lines of communication, and publishes the organizational chart to internal personnel.

Cybersecurity Insurance

Cybersecurity insurance has been procured to help minimize the financial impact of cybersecurity loss events.

Disciplinary Action

Personnel who violate information security policies are subject to disciplinary action and such disciplinary action is clearly documented in one or more policies.

Acceptable Use Policy

An Acceptable Use Policy defines standards for appropriate and secure use of company hardware and electronic systems including storage media, communication tools and internet access.

Performance Review Policy

A Performance Review Policy provides personnel context and transparency into their performance and career development processes.

New Hire Screening

Hiring managers screen new hires or internal transfers to assess their qualifications, experience, and competency to fulfill their responsibilities. New hires sign confidentiality agreements or equivalents upon hire.

Code of Conduct

A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance.

Performance Reviews

Internal personnel are evaluated via a formal performance review at least annually.

Confidentiality

Disposal of Customer Data

Upon customer request, Company requires that data that is no longer needed from databases and other file stores is removed in accordance with agreed-upon customer requirements.

Data Retention and Disposal Policy

A Data Retention and Disposal Policy specifies how customer data is to be retained and disposed of based on compliance requirements and contractual obligations.

Data Classification Policy

A Data Classification Policy details the security and handling protocols for sensitive data.

Access to Customer Data is Restricted

Access to, erasure of, or destruction of customer data is restricted to personnel that need access based on the principle of least privilege.

Vulnerability Management

Third-Party Penetration Test

A 3rd party is engaged to conduct a network and application penetration test of the production environment at least annually. Critical and high-risk findings are tracked through resolution.

Vulnerability and Patch Management Policy

A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities.

Incident Response

Lessons Learned

After any identified security incident has been resolved, management provides a "Lessons Learned" document to the team in order to continually improve security and operations.

Incident Response Plan Testing

The Incident Response Plan is periodically tested via tabletop exercises or equivalents. When necessary, Management makes changes to the Incident Response Plan based on the test results.

Incident Response Plan

An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution.

Risk Assessment

Vendor Due Diligence Review

Vendor SOC 2 reports (or equivalent) are collected and reviewed on at least an annual basis.

Risk Assessment

Formal risk assessments are performed, which includes the identification of relevant internal and external threats related to security, availability, confidentiality, and fraud, and an analysis of risks associated with those threats.

Risk Assessment and Treatment Policy

A Risk Assessment and Treatment Policy governs the process for conducting risk assessments to account for threats, vulnerabilities, likelihood, and impact with respect to assets, team members, customers, vendors, suppliers, and partners. Risk tolerance and strategies are also defined in the policy.

Vendor Risk Management Policy

A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle.

Network Security

Automated Alerting for Security Events

Alerting software is used to notify impacted teams of potential security events.

Network Security Policy

A Network Security Policy identifies the requirements for protecting information and systems within and across networks.

Endpoint Security

Company endpoints are managed and configured with a strong password policy, anti-virus, and hard drive encryption.

Access Security

Encryption-in-Transit

Service data transmitted over the internet is encrypted-in-transit.

Asset Inventory

A list of system assets, components, and respective owners are maintained and reviewed at least annually.

Access to Product is Restricted

Non-console access to production infrastructure is restricted to users with a unique SSH key or access key.

Encryption-at-Rest

Service data is encrypted-at-rest.

Encryption and Key Management Policy

An Encryption and Key Management Policy supports the secure encryption and decryption of app secrets, and governs the use of cryptographic controls.

Complex Passwords

Personnel are required to use strong, complex passwords and a second form of authentication to access sensitive systems, networks, and information.

Unique Access IDs

Personnel are assigned unique IDs to access sensitive systems, networks, and information.

User Access Reviews

System owners conduct scheduled user access reviews of production servers, databases, and applications to validate internal user access is commensurate with job responsibilities.

Access Control and Termination Policy

An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks.

Physical Security

Physical Access Restrictions

Processes are in place to create, modify or remove physical access to facilities such as data centers, office spaces, and work areas based on the needs of such individual.

Physical Security Policy

A Physical Security Policy that details physical security requirements for the company facilities is in place.

Visitor Control

Production facilities require all visitors to formally sign-in, unless preauthorization for the visitor exists.

Communications

Description of Services

Descriptions of the company's services and systems are available to both internal personnel and external users.

Confidential Reporting Channel

A confidential reporting channel is made available to internal personnel and external parties to report security and other identified concerns.

Privacy Policy

A Privacy Policy to both external users and internal personnel. This policy details the company's privacy commitments.

Terms of Service

Terms of Service or the equivalent are published or shared to external users.

Communication of Critical Information

Critical information is communicated to external parties, as applicable.

Communication of Security Commitments

Security commitments and expectations are communicated to both internal personnel and external users via the company's website.