INTERACTION-LAYER SECURITY + AUTOMATION
Secure, understand, and automate customer content
SoterraOne inspects, protects, identifies, and automates customer content before it reaches agents, workflows, or downstream systems, helping teams reduce risk, automate manual work, improve agent efficiency, and support contact center KPIs.
Built for security. Trusted by enterprises.
SoterraOne is designed for organizations that need stronger control over customer-shared content, sensitive data, and compliance-driven workflows, without slowing down the contact center.
ISO 27001
SOC2
Type 2
GDPR
PCI DSS
(SAD Q)
PLATFORM CAPABILITIES
Built to secure, understand, and automate customer content
SoterraOne brings security, AI-powered insight, and workflow automation together in one platform for customer interaction content.
Secure
Inspect and protect every file and message before it reaches your environment.
Threat scanning
Malware scanning
DLP and content filtering
Secure delivery
Identify
Use AI to extract, identify, and classify the data that matters most.
PII and PHI detection
Data extraction
Document classfication
Structured outputs
Automate
Use AI-driven decisions to route content, trigger workflows, and automate next steps.
Workflow automation
System integrations
Auto-routing
Audit trails
SOTERRAONE VAULT
A dedicated Vault for every customer
Each customer operates within a dedicated Vault, a customer-specific environment built to isolate data, localize processing, and support their unique security, compliance, and control requirements.
Dedicated customer-specific Vault
Regional data residency
Encryption in transit and at rest
Granular access controls
Configurable retention policies
Audit logging and monitoring
Supports GDPR and other privacy regulations
PRODUCTS
Purpose-built products
Two products built on the same secure platform and shared data layer.
SecureOne
Security-driven protection for customer interactions
Advanced security, threat protection, secure file exchange, unsafe content detection, and content control across customer interaction channels.
Malware and unsafe content scanning
Secure file exchange across digital and voice channels.
Content review and policy controls
Storage, retention, and audit support
InsightOne
Business value through AI-powered automation
InsightOne transforms customer content into structured, actionable intelligence for workflows, AI systems, routing, and operational automation.
AI extraction and classification
Sensitive data detection and masking
Workflow decisioning and orchestration
Structured outputs and automation triggers
PLATFORM IN ACTION
The SoterraOne platform in action
A high-level view of how SoterraOne secures, understands, and automates customer content. A deeper How It Works page can expand this flow further.
1
Ingest
Customer content enters through any supported channel.
2
Inspect
Threats and policy violations are detected and blocked.
3
Identify
Key data is extracted, identified, and classified using AI.
4
Automate
AI-driven actions route content, trigger workflows, and automate next steps.
5
Deliver
Secure, actionable information reaches the right systems.
INDUSTRIES + USE CASES
Secure and automate customer content across high-volume workflows
SoterraOne helps organizations secure and automate customer-shared content across the workflows that matter most.
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Insurance
Claims, estimates, photos, and policy documents.
Financial Services
Verification, onboarding, account, and compliance documents.
Healthcare
Patient forms, referrals, records, and PHI workflows.
Government
Citizen requests, evidence, forms, and secure submissions.
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Customer Service
Files, screenshots, recordings, and follow-up workflows.