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Security assurance

Enterprise security, built on certified Microsoft Azure infrastructure

ChatBeacon runs on Microsoft Azure. The certifications and attestations covering that infrastructure — SOC 2 Type II, ISO/IEC 27001, PCI DSS, FedRAMP and more — are held and maintained by Microsoft for the Azure services we host on. On top of that foundation, ChatBeacon adds encryption in transit, enterprise identity integration, role-based access, audit logging, configurable retention, and a choice of cloud, dedicated private server, or on-premises deployment.

SOC 2 Type II via Microsoft Azure
ISO/IEC 27001 via Microsoft Azure
HIPAA-ready deployments
TLS in transit, encrypted at rest
Dedicated private servers
On-premises option
Customer-owned AI account

Security at a glance

Hosting
Microsoft Azure

Cloud, dedicated private servers, and customer-selected Azure regions.

Attestations
SOC 2 Type II

Held by Microsoft for the in-scope Azure services ChatBeacon runs on, alongside ISO 27001 and PCI DSS.

Healthcare
HIPAA-ready

Technical safeguards in place; HIPAA is not a software certification. Deployments are reviewed before PHI is enabled.

AI data
Your own account

AI runs under your OpenAI account and key. No shared pool, no model training on your conversations.

Certifications & attestations

Certified infrastructure, clearly attributed

ChatBeacon Cloud and ChatBeacon dedicated private servers are hosted on Microsoft Azure. The audits and certifications covering that infrastructure are held by Microsoft and cover the Azure services and regions in scope for your deployment. We name the certifying party on purpose — a security reviewer needs to know which controls were examined by whom.

Framework
Held by
What it covers
SOC 1, SOC 2 Type II, SOC 3
Microsoft Azure
Independent examination of Microsoft's security, availability, and confidentiality controls for in-scope Azure services — the datacenters, hypervisor, storage, and platform services hosting ChatBeacon.
ISO/IEC 27001
Microsoft Azure
Information security management system certification for Azure infrastructure and operations.
ISO/IEC 27017 & 27018
Microsoft Azure
Cloud-specific security controls and protection of personally identifiable information in public cloud.
ISO/IEC 27701
Microsoft Azure
Privacy information management, relevant to GDPR-aligned processing commitments at the infrastructure layer.
PCI DSS
Microsoft Azure
Azure's attestation of compliance for in-scope services. ChatBeacon is not a payment processor and cardholder data should not be entered into chat.
FedRAMP, HITRUST CSF
Microsoft Azure
Authorizations and certifications available for eligible Azure services and regions. Applicability depends on the deployment architecture agreed with your team.
HIPAA / HITECH
No certification exists
ChatBeacon is HIPAA-ready: the technical safeguards are available and Azure supports HIPAA-eligible services under a Microsoft BAA. See HIPAA readiness below.
GDPR, UK GDPR, CCPA/CPRA
Contractual, not certified
Supported through a Data Processing Addendum, regional hosting choice, configurable retention, and data export and deletion controls.

Microsoft publishes its current audit reports and certificates through the Service Trust Portal. ChatBeacon does not hold a separate SOC 2 report; for reviews that require application-level detail, we provide a security overview, architecture and data-flow documentation, and questionnaire support.

Microsoft Azure compliance offerings →
Infrastructure & hosting

Where ChatBeacon runs

Microsoft Azure datacenters

Physical security, hardware lifecycle, network fabric, hypervisor, and platform services are operated by Microsoft under the certifications above. Physical access to datacenters is Microsoft-controlled and audited.

Dedicated private servers

Enterprise customers can run ChatBeacon on dedicated Azure infrastructure rather than shared cloud tenancy — isolated application and database resources, deployment-specific configuration, and an architecture review before go-live.

Regional data residency

Deployments are provisioned in the Azure region agreed with your team, so conversation data is processed and stored in that geography. Region selection is confirmed as part of onboarding.

Network protection

Azure platform network controls, TLS-terminated public endpoints, segmented application and database tiers, and administrative access restricted to authorized ChatBeacon operations personnel.

On-premises deployment

ChatBeacon installs on customer-controlled Windows Server, IIS, and Microsoft SQL Server. The customer owns the perimeter, the database, backups, and the patching schedule. No separate ChatBeacon-hosted conversation database is required.

Separation of duties

Microsoft secures the cloud. ChatBeacon secures the application and its operations. You control users, configuration, retention settings, and which integrations are enabled. We document that boundary per deployment.

Data protection

Encryption, retention, and deletion

In transit

Visitor widget, operator console, admin portal, and API traffic are carried over TLS-protected connections. The enforced minimum protocol version and cipher configuration for your deployment can be confirmed during security review.

At rest

Azure-hosted deployments rely on Azure platform encryption for database and storage services, with Microsoft-managed keys by default. On-premises deployments use the customer's own SQL Server and disk encryption and key management.

Retention controls

Conversation and transcript retention is configurable, so you can hold records for the period your policy requires and no longer. On-premises customers additionally control database, archival, and backup retention.

Export & deletion

Transcripts and account data can be exported and deleted to support data-subject requests and records-management obligations under GDPR, UK GDPR, and CCPA/CPRA.

Sensitive data handling

Workflow and form configuration can limit what visitors are asked to provide, reducing unnecessary capture of sensitive information in the transcript. Payment card data should never be collected in chat.

Ownership

Your conversation data is yours. ChatBeacon processes it to deliver the service, does not sell it, and does not use it to train AI models.

Identity & access control

Who can get in, and what they can do

Enterprise single sign-on

Microsoft and Google sign-in are supported for the applicable ChatBeacon applications, with Microsoft Entra ID enterprise SSO available for eligible licensed configurations. Availability depends on application, deployment, and licensing.

MFA and conditional access

When ChatBeacon is connected to your identity provider, your existing MFA, device, and conditional-access policies govern agent and administrator sign-in — no parallel policy set to maintain.

Role-based permissions

Agent, supervisor, and administrator capabilities are assigned by role, so transcript access, configuration, and reporting stay limited to the people whose job requires them.

Audit & activity logging

Administrative and operational activity is logged to support traceability, supervisor review, and security investigation. Log scope and export options are covered in the security overview.

Co-browse consent

Co-browse and screen-share sessions are visitor-initiated or visitor-approved, scoped to the session, and can be configured to mask designated page fields from the agent's view.

ChatBeacon personnel access

Access to production environments is limited to authorized operations and support staff, granted for a business reason, and removed when it is no longer needed.

Application & platform security

How the software is built and maintained

Secure development

Changes go through peer review and testing before release. Development and production environments are separated, and production data is not used for development.

Patching & dependencies

Platform and dependency updates are applied on an ongoing basis for ChatBeacon-managed environments. On-premises customers receive official update packages and control their own maintenance windows.

Vulnerability management

Reported and detected vulnerabilities are triaged by severity and remediated through the normal release process, with out-of-band fixes for high-severity issues.

Monitoring

ChatBeacon-managed environments are monitored for availability and error conditions, with alerting to the operations team.

Reporting a vulnerability

If you believe you have found a security issue, send us enough detail to reproduce it. Please do not access, modify, or retain customer data while researching.

Incident response

Security events are investigated, contained, and remediated, and affected customers are notified in line with contractual and legal obligations. Escalation contacts are established during onboarding.

AI data handling

Your AI runs under your own provider account

This is the question every security reviewer asks about AI chat, so here is the direct answer: ChatBeacon AI uses the OpenAI account and API key that you own. Usage, billing, provider-level data settings, and knowledge content stay under your control, and nothing is pooled through a shared ChatBeacon account.

No training on your conversations

OpenAI does not use API inputs and outputs to train its models by default unless your organization opts in. ChatBeacon does not train models on customer data either.

Knowledge you approve

AI answers are grounded in the sources you assign — approved domains and websites, and vector-store content in your own provider account — and knowledge can be scoped per workflow.

Governed workflows

System instructions, permitted topics, moderation behavior, and escalation conditions are configured per workflow to reduce off-policy and unsupported answers.

Human handoff

When a conversation exceeds the AI's configured boundaries, it escalates to a live agent with context attached — so sensitive or high-risk cases reach a person.

Outbound data flows

When AI is enabled, the message content required to generate a response is sent to the AI provider over your connection. Disable AI and no conversation content leaves the deployment for that purpose.

PHI and regulated content

If an AI workflow may handle PHI, your provider account needs the appropriate BAA and HIPAA-eligible API functionality. We review those workflows with you before PHI is enabled.

HIPAA readiness

HIPAA-ready, and precise about what that means

HIPAA has no certification program for software — any vendor claiming to be “HIPAA certified” is describing something that does not exist. Compliance belongs to the covered entity and depends on architecture, configuration, contracts, and policy. What a platform can do is provide the safeguards and deployment options that make a compliant configuration possible. That is what HIPAA-ready means here.

Discuss a healthcare deployment →

What ChatBeacon provides

Encryption in transit, and platform encryption at rest in Azure deployments
Role-based access, enterprise SSO, and provider-enforced MFA
Audit and activity logging for administrative traceability
Configurable retention, export, and deletion of transcripts
Dedicated private server or on-premises deployment for tighter data control
Field masking options in co-browse and configurable data capture

What your deployment needs

HIPAA-eligible Azure services under a Microsoft BAA for hosted deployments
An executed BAA with the appropriate parties before PHI is processed
An AI provider BAA and HIPAA-eligible API functionality if AI handles PHI
Workforce policy, training, and access review on your side
A documented review of the workflows where PHI may appear
Deployment & data control

Three ways to run it, one security model to review

Control
ChatBeacon Cloud
Dedicated private server
On-premises
Infrastructure
Microsoft Azure, ChatBeacon-managed
Dedicated Azure resources, ChatBeacon-managed
Your servers, your network
Certified by
Microsoft, for in-scope Azure services
Microsoft, for in-scope Azure services
Your own infrastructure controls and audits
Database
ChatBeacon-managed
Isolated per customer
Your Microsoft SQL Server
Updates
Applied by ChatBeacon
Coordinated with your team
On your maintenance schedule
Best fit
Teams that want fast deployment on certified cloud
Regulated buyers needing isolation and named architecture
Organizations that must keep data inside their perimeter
External AI
Optional, your provider account
Optional, your provider account
Optional; requires outbound connectivity you approve
Regulated industries

Built for reviews that go deep

Healthcare

HIPAA-ready deployments, PHI workflow review, BAA requirements, and private or on-premises hosting for patient-facing chat.

Financial services

Audit logging, retention control, enterprise identity, and dedicated infrastructure for banks, credit unions, and insurers under examiner scrutiny.

Government & public sector

Azure regions with government-focused authorizations, on-premises deployment, and documented data flows for agency review.

Higher education

Student-record sensitivity, retention limits, and access separation across admissions, IT help desk, and student services.

Retail & ecommerce

Co-browse with field masking, configurable data capture, and guidance to keep cardholder data out of the transcript.

Multinational operations

Regional Azure hosting, a Data Processing Addendum, and documented processing locations for GDPR and UK GDPR programs.

Availability & continuity

Staying up, and recovering fast

Platform resilience

ChatBeacon-managed environments use Azure's redundant infrastructure for compute, storage, and networking within the selected region.

Backups

Managed deployments are backed up on a defined schedule with restore procedures documented for your architecture. On-premises customers own backup design and testing.

Recovery planning

Recovery objectives and continuity detail are provided during solution and security review, based on the deployment model you select rather than a generic number.

Support coverage

Support and escalation paths, including severity definitions and response expectations, are set out in your service agreement.

Vendor assessment

Documentation for your security review

Tell us the scope of your assessment and we will send the material that answers it. Detailed architecture and customer-specific documents are provided under NDA.

Security overview
On request
Architecture and data-flow diagrams
On request / NDA
Microsoft Azure audit reports and certificates
Microsoft Service Trust Portal
Data Processing Addendum
On request
Subprocessor and connected-service information
On request
AI data-handling documentation
On request
Security questionnaire completion (CAIQ, SIG, custom)
On request
Privacy Policy and Terms of Service
Public

Talk to the team that answers the hard questions

Bring your questionnaire, your architecture requirements, and your compliance scope. We will walk your security, privacy, and procurement teams through the deployment options and the controls that apply to each.

Frequently asked questions

Security questions, answered directly

Is ChatBeacon SOC 2 compliant?

ChatBeacon Cloud and ChatBeacon dedicated private servers run on Microsoft Azure. The SOC 2 Type II attestation covering that hosting environment is held by Microsoft for Azure services. ChatBeacon operates its application on top of those certified services and can provide a security overview, architecture documentation, and questionnaire support for vendor reviews.

Which certifications apply to ChatBeacon hosting?

Because ChatBeacon is hosted on Microsoft Azure, the underlying infrastructure falls under Microsoft's certifications and attestations, including SOC 1, SOC 2 Type II and SOC 3, ISO/IEC 27001, ISO/IEC 27017, ISO/IEC 27018, ISO/IEC 27701, PCI DSS, HITRUST and FedRAMP for in-scope Azure services and regions.

Is ChatBeacon HIPAA compliant?

ChatBeacon is HIPAA-ready, not HIPAA certified — HIPAA has no certification program for software. ChatBeacon provides the technical safeguards a covered entity needs, including encryption, access control, audit logging, retention control, and private or on-premises deployment, and Azure supports HIPAA-eligible services under a Microsoft BAA. Configuration, contracts including any required BAA, and organizational policy determine compliance for a given deployment.

Where is ChatBeacon data stored?

In the Microsoft Azure region selected for your deployment. ChatBeacon Cloud, dedicated private servers, and on-premises installs all keep conversation data in the environment chosen for that deployment; on-premises installs store data in the customer's own Microsoft SQL Server.

Is ChatBeacon data encrypted?

Yes. Traffic between browsers, agents, and ChatBeacon services is protected with TLS, and data at rest in Azure-hosted deployments is encrypted using Azure platform encryption for storage and database services. On-premises deployments use the customer's own encryption and key management.

Does ChatBeacon use customer conversations to train AI models?

No. Customers using ChatBeacon AI connect their own OpenAI account and API key, and OpenAI does not use API data to train its models by default. ChatBeacon does not pool AI usage through a shared account and does not train models on customer conversations.

Can ChatBeacon run on our own servers?

Yes. ChatBeacon can be deployed on customer-controlled Windows Server, IIS, and Microsoft SQL Server infrastructure, or as a dedicated private server hosted on Azure. On-premises deployments keep conversation records inside the customer network unless an external service such as AI is enabled.

What single sign-on options does ChatBeacon support?

ChatBeacon supports Microsoft and Google sign-in for supported applications, with Microsoft Entra ID enterprise SSO available for eligible licensed configurations. MFA and conditional access are applied through the connected identity provider.

Does ChatBeacon support GDPR and CCPA obligations?

Yes. ChatBeacon provides configurable retention, data export, deletion, and access controls, offers a Data Processing Addendum, and lets customers choose the Azure region their data is processed in. Regulatory obligations depend on the customer's own processing, contracts, and policies.

What security documentation can ChatBeacon provide for a vendor review?

A security overview, architecture and data-flow documentation, deployment and shared-responsibility detail, a Data Processing Addendum, subprocessor information, AI data-handling documentation, and completion support for security questionnaires. Some material is provided under NDA.

Last updated: August 2026