Whalexy
Give Every Team Member the Right Access — And Nothing More.
Manage agent access, reduce unnecessary exposure of customer data and keep each business workspace scoped to the correct organization.
Customer phone number visibility: Masked
Your team can help customers without seeing everything.
Give each agent the workspace access needed for their role. When a phone number is not necessary, mask it across supported customer and inbox surfaces while preserving the context needed to serve the customer.
Everything the conversation needs, in context.
Purpose-built tools help teams turn everyday customer conversations into organized, useful work.
Create agent accounts and assign roles
Configure permissions and agent-level controls
Hide customer phone numbers from selected agents
Apply masking across supported customer and inbox surfaces
Protect sensitive customer data from unnecessary exposure
Keep teams, customers, conversations and configuration scoped by workspace
A clearer path from conversation to action.
Create
Add an agent account for a clear operational role.
Configure
Set permissions and phone-number visibility as needed.
Protect
Keep customer access within the correct business workspace.
Built for Independent Business Workspaces
Each business manages its own workspace and keeps access scoped to the correct organization.
Explore More Whalexy Products
Combine connected capabilities around the same customer conversation and shared business context.
Put every customer conversation to work.
See how Whalexy can fit your sales and support workflow.