Know who you are talking to before you share anything about their account.
Get more done with Tidio and Drata integration
Answer security questions with the current Drata status instead of a stale PDF.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Security
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Drata
Tell buyers where you stand
A question about SOC 2 or ISO 27001 in the chat is answered from the Drata status, so sales does not quote a certificate that expired.
Handle the evidence request
Someone asking for a report or a completed questionnaire is routed to the owner with their company attached, instead of emailing an inbox nobody watches.
Get the policy signed
Drata knows who has not acknowledged a policy, and a chat is harder to ignore than the fourth reminder email about it.
Answer the internal questions
Staff asking what training is due or which policy applies get the answer from Drata, so the security team is not the help desk.
Overview
Drata watches your controls, policies and training all year, and buyers ask about exactly that. Connected to Tidio through Zapier or the Tidio API, a prospect asking whether you are certified gets an answer that reflects the Drata record, and staff asking which policy they still have to sign are told. Requests for a report or a questionnaire are routed to the person who owns them, with the account attached.
Key features
- Answer the certification question using the status Drata reports rather than a memory of it
- Route report requests so a buyer asking for evidence reaches the right owner
- Chase policy acknowledgements when Drata shows somebody has not signed one
- Remind people about training with the Drata record of what is still outstanding
Drata
Security
Tags
Custom Integration
Workflow Automation
How it works
Connect Drata in minutes
1
Connect Tidio and Drata
Link them with Zapier or the Tidio API, with read access to the Drata controls, policies and personnel data you want used.
2
Decide what is shareable
Choose which Drata facts can be stated in a customer chat and which requests are routed to a person.
3
Keep evidence in Drata
Drata stays the system of record for controls and evidence, and the chat answers questions about it.
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Frequently asked questions
Common questions about the Drata integration
Should a chat share compliance documents?
Only what you decide. Most teams let the chat state status and route the actual document request to a person, since reports usually go out under an agreement.
Can this help internally?
Yes, and it is often the bigger win. Staff asking about policies or overdue training are answered from Drata, which cuts the queue the security team handles by hand.
Is the Drata integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Drata integration.