Compliance & Risk

Conversation Compliance

Know whether required steps are being followed in every conversation, not just the ones someone reviews.

Compliance checking is a core capability of Compass, Chordia's evaluation engine. It treats compliance as an outcome of how conversations actually unfold, continuously, consistently, and at scale.

The Problem

Required steps get missed. You just can't see which ones.

Your team has rules they're supposed to follow. Disclosures that must be read. Verification steps that can't be skipped. Language that's off-limits. You trained everyone on it. But training doesn't mean it happens every time.

Right now, the only way to know if a conversation was compliant is for someone to review it. And nobody has time to review every conversation. So you rely on training, trust, and the hope that nothing slips through.

When something does slip through, you usually find out the hard way: a complaint, an audit finding, a regulatory question you can't answer with confidence.

The Solution

How It Works

Compass checks every conversation against the compliance requirements you define. Required disclosures, prohibited language, verification steps, escalation procedures. If something was missed, you'll know which conversation, which moment, and what should have happened.

Define your requirements

What must happen in a compliant conversation? Required disclosures, identity verification, specific language, escalation triggers. You set the rules. They can be different for different conversation types. Compass applies them consistently across every one.

See exactly what was missed

When a requirement isn't met, Compass shows you the specific conversation, the specific moment, and what should have happened. Not a vague flag. Evidence you can review in seconds and act on with confidence.

Catch patterns before they become problems

One missed disclosure is a coaching conversation. The same disclosure getting missed across half your team is a process problem. Compass surfaces both, so you can fix the right thing at the right level.

Hoping for compliance vs. knowing you have it

Traditional Approach

Compliance relies on initial training and occasional spot checks. There's no way to know whether requirements are being met consistently without manually reviewing conversations.

Issues are usually discovered after the fact, through complaints, audits, or incidents.

• Relies on trust and training
• No systematic visibility
• Problems found after the damage is done

Chordia Approach

Every conversation is checked against your requirements automatically. You don't need to review every conversation yourself. You just need to look at what Compass finds.

When requirements are being met, you have the evidence to prove it. When they're not, you find out immediately, not after a complaint.

• Every conversation checked
• Evidence for every finding
• Issues found before they escalate

You shouldn't have to hope your team is following the rules. You should know.

Compass checks every conversation against your compliance requirements and shows you exactly where things are on track and where they're not.

Other solutions on the Chordia platform

See what compliance visibility looks like for your team

We can walk through how this works using your requirements and real conversations. You'll see what gets flagged, what the evidence looks like, and how teams use it.