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Comma Compliance Docs

Getting Started with Comma Compliance

Comma Compliance captures business messages across WhatsApp, Signal, iMessage, and 30+ channels for SEC and FINRA-compliant archiving. This guide walks you through getting up and running.

How it works

Section titled “How it works”
  1. Connect channels - Link your team’s messaging platforms (WhatsApp, Signal, iMessage, Slack, Teams, and more) through Workspace Integrations or Your Connections.
  2. Capture messages - Comma automatically captures business messages in full detail without touching personal content.
  3. Archive compliantly - Messages are stored in WORM-compliant archives with full chain-of-custody documentation.
  4. Search and discover - Use the dashboard to search, filter, and export archived content for audits or e-discovery requests.

Prerequisites

Section titled “Prerequisites”
  • An active Comma Compliance subscription (Basic, Business, or Enterprise)
  • Admin access to your organization’s Comma dashboard
  • The messaging platforms your team uses

Quick start

Section titled “Quick start”

1. Set up Workspace Integrations

Section titled “1. Set up Workspace Integrations”

Workspace Integrations connect at the platform level and capture messages for all users automatically. This is the recommended approach for platforms that support it.

See Workspace Integrations guide for step-by-step instructions.

2. Add Your Connections

Section titled “2. Add Your Connections”

For platforms like WhatsApp and Signal that require individual device pairing, each team member connects their own account.

See Your Connections guide for step-by-step instructions.

3. Configure compliance policies

Section titled “3. Configure compliance policies”

Set up automated policy checks, keyword alerts, and review workflows to catch potential violations before they become problems.

See Compliance Policies Guide for details.

What’s next

Section titled “What’s next”