Useful automation.
Clear boundaries.
People, permissions and customer information deserve the same care as the conversation.
Access. Permission.
Action. Oversight.
Review these boundaries in your deployment before enabling live business actions.
- 01Workspace access
- 02Service permissions
- 03Approved actions
- 04Human oversight
01Workspace access
Give each person the access their role needs.
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Workspace access
Give each person the access their role needs.
Review user roles, protected sign-in and account recovery. Check the actual settings of your workspace.
02Service permissions
Keep connected accounts within scope.
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Service permissions
Keep connected accounts within scope.
Connect authorised provider accounts and review permissions before enabling workflows.
03Human oversight
Make escalation part of the design.
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Human oversight
Make escalation part of the design.
Define when the agent should stop, transfer or request approval. Test failure paths before launch.
04Data awareness
Be deliberate about customer information.
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Data awareness
Be deliberate about customer information.
Limit captured personal information and confirm retention, provider agreements and deployment data flows.
These are control areas to review, not a claim of certification, regulatory compliance or an uptime guarantee.