Scoped access
Each tool and integration should receive only the data and permissions required for its approved task.
Security and trust
Give agents useful access—not unlimited access.
Every deployment begins by defining the knowledge, tools, data, actions and decisions the agent may—and may not—use.
Request a security discussion ↗Design principles
Control is part of the architecture.
Grounded knowledge
Business answers should come from approved sources with clear ownership and a process for keeping them current.
Human authority
Sensitive, irreversible or low-confidence actions should pause for approval or transfer to a responsible person.
Production checklist
Trust must be testable.
Controls are defined for the specific customer environment, data and workflow during discovery and implementation.
Identity and permissions
Define users, roles, tenant boundaries, integration credentials and least-privilege access.
Data lifecycle
Document collection, notice, consent, use, retention, deletion and processor responsibilities.
Agent evaluations
Test expected tasks, incorrect inputs, prompt injection, data leakage, tool errors and escalation.
Logs and response
Keep appropriate records of agent outputs and actions, monitor incidents and define response ownership.
Change control
Version prompts, tools, knowledge and workflows; run regression tests before material releases.
Transparency
Questions we answer before launch.
We create a data and integration map for the use case, identify the minimum required fields and document where information enters, is processed and is stored.
The workflow can ask for clarification, refuse an unsupported action or hand the conversation to a person based on defined thresholds and risk.
Material changes should be evaluated against representative conversations, failure cases and safety scenarios before reaching customers.
No. Required controls depend on the systems, data, industry, geography and actions involved. Contractual and compliance commitments are documented for each engagement.
Plan before connecting