Security & Control
Controls Defined for the Actual Workflow and Vendors
Permissions, retention, logging, disclosures and escalation requirements are documented against the systems that will really process data.
Security & Human Control
Automation with clear boundaries and a human owner
You decide what the system knows, what it can do, what it cannot do, and when a person must take over.
Human handoff
Complex, sensitive, or uncertain conversations can be transferred with a useful summary.
Approved knowledge
Agents can work from documented business information rather than an undefined knowledge base.
Access controls
Permissions are limited to the actions and systems the workflow actually requires.
Conversation logs
Relevant interactions can be reviewed according to the selected channels and vendor settings.
Monitoring
Owners can agree the signals and review points that matter before launch.
Restricted actions
The system can be told what it must not answer, change, promise, or approve.
Error handling
Uncertain output or integration failure should trigger a safe fallback, not an uncontrolled action.
Data handling
Retention, access, and vendor requirements are reviewed as part of implementation.
Human-control example
A scoped handoff, not an AI dead end
The team receives the conversation context, collected details, and reason for escalation.
Security and privacy requirements are reviewed during implementation. Additional compliance, vendor, and data-handling review may be required for sensitive workflows.
Next step
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