Use Case
Data Handling & Privacy
Operational guidance for how workflow materials, customer messages, and sensitive information should be handled during delivery work.
What materials may be reviewed
- Workflow descriptions
- Approved answers and business rules
- Real or anonymized message samples
- Escalation rules and exception patterns
Handling expectations
- Prefer anonymized or redacted examples whenever possible
- Share only the materials needed to design and test the workflow
- Flag sensitive categories before using them in prompt or test design
Default boundaries
- No default authority to process payments, refunds, or contract actions
- No assumption of unrestricted access to customer systems
- No claim that every workflow should run without human review
When human review is required
- Sensitive customer issues
- Legal, financial, or high-risk judgment calls
- Low-confidence answers or knowledge-base gaps