Define the information
Start with the business knowledge and customer details a workflow needs. Agree on what belongs in the conversation and what should stay outside its scope.
SECURITY
Security starts
with a clear setup.
Keep data, access, and responsibilities part of every HoneyBerry AI workflow. We work with your team to define the information your assistant uses, the systems it connects to, and when a person takes over.
Security in your setupPlanning guide
Start with a defined scope.
Business informationAgreed sources and customer details
Team accessOwners and responsibilities
Connected systemsRequired records and actions
Human oversightReview and handoff points
Map the information involved
Agree on the people responsible
Review the workflow before launch
Defined scope. Clear responsibilities.
01OUR APPROACH
A clear view of the data.
A clear role for your team.
Security planning starts with understanding the work. Bring your customer journey, information, and operating requirements into the same conversation.
Make access intentional
Plan who manages the assistant, maintains its knowledge, and handles customer conversations. Review the access needed for each responsibility.
Keep people in the process
Set clear handoff points and test the workflow with your team. Bring in a person when a request needs judgment, approval, or further review.
Keep the purpose in view.
Business knowledgeRelevant products, services, and FAQs
Customer detailsInformation needed for the request
Connected toolsSystems needed for the next step
Team handoffContext for the responsible person
Choose the sources for the task
Review data shared with connected tools
Confirm the handling with your team
02DATA & CONNECTIONS
Understand what moves.
Agree on what is needed.
A useful customer workflow may involve business information, conversation details, and connected tools. Map those touchpoints so your team can review the information involved before launch.
Relevant business knowledge
Choose the source material the assistant needs for its role, with clear ownership for reviewing updates.
Purposeful system connections
Review the data and actions required in each connected service, along with the access available for the setup.
Human decisions in context
Agree on what the team needs to see when a request calls for a person’s judgment or approval.
03WORKFLOW CONTROLS
Define the responsibilities
behind the conversation.
Work through your requirements with the people responsible for operations, IT, and customer communication. Confirm the available options as part of your setup.
Data handling requirements
Review the information involved and your requirements for handling, retention, and access before agreeing on the setup.
Team responsibilities
Identify the people who manage knowledge, maintain connections, and take over customer requests. Review responsibilities as your team changes.
Connected tool permissions
Scope which records and actions a workflow needs in your business tools. Review account access and available permissions for each connection.
Conversation visibility
Agree on the context your team needs to review a request and continue a conversation, alongside the access appropriate to their role.
Changes and review
Review changes to knowledge, workflows, and connections with the people responsible. Test relevant customer scenarios before a wider rollout.
Support and escalation
Agree on how your team raises questions and concerns, who handles the next step, and the support arrangements for your setup.
04RESPONSIBLE DISCLOSURE
Raise concerns.
With useful context.
If you have a security question or believe you have found an issue, contact the HoneyBerry AI team. Clear details help us understand the concern and coordinate a review.
01
Identify the affected area
Include the workspace, page, or workflow involved, along with when you observed the issue.
02
Describe what happened
Share reproducible steps and the impact you observed, using redacted examples where helpful.
03
Provide a way to follow up
Use your agreed support contact or contact our team so we can coordinate the review with you.
05FAQ
Security questions,
answered.
Have specific security or data handling requirements?
Talk to our team.
What information does my assistant need?
The setup starts with the knowledge and customer details relevant to your agreed workflow. We work with you to identify useful business sources, the details to collect, and the information that should be handled by a person instead.
Can our operations and IT teams review the setup?
Yes. Bring the people responsible for data, access, and connected systems into planning. We can walk through the proposed workflow, the information involved, available controls, and the requirements to resolve before launch.
How do connected tools affect data handling?
A connection brings another system and its account permissions into the workflow. Review what information needs to move between systems, which actions are needed, and who is responsible for the connected accounts as part of setup.
How do we discuss hosting, retention, and access requirements?
Share those requirements during planning. Ask our team for the current information relevant to your proposed setup, including hosting, encryption, retention, backups, and access options. Confirm the agreed arrangements before proceeding.
Where does human review fit into a workflow?
Agree on when the assistant should ask for more information, prepare a request, or bring in your team. Test those handoff points alongside routine questions, so people can review the context before the next action.
How can I raise a security question or concern?
Existing customers can use their agreed support contact. You can also contact our team through the contact page. Include the affected area, relevant timing, and a clear description so we can arrange the next step.
Bring your requirements.
Review the setup together.
Talk through the data, systems, and people in your workflow.
We’ll help clarify the scope and the questions to resolve before launch.