Limit access to the task.
We identify the systems and data an integration needs, then agree permissions with their owners. Role based access, separate environments and managed credentials are considered in the design. Read and write permissions are reviewed separately, with a clear route to revoke access.
Review data and providers.
We map what information moves between components, what is stored and who can access it. Proposed AI and infrastructure providers are reviewed for the engagement, including their terms, retention settings and relevant processing locations. Data minimisation, encryption and deletion requirements are agreed against the capabilities of the chosen systems.
Keep consequential actions controlled.
We identify which actions need human approval and what a reviewer must see before deciding. Sensitive changes can remain pending until an authorised person approves them. We also define what happens when information is incomplete, a request exceeds permission or an approval is rejected.
Test, inspect and recover.
Testing covers agreed permissions, unsuitable inputs, attempts to redirect the assistant and failure scenarios. Audit records can capture relevant actions and approvals, subject to access and retention requirements. Before rollout, we agree monitoring, fallback procedures and responsibility for responding to issues.
A few useful answers.
Will our data be retained by an AI provider?
That depends on the provider, service, settings and contract. We review the proposed arrangement with you; retention and permitted data use must be agreed for the engagement.
Can you work with our security team?
Yes. We can review requirements together and provide the agreed architecture, data flow and control documentation. Any formal assurance or specialist assessment needs to be defined in the scope.
Who manages access after handover?
We agree operational ownership before rollout. The handover identifies who can change permissions, revoke connections and respond to issues, along with any continuing support responsibilities.