Tenant boundaries
Scope customer data, credentials and integrations to the intended tenant.
SECURITY AND CONTROL
Security starts with explicit permissions, protected credentials, bounded agent actions and a clear human fallback.
Three-day trial. Meta WhatsApp charges and AI provider usage are separate.
WHAT YOU CAN OPERATE
Review the security principles used by Sofia Sales Chat for tenant isolation, AI guardrails and scoped integrations.
Scope customer data, credentials and integrations to the intended tenant.
Keep provider and integration secrets outside customer-visible responses and logs.
Treat history, documents and external content as untrusted inputs instead of instructions.
Confirm sensitive customer actions and transfer to a person when policy requires it.
START WITH A COMPLETE WORKFLOW