A practical security review
Start with the data the conversation actually needs.
The safest workflow is not the one with the most access. It is the one that has exactly enough access to complete the approved job.
Security should narrow the agent's job, make exceptions visible and keep a person close to sensitive decisions.
Customer dataIdentify the fields required to answer, qualify, book, update or route.
Connected systemsApprove which CRM, calendar, support and notification actions are allowed.
Recordings and transcriptsSet access, retention and review rules before live traffic begins.
Human escalationDefine the topics, urgency and risk that should transfer immediately.