THE LESSON
Let's understand the essentials.
Classify inputs by sensitivity before choosing a tool. Check vendor retention, access controls, data residency, and whether prompts may be used to improve models. Make rules clear to staff.
Set approval gates for consequential decisions, data changes, external communication, and payments. Log exceptions and review incidents instead of assuming automation will always work.
Write a one-page AI usage policy listing allowed data, disallowed data, approved tools, and escalation paths.
CHECK YOUR UNDERSTANDING
What is the first control you would apply to an agent with access to customer records?
Explain your answer in your own words, then compare it with the main concepts above.
Suggested reference: Read the underlying documentation or source ↗. Educational content is reviewed as of 2026-11-05; model interfaces and availability may change.
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