Clear boundaries. Confident decisions.

Useful automation starts with defined access, explicit rules and a clear record. Here is the control approach to review with us before connecting your data.

Give each role the scope it needs.

Start with your organisation: brands, regions, locations and responsibilities. Use that structure to define the access model and validate the controls for your deployment.

People and locations

Define what a local manager, regional lead and central team should see or change. Review invitation, role-change and offboarding needs before rollout.

Connected identities

Identify who authorises each external connection and which accounts it covers. Confirm how access is renewed, restricted and revoked for the chosen connector.

Separate permissions

Distinguish viewing feedback, managing settings, publishing replies and assigning work. An integration required for analysis should not automatically enable every action.

Define the rules before the action.

Routine automation and sensitive exceptions need different treatment. Agree on the allowed actions, escalation conditions and records your team needs to stay in control.

A clear operating policy

Set the brand voice, approved facts and promises an automatic reply may make. Identify sensitive topics that should reach the designated team instead.

Content is not authority

Customer messages inform the analysis; they do not grant permissions. Review how source content is separated from system instructions and action checks in the configured workflow.

A reviewable history

Define the record needed for each action: initiating identity, source, destination, time and result. Confirm history access and retention as part of the deployment scope.

Make the data path explicit.

Before rollout, review what enters Reaply, what is sent to external services and what is retained. Match the documented setup to your organisation’s requirements.

Choose the relevant data

Identify the fields needed for the agreed purpose. Discuss exclusions and sensitive content before connecting private conversations, patient feedback or other restricted information.

Review the service chain

Ask for the applicable hosting, processing locations, service-provider details and contractual terms. Confirm model-provider data handling for the setup being proposed.

Plan the full lifecycle