Customer Data Privacy Rules

Sales and customer service teams often work with sensitive customer information. AI workflows should minimize unnecessary exposure and keep people responsible for privacy and data handling.

Protect sensitive information

• Billing and payment details.
• Account identifiers.
• Private customer messages.
• Contracts and agreements.
• Support history.
• Personal or confidential records.

Good workflow pattern

1. Use only the information needed for the task.
2. Remove unnecessary sensitive details.
3. Use approved AI tools and workflows.
4. Review AI outputs before sending externally.
5. Escalate uncertain privacy situations.

Review-first rule

AI should support customer workflows without weakening privacy protections, customer trust, or company security standards.

Return to Sales Video Step 4