Know where data goes
Ask any provider which SI vendors process your data, whether it is used for training, and how long it is kept. Choose settings and vendors that don’t train on your customer data.
Collect only what you need
A chatbot that books appointments doesn’t need a full medical history or a card number. Sensitive details should go through the secure systems you already use.
Regulated industries
Healthcare practices need vendors that will sign a business associate agreement. Law firms and financial services have confidentiality and record-keeping duties. Automation should fit inside those rules.
Texting and calling consent
Texting leads who asked to be contacted is common practice, but opt-out language, quiet hours and consent records matter. Your own counsel should confirm what applies to you.