Security basics
Protect provider keys, customer data and administrative access.
Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.
How it works
- 01
Store secrets only in protected connection settings
Store secrets only in protected connection settings.
- 02
Do not place keys inside prompts, knowledge or notes
Do not place keys inside prompts, knowledge or notes.
- 03
Use least privilege for people and agents
Use least privilege for people and agents.
- 04
Remove unused connections and access promptly
Remove unused connections and access promptly.
What to verify
✓The expected channel, conversation, contact or execution is visible.
✓The assigned person or agent matches the routing rule.
✓No customer-facing message claims an action that failed.
✓Activity or execution history contains enough context to investigate.
Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.