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Safe data handling

Security and Privacy Basics

Show customers how to keep secrets out of the help flow and what to expect from the privacy boundary.

Current status: managed setup until approved. CoreStaff is preparing launch surfaces; some flows remain preview or human-reviewed until approved.

Explaining safe data handling, privacy basics, and the current preview boundary.
Help CenterBilling shell previewWorkspaceMy AccountApproval Boundaries and Agent AuthorityTroubleshooting and Support

Who should use it

Owners and operators who want to keep sensitive data out of the setup process.

What this is for

Explaining safe data handling, privacy basics, and the current preview boundary.

What to prepare

  • A short safe summary of the issue.
  • A list of any sensitive items that should not be shared.
  • A support contact if the issue becomes risky.

Approval boundary

  • Sensitive issues require human review before any next step.
  • Owner approval is required before any future live data integration.

Step-by-step

How to use the guide

Step-by-step usage guidance

  1. Identify the minimum safe information needed for help or setup.
  2. Review which data must stay out of the request entirely.
  3. Use support if you need to discuss a sensitive scenario.
  4. Keep the work human-reviewed until a future phase says otherwise.

What the AI employee can do

  • Explain privacy basics and safe-sharing boundaries.
  • Point to the policy pages and support routes.
  • Help you decide what not to submit.

What it cannot do yet

  • It cannot approve sharing secrets, passwords, or payment data.
  • It cannot claim live connectors, OAuth, or business-email retrieval.

Privacy and security notes

  • Keep secrets, passwords, and payment details out of the help flow.
  • Use only the minimum data needed for the issue.

Current status

Managed setup comes first while customer access is opened in stages.

This guide never claims live signup, live billing, live connectors, live OAuth, live email, or public-agent activation. It is a customer-facing explanation of the current managed setup posture and the human-review boundary.

Honest boundary

Customers should use hello@corestaffai.com for setup, custom, or general questions and support@corestaffai.com for support. If something is outside this guide's scope, route it to a human reviewer first.