Security & Compliance

Security questions answered

Learn about our security practices, compliance certifications, data protection measures, and infrastructure security. Find answers to common questions about how we keep your data safe and secure.

Search

Infrastructure Tags

38 questions found

Ready to See How It Works?

Book a demo where we map a workflow using your data. See how ReshapeX agents can transform your sales, support, and operations.

Real Examples

Working Demo

Your Data

See real examples. Get a working demo. Understand the process.

Teams that respond faster win more bids. Don't fall behind.

Search

Infrastructure Tags

38 questions found

Security questions answered

Search

Infrastructure Tags

1Q: What administrative tools are available to manage agents?

2Q: What administrative tools are available to manage agents?

3Q: Is a fully on-premise option available?

4Q: How is data residency managed?

5Q: How does the agent "learn" from past emails, quotes, and shared info when it has inbox access?

6Q: What's different between sandbox and production?

7Q: How will a sandbox for an agent that accesses a specific inbox look like?

8Q: What programming languages and protocols are used to build and integrate the agents?

9Q: How does the human-in-the-loop email drafting work?

10Q: When is the agent allowed to auto-reply to an email and what guardrails are in place?

11Q: Given that the agent personalizes responses for each user, are Salesforce logins or CRM records exposed to OpenAI?

12Q: We are using Salesforce as our ecommerce platform. Do we need a Salesforce sandbox?

13Q: Do we need a Dynamics sandbox?

14Q: What exactly is sent to OpenAI in a personalized flow?

15Q: How does the system operate without requiring internal network exposure?

16Q: Do you copy CRM/CI data into your systems to run campaigns?

17Q: Technically, how does the agent access the data it needs to run campaigns?

18Q: How does the agent access Dynamics 365 for personalization?

19Q: How is data transported and secured during transmission?

20Q: What security protocols are implemented?

21Q: Can we restrict exactly which fields the agent can read?

22Q: How do you ensure the LLM can't bypass permissions and "see" more?

23Q: For the ReshapeX AI agents running on our website as chatbots, will they continue working if we update or redo our website?

24Q: If ReshapeX has access to those data, how safe are my internal data?

25Q: What exactly is sent to the LLM in a personalized flow?

26Q: What happens when the agent is deployed inside a Microsoft Teams channel — how is security handled?

27Q: How is multi-tenancy handled?

28Q: What is your incident history?

29Q: What happens if a user asks the agent for data they are not authorized to see?

30Q: How do you handle auditability?

31Q: Who has access to our data?

32Q: What happens when the agent uses documents stored in SharePoint (or other repositories like OneDrive, Box, or Google Drive)?

33Q: What public data does the agent use to answer product questions?

34Q: What practices do you follow to secure your RAG?

35Q: Do you follow the same data privacy practices with other model providers, like Anthropic?

36Q: Will our data be used to train OpenAI?

37Q: How is my data protected so other agents don't make it public?

38Q: How is my data protected so other agents don't make it public?

Ready to See How It Works?

Ready to See How It Works?

Search

Infrastructure Tags

1Q: What administrative tools are available to manage agents?

2Q: What administrative tools are available to manage agents?

3Q: Is a fully on-premise option available?

4Q: How is data residency managed?

5Q: How does the agent "learn" from past emails, quotes, and shared info when it has inbox access?

6Q: What's different between sandbox and production?

7Q: How will a sandbox for an agent that accesses a specific inbox look like?

8Q: What programming languages and protocols are used to build and integrate the agents?

9Q: How does the human-in-the-loop email drafting work?

10Q: When is the agent allowed to auto-reply to an email and what guardrails are in place?

11Q: Given that the agent personalizes responses for each user, are Salesforce logins or CRM records exposed to OpenAI?

12Q: We are using Salesforce as our ecommerce platform. Do we need a Salesforce sandbox?

13Q: Do we need a Dynamics sandbox?

14Q: What exactly is sent to OpenAI in a personalized flow?

15Q: How does the system operate without requiring internal network exposure?

16Q: Do you copy CRM/CI data into your systems to run campaigns?

17Q: Technically, how does the agent access the data it needs to run campaigns?

18Q: How does the agent access Dynamics 365 for personalization?

19Q: How is data transported and secured during transmission?

20Q: What security protocols are implemented?

21Q: Can we restrict exactly which fields the agent can read?

22Q: How do you ensure the LLM can't bypass permissions and "see" more?

23Q: For the ReshapeX AI agents running on our website as chatbots, will they continue working if we update or redo our website?

24Q: If ReshapeX has access to those data, how safe are my internal data?

25Q: What exactly is sent to the LLM in a personalized flow?

26Q: What happens when the agent is deployed inside a Microsoft Teams channel — how is security handled?

27Q: How is multi-tenancy handled?

28Q: What is your incident history?

29Q: What happens if a user asks the agent for data they are not authorized to see?

30Q: How do you handle auditability?

31Q: Who has access to our data?

32Q: What happens when the agent uses documents stored in SharePoint (or other repositories like OneDrive, Box, or Google Drive)?

33Q: What public data does the agent use to answer product questions?

34Q: What practices do you follow to secure your RAG?

35Q: Do you follow the same data privacy practices with other model providers, like Anthropic?