Account access
Use individual accounts, protect sign-in credentials, and remove access when a teammate no longer needs the workspace.
Security and responsible operations
Protect the workspace around every customer conversation.
Security depends on the product, your account configuration, the people with access, and every system connected to the workflow.
Evaluating Automate Chats?
Share your security or procurement questions with our team. We will respond with information applicable to your planned setup and the current product.
Operational controls
Review the access paths around your customer data.
Roles and permissions
Give teammates the access required for their work and review powerful administrative permissions carefully.
Connected credentials
Treat WhatsApp, API, webhook, and third-party integration credentials as sensitive operational access.
Integration boundaries
Review which customer events leave the platform, where they are sent, and who operates the receiving system.
Shared responsibility
Security continues beyond the product boundary.
AreaProduct capabilityYour organization
Workspace access
Product: Automate Chats provides account and team-management capabilities available in the product.
Your organization: Your organization decides who is invited, which access they receive, and when access is removed.
Customer content
Product: The platform processes the content and configuration required to operate the workflows you enable.
Your organization: Your organization is responsible for lawful collection, messaging, retention choices, and appropriate customer content.
Integrations
Product: The platform provides supported connection points such as integrations, APIs, and webhooks.
Your organization: Your organization chooses endpoints, protects credentials, and reviews the security of connected systems.
Procurement checklist
Ask questions that match your planned setup.
Security answers can change with the capabilities, integrations, and operating choices your organization enables.
- 01What customer data is processed for the features and integrations we plan to enable?
- 02Which account, administrator, and teammate controls are available in the current product?
- 03How should our team protect WhatsApp, API, webhook, and integration credentials?
- 04What are the product and customer responsibilities when access changes or an account closes?
- 05Which parts of the workflow remain the responsibility of WhatsApp, Meta, or another connected service?
Bring your security questions to the workflow discussion.
We can review how your team plans to use Automate Chats and address questions relevant to that setup.