Set the guidance
Define the policies, constraints, and brand guidance an AI workflow should use. Keep guidance close to the work it is meant to shape.
Personize Governance
Scale customer AI.
Protect trust.
Set the guidance, identity, and access rules around AI workflows, then build validation into the way each experience is created and reviewed.
ILLUSTRATIVE WORKFLOW Human review included
REQUESTPrepare a relevant next stepCustomer: Maya Chen · Company: Halden Manufacturing
CONTEXT AVAILABLE TO THIS WORKFLOW Scoped access
GuidanceUse approved product information and a clear, helpful tone.
Customer contextRelevant project details and recent interaction.
IdentityPerson and company associated with this request.
Review and validateApply checks appropriate to the use case
Review stepIllustrative example · Your configured workflow determines available context and review steps
Four practical controls
Trust comes from the whole workflow.
Customer-facing AI needs more than a policy statement. Bring the right context into the request, limit access to what is appropriate, and decide how outputs should be checked.
Establish identity
Pass the relevant person, company, and task identity into a request so the workflow can work with the intended customer context.
Scope access
Connect access to your organization’s configured permissions and data boundaries. Make clear which agents and teams should receive which context.
Validate the result
Add review steps and checks appropriate to the use case. Test behavior against examples and keep a human in the loop where your process requires it.
Governance can guide and constrain a workflow, but it does not make every generated statement automatically verified. Design validation around the stakes and sources for each use case.
Designed for real use
Give teams a way to move forward with care.
Start with a bounded task. Identify the customer correctly. Make only relevant context available. Evaluate outputs with the checks your organization expects before they reach a customer.
Use Personize Memory to supply reusable customer understanding, and your configured governance to shape how an agent should work with it.
Explore Personize MemoryBuild customer experiences your team can stand behind.