Customer-facing AI agent security is not “enable SSO and call it a day.” It is data inventory, prompt injection defenses, logging redaction, rate limits, access control on transcripts, and incident response that your security team can defend in a procurement review.

Use with implementation guide and knowledge governance. Model notes: GPT-5.5. Product: Agents, pricing, onboarding.

Data inventory and retention

List stores, PII fields, subprocessors, retention defaults, and deletion workflows.

Prompt injection basics

Treat user content as untrusted; sandbox tools; never pass raw strings into SQL; scope credentials narrowly.

Logging and redaction

Redact secrets; restrict access; audit exports.

Rate limits and abuse

Protect APIs from bots; add progressive friction without blocking accessibility.

Human access to transcripts

Role-based access; legal hold procedures; training for support.

Incident response

Kill switch, forensics snapshot, customer comms templates.

Closing

Security is non-negotiable for agents. Convia aligns onboarding with pragmatic guardrails—start onboarding.

Related

• Build vs buy
• Claude vs GPT
• Support metrics

Secrets management

Rotate keys; separate staging and production; scan for leaked tokens in CI.

CSP and XSS

Harden widget embedding paths; review third-party scripts.

Vendor questionnaires

Keep answers versioned; store completed PDFs centrally.

Training for prompt editors

Security training is part of prompt PRs, not optional reading.

Backups and restores

Test restores quarterly.

Model supply chain

Pin versions; document subprocessors for models and hosting.

Data residency

Map regions honestly; do not promise geography without architecture proof.

Customer transparency

Publish a clear AI policy page describing logging and human review.

Bug bounty

If you run a bounty, include agent endpoints in scope.

Closing checklist

Inventory, retention, injection tests, logging, limits, access, incidents—repeat quarterly.

Third-party pen tests

Include agent endpoints in annual pen tests; SSRF via tools is a real class of bugs.

Data minimization in prompts

Avoid stuffing entire profiles into prompts; retrieve fields as needed.

Employee monitoring boundaries

Internal agent usage policies must respect labor law and workplace norms.

Backup encryption

Encrypt backups at rest; test key rotation.

Vendor SOC reviews

Store SOC reports with renewal dates; schedule re-review proactively.

Customer data deletion

Implement deletion workflows that remove transcripts and embeddings where required.

Red team quarterly

Rotate attack scripts; stale tests create false confidence.

Closing operations note

Security is a habit: quarterly reviews beat annual panic.

Supply chain for embeddings

If embeddings are computed by a vendor subprocessors, map that in your DPIA. Customers increasingly ask.

Encryption in transit

TLS everywhere; pin where appropriate for mobile SDKs.

Secret scanning in CI

Prevent accidental commits of API keys used by agent tooling.

Least privilege for integrations

Each integration token should access only required scopes; rotate quarterly.

Logging access reviews

Quarterly review of who can export transcripts; revoke stale access.

Tabletop exercises

Practice ransomware scenarios including backup restoration of prompt and corpus metadata.

Dependency scanning

Scan dependencies for agent UI and server routes like any other app surface.

SSRF via tools

If tools fetch URLs, block internal IP ranges and metadata endpoints.

Content Security Policy for widgets

CSP reduces XSS blast radius; test violations in staging.

PII in analytics pipelines

Ensure product analytics scrub emails and phone numbers unless explicitly allowed.

Data processing agreements

Keep DPAs versioned and map subprocessors for model providers.

Employee training phishing

Train staff against phishing that targets agent admin consoles.

Key rotation drills

Practice rotating API keys without downtime quarterly.

Incident customer comms

Pre-write templates for “we had an incident affecting chat logs” with counsel-approved language.

Vendor incident monitoring

Subscribe to vendor status pages; wire alerts to on-call.

Closing

Security is never “done”—it is a quarterly rhythm with evidence.

Subprocessor change management

When a model vendor adds subprocessors, trigger legal review and customer notifications per contract.

Encryption at rest for transcripts

Encrypt stored transcripts; define key management responsibilities.

Access logging for admin consoles

Log admin actions on prompts and corpora; alert on unusual export volume.

Dependency updates

Patch libraries used by agent UI on a cadence; stale JS dependencies are XSS bait.

Threat modeling templates

Reuse STRIDE-style models tailored to agent tool misuse.

Customer security questionnaires

Maintain answers in a versioned doc; update within 48 hours of architecture changes.

Redaction QA

Sample logs weekly to ensure redaction rules actually work—regexes regress.

Bug bounty scope

Include admin APIs and webhook endpoints in bounty scope.

Vendor coordination on incidents

Define joint incident comms timelines with critical vendors before you need them.

Post-incident learning

Run blameless postmortems with action items tracked like product bugs.

Closing

Security is the sum of small verifiable habits, not a single magic appliance.

Additional operator guidance

Security excellence is procedural: access reviews, dependency patches, red-team rotations, and evidence packs procurement can reuse without heroics. The boring week you skip log sampling is the week a redacted regex regresses and leaks tokens. Treat vendor SOC reports like milk—note expiration dates and renew proactively. Tie incident drills to agent-specific failures: tool SSRF, prompt injection that exfiltrates system hints, and integration keys accidentally echoed to users. Paranoia without process is noise; process without practice is theater—do both.

Closing line

Security is the background music: when it stops, everyone notices.

Final expansion: security calendar that survives vacations

Schedule weekly log sampling for redaction regressions, monthly access reviews for transcript exports, quarterly dependency upgrades for agent UI packages, vendor SOC re-reads before contract renewals, and annual joint incident tabletops with your model/hosting providers. Each item needs a named owner plus a deputy—security calendars without backups recreate single points of failure you thought you eliminated from infrastructure.

Evidence pack for audits

Maintain a folder per quarter: access review sign-offs, red-team summaries, dependency update tickets, and incident postmortems. Auditors reward continuity; ad-hoc PDFs assembled the night before a review signal immaturity. Name the folder with a year-quarter prefix so nothing gets overwritten by accident.