Convo security and data protection FAQs
Answers to common questions about how Convo protects business knowledge, visitor conversations, and content workflows.
Quick answer
Convo is designed with layered safeguards for business knowledge, visitor conversations, and content workflows. It uses account controls, approved source knowledge, review steps, and protections against unsafe or off-topic requests.
Who this is for
Business owners, marketers, agencies, and teams that want the benefits of AI chat and content workflows without being casual about customer data or website safety.
Protect business knowledge
Convo uses the business knowledge connected to a specific account so the assistant can answer questions about that business. Teams should only connect sources they are comfortable using for visitor answers.
- ✓Use approved website pages and documents.
- ✓Keep sensitive material out of visitor-facing answers unless it is meant to be shared.
- ✓Review and refresh source knowledge when the business changes.
Reduce unsafe or misleading answers
Public AI systems can be asked to ignore instructions, reveal information, or answer outside their purpose. Convo is designed to keep the assistant focused on the business, its approved knowledge, and the visitor's useful next step.
- ✓Keep answers grounded in the business's own information.
- ✓Guide visitors back to supported topics when a question is not relevant.
- ✓Avoid giving visitors access to private setup details or hidden instructions.
Keep humans in the loop
Convo is built around review for higher-impact workflows. Leads, conversations, and content recommendations can be checked before teams act on them or publish content.
- ✓Review conversations and captured enquiries.
- ✓Approve, edit, or reject content recommendations.
- ✓Use publishing controls before content goes live.
Common mistakes
- Uploading documents that should never inform visitor answers.
- Treating AI output as final without review.
- Expecting a chatbot to replace normal privacy, access, and publishing controls.
FAQ
Does Convo protect against prompt injection?
Convo includes safeguards designed to reduce prompt-injection style attacks, such as attempts to make the assistant ignore its purpose, reveal hidden instructions, or move away from approved business topics. We do not publish the exact rules because that would make them easier to work around.
Can visitors see private setup instructions?
No. Public visitors should only see helpful answers, prompts, and content the business intends to expose. Private setup details are not meant to be shown in visitor conversations.
How should a business handle sensitive documents?
Only connect documents that are appropriate for Convo to use when helping visitors. If a document contains private commercial, staff, legal, or customer information that should not shape public answers, keep it out of the visitor knowledge sources.
Does Convo publish content automatically?
Convo supports review-focused workflows. Teams can inspect, edit, approve, reject, or publish content according to the workflow they choose.
What makes Convo safer than a generic AI chat widget?
Convo is built around business-specific knowledge, topic focus, reviewable recommendations, and account-level workflows rather than an open-ended assistant that tries to answer everything.