Security and governance

Assistants under control, from sign-in to archiving

Roles, SSO including FranceConnect+, white-label organizations, GDPR retention, audit log, content validation and migration between environments.

CapabilityAdminOwnerEditorTesterViewer
Manage users✓allowed—not allowed—not allowed—not allowed—not allowed
Configure assistants✓allowed✓allowed✓allowed—not allowed—not allowed
Manage corpora✓allowed✓allowed✓allowed—not allowed—not allowed
Keys, credentials, MCP✓allowed✓allowed—not allowed—not allowed—not allowed
View monitoring✓allowed✓allowed✓allowed✓allowed—not allowed
Test assistants✓allowed✓allowed✓allowed✓allowed✓allowed
Permissions by role, based on the platform documentation (the “Support” role is reserved for conversation center agents).

The problem

Why it matters

Rolling out AI across an organization raises governance questions: who configures, who monitors, how long conversations are kept, how to prove what was done.

IT departments and data protection officers need concrete answers, not promises.

In practice

  1. IdentifyLocal accounts or single sign-on (SSO), with configurable automatic account creation.
  2. AuthorizeSix roles, from administrator to chat user, enforced on the server side.
  3. IsolateOrganizations with their own members, assistants and visual identity.
  4. Retain and traceRetention policies, legal hold, call log, technical alerts.

Capabilities

What you can do

Each capability is shown with its actual availability.

  • Roles: administrator, owner, editor, tester, support, viewerAvailable
  • Accounts, email verification, password resetAvailable
  • Google SSO and OpenID Connect (Keycloak, Azure AD…)Requires setup
  • FranceConnect+ (eIDAS substantial or high)Authorization to be obtained from DINUM, the French government’s digital agency.Requires setup
  • Organizations and white labelingLogo, colors, font, with WCAG contrast checking.Available
  • Conversation retentionArchiving, anonymization or deletion after inactivity; dry run; legal hold.Available
  • API call audit log and technical alertsAvailable
  • Content validation before indexingPolicy per knowledge base, quarantine, traceable human decision.Requires setup
  • Migration between instancesExport/import with dry run, report and rollback within 30 days; secrets are never exported.Available
  • Crisis modePriority message added to responses, per organization or globally.Available
  • OpenTelemetry, Prometheus and Grafana observabilityRequires setup

Benefits

What you gain

The right access for everyone

Configuration, testing, monitoring and support are separate responsibilities.

Demonstrable compliance

Retention periods applied and traceable, with legal hold when needed.

Controlled environments

Promotion from staging to production through reversible migration packages.

Requirements and limitations

Next step

Hosting, data, updates: what you control.