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QUESTION & ANSWER

WeCom DingTalk Feishu AI Assistant Permission

The robot cannot be automatically equipped with company-wide data because it is installed within the enterprise. The synergetic platform should be mapped to the business system account, with permission to check by organization, role, business object, field and action; there should be a separate range for group chat content, external contact information and sensitive files.

Answer the question.

First, give conclusions that can be used for decision-making

Permission controls are at least four tiers: who can call an assistant, what the assistant can read, what tools he can use, and who the tool is ultimately implemented in. The safest way is to take over the user’s own business privileges or use a restricted service account, adding to sensitive fields and high-risk actions strategies. The group conversations also take into account changes in membership, the transmission of information and outsiders, and do not judge privileges according to the group name. The context received by the model should also be minimized, and the references to knowledge, tool parameters, approvals and results recorded, so as to detect excesses and errors.

DECISION FACTORS

What conditions need to be identified before judgement is made?

The same question may have different answers under different business, data and project phases. It is suggested that the following conditions be checked and that the common findings on the web be incorporated into their own projects.

Whether the Platform members correspond to the CRM, ERP, project system accountsWhether community conversations, external contacts and cross-business collaboration include sensitive bordersWhether robots are read-only queries, generate drafts or directly execute actionsWhether personal information, customer data or business secrets are kept in the log
ACTION STEPS

Suggested order of advance

01

First, we'll be clear about the target and the border.

Creates a matrix of users, organizations, data objects, fields, tools and action privileges.

02

Validation Key Dependence

Defaults open only low-risk read-only capabilities and test them with different roles.

03

Development of assessable outcomes

For the purpose of the operation, increase the amount, approval, tact, withdrawal and unusual notice.

04

Make sure you decide the next step with the real results.

Regular reviews of members ' departures, changes in roles, robotic authorizations and log visits.

PRACTICAL EXAMPLE

How do you understand it in the actual business?

Example used to illustrate the method of judgement

Sales assistants can ask sales staff to check their clients’ recent communications and to-dos, but not all customers in other regions; sales managers can view team aggregations, not necessarily all financial fields in contracts.

COMMON RISKS

The easiest pit to step on.

All robots share a super-administer key.

Hide buttons only at the front end, backend interfaces are not verified again

Write long-term messages and complete business data in the regular log

ACCEPTANCE

How should we end up receiving and confirming?

At least the same set of tests is performed using common staff, supervisors, separation accounts, external contacts and unauthorized users to confirm that returns are different and that actions are available. The system should refuse or enter the approval when a mock alert is injected, sensitive files transmitted and high-risk tools are called; audit records should support positioning and avoid additional sensitive information leaking.

When preparing to communicate with suppliers or internal teams, it is recommended that current processes, representative samples, existing systems, planning time and budget levels be brought. First, the unknown items are clearly marked, and then the decision is made to use diagnostics, PoC, fixed-range projects or ongoing research and development, which is usually more reliable than a direct demand for a price and duration without borders.

Your project conditions are different from the examples above?

Operational objectives, existing systems, sample and planned time could be collated before consultants could make preliminary judgements in relation to actual boundaries.

Associate project consultants