Most of the risk is not the model. It is where your data goes, who can see it and how long it is kept.
Key takeaways30-second version
✓Ask where it is stored. Private to your team — your books stay on your own system.✓Ask what it is used for. Your business data should not be used to train someone else’s model.✓Limit what each agent can touch. Give access account by account. 01 Ask where it is stored
Private to your team — your books stay on your own system. If a vendor cannot say where data lives, do not connect it.
what to ask before you connect.
02 Ask what it is used for
Your business data should not be used to train someone else’s model. Get that in writing.
03 Limit what each agent can touch
Give access account by account. Shared agents never share data.



