Security & governance
Holistic Agent scopes every agent to your own knowledge, isolates each business's data, and routes anything an agent is unsure of to a human — governance is a design constraint, not a feature added afterward.
Answers only from what you give it
Every agent is scoped to your uploaded knowledge. It doesn't draw on general training data to answer business-specific questions, and it says so when it doesn't know.
Isolated data per business
Each business's data, conversations, and knowledge base are isolated with row-level security. Nothing is shared across businesses or used to train models.
Human escalation, not silent failure
When an agent is unsure or a request falls outside its scope, it escalates to a human rather than guessing or acting beyond its remit.
No unattended financial or irreversible actions
Agents that touch bookings, quotes, or account changes are scoped to draft and confirm — not to commit an irreversible or financial action without a defined approval step.
Built and hosted for UK businesses
Holistic Agent is built and supported in the UK. Data handling follows UK GDPR principles — your data is processed only for the purpose you've configured it for, isolated per business, and never sold or used to train models shared with other customers.
For the underlying design discipline behind these controls, see Module 11 — Security, Governance and Control in the free course.