PlaybooksDocs: content-controls
Content controls
Keep tests safe while you scale to production.
Moderate documents, users, and bot behavior with built-in guardrails.
Interactive embeds & checklists
Upload guardrails
UploadsTerms gate + captcha before ingest
Whitelist panel
AccessEnable/disable gating and manage users
Pause bot toggle
SafetyOperational control per bot
Transcript view
AuditSpot-check live chats (where enabled)
On this page
What you can control
Content safety combines ingestion guardrails, whitelists, and bot-level pauses.
- Document gating: uploads require terms acceptance and pass antivirus/safety checks.
- User gating: whitelist testers before opening access broadly.
- Runtime controls: pause bots, reset flags, and fine-tune personas.
Ingestion guardrails
Stay compliant while uploading Documents.
- Confirm you own/have rights to the documents; reject prohibited content.
- Use Upload & ingest flow to track statuses (waiting, processing, ready, failed).
- Retry failed documents after fixing issues; watermarks are available per tenant.
Whitelists & access
Limit who can message bots during pilots.
- Manage bot user lists from the WhatsApp tab.
- Enable/disable whitelisting; add/remove users inline.
- Keep a small allowlist when testing sensitive knowledge bases.
Bot controls & safety
Use the operational cockpit to keep bots healthy.
- Pause/resume bots if behavior drifts.
- Adjust purpose and docs summary to tighten scope.
- Monitor live transcripts and logs where enabled.
Conversation hygiene
Handle bad interactions gracefully.
- Reset flags on users after reviewing behavior.
- Use message handling preferences (tone, disclaimers) to align with policy.
- Escalate risky chats to human review as needed.
UI embeds for controls
Jump straight to the controls inside the app.
Upload guardrails
UploadsTerms gate + captcha before ingest
Whitelist panel
AccessEnable/disable gating and manage users
Pause bot toggle
SafetyOperational control per bot
Transcript view
AuditSpot-check live chats (where enabled)