Use only the data needed
The data needed to book an appointment, place an order or track a shipment differs. A workflow should not ask for personal data that is unnecessary to complete the task.
Practical decisions on which data is genuinely necessary, how authority is verified and how conversation data should be processed within clear boundaries when providing service through WhatsApp.

Practical decisions on which data is genuinely necessary, how authority is verified and how conversation data should be processed within clear boundaries when providing service through WhatsApp.
The data needed to book an appointment, place an order or track a shipment differs. A workflow should not ask for personal data that is unnecessary to complete the task.
Even when a phone number is recognised, authority to view the relevant account, document or action must be verified separately. The purpose of use should also be clear.
Where conversation, document and operation records live, who can access them and when they are deleted are not implementation details to leave until later.
When special-category data or a high-risk document is needed, the approved secure process replaces the WhatsApp conversation and the customer is guided to the right channel.
The conversation on the right is illustrative; it shows the intended flow, not a customer claim or result.

Source data, permission limits, repeated requests, failed writes and agent handoff are validated together before launch.
We can assess the source system, permissions, exceptions and the first safe production scenario.
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