Share what the task needs
A useful brief includes goals, examples and constraints. Remove private customer details when they are not needed. Never include passwords, API keys or payment card information in an idea description.
- Use anonymized examples
- Keep credentials out of prompts
- Review information before sharing
Review important outcomes
Check factual claims, customer-facing copy and external commitments. For workflows involving sensitive records or consequential decisions, establish appropriate access and review before using real data.
- Verify facts and sources
- Keep a human escalation path
- Test with representative examples
Know the website and app boundary
The public website introduces OwnVenture and passes an idea into the separate application. Account and company work happen on the application. Optional website analytics are controlled through the Analytics preferences dialog.
- Use the application for account work
- Review optional analytics choices
- Keep ownership of your business decisions