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Best Practices

Best Practices

Patterns for privacy, guardrails, and safe automation in production environments.

Privacy-First Architecture

Data Minimization

  • Only collect and process data that is necessary for your use case
  • Regularly audit and remove unused data
  • Anonymize or pseudonymize data when possible
  • Implement data retention policies

Tenant Isolation

  • Ensure complete data separation between tenants
  • Use separate API keys for each company/tenant
  • Never share credentials between tenants
  • Verify isolation at both database and API levels

Access Controls

  • Implement role-based access control (RBAC)
  • Follow the principle of least privilege
  • Regularly review and audit user permissions
  • Use separate credentials for different environments

Guardrails & Safety

Input Validation

  • Validate all user inputs before processing
  • Sanitize data to prevent injection attacks
  • Set limits on input size and complexity
  • Use parameterized queries for database operations

Output Filtering

  • Review and validate AI agent outputs before deployment
  • Implement content filters for sensitive information
  • Set up monitoring for unexpected outputs
  • Use human-in-the-loop for critical decisions

Rate Limiting

  • Implement rate limits on API endpoints
  • Set usage quotas per user or tenant
  • Monitor for unusual activity patterns
  • Alert on potential abuse or attacks

Error Handling

  • Never expose sensitive information in error messages
  • Log errors securely for debugging
  • Implement graceful degradation
  • Have fallback mechanisms for critical operations

Production Safety

Testing & Validation

  • Thoroughly test agents in staging before production
  • Use test data that mirrors production structure
  • Validate agent responses for accuracy
  • Perform load testing to ensure scalability

Monitoring & Logging

  • Set up comprehensive monitoring for all agents
  • Log all important operations and decisions
  • Monitor for performance degradation
  • Set up alerts for critical failures

Credential Management

  • Store credentials securely using encryption
  • Rotate API keys and passwords regularly
  • Never commit credentials to version control
  • Use environment variables for configuration
  • Implement secret management systems

Deployment Strategy

  • Use blue-green or canary deployments
  • Have rollback procedures ready
  • Deploy during low-traffic periods initially
  • Monitor closely after deployment
  • Keep previous versions available for quick rollback

Security Best Practices

API Security

  • Use HTTPS for all API communications
  • Implement proper authentication and authorization
  • Use API keys with appropriate scopes
  • Implement request signing where applicable
  • Monitor API usage for anomalies

Database Security

  • Use SSL/TLS for all database connections
  • Use read-only database users when possible
  • Implement connection pooling securely
  • Regularly update database credentials
  • Enable database audit logging

Network Security

  • Use firewalls to restrict access
  • Whitelist only necessary IP addresses
  • Use VPNs for administrative access
  • Implement network segmentation
  • Monitor network traffic for suspicious activity

Compliance & Governance

Data Protection

  • Follow GDPR guidelines for EU data
  • Implement data subject rights (access, deletion, portability)
  • Maintain data processing records
  • Conduct privacy impact assessments

Audit & Compliance

  • Maintain comprehensive audit logs
  • Regularly review access logs
  • Document all data processing activities
  • Conduct regular security audits
  • Keep compliance documentation up to date

Production Readiness Checklist

All credentials are stored securely and encrypted
API keys are rotated and have appropriate scopes
Rate limiting is implemented and configured
Monitoring and alerting are set up
Error handling is comprehensive and tested
Input validation is implemented everywhere
Output filtering is in place for sensitive data
Backup and recovery procedures are documented
Security audit has been completed
Load testing has been performed
Documentation is complete and up to date
Team is trained on security practices

Related Documentation

Security Best Practices

Detailed security implementation guide

Troubleshooting

Common issues and solutions