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Lesson 9 of 15

Know what’s safe to paste

Customers trust you with their address, their card, and their home. A careless paste can’t be taken back.

  1. Five things never go in

    Passwords, card and bank numbers, health details, payroll, and your full customer list. No setting makes these safe to paste.

  2. Swap names for roles

    “Maria Delgado at 14 Oak Street” becomes “a customer on the north side.” The draft comes back just as good, and you put the real details in when you send it.

  3. Know who can see it

    If people in the shop share one login, everyone can read every chat in the side list. Give each person their own account, or keep customer details out.

  4. Switch off training

    In Settings, find anything about training or improving the model, and switch it off. That keeps your chats out of future engines. It doesn’t make the five things safe.

Try it now

Take a real customer message you need to answer. Swap each name, address, and number for a role or [x]. Paste the prompt below, then your notes. While it writes, find the training setting and switch it off.

Copy this prompt

Swap names for roles in your notes first, then paste them after the last line.

I have swapped real names for roles like “the customer” and left out addresses, numbers, and other private details on purpose. Write it that way; I will put the real details back myself, so don’t ask for them. It’s for [who will read it], and I want back [how long and what shape]. Here is what I need help with:

Now you know

Swap names for roles, keep the five things out, and switch training off.