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assistant safety · 2025-10-18
Public demos should feel real enough to sell the capability and constrained enough to avoid secrets, writes, quota drains, and prompt abuse.
A demo is a sales surface and a security surface at the same time; it should prove the workflow without exposing prompts, credentials, CRM records, provider keys, or production systems.
Good demos make safety visible: synthetic data, Turnstile or bot checks where configured, encrypted server-brokered API calls, blocked actions, limited runs, and audit output.
The goal is a controlled prototype with reviewable evidence, not unrestricted production behavior or a hidden model playground.
Public demos should not need live customer data, real vendor credentials, production documents, payment methods, or CRM records. Fixture data lets visitors inspect the workflow while protecting private systems and avoiding compliance surprises.
A useful demo can still be abused. Track browser client identity, user agent, origin, referrer, route, viewport, and IP hint server-side. Limit repeated runs and use provider-specific quotas when a demo brokers live AI, voice, or image calls. Keep analytics metadata PII-safe and keep free-text prompts, lead messages, transcripts, and SDP bodies out of routine demo logs.
Provider keys, prompt policy, CRM credentials, payment actions, and vendor adapters should stay behind the server. Closeaim's protected demo and lead routes go through an encrypted broker endpoint, carry bounded browser metadata, and reject plaintext protected requests in automated security checks. A browser can inspect the public JavaScript, but it should not see provider keys or call sensitive routes directly.
Payment capture, CRM mutation, telephony, email sends, database writes, cloud changes, design file writes, and credential inspection should be blocked in public demos. The UI can show what would happen in production through a tool proposal and audit entry.
Bot challenges belong on write paths, not on the visible answer. The page itself should remain crawlable, indexable, text-rich, and internally linked, while contact, lead, and provider-backed demo requests can require Turnstile or equivalent server-side checks when configured.
Provider services can fail, browsers can block microphone access, and budgets can be exhausted. A production-shaped demo needs deterministic fallback behavior so the sales experience remains useful even when live providers are unavailable.
Yes, but the calls should be brokered through a server endpoint with quotas, prompt policy, logging, and a fallback path.
Use bot checks on write paths such as contact, lead, or provider-backed demo submissions when configured. Keep the public article, resource, and visible demo explanation crawlable, indexable, and useful without a challenge.
It keeps protected route names and sensitive request payloads out of ordinary browser API calls and keeps provider keys server-side. It still needs TLS, validation, origin checks, rate limits, blocked actions, and audit monitoring.
Secrets, production customer data, payment mutations, raw CRM credentials, unrestricted tool calls, and private prompts should never be exposed.