Procurement
A review packet before bigger promises
Dchat helps teams prepare the evidence reviewers ask for before AI support expands: data flow, provider mode, retention choices, access controls, connector scope, and fallback ownership.
Data-flow clarity
Document what enters chat, what reaches AI prompts, which provider mode is used, and which data categories are intentionally excluded.
- Data categories
- AI prompt path
- Excluded fields
Provider and cost ownership
Separate Dchat platform cost from model usage and record whether AI runs through Dchat-managed or customer-managed provider mode.
- Provider mode
- Usage ledger
- Security decision
Connector scope
For each configured intake or HTTPS tool, capture owner, sample payloads, redaction expectations, timeouts, and rollback steps.
- Owner
- Sample payload
- Rollback
Attestation boundary
Keep controls, policies, and signed certifications separate so buyers never mistake launch notes for formal compliance proof.
- Controls
- Gaps
- Signed proof
Procurement needs artifacts, owners, and explicit gaps.
| Capability | Status | Detail |
|---|---|---|
| AI data flow | Required | Map widget intake, dashboard access, AI prompt use, provider path, and any configured channel intake. |
| Provider mode | Required | Record Dchat-managed or customer-managed AI mode, key ownership, model cost visibility, and review owner. |
| Data categories and retention | Required | Name allowed customer data, excluded sensitive fields, retention expectations, and deletion owner. |
| Connector and webhook scope | Configured | Attach scopes, sample payloads, redaction rules, retry behavior, timeout handling, and rollback steps for enabled integrations. |
| Incident fallback | Required | Define who can disable AI replies, remove the widget, rotate provider keys, and notify support owners. |
| Formal attestations | Evidence required | SOC 2, GDPR, SLA, HIPAA, and residency claims should point to signed proof, not marketing language. |
Use this page to close the procurement credibility gap: show how Dchat will be reviewed before claiming enterprise-suite maturity.