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PII detection patterns define the rules the Platform uses to identify and protect sensitive data in user inputs. Each pattern specifies a detection method, how matched values are handled, and which components can access the original data.

Create a PII Detection Pattern

  1. Go to Settings > PII & Guardrails.
  2. Click + New Pattern.
  3. Enter a Pattern Name — a unique name to identify the rule.
  4. Set Status to Enabled or Disabled. Disabled patterns are skipped during processing.
  5. Select a Detection Method and configure the fields for the selected method (see below):
    • Detect using Regex— uses a regular expression to detect a specific type of sensitive information.
    • Detect using AI — uses ML-based entity detection to identify and anonymize sensitive data.
  6. Under Access Control, select which platform components can access the original unredacted value: Users, Code Tools, Workflow Tools, MCP Tools, Knowledge, Events, Pre-Processor, and Proxy Agent. Components that are not selected receive the redacted or anonymized value.
  7. Use Test Pattern to enter a sample input and validate how the rule detects and handles sensitive data.
  8. Click Create.

Detect using Regex

Example: With mask character * and 12 characters skipped from the end, john.doe@example.com becomes ****.***@example.com.

Detect using AI


PII Handling in Voice Interactions

PII handling behavior depends on how voice is integrated with the platform.