SOP: Handling Client Metadata
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How to complete a customer data erasure request
We can get customer data erasure requests from a couple different ways, such as an email from a customer, or from Shopify when a vendor requests a customer data erasure on their storefront. This guide will work for both scenarios. When a Shopify vendor selects "Erase Personal Data"
Approach: Improve Bot Discoverability with Search and Team Scoping
1. Global Bot Search Bar What: * Add a persistent search input at the top of the bot directory. * Search should match: * Bot name * Short description * Tags / keywords * Owner or team (optional enhancement) 2. Role-Based Bot Filtering What: * Automatically filter bots based on the user’s authenticated role, team, or department.
Browse & Search Licenses
Overview This deliverable introduces a searchable License List page within OpsConfig. The page allows operators to browse and locate licenses using substring search across key identifiers, while ensuring all sensitive data remains masked according to the ClientConfig API response rules. The feature is read-only and intended to support operational visibility
License Details (View‑Only)
Overview The License Details (View‑Only, Masked) feature provides operations users with a secure, read‑only view of license‑specific client configuration data. Configuration is fetched via the ClientConfig API and rendered exactly as returned, with all sensitive fields masked. No unmasking or editing capabilities are provided. Scope & Goals