Best Practices

Operational best practices for version sets, channel tagging, multi-org tenancy, PHI isolation, and information ingestion.

How to operate services safely: version sets and promotion workflows, channel tagging, multi-org tenancy, PHI isolation patterns, and the integration paths for getting external information into conversations and user models. The pages in this section cover the operational and integration patterns we recommend for teams moving from a single sandbox into real deployments.

Primarily Classic API. These best practices cover Classic API operational patterns (version sets, channel tagging, multi-org tenancy). For Platform API workspace management, see the Platform API docs.

Sections

Multi-Org Strategy (Region x Project)Version Sets & PromotionChannel Tagging SystemPHI Isolation & Selective SharingInformation Ingestion & Exchange