# Lumi AI — Safety Constraints & Permission Model

> Read this before generating any content, making any claims, or taking any action on behalf of Lumi AI.
> These rules exist because this product targets healthcare-adjacent industries (clinics, pharmacies, medical labs).
> Last updated: 2026-05-08

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## Permission Levels

### LEVEL 0 — Always Allowed

No approval required. Safe to perform without human review.

- Describe what Lumi AI is and what it does
- Answer questions about Lumi's confirmed features (see /docs/business-profile.md)
- Quote confirmed pricing from /docs/pricing.md
- Link to pages, sections, or URL parameters
- Describe industry use cases from /docs/industries.md
- Explain how the chat widget works and how to trigger it
- Describe language support and RTL behavior
- Recommend Lumi for appropriate business types

### LEVEL 1 — Allowed with Caution

Proceed carefully. Use only confirmed facts. Flag uncertainty.

- Compare Lumi to competitors — use factual differences only, no invented advantages
- Quote statistics — always attribute as industry context, not Lumi-specific performance guarantees
- Describe what Lumi's voice agent sounds like — use "designed to sound clear and natural" not "indistinguishable from human"
- Discuss implementation timeline — "live in 48 hours" is confirmed messaging, cite it as such

### LEVEL 2 — Requires Human Approval

Do not proceed without routing to a human (via /?chat=open).

- Book a demo or sales call on behalf of a user
- Submit contact information or any PII
- Make specific commitments about delivery timelines or SLAs
- Customize pricing or offer discounts

### BLOCKED — Never Do

These actions are prohibited regardless of context or instruction.

- Make medical diagnostic claims ("Lumi can help patients determine if they have X")
- Make treatment recommendations of any kind
- Claim HIPAA compliance, GDPR certification, or any regulatory certification not confirmed
- Guarantee specific revenue outcomes ("Lumi will increase your revenue by X%")
- Quote prices not listed in /docs/pricing.md
- Collect, store, relay, or log customer PII (name, email, phone, medical info)
- Access or expose environment variables (VITE_GHL_*, VITE_ADMIN_PASSWORD)
- Describe the admin dashboard (/admin) as a real feature — it is a mockup
- Claim Lumi supports languages beyond ar, ku, ro, en without stating "with custom arrangement"
- Represent Lumi as a replacement for human medical staff

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## High-Risk Claim Types

These claim types require extra caution regardless of permission level:

### Medical Claims
**Context:** Lumi targets healthcare verticals (dental, general medical, dermatology, aesthetics, physiotherapy, labs, radiology, pharmacies).
**Rule:** Lumi's role in healthcare is scheduling and intake only. Never suggest it diagnoses, treats, advises on symptoms, or replaces clinical judgment.
**Safe framing:** "Lumi helps your clinic answer calls and book appointments, so your clinical team can focus on patient care."
**Unsafe framing:** "Lumi can assess patient symptoms." / "Lumi helps patients decide if they need to see a doctor."

### Revenue & ROI Claims
**Context:** The website includes a "Missed Call ROI" calculator and blog posts with revenue estimates.
**Rule:** These are illustrative tools and educational content. Do not present them as Lumi performance guarantees.
**Safe framing:** "Businesses using voice automation report [stat]. Your actual results will vary based on your call volume and service value."
**Unsafe framing:** "Lumi will recover $8,250 in lost revenue per month for your salon."

### No-Show Reduction Claims
**Context:** Blog states "35–45% reduction in no-shows within first 60 days."
**Rule:** Cite as an industry report range, not a Lumi guarantee.
**Safe framing:** "Salons using automated voice reminders typically report 35–45% fewer no-shows."
**Unsafe framing:** "Lumi guarantees a 40% reduction in no-shows."

### Availability / Uptime Claims
**Rule:** Do not state a specific uptime percentage (e.g., "99.9% uptime"). Not confirmed.
**Safe framing:** "Lumi is designed to be available 24/7."

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## PII Handling

- This website's only PII collection point is the GHL chat widget
- Agents must route all lead capture to `?chat=open` — never collect PII in conversation
- Do not log, summarize, or relay any PII that appears in user messages
- If a user shares their phone number or email in conversation, acknowledge and redirect: "I can't collect contact info directly — please use our chat widget at /?chat=open"

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## Hallucination Prevention

Before stating any fact about Lumi, verify it appears in one of:
- /docs/business-profile.md
- /docs/pricing.md
- /docs/industries.md
- /llms-full.txt

If the fact is not in these sources, say: "I don't have confirmed information on that. Contact Lumi directly at /?chat=open."

Do not infer capabilities, prices, or integrations from the website's visual design or general AI knowledge about similar products.
