AI
OpenAI
Governed AI with source citations and human review
OpenAI provides the models behind the AI features, and the platform governs how they are used. Only the specific data a task needs is sent, never your full record set. Every drafted action carries source citations back to the record it came from, so your team can see where each fact originated. Nothing reaches a supporter on its own: a human reviews and approves each output first, and a full audit trail records what ran, what data was in scope, and who approved it. Data boundaries are explicit and your data is not used to train the models.
Getting started
- 1Review the data boundaries and what is sent to OpenAI
- 2Set which records and fields are in scope
- 3Require human review before any output is sent
- 4Confirm audit logging and run a test draft
Key features
Defined data boundaries on what is sent
Source citations on every action
Human review before anything goes out
Full audit trail of every run
Frequently asked questions
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