Tenant-specific context
Organizational vocabulary and authorized records shape the response; another customer’s information is never a valid source.
Tenant-specific · permission-aware · human-controlled
AI Assistant
Grounded help for authorized work.
Find permitted information, summarize records, draft responses, and get guidance inside the business workspace—without giving a model authority it does not have.
AI Assistant
Useful assistance stays inside the operating boundary.
The assistant uses tenant-specific context and workspace retrieval that respects the signed-in user’s role and record access. Model output remains a draft or recommendation until an authorized person approves consequential work.
Grounded retrieval
The assistant can locate permitted workspace records, documents, and guidance instead of relying only on generic model knowledge.
Drafting
Prepare follow-up language, notes, checklists, tasks, and responses for review before use.
Summarization
Condense permitted activity, records, and documents while keeping source context visible.
Guidance
Explain workflows, required fields, operating boundaries, and safe next steps.
Human approval
Legal, insurance, financial, contractual, public, and other consequential actions remain with qualified authorized people.
The assistant supports a person. It does not silently act for them.
Authorization is enforced by application logic, not by model output.
External communications and record changes require their approved workflow and permissions.
AI Assistant is separate from AI Workflow automation and the AI SEO service.
Access and capacity follow the selected platform package or approved add-on.