Insycle leverages AI technology from leading providers like OpenAI and Anthropic to enhance your user experience and provide intelligent guidance throughout the platform. To ensure your data privacy and security, Insycle has comprehensive controls that let you decide exactly what information can be shared with these AI service providers.
How It Works
Understanding that different organizations have varying data privacy requirements, Insycle provides three distinct levels of data sharing that you can configure independently for each record type in your CRM:
- Meta: Shares only structural information like field names, labels, and data types—no actual record values are included
- Non-PII: Shares data from fields that don't contain personally identifiable information (PII), while excluding any PII fields you've designated
- Data: Shares complete record information, including PII fields
These granular controls work in conjunction with Insycle's field-level PII tagging system, which automatically identifies common PII fields like email addresses and phone numbers while allowing you to manually tag custom fields as needed. This dual-layer approach ensures that sensitive information is only shared when you explicitly authorize it.
By default, all data sharing options are enabled across all record types, but admin users can customize these settings based on your organization's specific privacy policies and compliance requirements.
Configure AI Data Access Settings
Please note: You must have an Admin or Owner user role to manage AI data settings.
Navigate to Settings > AI, then select the database.
Each object type in your database is listed in blocks. By default, all options on all object types are shared. When the toggle is yellow, that rule is applied.
For each object type in your CRM, decide whether the AI service providers can access only meta information, only non-PII data, or all data. Click the toggle to disable options you don't want (it turns grey).
As you set these options, consider this question: What kind of data do you agree Insycle can share with these AI companies?
Additional Resources
Related Help Articles
- Define Your PII Fields
- My Company Uses Insycle, and I’m a New Admin—What Should I Do?
- Security
- Setup Guide
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