What do you actually use AI for?

Mostly behind the scenes — researching solutions, drafting content, troubleshooting technical problems — none of which involves your data. The only time AI touches anything related to your project is if you've explicitly said yes, and even then, we never submit personally identifiable information.

How do you protect my organization's data?

We only use AI tools under business-tier contracts that legally prohibit using your data to train AI models — not consumer apps where that's a real risk. We never submit personally identifiable information to any AI tool, regardless of what you've authorized. And every consent preference is documented and followed exactly as recorded.

Can I just say no to AI entirely?

Absolutely. If you'd prefer we keep AI away from your data, we'll honor that completely — no pushback, no pressure. It might occasionally mean something takes a little longer, but it won't affect the quality of our work or our commitment to your success.

What if something goes wrong — like a vendor security incident?

You'll hear it from us first, directly. We maintain detailed records of what was submitted and when, so we can quickly assess whether your data was involved. And because we never submit PII and our approved tools only retain data for short periods, your most sensitive information was never in scope to begin with.

Why are you telling us all this upfront?

Because we think transparency is the foundation of a good partnership — not something you earn after the contract is signed. You deserve to know how we work, and you deserve a say in it. That's not a legal requirement. It's just how we operate.

Our Approach to Artificial Intelligence

How we use AI Tools thoughtfully — and how you stay in control

AI is part of how our team works. We use it to draft content, troubleshoot problems, and research solutions — so we can spend more time on the work that actually requires human judgment and care. Think of it as a capable crew member, not the captain.

What we use AI for:

Everyday tasks — Research, drafting, and problem-solving that doesn't touch your data
Data analysis — Only with your explicit written permission, and never involving personal information (PII)
Salesforce Agentforce — Built-in AI features with Salesforce's privacy protections included
Code and configuration — AI-assisted work that goes through the same peer review and functional testing as everything else we deliver

Our commitments to you:

We will never submit personally identifiable information to an AI tool — period. We'll always explain what we want to do and why before we do it. And if you'd rather we keep AI away from your data entirely, we'll honor that without question.

Every tool we use operates under a business-tier agreement with contractual data protections — not consumer tools where your data could end up training AI models.

Want to set your preference?

Your Account Manager can walk you through our simple opt-in process. Reach out anytime.

Frequently Asked Questions

The same reason we use any good tool — it helps us work more efficiently on the technical, repetitive parts of the job, so our team spends more time on the work that actually requires human judgment and care for your mission. We're not using AI to cut corners or replace our people. Think of it as a capable crew member, not the captain.
Mostly behind the scenes — researching solutions, drafting content, troubleshooting technical problems — none of which involves your data. The only time AI touches anything related to your project is if you've explicitly said yes, and even then, we never submit personally identifiable information. Ever.
A few ways. We only use AI tools under business-tier contracts that legally prohibit using your data to train AI models — not consumer apps where that's a real risk. We never submit personally identifiable information to any AI tool, regardless of what you've authorized. And every consent preference is documented and followed exactly as recorded.
Absolutely. If you'd prefer we keep AI away from your data, we'll honor that completely — no pushback, no pressure. It might occasionally mean something takes a little longer, but it won't affect the quality of our work or our commitment to your success.
You'll hear it from us first, directly. We maintain detailed records of what was submitted and when, so we can quickly assess whether your data was involved. And because we never submit PII and our approved tools only retain data for short periods, your most sensitive information was never in scope to begin with.
Because we think transparency is the foundation of a good partnership — not something you earn after the contract is signed. You deserve to know how we work, and you deserve a say in it. That's not a legal requirement. It's just how we operate.