AI Policy lets you decide which customer accounts Odie's AI can work with. Most accounts benefit from AI summaries, chat and generated documents. Some need to stay out, like customers with strict security requirements or customers who have asked that their data not be used with AI. You choose those accounts once, and Odie leaves them out of its AI features while the rest of Odie keeps working for them as usual. Before you save, you can preview exactly which accounts will be protected.

How AI Policy works

AI Policy keeps a list of protected accounts for your organization. Every account can be used by AI unless it's on that list.

An account becomes protected when it matches any of these:

• Specific accounts: accounts you pick by name.
• An Account property: accounts where a true/false or dropdown property has a value you choose, like a Restricted Data property set to true.
• Saved Segments: accounts that belong to a Segment you select.

You can use more than one at a time. An account only has to match one of them to be protected.

Protect accounts

You need to be an admin to change AI Policy.

1. Go to Settings > AI Billing & Usage > AI Policy.
2. In AI Account Protection, choose the accounts to protect:
   • In Specific Protected Accounts, select accounts by name.
   • In Protected Account Property, choose a true/false or dropdown property. Then choose the value in Protected Property Value or Protected Property Values.
   • In Protected Saved Segments, select one or more saved Segments. You can also click Create Protected Account Segment to build a new one.
3. Click Preview Protected Accounts to see every account your settings will cover, and which rule matched each one.
4. Click Save Protection Settings.

What happens to protected accounts

• Odie removes AI content it already created for the account, such as its AI summary.
• AI summaries, Odie chat, AI tools and AI generated documents don't use the account.
• When someone asks Odie about many accounts at once, protected accounts are left out. The answer says how many were excluded.
• Anyone who opens a protected account sees a notice that AI is turned off by your organization's AI Policy.
• Everything outside AI works as usual. The account's records, workflows, Segments and reports aren't affected.

Here's how that looks in Odie chat. Say Acme is on your protected list.

• If someone asks Odie, "Tell me about Acme," Odie doesn't share anything about the account and lets them know it's disabled by AI Policy.
• If someone asks, "Which accounts renew this quarter?" and Acme renews this quarter, Acme is left out of the list. Odie notes that one protected account was excluded.

Keep your protected accounts up to date

Odie checks your property and Segment rules when you save AI Policy. If an account matches a rule later, for example because a property is updated in your CRM or the account joins a Segment, it isn't protected until AI Policy is saved again.

1. Go to Settings > AI Billing & Usage > AI Policy.
2. Click Preview Protected Accounts to confirm the new accounts appear.
3. Click Save Protection Settings.

FAQs

Does protecting an account delete its data?

No. The account's records stay in Odie. Only AI content Odie created for the account, like its AI summary, is removed.

What happens if I remove protection from an account?

Odie's AI can use the account again. AI content that was removed, like the account's AI summary, isn't recreated automatically. To get a new summary, open the account and generate one from its dashboard.

What if Odie can't check AI Policy?

Odie hides AI content for the account until it can confirm the account is allowed.

What happens if we never set up AI Policy?

Every account can be used by Odie's AI. Accounts are only protected after an admin adds them.

Which properties can I use?

True/false and dropdown Account properties synced into Odie. Text and number properties aren't available.

Who can change AI Policy?

Only admins.