See the whole picture.
Make the next move.
One connected approach to using AI safely and getting more from it. In your browser, on your desktop, and inside the products your team already uses.
Follow the path
Know which AI tools your team is using.
See which AI tools employees use, who is using them, and whether they use personal or company accounts.
See the whole picture
Your tools. One clear view.
ChatGPT
Company account
Company account
ApprovedClaude
Company account
Company account
ApprovedGemini
Personal account
Personal account
Review
Keep company information out of AI.
Check prompts for customer details, company secrets, and other sensitive information before they reach AI tools.
A safer moment to intervene
Before information leaves.
Can you summarize this customer agreement?
This may contain company information
Remove sensitive details or use your company’s approved workflow.
Clear guidance, right when it matters.
Decide which AI tools your team can use.
Approve, warn, redirect, or block AI tools based on what makes sense for your business.
A useful task. An approved route.
Keep the work moving in the right direction.
Where the work started
Customer follow-up
Personal AI account
This account isn’t approved for company work.
The path you’ve chosen
Company-approved AI
Company account
Continue with the tool your team already has.
Share the AI workflows that work.
Turn successful ways of using AI into repeatable workflows your whole team can use.
A better path, open to everyone.
One useful method.
Turn a customer call into a thoughtful follow-up.
- 1Summarize the notes
- 2Draft the follow-up
- 3Review and make it yours
A better starting point for everyone.
- Your sales team
- Customer success
- A new teammate
Discovered → made reusable → shared → put to work.