Customer data stays private
Private CRM data stays separate from public SpaceSimply pages, forums, listings, and ads. Public sharing is opt-in.
AI & Data Use
AI should help with approved tasks, not take over private customer records.
Here is how RetainSimply protects customer data while using helpful assistant tools.
AI uses only needed context
When Pro assistant tools are used, RetainSimply sends only the CRM context needed for the selected task, such as drafting a follow-up or suggesting a customer match.
Suggestions require review
Assistant changes are saved as pending suggestions. Users approve updates before customer records, notes, tasks, or messages are changed.
No customer-data training promise
RetainSimply should not use private CRM data to train AI models. Assistant providers and settings must be chosen so customer CRM data is used only to complete the requested task.
Bring-your-own assistant account
If Pro later lets a customer connect their own AI account, the customer should see exactly which provider is connected, what context is being sent, and how to disconnect it.
Source-content only
Assistant drafts should be based on selected CRM records, templates, uploaded help content, or approved business notes. If the source is missing, the assistant should ask for review instead of inventing details.