AI and Data Processing
Revenue Engine includes AI-assisted features designed to help users work through commercial strategy, prospecting, meeting notes, follow-ups and sales activity.
AI is used to assist human judgement. It does not replace it.
How AI Is Used
AI features may help with:
- drafting emails
- summarising meeting notes
- analysing commercial information
- preparing follow-up actions
- generating playbooks
- reviewing sales activity
- helping users work through structured commercial workflows
Model Training
Client content submitted through Revenue Engine is not used to train AI models through the commercial API services used by Sales Triage.
AI Providers
Sales Triage uses commercial AI providers under their business or API terms. The providers currently in use are:
- Anthropic
- OpenAI
The provider used for a given feature may change as the service evolves. If we engage a new AI provider, it is added to the Suppliers and Subprocessors page, and we route personal data to it only once it is engaged under an appropriate data processing agreement.
AI Data Sent to Providers
Where AI functionality is used, the relevant user input may be sent to an AI provider to generate a response.
This may include:
- prompts
- business context
- sales notes
- meeting notes
- meeting transcripts, including those captured by the meeting notetaker (see Questions Clients Have Asked)
- audio recordings of calls made or received through the Calling and SMS add-on, which are transcribed to text (see Questions Clients Have Asked)
- CRM notes
- prospect or client context entered by the user
- coaching programme submissions, module outputs and reflections, where AI feedback is part of the programme
- documents or content submitted to an AI feature
Users should not submit special category data or information they are not entitled to share.
AI Retention
Some AI providers may temporarily retain submitted inputs and outputs for abuse prevention, service monitoring or security purposes under their commercial service terms.
The Sales Triage Privacy Policy notes that this is often up to around 30 days unless a shorter or zero-retention arrangement applies.
Content submitted through an AI feature is not automatically added to a searchable index. Separately, an assistant can be set up with reference material indexed at the provider so it can search that material. That upload is done by us rather than by a user, and where an assistant is set up for a particular client it may hold that client's own material and be available only to that client. Indexed material of that kind persists until we remove it. A file attached to a message is uploaded to the provider for that request and remains in the provider's file storage afterwards - we do not currently delete it, and that is on the improvement plan.
International Processing
Data stored directly in the Revenue Engine platform is currently held in the UK.
AI providers may process data outside the UK, including in the United States.
Where international transfers occur, Sales Triage relies on appropriate contractual safeguards where required.
Human Review
AI outputs can be incomplete, inaccurate or unsuitable.
Users remain responsible for reviewing AI outputs before relying on them or sending them to third parties.
What AI Does Not Do
Revenue Engine AI features do not:
- use client content to train AI models
- make fully automated decisions with legal or similarly significant effects
- replace the user's responsibility for judgement
- require special category data
- require confidential client information unless the client chooses to submit it