Knowledge Base
Precursive AI
Administration and Security

Administration and Security

Control who sees insights, what data reaches the AI, and how usage is licensed.

4 articles

Insight Sharing and Access Control

This guide is for admins. It explains how access to AI-generated insights is controlled, how to enable role-based access control (RBAC) for insights in your org, the two ways access is granted to users, and how to troubleshoot when someone cannot see an insight they expect to.

Configuring Compliance Category Filtering

This article is for admins. It covers how to configure which Salesforce compliance-categorised fields are permitted to flow through to the AI for use in Context Sources.

Precursive AI Data Privacy and Security

Precursive AI sends data to external sub-processors for AI processing. This article covers how your Salesforce data is handled when it is shared with those sub-processors, what controls are in place to protect sensitive information, and how insight access is governed within your org.

Precursive AI Licensing and Entitlements

This article explains how Precursive AI is licensed, how entitlements work, and how usage is tracked. For pricing information, contact your Precursive account representative.