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All guidesAI & copilotUse the AI copilotAI settingsControl what AI can see
User Guide › AI & copilot

Control what AI can see

Redact personal data and keep chosen fields away from AI.

For: Admins

Steps

  1. 1Go to Settings → AI → Data policy.
  2. 2Turn on redaction for NRIC/MyKad numbers, phone numbers, card numbers and email addresses.
  3. 3In Settings → Custom fields, mark sensitive fields as “Never send to AI”.
  4. 4Use Preview redaction to see exactly what would be sent to the AI provider.
  5. 5Check Settings → AI → Activity to review AI requests.

Related guides

  • Use the AI copilotAsk questions and let AI prepare actions that you approve.
  • AI settingsChoose the AI provider, turn features on or off, and add knowledge.

Still need help? Contact support

On this pageStepsRelated guides