
Here is a plain look at what AI tools see, and how to keep your customers' information in the right hands.
What the tools see
It depends on the job.
Missed call text back sees the caller's number and what they text back.
AI receptionist hears the call and writes a summary for you.
Website chat sees what visitors type and the information you gave it.
Back Office Bot sees the documents you give it, and nothing else.
Questions to ask any provider
Where is my data stored?
Who can see it?
Is my data used to train other AI models?
Can I export it or delete it?
What happens to my phone number and my data if I leave?
Will you put these answers in writing?
A good provider answers all six without trouble.
Simple rules for your team
Do not paste card numbers, Social Security numbers, or health details into a free chat tool.
Use business accounts, not personal ones.
Keep a person on replies if you want one. With us, you can choose a real person on every reply.
Medical and dental offices
Patient information falls under HIPAA. Before any tool touches patient information, ask the provider if they will sign a business associate agreement. This post is general information, not legal advice.
ONE THING TO TRY THIS WEEK
Sources
Book a free 15 minute call. Ask us all six questions.

