AI data sharing
本页尚未翻译成中文，以下为英文原文。
Connecting an AI assistant sends business data that you request to the AI service you chose. easySales controls which fields it returns and records AI-made changes, but the AI service controls what happens after it receives the data.
Why it works this way
Section titled “Why it works this way”The server treats stored text as data. It does not decide whether a remark, description or term is trustworthy, and it does not promise to detect instructions hidden in business text.
Sharing has four boundaries:
| Data | Shared? |
|---|---|
| Passwords, access tokens, plan and billing details, other users’ contact details, audit records and attachment files | Never |
| A contact’s date of birth, gender, income, marital status and number of children | Off by default; the company setting may allow it |
| Customer e-mail addresses, phone numbers, postal addresses and registration numbers | Yes, when the requested record is visible to you |
| Documents, amounts, lines, statuses, remarks and terms | Yes, when the requested record is visible to you |
Search results omit long remarks and descriptions. Open a single record when that text is needed.
How it relates
Section titled “How it relates”Your role and record visibility remain the first boundary. Read only narrows a connection further. Full access permits the same actions as your account, and the AI client is responsible for asking you to confirm an action before it sends the request.
AI-made changes appear in History and Audit trail with a via AI label. This provides traceability; it does not make an unsafe instruction safe.
AI service is the external tool you choose. Token is the secret that connects it. Full and Read only are the two access choices.
Common misunderstandings
Section titled “Common misunderstandings”The daily record limit slows large extraction; it does not guarantee that data already sent cannot leave the AI service. Disconnecting a token stops future calls but does not remove data already received by that service.
Where this shows up in easySales
Section titled “Where this shows up in easySales”Tokens are managed in My Profile under AI access. AI changes carry via AI in the record’s History and in Audit trail.