AI Policy

Prospectory uses AI to help go-to-market teams organize account research, summarize selected context, score defined account factors, prepare outreach drafts, classify responses, and coordinate configured workflow steps.

These features support a team's work. Account owners and workspace administrators decide which data, audiences, channels, review steps, and actions belong in their process.

Depending on the feature and customer configuration, an AI workflow may use selected public information, licensed business data, customer-provided records, connected-system data, prompts, and prior workflow context.

The available source context varies by record. Review important details before using them in outreach or an account decision. Our data-use notice describes how we handle personal data. Customer agreements and data-processing terms govern customer deployments.

Prospectory provides configurable roles, review steps, ownership, suppression rules, and stop conditions. Teams should match those controls to the risk of the workflow.

Review account identity, source context, dates, claims, recipients, and channel requirements before sending material communications. Test automated routes and exception handling with a representative sample before expanding them.

AI output can be incomplete, inaccurate, outdated, or based on the wrong entity. A score summarizes the factors defined for that product; it does not confirm intent, budget, or a future purchase.

Use AI output as an input to a review, not as proof. Correct unsupported details, keep important decisions with an accountable person, and compare recommendations with later outcomes using definitions your team already trusts.

Do not use Prospectory to discriminate, misrepresent identity or relationships, fabricate evidence, ignore a recipient's channel preference, or make consequential decisions about a person based only on automated output.

Customers are responsible for configuring their use of the platform to follow applicable laws, contracts, permissions, consent requirements, and internal policies.

The systems, model providers, regions, retention periods, and permissions involved can vary by feature and deployment.

Ask our team to document the data path and available controls for your planned workflow before implementation.

Report a questionable output, incorrect account detail, or concern about an AI workflow to ai@prospectory.ai. Submit personal-data questions through our contact page.

Include the workspace, feature, and relevant record or workflow when possible so our team can investigate.

For questions about our AI practices:

Contact us before deployment if you need details about model providers, data handling, retention, regional processing, or available workflow controls.