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AI-Generated Content

How we use artificial intelligence in our platform

Overview

SMVUE uses artificial intelligence to help sales managers coach more effectively. Our AI features analyze your existing data — meeting notes, rep profiles, performance metrics — to surface actionable insights that save you preparation time and improve coaching conversations.

This page explains how AI works within our platform, what data is involved, and what you should know as a user.

How AI Is Used

Our AI features are designed to augment your judgment, not replace it. Here is how AI is used across the platform:

Meeting Prep Briefs

Before a 1:1 with a rep, AI generates a summary of recent activity, open deals, development areas, and suggested talking points. This helps you walk into every meeting prepared.

Coaching Insights

AI analyzes patterns across your rep interactions — meeting frequency, development progress, deal momentum — and highlights areas that may need attention.

Performance Analysis

AI reviews rep performance data and quota attainment to identify trends, flag risks, and suggest development focus areas.

Development Recommendations

Based on a rep's profile, strengths, and development areas, AI suggests coaching strategies and conversation approaches.

Data Handling

What Data Is Processed

To generate insights, the following data may be sent to our AI providers:

  • Meeting notes and coaching session summaries
  • Rep profile information (development areas, strengths, role details)
  • Performance metrics and quota data
  • Deal information relevant to coaching context

Our AI Providers

We use Anthropic and OpenAI as our AI providers. Your data is sent to Anthropic's and OpenAI's APIs to generate coaching insights, meeting prep briefs, and recommendations.

How Your Data Is Protected

  • No model training: Your data is not used to train AI models. Neither Anthropic nor OpenAI use API inputs for training purposes.
  • Data minimization: We send only the data necessary to generate the specific insight or recommendation.
  • Encryption in transit: All data sent to our AI providers is encrypted using TLS.
  • Limited data retention by providers: Our AI providers (Anthropic and OpenAI) may retain API data for up to 30 days for trust and safety monitoring purposes, after which it is automatically deleted. This retained data is used solely for abuse detection and safety compliance — it is never used for model training or any other purpose. Both providers' data handling practices are governed by their respective API terms of service.

For details on our providers' data handling practices, see Anthropic's Privacy Policy and OpenAI's Privacy Policy.

Limitations and Accuracy

AI-generated content is a tool to assist your work. It has important limitations:

  • AI can be wrong. Suggestions may contain errors, misinterpretations, or incomplete analysis. Always verify AI output against your own knowledge.
  • AI is not professional advice. AI-generated coaching suggestions are informational and should not be treated as HR, legal, or professional guidance.
  • AI does not replace judgment. Coaching decisions — especially those affecting employment, compensation, or career development — should be made by you, not by AI.
  • AI reflects its inputs. The quality of AI output depends on the quality and completeness of the underlying data.

Human Oversight

All AI-generated content in SMVUE requires human review:

  • AI suggestions are clearly labeled as AI-generated throughout the platform
  • No AI output is automatically sent to reps or applied to records without your review
  • You are responsible for validating, editing, or discarding AI suggestions before acting on them
  • AI features are decision-support tools — the final decision always rests with you

Content Ownership

  • Your content remains yours. Meeting notes, rep profiles, and all data you enter into SMVUE belong to you.
  • AI output is a suggestion. AI-generated content (briefs, insights, recommendations) is produced as a tool output, not as SMVUE's opinion or endorsement.
  • Treat AI output as a starting point. We encourage you to review, edit, and adapt AI suggestions to fit your coaching style and knowledge of your team.

Opting Out

AI features in SMVUE are optional. You can use the platform without relying on AI-generated content:

  • Meeting prep briefs can be skipped or ignored
  • Coaching insights are surfaced as suggestions, never required
  • No core functionality depends on accepting AI recommendations

If you have questions about managing AI features for your organization, contact us at support@smvue.com.

Changes to AI Features

As AI technology evolves, we may update our AI features, providers, or data handling practices. When we make material changes:

  • We will update this page with the new details
  • We will notify affected users via email or in-app notification
  • We will provide advance notice before changes that significantly affect data handling

Contact

For questions about our AI features, data handling, or this policy, please contact us at legal@smvue.com.

Last updated: March 2026