Trust & Data
Your systems keep the data. You decide what LevelOneAI can see.
With the free trial
Your email never reaches us.
Your own Claude or ChatGPT reads it and sends LevelOneAI short labels only.
With Operations Resolution
Access is scoped to one workflow.
The email, ERP and CRM sources it can read are agreed with your team and IT before anything is connected, read-only by default.
Here's exactly what each one sees, what it keeps, and what it never touches. Everything on this page about the free trial is how the product works today.
How it handles accuracy, missed exceptions and AI costsHow the data flows
The free trial, step by step
Your inbox
Gmail or Outlook
Your Claude or ChatGPT
Reads the mail with your connector
Short labels
Ref, a few words, company, state, dates
LevelOneAI
Keeps the work record. Never sees the email
The full email stays between your inbox and your assistant, and only the labels are kept. The short details your dashboard shows for a run, like a status line and links back to the emails, are used for that run and never stored.
What we can see
- The labels for each item: reference, a few words, company, state, dates
- The fields it extracts from documents you add, encrypted
- Your mailbox address
- Which themes you asked it to track or ignore
- When a run happened
What we never see
- The full text of your emails
- Email attachments, unless you add one as a document
- The document files themselves, only the fields it needs
- Your email password or credentials
- Your contacts list
- Anything your assistant doesn't send for that run
Built today
How the free trial protects your data
Your email never reaches us
Your mail is read by your own Claude or ChatGPT, through the email connector you already use. LevelOneAI never receives your mailbox or your messages.
Short labels only
We keep a reference, a few words, the company, the state and the dates for each item. The details shown on your dashboard are used for that run, then dropped.
Read-only on your email
The free trial never sends, drafts, replies to, forwards, deletes, labels or moves an email, and never changes your systems.
Your mailbox address, nothing more
We store the address so the queue knows which inbox an item came from. We never hold your mail password or credentials.
No business content in our logs
Our logs don't record what your work items or emails say.
Secure sign-in you can revoke
Sign-in uses industry-standard OAuth, and you can disconnect at any time. Technical details are in our security review materials.
Documents: fields, not files
From an export you add, the free trial keeps only the fields it needs, such as PO numbers, dates, quantities and amounts, kept encrypted. The file itself is not kept.
No AI calls on your content
The reading and reasoning happen in your own Claude or ChatGPT account. Our server doesn't send your content to an AI model.
Built today
Retention and processing
- Your email content is processed by your own Claude or ChatGPT account, under your terms with that provider
- From email, only short labels and dates are kept. From documents you add, only the fields it needs are kept, encrypted
- Free trial data is deleted 30 days after the trial ends, and you can export what it found before then
- Each item's history records status changes and times, not content
- Each workspace's data is kept separate from every other customer's
- Removing a team member deletes their queue, mailbox records and sign-in tokens
For Operations Resolution, retention, where it runs and what's stored are agreed with you during setup. Detailed security documentation is available for your security review.
When it isn't sure, or the data is incomplete
Real email and records are messy. It's built to say what it doesn't know.
If it's not sure, it asks
Uncertain or conflicting information is surfaced for a person to review. It doesn't guess.
If data is incomplete, it says so
If a source is unavailable or a record can't be found, the item is marked incomplete, so your team knows the picture isn't complete.
Every fact has a source
Recommendations are never treated as verified facts. A guess is never shown as a fact.
Garbage in, garbage out?
What if the data, or the person entering it, is wrong?
Every operation has a planner's sheet that's out of date, an ERP date nobody updated, or a supplier who confirms a date it won't hit. LevelOneAI is designed so a bad input shows up as a question for your team, not as a confident answer.
Less typing, fewer errors
It reads the email, documents and exports your team already has. Nobody re-keys data into LevelOneAI, which removes the most common source of bad data.
Every fact keeps its source
Each fact shows where it came from and when: the supplier's email, the ERP, the planner's sheet. What's reported is kept apart from what's confirmed.
Sources are checked against each other
When the ERP, an email and a spreadsheet disagree, the conflict is shown with both sources. Nothing is quietly overwritten, and nothing is averaged away.
Your team decides which source wins
For each kind of data, a named person confirms which source to trust, such as the planner's sheet over the ERP for stock on hand.
One person's entry doesn't change the workflow
A correction applies to that item. Nothing changes how the workflow runs without your team's approval.
Bad data can't reach your systems on its own
Write-back is off by default. When it's on, every update is approved by a person, with the evidence and its label on the card.
Example · stock on hand
ERP · recorded
600 housings on hand
Planner's sheet · updated yesterday
120 housings on hand
Conflicting
Both are shown. The planner's sheet is used, because your team chose it for stock, and the ERP gap goes to the person who owns inventory.
Illustrative example · sample company and data
Accuracy is also measured, not assumed: every pilot tracks wrong links and the flags your team dismisses. How accuracy is checked
The free trial and Operations Resolution
The same principles, at two scales.
| Free Trial | Operations Resolution | |
|---|---|---|
| Where it runs | In your own Claude or ChatGPT | Agreed with you during setup |
| What it reads | One mailbox, through your own connector, plus exports you add | The email, ERP and CRM sources the workflow needs, through access you grant |
| What it keeps | Short labels, references, dates and the fields extracted from your documents | References, extracted facts, work state, decisions and an audit trail |
| Changes to your systems | None. It's read-only | Read-only by default. Write-back is optional, and every change is approved |
| Who sets it up | You, with our help, in a few minutes | Your team and ours, with IT |
How Operations Resolution stays consistent with your systems
Your systems stay the record. Operations Resolution compares what they say with what was promised, shows any conflict, and leaves the decision to a person.
Read-only by default
Operations Resolution starts by reading. It changes nothing in your systems.
Write-back is optional, and always approved
Write-back is optional and decided during setup. Each change is shown to a person, with its evidence, before it's made.
Access you grant, scoped to the workflow
It connects through the access you give it, limited to the systems and data the workflow needs, and you can revoke it at any time.
Every step on the record
What it found, what it compared, what was recommended and who approved it.
Your systems stay the source of truth
When your ERP and an email disagree, Operations Resolution shows the conflict. It doesn't quietly pick a winner.
Where it runs is decided with you
We agree where it runs and what's stored during setup, based on your security and IT requirements.
Questions your IT team will ask
Does LevelOneAI receive our email?
Not with the free trial: your assistant reads it and sends us short labels only. For Operations Resolution, what it reads is agreed during setup and limited to the workflow.
Can it change our ERP or CRM?
Not by default. Write-back is optional, decided during setup, and every change needs a person's approval.
What happens if we stop?
Disconnect the connector or revoke the access you granted, and export your work history and audit trail if you want them.
Which systems does Operations Resolution connect to?
Only the ones the workflow depends on, through access your IT team grants and can revoke. It can connect through the ERP's API, a read-only database view or scheduled file exports, agreed with your IT team during setup.
Where does our email go with the free trial?
To the employee's own Claude or ChatGPT account, which reads it through their email connector. For work email, use a business or enterprise plan from that provider, so supplier pricing and confidential terms stay under your company's agreement with it.
Do you have a SOC 2 report?
No SOC 2 report yet. We'll walk your security team through the data flow and complete your security questionnaire on request.
Which AI provider, hosting region and subprocessors does Operations Resolution use?
These are agreed during setup and listed in the security walkthrough, before anything is connected.
What happens to our data if we leave?
You can export your work history and audit trail. Your ERP and CRM keep their own data, because they were the record all along.
What about what it learns about how we work?
What your team confirms is kept for your company only, encrypted, never used to train models and included in your export. LevelOneAI staff can't see it without time-limited access you approve, and every access shows in your activity log.
For enterprise IT and security teams: how we fit your IT review.
Want a security walkthrough?
We'll walk your IT and security team through the data flow for your workflow, before anything is connected.