For your IT team
Operations Resolution Free Trial: security one-pager
Everything an IT or security reviewer needs to approve the free trial.
- What it is
- Operations Resolution Free Trial: a connector added to your team's Claude or ChatGPT. It reads email and documents the user adds, and keeps a record of orders, POs, quotes and invoices that need attention.
- Where the AI runs
- In the user's own Claude or ChatGPT account, under your company's agreement with that provider. LevelOneAI's servers don't send your content to an AI model.
- Email access
- Through the assistant's own Gmail or Outlook connector, authorized by the user. LevelOneAI never receives mailbox credentials, the mailbox, or message text.
- What is stored
- Short labels per work item (reference, a few words, company, state, dates), the mailbox address, and the fields extracted from documents the user adds (such as PO numbers, dates, quantities and amounts). Document files are not kept.
- Encryption
- In transit with TLS. Document fields are encrypted at rest.
- Isolation
- Each workspace's data is stored separately from every other customer's.
- Write access
- None. The free trial is read-only: it never sends, drafts, moves or deletes email and never changes your ERP, CRM or other systems.
- Sign-in
- Industry-standard OAuth. Access can be revoked at any time by disconnecting the connector. Token-handling details are in our security questionnaire.
- Logs
- Operational logs don't record the content of work items, emails or documents.
- Retention
- Data is deleted 30 days after the trial ends, with an export offered first. Removing a user deletes their queue, mailbox records and tokens.
- Recommended plan
- A business or enterprise Claude or ChatGPT plan for work email, so supplier pricing and confidential terms stay under your company's agreement with the provider.
- Hosting
- LevelOneAI's service is hosted on Render. The hosting region and subprocessors are listed in our security questionnaire.
- Certifications
- No SOC 2 report yet. We complete security questionnaires on request.
- Contact
- support@levelone-ai.com
More detail on Trust & Data. For Operations Resolution, where it runs and what's stored are agreed during setup.