AI Features Disclosure

1. AI-using features in the Services

Depending on your plan and how you use the platform, AI may power:

Availability. Paid plans are on a waitlist and open in stages. Until then, the support chat is the only AI feature open to the public; the other features below open with the plans.

• AI Readiness Baseline — public Baseline tool on the marketing site; inputs are not stored by TechEd Analyst and are sent to Anthropic to generate your snapshot;
• Workflow Assistant — in-app assistant for operational questions within workflows;
• Prompt Lab — prompt experimentation for paid subscribers;
• Template and document generators — customizable starting drafts from the Template Generator and AI Orchestrator (for example, the AI Usage Policy, Workflow SOP, and Privacy Checklist drafts);
• Support chat — the chat on our website answers questions using our help articles; your question is also sent to OpenAI to find the right articles. The chat says at the start that you are talking to an AI assistant, and you can ask for a person at any time;
• Onboarding and preview flows — summarized planning outputs from form inputs.

Features that do not use AI. The guided workflow builders (for example, the AI tool inventory and readiness readout), the calculators, and our downloadable templates do not use AI: they assemble your answers into fixed templates in your browser or our database.

2. AI provider

AI features run on Anthropic's Claude models (Anthropic PBC), which we choose and may change; a different model can change the speed or quality of results. Your prompts and related context are sent to Anthropic to generate responses. The support chat also sends the text of your question to OpenAI, L.L.C. to find relevant help articles. Both process requests under their commercial API terms, may keep request data for up to 30 days (for example, to monitor for abuse), and do not use it to train their models by default. AI features are also subject to Anthropic's Usage Policy, which our Acceptable Use Policy applies to you. Plan credits and the hourly request limit are shown at checkout and on the Pricing page. See Anthropic's privacy policy at anthropic.com/privacy.

3. In-product labeling

AI-assisted outputs are labeled in-product where the feature generates content for you — including Baseline snapshots and generator and Orchestrator drafts. These outputs, and the workflow builders' documents, include disclaimers that they are working documents or planning drafts, not professional advice or credentials.

No person reviews outputs. No attorney or other person at TechEd Analyst reviews an output before you see it. Have outputs reviewed by a qualified professional licensed where you operate before you adopt, sign, send, publish, or act on them. See our Disclaimer.

4. Limitations

• AI outputs may be incomplete, incorrect, or outdated. Human review is required before use.
• The Services do not assess, certify, or determine regulatory compliance.
• Completion records are records of activity within the service — not credentials or certifications.
• TechEd Analyst does not use your User Content — including prompts, inputs, and AI outputs — or any other personal data to train AI models, including large language models.
• AI can produce text that sounds right but is wrong, including made-up facts, laws or sources. Check every fact, name and reference before you rely on it.
• Outputs may not reflect laws or guidance issued after the AI model's training data, may not apply in your state, country or industry, and may contain text that conflicts with the rest of your document.

4a. What not to put into AI features

Prompts and inputs are sent to our AI provider (Section 2). Put in only what a task needs, and describe your tools and processes rather than your clients. Do not enter:

• client or customer personal information (names with contact details, account numbers, records about individuals);
• confidential client material you are not allowed to share with a vendor;
• health, financial-account, government-ID or children's data, or any data covered by HIPAA, GLBA or FERPA (see Terms §9a);
• passwords, API keys, recovery codes or other secrets.

The business profile builder does not use AI and keeps your answers in your browser.

4b. Not privileged; not for decisions about people

Sharing information with AI features is sharing it with a service provider. It is not a privileged or confidential communication with a lawyer or other adviser, and it does not create a professional relationship. We protect what you enter as described in our Privacy Policy and Terms §5a.

AI features are not designed for, and you may not use them to make, decisions about an individual's employment, credit, housing, insurance, health care, education, or access to legal services.

5. Human oversight

AI features are designed to assist, not replace, human judgment. You are responsible for how you use, share, or act on outputs in your business operations and client work.

5a. Your AI content, credits, and deletion

Prompts and outputs saved in your account (for example, assistant conversations and generated drafts) stay in your account until you delete them or delete your account. You can export them from your account settings (Data). When you delete your account, we delete them from our active systems within 45 days; backup copies and records we must keep follow our Privacy Policy. Our AI providers may keep request data for up to 30 days under their commercial terms, for example to monitor for abuse.

AI usage may consume credits. Credits are not refundable and end when your account is deleted, as described in our Refund Policy.

6. Contact

Questions about AI on the platform: use our Contact page.