This question addresses two critical concerns for any business adopting AI: "What do I need to provide?" and "Is my proprietary information safe?" It combines technical data requirements with security compliance standards.
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To train a 4Geeks AI Agent effectively, you need to provide business-specific data that defines your operational context. This typically includes:
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Customer Interaction Logs: Past chats or emails to teach the agent your tone and common resolutions.
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Sales Pipelines & Product Data: Information on your inventory, pricing, and sales stages.
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Operational Workflows: Standard Operating Procedures (SOPs) that the agent must follow.
You can upload this data in standard formats like CSV or JSON, or connect directly via integrations with tools like Salesforce.
Security & Compliance
4Geeks processes this data with enterprise-grade security. All data is encrypted in transit and at rest. For sensitive industries like finance or healthcare, the platform supports compliance with regulations like HIPAA or PCI-DSS (available via custom configurations).
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Data Isolation: Your data is used only for your agents and is never shared externally or used to train public models.
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Access Control: The platform utilizes role-based access controls and audit logs to track all agent activities.
For high-security requirements, you can request on-premise deployment in Custom plans. You can learn more about the platform's architecture in the AI Agents Overview.
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