About xpnAI

Overview

xpnAI is an AI-powered assistant that helps users gain more insights into their financial data. To provide this service, xpnAI processes queries and workspace data using external AI services. Before xpnAI can be used in a workspace, a workspace administrator must review and accept the terms and conditions within xpna and also outlined here.

Enabling xpnAI

xpnAI must be enabled by a workspace administrator before it can be used by any users in the workspace. When accessing xpnAI for the first time, users will see a terms acceptance dialog.

For Workspace Administrators

Workspace administrators and global administrators will see the full terms and conditions dialog with the following information and can accept the terms to enable xpnAI for the entire workspace.

For Standard Users

Standard users without administrative privileges will see a message indicating that xpnAI is not yet enabled and will be instructed to contact their workspace administrator to enable the feature.

Data Sharing

When using xpnAI, the following data is shared with external AI service providers:

• Chat messages and queries submitted by users
• Model structure and metadata from the workspace
• Relevant workspace data needed to answer questions

Important Information

Users should be aware of the following when using xpnAI:

• Data is sent to external AI service providers
• Queries and responses are processed in real-time and are not stored or used for training by the external provider
• Data remains confidential and is subject to the xpna privacy policy
• xpnAI can be disabled at any time by contacting xpna support

Privacy and Security

All data processed by xpnAI remains confidential and is protected by:

• xpna's privacy policy
• The AI service provider's terms of service and data protection measures
• Industry-standard encryption during transmission
• Compliance with applicable data protection regulations

Disabling xpnAI

If an organization decides they no longer want to use xpnAI, the feature can be disabled by contacting xpna support via email to support@xpna.com.

Note:

Once xpnAI terms have been accepted for a workspace, the acceptance cannot be undone through the user interface. To disable xpnAI or revoke acceptance, contact xpna support.

Frequently Asked Questions

Who can enable xpnAI?

Only workspace administrators can review and accept the terms to enable xpnAI for a workspace.

Is the acceptance workspace-specific?

Yes, terms must be accepted separately for each workspace. Accepting terms in one workspace does not automatically enable xpnAI in other workspaces.

What happens to previously shared data if I disable xpnAI?

Queries and responses are processed in real-time and are not stored or used for training by the AI service provider. Contact xpna support for specific questions about data retention by AI service providers.

Can I use xpnAI without sharing workspace data?

No, xpnAI requires access to workspace data to provide meaningful responses to queries. If this is not acceptable, the feature should not be enabled.

Support

For questions or concerns about xpnAI terms and data sharing, contact xpna support via email to support@xpna.com.