ClearPoint AI powers analysis, recommendations, OKR generation, and strategic planning features within ClearPoint Next. This article explains how ClearPoint handles your data when you use AI features, and what protections are in place to keep your information secure.
For full documentation of ClearPoint's AI practices, model providers, training data commitments, and responsible AI policy, visit the AI section of our Trust Center.
Which AI Models Does ClearPoint Use?
ClearPoint AI features are powered by models from two providers:
OpenAI GPT-5.5 — used for analysis, recommendations, OKR generation, Strategic Plan AI, Summarize, and Ask Me Anything features.
Anthropic Claude Sonnet 4.6 — used for additional AI inference within the platform.
Both models are accessed via closed API integrations. Customer data is not used to train or improve either model, and this commitment extends to both providers as AI sub-processors.
User Consent
When you first use an AI feature in ClearPoint, you will be prompted to review and accept the OpenAI Subprocessor Agreement. AI features are only activated after you accept this agreement. You are always in control — the AI assistant will only process data that you choose to share within the AI interaction.
How Your Data Is Processed
When you use a ClearPoint AI feature, the content of your request — including any element data you are viewing — is sent to the relevant AI provider's API for processing. ClearPoint takes the following steps to protect your data before and during transmission:
Anonymization — personally identifiable information (PII) is removed from data before it is sent to the AI API, so that requests cannot be traced back to individual users.
End-to-end encryption — all data transmitted to and from AI providers is encrypted in transit using TLS 1.2 or higher and at rest using AES-256.
No persistent storage of AI interactions — ClearPoint does not store the content of your AI interactions unless you explicitly save or apply the AI's output to an element in ClearPoint.
No model training — ClearPoint does not use your data to train or improve any AI model, and requires all AI providers and sub-processors to adhere to this same commitment. This is documented in our Data Processing Addendum.
AI Provider Data Retention
AI providers maintain a short-term retention policy for data sent via their APIs for debugging and abuse monitoring purposes:
OpenAI retains API data for up to 30 days, after which it is deleted.
Neither OpenAI nor Anthropic uses data sent via their APIs to train or improve their models.
For full details, see OpenAI's API data usage policies.
Regulatory Compliance
ClearPoint's AI features comply with applicable data privacy regulations, including:
GDPR — General Data Protection Regulation (EU)
CCPA — California Consumer Privacy Act
Other applicable regional data privacy laws
Users retain all rights regarding their personal data, including the right to access, correct, and request deletion of their data. For data-related requests, contact [email protected].
AI Respects ClearPoint Permissions
ClearPoint AI only operates on data that you have access to within ClearPoint. The AI cannot access data outside your account, scorecards you don't have permission to view, or other users' private information. All AI interactions respect the same role-based access controls that govern the rest of ClearPoint.
Privacy by Design
Privacy is built into ClearPoint AI from the ground up. ClearPoint AI features go through our Software Development Life Cycle (SDLC), security review, data-flow assessment, and change-management process before release. Customer data processed by AI features is handled consistent with our Data Processing Agreement and customer commitments, including restrictions on model training and sub-processors, and remains within the platform's encryption and access-control boundaries.
ClearPoint also maintains a Generative AI Use Policy as part of our Information Security Management Program, which governs how AI tools may be used internally, including rules for approved tools, data input, and required human review of AI output.
Questions?
If you have questions or concerns about how ClearPoint handles your data when using AI features, visit the AI section of our Trust Center or contact ClearPoint Support at [email protected].