LivePlan, AI, and Your Privacy
Summary: Palo Alto Software, makers of LivePlan, stores a history of your interactions with our AI-powered features and may review a subset of these interactions—if you provide permission. Your data is not used to train AI models or to build marketing profiles.
LivePlan’s AI-powered features are designed to protect your information and enable you to choose what you share.
This document outlines the default behavior for LivePlan’s AI-powered features. You can opt in to help improve LivePlan’s AI-powered features by allowing Palo Alto Software to review your interactions, and you can opt out at any time.
What happens to your data if you use LivePlan’s AI-powered features:
When you use LivePlan’s AI-powered features, LivePlan sends portions of the data you have entered into LivePlan to third-party AI-processing services (such as OpenAI). The data that is sent to third-party AI-processing services is sent anonymously and does not contain any of your personal data or LivePlan account information.
To protect your privacy, the data you submit to LivePlan’s AI-powered features is not used as training data for any AI models or processing services and can not be used to improve their products.
In addition, LivePlan takes extreme care to isolate each customer’s data. Any data that you use with our AI-powered features will never appear in another customer’s AI-powered suggestions.
When you use LivePlan’s AI-powered features, LivePlan and third-party AI-processing services may process things like:
- Your business name
- Information that you have input into LivePlan’s Pitch and Plan features
- Information that you have input into LivePlan’s Forecast feature
- Data you have imported into LivePlan from other sources, such as Quickbooks or Xero accounting tools.
LivePlan stores a history of your interactions with AI-powered features and those will be used to process your requests.
LivePlan data and your interactions are not used to build a marketing profile. LivePlan and Palo Alto Software never sell customer data and never provide information to third parties to help them advertise their products to you.
What happens if you opt-in to allow LivePlan to review your data:
When you use LivePlan’s AI-powered features, LivePlan stores a history of your interactions and may review a subset of these interactions to develop and improve the AI-powered features, if you opt in and provide permission. You can revoke permission at any time in LivePlan’s settings.
What happens if you don’t use LivePlan’s AI-powered features:
If you choose not to use LivePlan’s AI-powered features, your data will not be sent to any AI-processing services. You can turn LivePlan’s AI-powered features off in your account settings and those features will not be made available to any users on your account.
Published Date: April 16, 2023