How Do I Protect My Customer Data and IP While Using AI Tools?

2025-04-SEO investment takes time for B2BYou’ve heard the horror stories. A sales deck gets fed into ChatGPT and shows up in a competitor’s pitch. For industrials in IP-sensitive or regulated sectors, that’s a nightmare. So how do you stay smart and safe while using AI?

  1. Use Enterprise-Grade Tools with Privacy Settings Stick with platforms that:
  • Don’t train models on your input (e.g., ChatGPT Team or Enterprise)
  • Offer secure cloud storage or internal deployment
  • Provide SOC 2 or ISO certifications (Go to ChatGPT and type in “how to get SOC 2 or ISO certifications” for more information)
  1. Never Paste Sensitive Data into Open AI Tools No price sheets, proprietary specs, or confidential emails. Ever. Use dummy data or train internal models instead.
  2. Segment What AI Can Touch Use AI for:
  • SEO blog topics
  • Public-facing content
  • Prospect behavior insights

Avoid AI for:

  • Unreleased product details
  • Private customer conversations
  • Strategic roadmaps
  1. Train Your Team Make sure everyone knows the rules. Create an internal “AI Use Policy” with examples of safe vs. risky behavior.

Bottom Line: AI isn’t risky. Misusing it is. Set guardrails, use secure tools, and treat AI like any powerful software … handle with care.

Action Step: Create Your “AI Usage Protocol” Cheat Sheet

Assign your operations or IT lead to draft a quick-reference, one-page AI usage policy. Include what’s OK to input into AI tools, what’s off-limits, and approved platforms for company-wide use. Distribute it at your next team meeting.

Clarity avoids risk. Make smart AI use part of your playbook … not a gamble.

Want to know more, go to What We Do or Contact Me in the menu above. Or give me a call at 269-375-0349.

 

 

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