How does Merlin AI use my data?
Merlin Native AI ConnectorsCopy
A set of connectors that make infusing Composite AI on Tray simple and fast. Sentiment analysis, PII tokenization, and text summarization are some of the operations available. Read more in our docs.
Hosting: Runs within Tray’s cloud infrastructure.
Data retention: Inputs and outputs are only stored in customers workflow logs and follows the existing retention period of these logs, eg: 7 or 30 days.
Internal usage: Tray will not use this data for any other purpose other than providing the service or technical support if the customer grants this access.
Feature opt-out: Admins may disable this feature from within the App. The connectors disappear immediately, but active workflows may take up to 10 minutes to stop using them.
Merlin AI Workflow SummariesCopy
Text summaries of your workflows to make collaboration easier and reduce the burden of manual documentation of automations and integrations. Read more about the release.
Hosting: Runs within Tray’s cloud infrastructure.
Data retention: Until the workflow is deleted.
Internal usage: Tray may use the output of this service to personalize and improve the customer experience.
Feature opt-out: Admins may disable this feature from within the App.
Merlin Agent BuilderCopy
Build agents that use AI to reason over requests and take actions powered by workflows. Read more in our docs.
Hosting: Runs within Tray’s cloud infrastructure.
Data retention: Inputs and outputs are only stored in customers workflow logs and follows the existing retention period of these logs, eg: 7 or 30 days.
Internal usage: Tray will not use this data for any other purpose other than providing the service or technical support if the customer grants this access.
Feature opt-out: Admins may disable this feature from within the App.
Merlin Chat and BuildCopy
Merlin is Tray's chat based AI that performs automation tasks and builds workflows for you, powered by OpenAI. Read more in our docs.
By default, OpenAI does not receive personal data from the APIs you ask Merlin to interact with. However, you can opt-in to additional features that may send OpenAI your data.
When asking Merlin "Who are my top 10 leads?", OpenAI is used to understand the question, then suggest a Tray connector and confirm which operation to use, like "Find records on Salesforce". When you're ready to execute the actual query, this happens entirely from within Tray.
If you ask follow up questions, like “Email me a summary”, OpenAI will be sent the structure of the data. Some APIs may include personal data in these structures.
Data retention: Until the session is complete.
Internal usage: Tray may only use fully anonymized inputs and outputs of this service for product improvement purposes.
Feature opt-out: Admins may disable this feature from within the App.
OpenAI opt-out: OpenAI is only sent the data that is required to assist you in building your automations. It will not use your data for training purposes and does not retain data after processing it.
Cross-Region AI ProcessingCopy
Merlin AI features utilize AWS Bedrock's cross-region inference capabilities to provide optimal performance and availability. This means that AI processing requests may be distributed across multiple AWS regions for load balancing purposes.
Processing Locations:
US Customers: Within United States only
EU Customers: Germany, Sweden, Italy, Spain, Ireland, France
APAC Customers: Japan, South Korea, India, Singapore, Australia
For the most up-to-date list of regions, refer to the AWS documentation for cross-region inference profiles.
Alternatives: If you prefer not to use cross-region processing, you have alternatives:
Merlin Agent Builder: This only applies to the "Tray Native" models, which are models with AWS Bedrock provided by Tray. You can connect to your own models using your own authentications to avoid cross-region processing.
Native AI Connectors: This functionality can be recreated using Tray's standard connectors by connecting to your own model with your own authentications.
AI Model Training & Data SetsCopy
Tray's AI features use foundation models hosted on AWS Bedrock from reputable providers such as Anthropic and Amazon. These vendors independently ensure the quality, accuracy, and representativeness of their training data through a combination of publicly available and licensed datasets, along with filtering, deduplication, and alignment techniques.
While Tray does not control the training data, we rely on providers who are known for their ethical and rigorous AI development practices.
AWS Bedrock does not store or use customer data to train models, ensuring privacy and data separation regardless of the provider.
Customers often have full control over the prompts sent to AI systems in their Merlin AI workflows, for example when using Merlin Agent Builder and the Native AI Connectors, allowing them to implement their own content filtering and safety measures as needed.
Additionally, many Merlin AI features allow customers to connect and use their own models on the Tray platform.