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How does Merlin AI use my data?

Merlin Native AI Connectors
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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. Connector availability is immediate, while connector execution impacts are on a 10 minute delay.

Merlin AI Workflow Summaries
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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 Chat and Build
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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.