Privacy Assist AI for Assessments

Learn how Privacy Assist™ can quickly suggest answers for your assessments so you can completely quick, easily, and accuratly. This guide walks you through uploading documentation, performing scans, and applying AI-generated suggestions to your assessments and questionnaires.

Getting Started

You can access Privacy Assist™ from the left-hand navigation. If it's your company's first time using SafeGuard Privacy or the IAB Diligence Platform, the quick onboarding will guide you through Privacy Assist.\ \ Before you start, you'll want to make sure you've got documents with the right information for Privacy Assist to reference. That would include an external privacy policy and other documents such as data protection policies, information security and SOC2, privacy assessments, and more.

Privacy Assist™ AI suggestions are based on your documentation processed by AI algorithms and may be incorrect. SafeGuard Privacy does not provide legal advice. You should always confirm your answers and consult counsel.

You can select one or more assessments for which Privacy Assist can suggest answers. Assessments requested by partners will be labeled as such.

Adding Resources and Documents

Click 'Add Sources' and upload company policy documents to use as evidence. Your Public Privacy Policy is extremely important, which is why it's called out separately.

You can add multiple file types, including Word docs, spreadsheets, URLs, or even other assessments you have completed in the platform.

Running Privacy Assist™

Once you've selected the assessments you want to find answers for and added your reference documents and information, click " Start Privacy Assist™. Click "Start Privacy Assist."\ \ Note that running Privacy Assist and generating does not actually answer the questions in the assessment at this point. You'll get a chance to review and select each suggestion before adding it to the assessment.

If you've run Privacy Assist on an assessment already, you can overwrite the previous scan and generate new suggestions. Doing this will NOT erase or change any actual answers in your assessment.

Depending on how many assessments you selected and the number of documents to reference, Privacy Assist could take a few minutes or more. You don't have to stay here. You can leave or close this window, and we'll email you when your results are ready.

Reviewing AI Generated Responses and Suggestions

When the scan is complete, you can click "Review Suggestions" to see the responses.

Privacy Assist will provide an overview of the scan, including how many questions it found suggestions for, documents provided, and responses for every question in the assessment. You can filter results by whether or not the AI has a suggestion or if you have reviewed the response. - **Suggested Answer:** Privacy Assist found enough information to provide an answer to the question, such as a yes or no. - **Suggestion:** Privacy Assist found information pertaining to the question, but not enough to provide an answer. The analysis will provide more detail on what it found and what it was looking for (an automated gap analysis). - **No Suggestion:** Privacy Assist couldn't find any relevant information in your provided sources, or the question is marked as not being able to be answered by AI.

Click 'See Analysis' to view the AI's reasoning for a specific question.

Privacy Assist will provide analysis for the suggestion and the option to include the source and a generated supporting comment. You can also edit this comment. Accept the AI-generated suggestions for the requirements by clicking 'Use', or decline to use the AI-generated answer by clicking "Skip".\ \ For more detail, you can open the full requirements the AI was looking for, or click to open the question within the assessment.

Once you've selected which answers to use and which answers to skip, you can apply the selected answers to the assessment. This will set these answers in your assessment, with the audit trail attributed to your name. Note: You can change the answers in an assessment at any time.

You can also choose to apply all high-confidence AI suggestions to the assessment automatically. We highly recommend that you review each answer first.

A gentile reminder! Privacy Assist™ AI suggestions are based on your documentation processed by AI algorithms and may be incorrect. SafeGuard Privacy does not provide legal advice. You should always confirm your answers and consult counsel.

Using Privacy Assist within the Question View

You can review Privacy Assist generated suggestions from within the assessment. Open the assessment by navigating through Assessments in the left-hand navigation. When you get to invididual question pages, you can review the analysis if Privacy Assist has a suggestion. Note: You must run Privacy Assist on the assessment first before suggestions will appear in the assessment view. If Privacy Assist has a suggestion for an answer, it will highlight the suggested answer with a blue outline. In the example below, the suggestion is that Yes is the correct answer based on the documentation. Click on the Privacy Assist icon (next to Assign) to open the analysis window.

Like the Privacy Assist results page, you can review the reasoning and sources for the suggestion. You have the option to use the answer and attach supporting docs and generated supporting comment.

Attach the recommended document as evidence for the requirement.

You can edit the generated comment. To use apply these suggestions as answers to the question, click 'Use These Suggestions' to update assessment.

Finishing Up

All of your Privacy Assist scans will be available in the Privacy Assist window, unless you clear them. Clearing results or running another scan will not clear actual answers from your assessment. Privacy Assist will not answer assessments or touch your audit trails without your instruction.

If you want to learn more about Privacy Assist for Assessments, please contact [Support](https://mailto:support@safeguardprivacy.com).