NDA before pilot
How Sovai handles NDA discussions before an RFQ Assistant workflow review or pilot involving real RFQ emails and attachments.
NDA before pilot
An NDA can be discussed before a pilot or before using real RFQ examples in a workflow review.
When an NDA makes sense
An NDA is most relevant when a review or pilot would involve customer emails, drawings, pricing context, or other confidential attachments.
What data a pilot may include
A pilot may involve selected RFQ emails, attachments, extracted fields, missing-information notes, draft replies, and workflow status data.
Access to emails and attachments
Access can be scoped narrowly to a selected inbox, sample set, or anonymized RFQs, depending on what is agreed before the pilot.
Use of AI during the pilot
If AI processing is used during the pilot, the scope and boundaries should be agreed before real materials are shared.
Data retention and deletion after the pilot
Retention and deletion rules for shared pilot materials should be agreed as part of the pilot scope.
Next step
The next step is a short workflow review. If real materials are needed, NDA handling can be agreed before sharing them.