How PracticPro handles your data when AI is used
PracticPro offers AI-assisted features to help you run your business faster. This page explains, in plain language, what we commit to when those features process your data, what providers we use, and how you stay in control.
Our four core commitments
We do not train our own AI on your data.
PracticPro does not build or train its own AI models on data you put into PracticPro about your business, clients, projects, or communications.
Our AI providers do not train on your data either.
We contract with our AI providers on zero-retention API terms. Your data is not used to train OpenAI's, Anthropic's, or Telnyx's models.
AI is optional.
PracticPro works fully without AI. You can leave it off, turn off individual features, or turn it off after enabling it. Nothing in PracticPro requires AI to function.
For your own AI, you are in charge.
If you connect an outside AI assistant to PracticPro through MCP, that AI provider operates under your contract with them, not ours. You choose who you trust.
How PracticPro lets you use AI
PracticPro exposes its functionality through a single backend interface (the Model Context Protocol, or "MCP") that AI assistants can call. There are two ways to use it:
Path 1: PracticPro Copilot (built-in)
The Copilot is PracticPro's in-product AI assistant. You ask it to do something - draft a message, look something up, schedule a task, anything you could do yourself in the browser - and it does it.
When you use the Copilot, your prompt and the relevant context are sent to PracticPro's contracted AI providers (OpenAI and Anthropic) under zero-retention terms. PracticPro is responsible for that processing as your Data Processor.
Path 2: External AI Assistants via MCP
You can connect any AI assistant that supports MCP (such as Claude or ChatGPT) to your PracticPro account. The external assistant gets the same access the Copilot has and can perform any action you could perform in the browser, on your behalf.
When you choose to connect an external AI assistant, that assistant's provider receives the data you ask it to access. That processing is governed by your own agreement with that AI provider, not by PracticPro's agreements. You choose the provider, you control the connection, and you can disconnect at any time.
Other AI-powered features
Besides the Copilot and MCP, PracticPro offers several AI-powered features tied to specific workflows. All of them are optional and can be turned off in your AI settings.
| Feature | What it does | What is sent to AI providers | AI providers used |
|---|---|---|---|
| AI Receptionist | Answers inbound calls on your behalf, speaks with the caller, and takes actions you have configured. | Caller audio (converted to text), transcript of the conversation, your configured instructions and knowledge. | Telnyx AI, OpenAI |
| AI Workforce | Runs scheduled AI tasks (for example, a recurring weekly summary or daily lead follow-up). | The configured task description and the context the task needs to do its job. | OpenAI, Anthropic |
| Voice transcription | Converts call recordings and voicemails into text. | Audio of the call or voicemail. | OpenAI (Whisper), Telnyx AI |
| Text-to-speech | Generates the AI voice used by the Receptionist and other outbound voice features. | The text the AI is to speak. | OpenAI, Telnyx |
| AI-drafted text replies | Drafts suggested replies to SMS conversations. | The recent message history and the contact context. | OpenAI, Anthropic, Telnyx AI |
AI providers we use
The AI providers above are also listed on our Sub-processors page. Each is bound by a written agreement no less protective of your data than the commitments on this page. Each operates on zero-retention API tiers, which means your data is not retained beyond the duration of the request and is not used to train the provider's models.
Letting your customers know
If you use AI features that interact with your own customers - for example, the AI Receptionist answering an inbound call - some states and countries require you to disclose to that caller that they are speaking with an automated system. The disclosure obligation is on you, since you are the one in the relationship with that caller. PracticPro provides configuration options that make this disclosure easy (for example, a customizable greeting message). Check the rules in the states or countries where you operate.
Your controls
You decide what AI is doing in your account.
- Enable or disable AI globally from your AI Settings.
- Disable individual features (Copilot, Receptionist, Workforce, transcription, text-to-speech) without disabling others.
- Disconnect external AI assistants connected through MCP at any time.
- Choose which model a given feature uses, where the choice is offered.
EU AI Act and similar laws
PracticPro classifies its AI features under the EU AI Act as limited-risk AI systems, which carry transparency obligations rather than the heavier requirements applied to "high-risk" systems. We disclose AI use to you on this page and in the product. When AI interacts with your end customers (for example, the AI Receptionist), the in-product configuration includes the prompts that let you provide the appropriate disclosure to them.
Data Processing Addendum
PracticPro's commitments about AI processing of your data are codified in our Data Processing Addendum, which sits alongside our Terms of Service. The DPA reflects the same four commitments you see on this page.
Questions or concerns
If you have a question about how AI is processing your data, or you want to opt out of a specific feature, contact us at [email protected].
Changes to this page
We will update this page when our AI features or providers change. Material changes will be communicated in advance, and you can also subscribe to Sub-processor change notifications to be notified when we add or remove an AI provider.
Last updated: May 21, 2026
