AI Governance
How Lumioh governs AI usage, budgets, and data handling across CRM, contracts, marketing, and tasks.
Access & approvals
• Role-aware AI actions; sensitive flows gated by approvals.
• Audit logs on AI-assisted changes.
• Workspace isolation with least-privilege defaults.
Budget controls
• Hard limits per plan; wallet top-ups for Free; usage upgrades for paid plans.
• Per-workspace caps and monitoring.
• Plans clarify AI usage allowances; see Pricing.
Data handling
• Customer data is not used to train foundation models.
• Prompts/outputs may be logged for safety; masking options where applicable.
• Providers under contract; least-privilege scopes.
Model providers
• Pluggable providers with contractual controls.
• Region awareness and minimal payloads.
• Fallback paths to maintain continuity.
Observability & alerts
• Run history planned for AI actions.
• Anomaly detection and alerting roadmap.
• Evaluation hooks to improve quality.
Human-in-loop
• Approvals for high-impact actions (contracts, billing, irreversible changes).
• Manual review paths for sensitive outputs.
• Clear rollback options where feasible.
AI usage by app
Task Manager
AI-assisted tasks and workflows.
Workspace Console
Admin context for RBAC and limits.
File Vault
Governed storage/archival with AI assist planned.
CustomerFX (CRM)
AI playbooks for outreach/renewals.
Contract Manager
AI draft/assist with approvals + audit.
Marketing Studio
AI content with governance.
Pinnacle AI
AI-powered support/automations.
Merchant
AI-assisted product ops.
Bookings
AI scheduling assistance.
Modexa
Early stage; details forthcoming.
For inactive/beta apps (Contract Manager, Marketing Studio, Pinnacle AI, Merchant, Bookings, Modexa), AI features will be introduced with the same governance and approval patterns.