What data does SetSail need access to?

SetSail is an AI sales tool that uses OpenAI's large language model (LLM) to turn questions into SQL queries which it runs against your sales data and delivers the response in natural language. SetSail also uses AI to analyze sales email contents, meeting transcripts, contact details, calendar invites, SFDC data, SetSail signals, and more.

No. We need read-only access to a small subset of your company’s email and calendar data, namely customer-facing teams like sales and CS. We do not collect data from other departments, and we do not read or store internal emails, personal emails, or emails and meetings that are not customer-facing.

SetSail automatically logs all relevant emails, meetings, and contacts back to your CRM. SetSail also writes contact details like job title, job function, email address, and phone number to the contact entity in your CRM.