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Set AI Assistant consent and context

Choose what reviewed redacted context the AI Assistant can use and keep raw private values out of the handoff.

Updated 29 May 20266 min readAuthor: Redactorr Support Team · [email protected]Last reviewed: May 2026

Outcome

You can decide what the AI Assistant may use, confirm the context is redacted, and ask a focused question.

Your progress

Mark each step as you complete it. This is saved only in this browser.

0 / 3 steps complete

Before you start

Review the document or Vault session before sending context.
Use redacted placeholders instead of raw private values.
Understand that consent should match the specific task you are asking the assistant to perform.

Visual frame

Review asset

AI Assistant consent and context storyboard

Synthetic assistant context only. The frame shows reviewed redacted content and avoids implying that raw originals are handed to another tool.

ContextReviewed redacted
ConsentTask-scoped
OutputHuman checked

Set AI Assistant consent and context workflow frame

Instructional frame for this workflow. Use product screenshots or animation captures after the article copy is stable.

StartReview the context first
ReviewChoose the consent scope
FinishAsk and check the response

Guided steps

Follow the task, then check the result.

Review the context first

Before opening the AI Assistant, inspect the text or session context you plan to use. Remove or redact anything that should not be included.

Reviewed redacted context before assistant handoff.
Success check: The context contains placeholders where private values should be.

Ask and check the response

Ask a specific question and review the answer before sharing or using it. The answer may need editing if placeholders change meaning.

Assistant response checked against redacted context.
Success check: The response is useful and does not reintroduce private values.

Branch questions

Completion check

Only reviewed redacted context is selected.
The consent scope matches the task.
The response is reviewed before reuse.

Support boundary

Support can use by default

  • Article slug and selected workflow step.
  • Screen or action name, such as Canvas review, Vault resume, or Share package.
  • Browser, viewport, file type category, and error category when relevant.
  • Synthetic sample shape or redacted sample only after review.
  • Intent ID
  • Article slug
  • App route

Requires your consent

  • User-written description
  • Email address
  • Explicit attachment
  • Redacted sample
  • Support bundle previewed to the user

Not collected by default

  • Raw original document text
  • Full local file paths
  • Pasted private content
  • Unmasked screenshots
  • Replay capture

Safe support summary

Copy a scrubbed handoff.

Redactorr KB support summary

Article: /knowledge-base/ai-assistant-consent-context
Selected issue: The assistant receives context you did not select.
Playbook progress: 0/3 steps marked complete

Safe context to include:
- Article slug and selected workflow step.
- Screen or action name, such as Canvas review, Vault resume, or Share package.
- Browser, viewport, file type category, and error category when relevant.
- Synthetic sample shape or redacted sample only after review.
- Intent ID
- Article slug
- App route

Requires explicit consent:
- User-written description
- Email address
- Explicit attachment
- Redacted sample
- Support bundle previewed to the user

Do not include by default:
- Raw original document text
- Full local file paths
- Pasted private content
- Unmasked screenshots
- Replay capture

User note:
- Describe the step and symptom without pasting raw document text, secrets, files, or restoration material.

Article details

Set AI Assistant consent and context

Choose what reviewed redacted context the AI Assistant can use and keep raw private values out of the handoff.

Outcome

You can decide what the AI Assistant may use, confirm the context is redacted, and ask a focused question.

Before You Start

  • Review the document or Vault session before sending context.
  • Use redacted placeholders instead of raw private values.
  • Understand that consent should match the specific task you are asking the assistant to perform.

1. Review the context first

Before opening the AI Assistant, inspect the text or session context you plan to use. Remove or redact anything that should not be included.

Check before you continue: The context contains placeholders where private values should be.

Use the assistant only for the task at hand. If the interface asks for consent or context selection, choose the smallest context that can answer your question.

Check before you continue: The selected context matches the question you want answered.

3. Ask and check the response

Ask a specific question and review the answer before sharing or using it. The answer may need editing if placeholders change meaning.

Check before you continue: The response is useful and does not reintroduce private values.

Completion Check

  • Only reviewed redacted context is selected.
  • The consent scope matches the task.
  • The response is reviewed before reuse.

Safe Examples

  • Summarise this redacted contract clause.
  • Create a response using placeholders such as [PERSON_1] and [CASE_ID_1].

If You Need Support

Contact support when:

  • The assistant receives context you did not select.
  • The answer appears to depend on raw values that were not in the redacted context.

Include only support-safe context:

  • Article slug and selected workflow step.
  • Screen or action name, such as Canvas review, Vault resume, or Share package.
  • Browser, viewport, file type category, and error category when relevant.
  • Synthetic sample shape or redacted sample only after review.

Still stuck?

Copy a safe article handoff.

Start support with the article, the issue, and safe context. Raw document text, files, restoration material, and unredacted screenshots stay out unless you explicitly choose otherwise.

Support can start here
  • Article slug
  • Selected issue
  • Screen name
  • Action name
Redactorr support case

Source: Article playbook: ai-assistant-consent-context
Route: /knowledge-base/ai-assistant-consent-context
Selected issue: The assistant receives context you did not select.

Safe context:
- Article slug and selected workflow step.
- Screen or action name, such as Canvas review, Vault resume, or Share package.
- Browser, viewport, file type category, and error category when relevant.
- Synthetic sample shape or redacted sample only after review.
- Article slug
- Selected issue
- Screen name or article section
- Action name

Only include with explicit consent:
- User-written description
- Email address
- Explicit attachment
- Redacted sample
- Support bundle previewed to the user

Do not include by default:
- Raw original document text
- Full local file paths
- Pasted private content
- Unmasked screenshots
- Replay capture
- Hidden diagnostic uploads

User note:
- Describe what you tried and what happened. Do not paste raw document text, secrets, files, restoration material, or unredacted screenshots.

Support case builder

One case format, wherever you start.

This is the same support case shape used by diagnostics and article handoffs.

Safe to include
  • Article slug and selected workflow step.
  • Screen or action name, such as Canvas review, Vault resume, or Share package.
  • Browser, viewport, file type category, and error category when relevant.
  • Synthetic sample shape or redacted sample only after review.
  • Article slug
  • Selected issue
Consent boundary

Private material belongs behind an explicit consent step, not in the initial case.

6 default exclusions

Before you copy0/4 ready
Open safe support guide