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Use Vault with the AI Assistant

Send reviewed redacted Vault context to the AI Assistant while preserving the raw-original boundary.

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

Outcome

You understand what context is available from Vault and how to check it before asking the AI Assistant for help.

Your progress

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

0 / 3 steps complete

Before you start

Use a saved Vault session that has already been reviewed.
Confirm the redacted context is enough for the task.
Do not rely on Vault to provide raw original values to the assistant.

Visual frame

Review asset

Vault to AI Assistant handoff storyboard

Synthetic Vault handoff frame only. It uses fake session details and keeps raw original values out of the assistant context.

VaultReviewed session
ContextRedacted only
BoundaryNo raw originals

Synthetic frame

Vault session

Start with reviewed redacted context.

SessionSupplier note sample
Review stateReviewed
Raw originalsNot included
Vault context should already be reviewed before it is used elsewhere.

Use Vault with the AI Assistant workflow frame

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

StartOpen the saved session
ReviewSelect the context to send
FinishAsk a specific question

Guided steps

Follow the task, then check the result.

Open the saved session

Start from the Vault session you want to discuss. Check the redacted summary before sending context onward.

Vault session with reviewed redacted summary.
Success check: The session summary matches the work you want to ask about.

Select the context to send

Use only reviewed redacted context. If the assistant needs more meaning, revise the redacted summary instead of adding raw private values.

Selected redacted context for AI Assistant handoff.
Success check: The assistant context contains placeholders, not raw original values.

Ask a specific question

Ask the AI Assistant for the concrete task you need: summarise, draft, compare, or explain. Keep the prompt focused on the reviewed redacted context.

AI Assistant prompt with redacted context attached.
Success check: The response is useful without requiring raw original values.

Branch questions

Completion check

The handoff uses reviewed redacted context.
The question does not reintroduce raw private values.
The response is checked before it is shared or used.

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/vault-ai-assistant-handoff
Selected issue: Vault handoff includes 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

Use Vault with the AI Assistant

Send reviewed redacted Vault context to the AI Assistant while preserving the raw-original boundary.

Outcome

You understand what context is available from Vault and how to check it before asking the AI Assistant for help.

Before You Start

  • Use a saved Vault session that has already been reviewed.
  • Confirm the redacted context is enough for the task.
  • Do not rely on Vault to provide raw original values to the assistant.

1. Open the saved session

Start from the Vault session you want to discuss. Check the redacted summary before sending context onward.

Check before you continue: The session summary matches the work you want to ask about.

2. Select the context to send

Use only reviewed redacted context. If the assistant needs more meaning, revise the redacted summary instead of adding raw private values.

Check before you continue: The assistant context contains placeholders, not raw original values.

3. Ask a specific question

Ask the AI Assistant for the concrete task you need: summarise, draft, compare, or explain. Keep the prompt focused on the reviewed redacted context.

Check before you continue: The response is useful without requiring raw original values.

Completion Check

  • The handoff uses reviewed redacted context.
  • The question does not reintroduce raw private values.
  • The response is checked before it is shared or used.

Safe Examples

  • Summarise this redacted supplier note.
  • Draft a reply using only [PERSON_1], [EMAIL_1], and [ACCOUNT_1] placeholders.

If You Need Support

Contact support when:

  • Vault handoff includes context you did not select.
  • The AI Assistant cannot see the reviewed redacted session you opened.

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: vault-ai-assistant-handoff
Route: /knowledge-base/vault-ai-assistant-handoff
Selected issue: Vault handoff includes 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