Joe, great question. We use Claude in our business, and our clients use a variety of different AI platforms depending on their needs. Some use ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity, Canva AI, or AI tools built into the software they already use. The specific platform matters, but in my opinion, the bigger issue is making sure the business has the right guardrails in place. Here are a few things every business should think through: 1. 1. An AI Usage Policy that fits your business Each employee should review and sign it. This is important because team members need to know what information can and cannot be entered into AI tools. Mission critical data, client information, financial records, passwords, private internal documents, and sensitive company information should not be placed into public AI platforms unless the business has approved that tool and understands how the data is handled. 2. Proper security for devices, accounts, and networks As AI evolves, business owners and decision makers need to work with their IT partners to make sure the right security measures are in place to protect the business and its data. This includes things like strong passwords, multi factor authentication, device protection, secure networks, access controls, and regular monitoring. 3. Clear roles for how AI is being used AI should have a defined purpose in the business. For example, we see companies using it for content drafting, research, customer service support, meeting summaries, internal documentation, sales follow up, process creation, and brainstorming. The key is to be clear on where AI helps and where human review is still required. 4. Human review before anything is published or sent AI is helpful, but it is not perfect. It can make mistakes, misunderstand context, or produce information that sounds correct but needs to be verified. Anything client facing, legal, financial, medical, technical, or brand sensitive should be reviewed by a qualified person before being used.

@Joe Quero Thank you and you're welcome! For any business using AI, the best first step, is to make sure the AI Usage Policy is in place! If you don't have one, let me know and I can send over our template.