AI Governance & Control

AI you can trust with client work.

Good folder hygiene doesn't stop AI from searching across your entire drive. We built Collivo so every client engagement is a sealed project - a hard boundary the AI cannot cross without your permission.

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The problem

Your folders are clean. Your AI's view isn't.

You connect Google Drive to tools like Claude, ChatGPT, or Notion. Every client engagement lives in its own folder. But when you ask the AI a question, it searches across your entire drive - not just the folder you intended.

One question. One answer. No guarantee which client's data got mixed in.

Drive-wide search

AI tools search your entire Google Drive. Even when you mean to ask about Client A, the AI pulls from Client B's folder - and you won't know until something surfaces that shouldn't.

No hard boundaries

Folders are convention, not enforcement. There's nothing stopping the AI from reading across engagements except your own diligence in never making a mistake.

One answer, unknown sources

When the AI synthesizes across your drive, you get an answer - but not a receipt showing which files it drew from. Client data mixes silently.

You wouldn't put three clients' confidential files on one desk and ask an intern to "find the relevant stuff." Don't ask your AI to do it either.

Your first line of defense

A project is a hard boundary the AI cannot cross.

Folders organize files. Projects enforce boundaries. Bring only the files you need into a project from Google Drive, SharePoint, or Box. The AI only sees what's inside that project. Unless you explicitly allow it, the AI cannot cross that boundary to your drives, other projects, or other clients.

You choose what comes in

Connect Google Drive, SharePoint, or Box and import only the files relevant to this engagement. The AI sees exactly what you brought into the project - nothing more.

No configuration needed

Create a project for a client, upload their files, invite the team. The walls go up automatically from day one - no policies or configuration required.

Cross-boundary access is explicit

If the AI needs information from outside the project, it must ask you. You approve or deny every request. No silent spillover.

Inside the room

You decide who sees what - and the AI follows.

The project is the outer wall. Inside, you decide exactly what people - and AI - can see. Every permission you set applies to both.

AI sees what you see

The AI always acts on behalf of a user. If you can't open a file, neither can the AI. The same permissions apply to both humans and AI.

Role-based access

Give each team member the right level: View (see and comment), Edit (contribute), or Manage (share and administer).

Share with specific people

Need a senior stakeholder to review but not edit? Add them as a Viewer. Collaborating with an external advisor? Share just the files they need, nothing else.

Private & Shared folders

Every project starts with a Private folder (only you) and a Shared folder (the team). Work in private, then move to shared when you're ready to collaborate.

AI that respects the same boundaries as your team - because it works on your behalf, not above you.

Control

Decide not just what the AI can see - but how it should behave.

Give it a role, standing orders, and clear boundaries it cannot cross.

Configurable personas

Define the AI's role, expertise, and tone. Whether it's a senior strategy consultant writing in McKinsey house style or a technical reviewer, it keeps that identity across every chat.

Standing orders

Every folder and file can carry its own AI instructions. Set them once, and every future conversation - and every team member's AI - follows them automatically.

Off-limits areas

Designate folders the AI simply cannot open. Sensitive client material, internal strategy docs - mark them as off-limits and the AI treats them as invisible.

Gated

Nothing runs without your sign-off.

The AI proposes. You approve. Every file edit, every tool call, every code execution - gated behind your explicit consent.

1

AI decides and proposes changes

The AI figures out what needs to change and shows its recommendation in a tool approval popup with all the details you need.

2

You review and approve or reject

You get complete control to review the proposed update and either approve it or reject it with a single click.

3

Changes apply with full undo support

Once approved, the change appears instantly in your document. If you change your mind later, you can undo it and restore your document to how it was before.

Sandboxed execution

When the AI runs code or uses tools, it does so inside an isolated sandbox - not on your machine or your network. Every session starts fresh and is destroyed when it's finished.

Your data

Your data stays yours.

What happens inside your Collivo projects never leaves your control.

No training on your data

Your documents, prompts, and outputs are never used to train any foundation model. We have contractual protections with all our model providers that prohibit training on customer data.

Encrypted, always

All data is encrypted in transit (TLS 1.2+) and at rest. Connections to AI model providers use secure channels with zero data retention outside your Collivo environment.

Project-level data boundaries

Files uploaded to one project stay in that project. The AI's context window is scoped to the current project - never wider.

Your prompts are private

Prompts and outputs are never shared between organizations. Each customer's data is logically separated and inaccessible to others.

Questions, answered.

Can the AI see data from other projects?

No. Every project in Collivo is a sealed container - the AI in one project cannot see files, chats, or context from another. This is enforced at the application layer, not just by convention, so client engagements stay strictly isolated.

Does Collivo train AI models on our data?

No. Your documents, prompts, and outputs are never used to train any foundation model, and we have contractual protections with our AI model providers to enforce this.

Can I stop the AI from reading certain files or folders?

Yes. You can mark any file or folder as 'hidden from AI,' and the agent will treat it as if it doesn't exist. You can also designate entire folders as off-limits - the AI simply cannot open them.

Who controls what the AI can do?

You do. Every significant action - editing a file, running code, accessing a tool - requires your explicit approval. You can also set folder-level standing orders that shape how the AI behaves when working in it. For example: ARCHIVED: files in this folder are outdated and not authoritative. Or: We are working on Task 1 in this folder. Details are in the project brief.

How do project permissions affect what the AI can see?

The AI always acts on behalf of a specific user and inherits their permissions. If a team member cannot see a file, the AI acting on their behalf cannot see it either - permissions are the same for humans and AI.

AI governance works hand-in-hand with Collivo's multiplayer AI workspace and Expert Panel, so every control you set applies consistently across every AI model your team uses.

Your move

Ready to trust the AI with client work?

Start a project, set your boundaries, and see how Collivo keeps every engagement cleanly separated - with the AI working inside the lines you draw.

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