Opting In and Out of Instant Insights

Instant Insights uses generative AI to extract a document's contents, analyze, and then summarize the contents into deep and actionable insights.

To enable or disable Instant Insights, go to the User Preferences tab of the Account page [ Settings ➔ Account ➔ User Preferences]. Instant Insights can be enabled either for all vendors or none of them.

If Instant Insights is disabled:

• You and your connections will not be able to use AI to review and summarize the documentation uploaded within Trust Management Hub to speed up the security assessment process.
• The system verifies that the vendor enabled Instant Insights if you use Instant Insights on your vendors’ SOC 2 reports. If the vendor has disabled Instant Insights, reach out to them and ask them to enable it in order to use it on their documents.