Protect customer data
What’s safe to paste into AI tools, and what never is.
Use AI with confidence and care.
Responsible AI training for Richmond-area teams. Create practical rules for privacy, fact-checking, review, and appropriate business use, so your team can move fast without putting customers or your reputation at risk.
What you’ll learn
Practical guardrails for everyday AI use, not a legal lecture.
What’s safe to paste into AI tools, and what never is.
Catch made-up numbers, quotes, and sources before they reach a customer.
Set review rules for anything legal, financial, or customer-facing.
When and how to tell customers AI helped.
Choose tools and settings with business-grade privacy.
Leave with a one-page AI use policy that fits your business.
Course outline
Five modules, each built around real tasks from small businesses like yours.
Made-up facts, privacy leaks, bias, and over-trust, with real workplace examples.
Sort your information into “OK to use,” “use with care,” and “never” categories.
Decide who checks what before AI-assisted work reaches a customer.
Choose approved tools and turn on business privacy settings.
Fill in a one-page policy together and plan how to roll it out to your team.
See it in action
What a simple, one-page AI policy looks like.
“Everyone is experimenting, but no one has a system.” Customer details get pasted into free tools, and nobody checks the numbers.
Ask your team one question: “What AI tools are you using right now, and for what?” Their answers are the first draft of your policy.
Free template
Approved tools, data rules, human review, and an employee sign-off, ready to fill in and print.
Who it’s for
Especially important if you handle customer data, money, or health information, or if staff are already using AI on their own.
How to get access
Course access is included when you book a Lunch-and-Learn or subscribe to the AI Receptionist. Pick the one that fits your business.
A hands-on session at your business, on your computers.
Done-for-you call answering, follow-up, and booking, measured on jobs booked.
Tell us where to send your access to Responsible AI at Work.
Questions
Still wondering about something? Call 686-207-7010 or email connect@rvaaiassociates.info.
No. It’s practical, everyday guidance for using AI responsibly. For regulated requirements in your industry, check with your attorney or compliance advisor.
Yes. We tailor the examples and the policy to your tools, your customers, and the kind of information you handle.
Ideally, yes. The rules work best when everyone hears them together and can ask questions.
Yes, even if it’s one page. It sets clear expectations, protects customer data, and gives new hires a starting point.
Yes. Our free AI use policy template covers approved tools, data rules, human review, and an employee acknowledgment. You can fill it in right in your browser.
Course access is included when you book a $99 Lunch-and-Learn or subscribe to the AI Receptionist. Already booked or subscribed? Use the request form on this page and we’ll send your access.
Keep going
Short, focused courses that build on each other, from your first prompt to your first automation.
Try our free introductory course, or book a free 30-minute readiness call and we’ll point you to the right next step.