How it works
1
You ask a question
Type your question the way you’d say it. You don’t need to know field names, filters, or where the data lives.
2
It retrieves only what it needs
To answer, the assistant looks up the specific data required for that question — the same data you would see if you navigated to it yourself in Clarus. There’s no bulk copy of your database and nothing runs in the background exporting or syncing your data elsewhere.
3
It forms a response
The assistant uses what it retrieved to write its answer, or to carry out the action you asked for.
The assistant only ever works within your own permissions. If your account can’t see or do something in Clarus, neither can the assistant on your behalf. See Access & controls.
Which models it uses
The assistant is built on Anthropic’s Claude models, delivered through Amazon Web Services (AWS):- Claude Sonnet — the default, and the recommended choice for everyday use.
- Claude Haiku and Claude Opus — selectable if you prefer a faster or a more capable model for a given task.
Where it runs
The assistant runs within AWS in Europe (London), and all processing stays within the European Union. For the full picture of what data is involved, where it’s processed, and what’s retained, see AI Assistant data protection.Learn more
Access & controls
What the assistant can reach, how actions are audited, and how to turn it on or off.
AI Assistant data protection
Data handling, processing location, retention, and subprocessors.

