Changes and FAQ for AI Search – Sansan帮助中心

With AI Search, some pages and settings under Admin Settings, as well as pages shown to general users, are changing.

This article explains the changes and what system administrators should review in advance.

* AI Search will be rolled out gradually to eligible customers. System admins will emailed about availability in advance.
* For feature details, see this help page.

1. Changes to settings (Sansan Labs settings → AI feature data access settings)

With AI Search, "Sansan Labs settings" under "Admin settings" will change to "AI feature data access settings".

Summary of changes

Page/screen name: "Sansan Labs settings" → "AI feature data access settings"
Settings scope: Sansan Labs only → all AI features (including AI Search and Sansan Labs)
Data accessed: Contact data only → contact data + report data
Options: Automatically migrated to the new settings based on the current settings (no action is required)

Settings before and after changes

Before (Sansan Labs settings)	After (AI feature data access settings)	Description	Notes
Contact analysis function for all users	Do not apply access privilege settings	All users can access all contact and report data	Report data will be added to the data accessed (see "2. What system administrators should review" in this article)
Customized scope of contact analysis and users	Apply access privilege settings	Only users in the specified department can access contact and report data within the scope of that department's access privileges	Check the configured department and access privilege pattern
Not using contact analysis function (default)	-	-	AI Search cannot be used with this setting

* It may take several days for setting changes to take effect.

2. What system administrators should review

Important: Report data will be added to data accessed by AI features

Until now, Sansan Labs analyzed only contact data, but after AI Search becomes available, AI features will also access report data.

If access privileges among departments are not configured, all users can access all contact and report data (including data registered by users in other departments) through AI features.
To restrict the scope of data access, select "Apply access privilege settings" in "AI feature data access settings". For details, see this help page.

Even for customers using access privileges among departments (access control), the scope of data accessed by AI features is determined by "AI feature data access settings". If "Do not apply access privilege settings" is selected, all users can access all contact and report data regardless of the configured access privileges among departments. Be sure to review your settings.

Scope of contact and report data accessed by AI features

See this help page.

* Contact and report data is reflected in AI Search about 1 week after it is added/updated.

If you want to limit the users who can access contact and report data

With "Apply access privilege settings", you can select only one department that can access contact and report data.
If you want users in multiple departments to access the data, we recommend creating a department for AI features and assigning the relevant users to it as a concurrent department. For details, see th i s help page.

* AI Search itself (accessing online information and company information) cannot be restricted to specific users. This setting only restricts the scope of contact and report data that can be accessed.

Other points to check

Chat history is automatically deleted 30 days after the last update.
Before using AI features, review "Use of AI features" (Terms of Use and Guidelines).

3. UI changes for general users

With AI Search, the following changes will be made for general users.

Page/Screen	Change
Company master	"AI quick prepare for meetings" button is shown. Clicking it opens AI Search and generates a company summary.
Person details	"AI quick prepare for meetings" button is shown. Clicking it opens AI Search and generates a person summary.
AI Search (new)	A chat-style page is added. Users can ask questions from the input field or presets on the top page and review chat history.
Mobile app (iPhone, Android™)	"AI quick prepare for meetings" button is shown on the company master and person details pages.
Admin settings menu	"Sansan Labs settings" changes to "AI feature data access settings" (eligible customers only).

4. Frequently asked questions (FAQ)

Settings and administration

Q. Why did the "Admin settings" page changed even though I didn't change any settings?
A. With the launch of AI Search, "Sansan Labs settings" are automatically migrated to "AI feature data access settings". Current settings are carried over to the new settings, so no action is required. See "1. Changes to settings" in this article for the mapping.

Q. What if I don't want AI features to access report data?
A. There is no setting to exclude only report data from access. Set reports you don't want accessed to private, or select "Apply access privilege settings" to restrict the scope of contact and report data that can be accessed.

To restrict the scope of reports accessed by AI Search, see this help page.

Q. Will the scope of data accessed by AI features be the same as the current access privileges among departments (access control)?
A. The settings may not be fully synced with access privileges among departments. The scope of data accessed by AI features is controlled separately in "AI feature data access settings". For details, see "2. What system administrators should review" in this article.

The department currently specified under "Customized scope of contact analysis and users" in "Sansan Labs settings" will be carried over as the target department for "Apply access privilege settings".
If "Contact analysis function for all users" is selected, the setting will change to "Do not apply access privilege settings" (all users can access all contact and report data).

Q. What if I want only some users to use AI Search?
A. AI Search itself cannot be restricted to specific users. "Apply access privilege settings" can restrict the users who can access contact and report data and the scope of that data, but AI Search that accesses online information and company information can be used by all users.

Q. What should I do if I don't want AI Search to be used at all?
A. Please contact your sales representative.

Availability and eligibility

Q. When can I use AI Search?
A. The feature will be rolled out gradually to eligible customers. System administrators will be notified by email about 2 weeks before it becomes available.

Q. Can I check whether my company is eligible?
A. Please contact your sales representative or the Support Center.

Q. I received the email for system administrators. What should I do?
A. Since there will be changes such as report data being added to the data accessed, see "2. What system administrators should review" in this article.

When using AI Search

Q. What if recently added contact or report content is not reflected in AI Search responses?
A. Contact and report data is reflected in AI Search approximately 1 week after it's added/updated. Recent additions/updates may not appear in responses.

Q. Where can I review past chats?
A. You can review them from "Chat history" on the left side of the page. Chat history is automatically deleted 30 days after the last update.