> ## Documentation Index
> Fetch the complete documentation index at: https://help.casaconect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# AI data handling

> Exactly which AI services process your content, for what purpose, where they run, and what controls you have.

Using AI on client documents raises fair questions. Which companies see the content? Where is it processed? Is it kept, or used to train models? This page answers them as precisely as we can.

## The short version

* The agent's **Claude models run on Amazon Bedrock in EU regions**.
* The agent's **ChatGPT models run on the OpenAI Platform**, and every request is sent with response storage switched off.
* A few **supporting services** handle search, document parsing, dictation, web search and cloud browsers. Each is listed below with what it receives.
* The default model, **Auto**, is a ChatGPT model. An admin who wants conversation inference to stay in the EU can set a [model policy](/models/model-policies), with the caveats described there.
* Casa Conect does not use your content to train models.

## Conversation models

| Models                                        | Provider                          | Where it runs                                                     | Notes                                                                                         |
| :-------------------------------------------- | :-------------------------------- | :---------------------------------------------------------------- | :-------------------------------------------------------------------------------------------- |
| Opus 5, Sonnet 5                              | Anthropic, via **Amazon Bedrock** | EU regions, through Bedrock's EU inference profile                | Requests are routed among EU regions only.                                                    |
| ChatGPT 6 Astra, 5.6 Sol, 5.6 Terra, 5.6 Luna | **OpenAI Platform**               | OpenAI's infrastructure. The region is not pinned by Casa Conect. | Every request is sent with `store: false`, so OpenAI does not retain it as a stored response. |

<Note>
  **On EU processing.** Choosing a Claude model keeps the *conversation model's* processing in the EU, which is why Claude usage carries a 10% regional premium from the provider. It does not by itself make every AI operation EU-only. See [Supporting services](#supporting-services), and [Models that work behind the scenes](/models/overview#models-that-work-behind-the-scenes).
</Note>

## What is sent to a conversation model

When the agent works, the model receives:

* your message, and the conversation history that is still in view
* the agent's instructions, your [guidance](/agent/guidance), and any [skill](/agent/skills) in use
* the **results of the tools it calls**: the passages a search returned, the section of a document it opened, the emails in a thread

It does **not** receive your whole vault. The agent retrieves what a task needs, step by step, and each retrieval is authorized as you. Casa Conect sends no account identifiers, payment details or credentials to model providers.

## Supporting services

| Purpose                          | Service                        | What it receives                                                                                                                                        |
| :------------------------------- | :----------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Document parsing**             | LlamaParse, on its EU endpoint | The uploaded file, to extract text, tables and layout                                                                                                   |
| **Search embeddings**            | Azure OpenAI                   | Text passages from your documents, turned into numerical vectors. The vectors are stored in our own database.                                           |
| **Search query understanding**   | Azure OpenAI                   | Your search query, to pick out names, identifiers and key terms                                                                                         |
| **Search reranking**             | Cohere                         | Your query and the candidate passages, to order them by relevance                                                                                       |
| **Conversation memory**          | OpenAI                         | Short passages from your conversations, embedded so that they can be recalled later                                                                     |
| **Voice dictation**              | OpenAI                         | The audio you dictate, returned as text                                                                                                                 |
| **Translation in Shared Spaces** | DeepL                          | The short texts people enter in a Shared Space, such as names, descriptions and review comments, translated between English and Spanish. Not documents. |
| **Web search**                   | Tavily                         | The search query the agent writes. No documents.                                                                                                        |
| **Cloud browsers**               | Browserbase                    | The pages the agent visits. The provider's own model interprets page layout to find buttons and fields.                                                 |
| **Prompt management**            | Braintrust                     | The agent's system instructions, which we author there. Not your content.                                                                               |

Each is listed, with its role, on the [Subprocessors](/security/subprocessors) page.

## Your controls

<CardGroup cols={2}>
  <Card title="Model policies" icon="toggle-right" href="/models/model-policies">
    Admins choose which conversation models the organization may use.
  </Card>

  <Card title="Permission levels" icon="shield-check" href="/agent/permission-levels">
    Decide how much the agent may do, and therefore read, without asking.
  </Card>

  <Card title="Budgets and limits" icon="gauge" href="/admin/ai-credits">
    Cap AI spending for the organization and for each member.
  </Card>

  <Card title="Where you put documents" icon="folder-lock" href="/documents/vault">
    Documents are parsed and indexed when they are uploaded. Do not upload what must not be processed.
  </Card>
</CardGroup>

## Retention

| Data                                 | Where it is kept                 | Removed when                                                          |
| :----------------------------------- | :------------------------------- | :-------------------------------------------------------------------- |
| Conversations and agent memory       | Our database, in the EU          | You delete the conversation, or the project or matter it belongs to   |
| Search index: passages and vectors   | Our database, in the EU          | The document is deleted                                               |
| Workflow run details                 | Short-lived storage              | Automatically, after a few days                                       |
| Agent run traces, used for debugging | Our database                     | Pruned automatically by age                                           |
| Content sent to model providers      | Subject to each provider's terms | Casa Conect disables storage wherever the provider offers the control |

## What we have not yet formalized

<Warning>
  We want this page to be relied on, so we are explicit about its limits. Casa Conect sets `store: false` on OpenAI requests and uses Bedrock's EU profile for Claude, and both are enforced in code. We do **not** currently publish contractual zero-data-retention terms for every provider, and the processing region of the supporting services above is not pinned, except where stated. If your engagement requires specific contractual assurances, [contact us](mailto:support@casaconect.ai) before uploading the material in question.
</Warning>
