Guide for Protecting Customer Data with Responsible AI Use

At Oktana, we fully understand both the opportunities and challenges presented by the rise of artificial intelligence (AI) in the tech industry. As a global software development company with over 200 developers across seven offices, we are committed to sustaining a responsible AI use throughout our working structure. This commitment is essential not only to drive innovation but also to safeguard our customers’ data and maintain trust.

Ethical Guidelines for Protecting Customers Data with Responsible AI

What’s Happening with AI?

As AI becomes more prevalent, it’s crucial to understand the associated risks. Publicly available AI tools may seem convenient, but using them without caution can compromise sensitive data. Once data is input into these systems, it becomes part of the AI’s learning process, potentially violating confidentiality agreements and legal standards.

At Oktana, we enforce strict policies to ensure customer data remains private and secure.

Do’s and Don’ts for Responsible AI Use at Oktana

Do’s:

  • Integrity in Use: Be transparent about how AI contributed to your work.
  • Clear Objectives: Define clear objectives for AI use and maintain documented oversight.
  • Safe AI Use Cases: AI can be helpful for non-sensitive tasks like writing email templates, performing small translations, or checking grammar.
  • General Questions Only: When using AI, ask general questions without including any Personally Identifiable Information (PII) from customers or our teammates at Oktana.
  • Account Manager Approval: Always consult the project’s Account Manager before using AI in any development process to ensure customer approval.

Don’ts:

  • No Personal Information: Never input or use any individual’s personal information in an AI tool.
  • No Customer Data: Do not paste customer data—such as proprietary code, internal organization details, or any sensitive information—into AI systems.
  • No Shortcuts with AI: Don’t use AI as a shortcut for tasks that require thoughtful problem-solving or customer-specific insights. AI should assist in routine tasks, not replace critical, customer-facing decision-making processes.
  • No Assumptions: Don’t assume AI systems will always get things right. Always verify AI-generated results to ensure accuracy and alignment with project goals.

“AI is here to handle the routine, giving us the freedom to tap into what makes us uniquely human—our creativity, empathy, and intuition. By taking care of tasks that follow set patterns, AI allows us to explore our true potential, focusing on areas where only human capabilities shine. This is our opportunity to push the boundaries of what we can achieve, with AI handling the rest.”

Silvana D., Trainer at Oktana

Responsible AI Development and Deployment

At Oktana, we align with Salesforce’s Trusted AI Principles to ensure our AI development and deployment are safe, accurate, and ethical. Our customers can trust that our AI-driven solutions always meet the highest security standards.

Salesforce’s AI Principles include:

  • Transparency in AI use
  • Upholding data privacy
  • Ensuring fairness and accuracy in AI outcomes
  • Prioritizing the security of AI systems

Building an AI-Responsible Culture at Oktana

As AI continues to evolve, we are committed to equipping our team with the knowledge and tools they need to use AI responsibly. This is why AI upskilling has become a core part of our training program.

When we saw growing demand for AI solutions from our customers, we didn’t just implement best practices—we embedded responsible AI use into our Annual Compliance Training and expanded our upskilling programs to reflect the latest AI trends. Our team’s impressive median score of 19 out of 20 demonstrates their dedication to mastering these concepts.

We provide ongoing education on AI ethics, best practices, and new regulations, ensuring our teams remain at the forefront of responsible AI development. Our AI Ethics Training covers everything from technical best practices to the impacts of AI, ensuring our team understands not only how to use AI, but why ethical use matters.

This continuous training initiative ensures our team is prepared to navigate the complexities of AI, maintain customer trust, and safeguard sensitive data while delivering innovative solutions.

Additionally, we encourage our team to pursue AI certifications, such as Salesforce AI Associate and Salesforce AI Specialist. To date, 41 team members have earned Salesforce AI certifications, with more in progress.

Conclusion

We believe responsible AI use is the key to unlocking its full potential. By adhering to stringent policies, providing continuous training, and aligning with trusted frameworks like Salesforce’s AI Principles, we ensure that our AI-driven solutions are secure, accurate, and ethical.

As AI handles routine tasks, it allows our developers to focus on what they do best—delivering innovative solutions that prioritize creativity, empathy, and human insight. With AI managing the routine, Oktana is ready to push the boundaries of what we can achieve together.

Interested in working with us? Contact us or check our careers page.

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