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Use AI with customer data without losing their trust

AI tools make it easy to paste customer information into a box. Privacy law in Australia, New Zealand and the UK treats that information seriously, and so do customers. Here is the boundary we set before any AI work begins.

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Illustrative Studio study

Know which rules apply to you

In the UK, UK GDPR and the Data Protection Act 2018 apply to almost every business that handles personal information, whatever its size. In New Zealand, the Privacy Act 2020 applies to businesses of all sizes. In Australia, the Privacy Act generally applies to businesses with annual turnover above $3 million, with exceptions such as health service providers and businesses that trade in personal information. Reform of the small business exemption has been under discussion, so check the current position.

Even where a law does not strictly apply, customers assume their details are handled with care. A privacy surprise costs more trust than almost any other mistake.

The Studio data boundary

Before we use AI on any task, we classify what goes in. Public information can usually be used freely. Business information needs an approved tool with clear terms on storage and training. Personal and sensitive customer information needs a strong reason, an approved tool and often a different approach entirely.

We often find a better option. Remove names before analysis. Summarise themes from feedback rather than pasting raw messages. Use AI on the template, not the customer record. The work still gets faster, and nobody's details leave the building.

InformationTypical approach
Public contentUse freely with any reputable tool
Internal business informationApproved tool with clear storage and training terms
Customer personal informationRemove identifiers first or keep out of AI tools
Sensitive information such as healthAvoid, unless there is a strong reason and specialist advice

Put it to work

A practical next step

List the AI tools your team actually uses, including free ones. For each, write down what kind of information goes into it. Agree one simple rule for customer information this week.

Explore the tools
Sources and method

The methods in this article are Maurice Studio recommendations. External sources inform the underlying principles and rules referred to. They do not validate the Studio approach or guarantee commercial results. Rules change, so check the current position for your business and get specialist advice where it matters.

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