# ReadyIntelligence FAQs: AI security, pricing and set-up > Answers to common questions about ReadyIntelligence: SOC 2 Type II and ISO 27001, hosting, permissions, AI models, pricing, integration and getting started. Source: https://readyintelligence.com/resources/faqs.html 1. [Home](https://readyintelligence.com/) 2. FAQs # Frequently asked questions Everything associations ask us about ReadyIntelligence, from security and data handling to pricing, set-up and how answers are built. IT team, developer or technology partner? See the [technical FAQs](https://readyintelligence.com/resources/faqs/technical.html) for hosting, security, single sign-on, AI models, MCP and APIs. ## Getting started How is this different from a generic AI chatbot? A generic chatbot answers from whatever it was trained on and can't tell you where an answer came from. ReadyIntelligence answers only from your organisation's own content and data, cites the exact source behind every response, and respects each user's permissions — so you get accuracy you can verify rather than a confident guess. Where do the answers come from? Only from the content and data sources you connect, such as your website, documents, webinars and CRM. Every answer shows its source. What happens when the answer isn't in our content? The assistant says so rather than guessing, and the gap shows up in your insight reports so you can fill it. What systems can ReadyIntelligence connect to? ReadyIntelligence works with a wide range of content and data: documents, PDFs, presentations, spreadsheets, website pages, cloud storage, knowledge base articles and video, plus live data from connected systems such as your CRM, finance platform and analytics tools. Web crawls can be scheduled to keep content current automatically, and integrations are added without any migration of your existing data. Do we need to use ReadyMembership? No. ReadyIntelligence integrates deeply with [ReadyMembership](https://www.readymembership.com/), but it works with any CRM, AMS or membership platform and can be embedded on any website, including WordPress and other CMSs. The full capability, including knowledge search, data questions and permissions, is available whatever your site is built on. How long does deployment take? Most organisations see their first assistant live within weeks, not months. The speed depends on how much content you're bringing in and how you want to integrate with your existing systems — you can start small and expand at your own pace. Do I need a technical team to set it up? No. ReadyIntelligence is configured rather than coded: connecting content, tuning an assistant's tone and setting permissions are all done through the platform. Our team supports you through onboarding, and web components can be embedded with a single snippet when you're ready to extend the assistant across your site. ## Security, privacy and data What security certifications does ReadyIntelligence have? ReadyIntelligence is SOC 2 Type II and ISO 27001 certified, both independently audited. Supporting documentation is available on request for your IT, data protection or procurement team. Is ReadyIntelligence GDPR-compliant? ReadyIntelligence is designed to support your GDPR obligations, with permission-aware access controls, source traceability and EU data residency built in, and it is SOC 2 Type II and ISO 27001 certified. Compliance also depends on how your organisation configures and uses the platform, so talk to our team if you need supporting documentation. Where is our data hosted? You choose US or EU hosting. With EU hosting, your data and the services that process it stay within the European Union, which matters if you have GDPR or data residency requirements. How is our data kept separate from other organisations? Each client runs in its own isolated environment with a dedicated database and storage, so data can't cross from one organisation to another. Every query is scoped to your organisation, and that separation is enforced at infrastructure level, not just in configuration. Is our content sent to third-party services to be indexed? No. ReadyIntelligence runs its own search infrastructure, so your documents are indexed and stored on infrastructure we control rather than being sent to a third-party embedding service. Does ReadyIntelligence train AI models on my data? No. Your content and data are used to answer your users' questions, not to train foundation models. Information stays within your permissioned knowledge base, with EU data residency available, and is never fed back into general-purpose model training. How does the permissions model work? ReadyIntelligence operates on a default-deny model — the assistant only sees data sources that have been explicitly configured and permissioned. On top of that, it checks each user's access rights at the point of query, so members and staff only ever receive information they are already authorised to see. You can widen access gradually as your confidence in the platform grows. Who can see what? ReadyIntelligence is permission-aware: it applies the access rules you already have, so members-only and staff-only information stays that way. Can we see what people ask the assistant? Yes. Conversations are recorded and available in the admin, handled in a privacy-conscious way. You can see which questions come up most, where the assistant is performing well and where there are gaps in your content. ## AI models Which AI models does ReadyIntelligence use? ReadyIntelligence is model-neutral. It uses leading large language models under the hood and can adopt newer or more capable models as they become available, without you having to change how you've configured your assistants. Answers are always grounded in your own content rather than the model's general knowledge. Is ReadyIntelligence tied to a specific AI model or provider? No. The platform is model-neutral by design. It uses leading large language models and can be configured to work with different providers. Model selection is handled at the infrastructure level, not the application level, which means agent behaviour stays consistent even as underlying models are updated or changed. Can we use our own AI model credentials? Yes. Clients can supply their own LLM API credentials rather than relying solely on the platform's shared model access. This is useful for organisations with existing enterprise AI agreements, or where transparency over compute costs is a requirement. The platform abstracts model selection, so changing credentials or switching models doesn't require application-level changes. ## Knowledge, data and insights Can we switch a source off? Yes. You decide which sources each assistant uses and can change that at any time. Can we push content into the knowledge base from our own systems? Yes. Content can be sent into the knowledge base through an API, so a partner, app or in-house system can keep it up to date automatically. That sits alongside connected sources, scheduled web crawls and MCP connections, so you can use whichever route suits where the content lives. How is this different from a BI dashboard or report? A dashboard shows the metrics someone decided to build, and a report shows what someone thought to include. With ReadyIntelligence you can ask questions nobody has thought of yet, in plain English, and get the chart, the trend and suggested next steps straight away. Does it replace our staff or data team? No. It handles routine questions and report-building, so your team can focus on the complex, high-value work. When something needs a human judgement call, it's routed to the right person. ## Skills, automation and workflow Who can create and share skills? Skills are built centrally and kept in a shared library, with a request-and-approve step so it stays curated. You choose which assistants can use each skill, and usage logging shows how often each one is used and where. What can start an automation? A schedule, such as every Monday morning or the first of the month; a webhook from another system, such as your CRM or a website form; or a person running it when they need it. Large one-off jobs can also be run from an uploaded spreadsheet. Every run is logged, so you can see what started it and what it did. Can we check what an automation did? Yes. Every scheduled and triggered run is kept in a full run history, and bulk jobs show live progress with a log of what was created, updated or skipped. You can pause, resume or run an automation whenever you like. Can we test a bulk job before it runs? Yes. Upload your spreadsheet, describe what to do with it, then preview and dry-run the job first. Once you're happy with the results, let it run at scale. Will the agent approve things without anyone checking? Only if you let it. You set exactly what it may approve on its own and what must go to a person. Many organisations start with the agent recommending only, then let it approve the straightforward cases once they've seen how it performs. What happens when it isn't sure? It refers the item to your team rather than guessing — with its findings, the evidence it looked at and a recommendation, so your reviewer can decide in moments rather than starting from scratch. Can we see why a decision was made? Yes. Every check, every reason and every outcome is recorded, so you can answer a member's query, satisfy an auditor or spot where your guidance needs tightening. How does it know our CPD rules? You give it your scheme policy, category definitions and approved provider lists, and describe how you want items judged in plain English. It applies those rules to every submission and shows its reasoning each time. Is it only for CPD? No. CPD is a great place to start because the volumes are high and the rules are clear, but the same approach works for applications, upgrades, concessions, submissions and any other step where someone currently reads, checks and decides. ## Embedding and integration Do our users need another login? No. Pass the assistant a signed token from your application, or connect your OpenID Connect identity provider, and your users are signed in to it automatically. You choose whether it's for signed-in users only, guests as well, or everyone. Which single sign-on options does ReadyIntelligence support? Two. With OpenID Connect, people sign in through your own identity provider, such as Microsoft Entra ID or Okta, after you register ReadyIntelligence as an application with it. Or your website can pass the assistant a signed token (JWT) for the person already signed in, which ReadyIntelligence verifies before trusting it. Either way, details your identity provider holds, such as groups or membership type, can decide what each person is allowed to see. What is MCP, and how does ReadyIntelligence use it? MCP (Model Context Protocol) is an open standard for connecting AI tools to other systems. ReadyIntelligence uses it in two directions. Other services can be connected to ReadyIntelligence through MCP without custom development. And ReadyIntelligence can itself be used as an MCP server, so your team can work with your knowledge and data from inside Claude and other AI apps, with the same permissions applied as everywhere else. How much development work is it? Very little to get started: allow your domain, add one line of script and the assistant is live. Docking it into your layout, adding web components or connecting your API can follow whenever you're ready, and our team can help along the way. Can we remove the ReadyIntelligence branding? Yes. Give the assistant your own name, colours, fonts and greeting, and turn off the “Powered by ReadyIntelligence” footer. Your users only ever see your product. Will it clash with our application's styles? No. The assistant renders in its own sealed-off layer, so your stylesheets can't reach in and its styles can't leak out. The only thing your CSS touches is the space you give it. Can it use data from our own product? Yes. Connect it to your product's API, or import an OpenAPI description, and it can look things up for the person asking. With single sign-on, each call carries that user's own access, so they only see what they're allowed to. [See the technical FAQs](https://readyintelligence.com/resources/faqs/technical.html) ## Pricing How is ReadyIntelligence priced? There are two products. RI: Insights is for your team, from £15,000 a year. RI: Concierge is for your members and visitors, from £5,000 a year, priced by the size of your organisation. You can choose one or use both together. Every package includes an annual usage credit allowance, with add-ons and 1, 3 and 5-year contracts available. One-off setup and training fees apply. Tell us about your organisation and we'll put together a clear, no-obligation quote. [ReadyMembership](https://www.readymembership.com/) clients get their own pricing, and for ReadyMembership clients only, RI: Insights Core comes included as standard at no extra cost: an AI assistant for your staff that answers questions about your live ReadyMembership data, with a generous credit allowance, no setup fee and online training. What happens when we reach our credit allowance? You'll get warning alerts as you approach it. You can then top up with additional annual credit bundles, from 250,000 to 50,000,000 credits, or rely on hard limits that pause activity until the next period, so spend never runs away from you. Is there a free trial? Yes. You can try ReadyIntelligence free for 60 days and see it working on your own content before you commit. [Start your free trial](https://readyintelligence.com/free-trial.html), or [book a demo](https://readyintelligence.com/book-a-demo.html) first if you'd like a tour. ## Booking a demo How long does the demo take? 30 minutes is usually enough, with time for your questions at the end. If you'd like longer, choose a 1-hour slot when you book. Will we see our own content? Yes. Send us links to a few public pages or documents before the demo and we'll show ReadyIntelligence answering from them, with the sources attached. Who should attend? Anyone involved in member experience, membership, events, learning or data. Many organisations bring a mix of staff and leadership. Is there any commitment? None. The demo is free, and if it's a good fit we'll talk about starting small with a single assistant.