Rating answers and data controls

Rate the assistant's answers, optionally share a conversation with Alchex, and govern all of it with one workspace switch that starts off.

Every answer the assistant gives can be rated, and a conversation that went wrong can — if your workspace allows it — be shared with the Alchex team. This page explains both, and exactly what leaves your workspace in each case: for a rating, no content at all; for a share, only what you explicitly agree to send.

Rating an answer

Hover over any assistant reply and two thumbs appear — Helpful and Not helpful. One click records your rating; clicking the other thumb changes it. The rating stays visible on the message so you can see what you chose. A rating covers the reply as a whole — a reply that carries several proposal cards, or a question card you answer in place, still takes one rating, while each card keeps its own decision.

A rating is a content-free signal. It records only which answer and which direction — never what was said. Ratings feed the same quality loop as Flag this response as wrong (see AI review and assistance): they tell Alchex where the assistant underperforms without exposing what you were talking about.

What happens on a thumbs-down

The rating is saved, exactly like a thumbs-up. Then, only if your workspace admin has turned on conversation sharing, a small offer appears under the message: Share this conversation with Alchex to improve the product, next to a Dismiss button.

  • The offer is just an offer. Nothing opens on its own, and dismissing it leaves only the saved rating.
  • If sharing is off for your workspace — the default — no offer appears at all.

Sharing a conversation

Choosing the offer opens a dialog that lists, before you confirm, exactly what sharing sends:

  • the messages in this conversation so far;
  • the note you add in the dialog (optional).

Nothing else is shared — no other conversations, no documents, no records. Share and No thanks are equal choices, and closing the dialog any other way sends nothing. Once shared, the copy the Alchex team receives expires automatically after 90 days.

If the admin switches sharing off between the offer appearing and you confirming, the share is refused and the dialog says so plainly — nothing is sent.

The workspace switch

Sharing is governed by one switch in Settings → General → Data controls, visible to workspace admins: Allow members to share individual conversations with Alchex to improve the product.

  • It is off by default for every workspace. Nobody is opted in.
  • While it is off, members never see the share offer, and the server refuses any share request outright.
  • Turning it off later stops all future sharing immediately; it is enforced on the server, not just hidden in the interface.

Where your conversations live

Assistant conversations stay in your workspace, and each one is private to the member who had it — other members cannot open your chats, and neither can Alchex.

Some cards in a conversation show your own records — the card that asks where you keep something lists your registers so you can pick one, each with the same status the library shows: whether anyone has confirmed a record in it. That list is read by the app on your behalf at the moment the card is drawn, from the records your teams can already reach. The assistant is not handed it; it learns which register you meant when you choose one, the same as any other answer you give it.

What Alchex learns from is aggregated and anonymised: counts, categories and trends of where answers fall short, computed across many workspaces, with any pattern specific to a small group of users or organisations suppressed entirely. No one at Alchex reads customer conversations to produce these patterns.

The single exception is the explicit share described above — a deliberate action by the member who owns the conversation, available only in workspaces whose admin has enabled it. If you never share a conversation, no person at Alchex ever sees one.

Records the assistant names in an answer

When the assistant refers to one of your records it links to it, and the link carries the record's name. Two rules decide whether you see that name.

In your own conversation, you see the names of records you could open anyway. Owning a conversation is not the same as having access to everything it mentions: the assistant can answer about a record on a team you are not on. Where that happens the link is replaced by a restricted record — no name, no identifier, and nothing to follow. The sentence around it is left exactly as written, so you can still see what was said.

A public share link never shows a name. A conversation you publish by link is readable by anyone who has the link, with no sign-in, so there is no way to tell what that reader is entitled to. Every record reference in a shared conversation becomes a restricted record, whoever opens it — including you. If a link needs to show what a record is, describe it in the conversation rather than relying on the reference.

In both cases a hidden record looks identical to one that no longer exists. That is deliberate: telling the two apart would itself say that the record is real.

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