Permissions, privacy, and security

It acts as you, and only as you. Every request runs with your Survicate permissions. If you cannot open a folder in Survicate, the assistant cannot see the surveys in it. If your Research Hub role is read-only, the assistant cannot save notes or start projects for you.

One workspace per connection. You choose the workspace when you approve, and the connection stays bound to it. To work with another workspace, connect again.

No API keys. You sign in to Survicate and approve on a Survicate screen. Nothing is pasted into the assistant.

Access follows your account. If you leave the workspace or your account is blocked, the connection stops working within an hour. Changing your password, email, or two-factor setting also ends the connection, and you simply approve it again. For safety, every connection asks for re-approval after 90 days.

Disconnect any time. Remove Survicate in your assistant's connector or plugin settings. In Claude that is Customize, then Connectors, then Connected; in ChatGPT it is Customize, then Plugins, then Uninstall.

Regulated workspaces stay out. Workspaces flagged as HIPAA-regulated cannot be connected to AI assistants.

Your data goes to the assistant you chose. Survicate does not filter or redact what the assistant asks for. It receives the same data you would see in the panel, which can include personal details a respondent typed into an answer. What the assistant's provider does with that data is governed by your agreement with them, so check your company's policy before connecting.

Admin controls. Survicate does not yet offer a switch to stop members from connecting. Most assistants let an administrator decide which connectors are available, so use that to manage access for now.