Compliance profiles — using the AI for non-insurance products
By default the AI assumes insurance/HIPAA rules. Pick a profile so those rules don't leak into a non-insurance product.
Why it exists
The base assistant was tuned for insurance: ballpark-pricing-only, health yes/no questions, 'phone call not Zoom', no medical/legal advice. That's correct for insurance and wrong for, say, a solar or lending product. The compliance profile lets a non-insurance product neutralize the inherited framing.
How to use it
On the product form, 'What kind of product is this?' defaults to Insurance (which changes nothing). If your product is Financial/lending, Healthcare, Home services, or Other, pick it — the AI then gets a last-word override that drops the insurance-specific language and applies rules appropriate to that industry. Add anything extra (state disclosures, do-not-say phrases) in the compliance notes.
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.