--- title: "Conversational Security Intake | Clearly AI" description: "Clearly AI runs security intake as a short conversation in Slack, Microsoft Teams, or a web portal. It skips what your docs answer and files a complete intake ticket." canonical: https://clearly-ai.com/platform/conversational-intake --- _Conversational intake_ # Ask only what matters. Get it right the first time. Clearly AI gives the business one place to bring anything security related, right in Slack, Microsoft Teams, or a web portal. It asks the questions that fit the request, skips what your docs already answer, and hands your team a complete, structured intake ticket. - [Contact Enterprise Sales](https://clearly-ai.com/demo) - [See how security intake works](https://clearly-ai.com/platform/security-intake) ### Thread # security-requests A Slack thread where Clearly AI answers questions about a new AI note-taker, then routes and completes its security intake ticket. **PN** **Priya Nair** (Sales Ops, 10:02 AM) We want to roll out Fieldnote, an AI meeting note-taker, for the sales team. Do I need a security review? ![Clearly AI](https://clearly-ai.com/logos/clearlyai_symbol.svg) **Clearly AI** (APP, 10:02 AM) **Yes. This needs a vendor risk assessment and an AI risk review. I found Fieldnote's SOC 2** report and DPA from a previous request, so I just need two things: 1. Will it record calls with customers? 2. Which workspace will it connect to? **PN** **Priya Nair** (Sales Ops, 10:04 AM) 1. Yes, customer calls on Zoom. 2. Just the Sales workspace. **Clearly AI** (APP, 10:04 AM) **Intake complete** - **Ticket: SEC-1482 created** - Routed to: Vendor risk + AI risk review - **Answers: 12 from existing docs, 2 from you** ![HID](https://clearly-ai.com/home/figma/logo-hid.svg) ![Rivian](https://clearly-ai.com/home/figma/logo-rivian.svg) ![Ericsson](https://clearly-ai.com/home/figma/logo-ericsson.svg) ![PayPal](https://clearly-ai.com/home/figma/logo-paypal.svg) ![Webflow](https://clearly-ai.com/conversational-intake/logo-webflow.png) ![Modern Health](https://clearly-ai.com/home/figma/logo-modern-health.svg) ![Hagerty](https://clearly-ai.com/home/figma/logo-hagerty.svg) ![Bastion](https://clearly-ai.com/home/figma/logo-bastion.svg) ## Heard this before? - "The intake form is way too long." - "Half of these questions don't apply to us." - "We already documented all of this." Intake questionnaires tend to ask everyone everything. So stakeholders answer questions that don't apply, try to decipher security terms they've never seen, retype what's already in their design doc, and re-upload the same SOC 2 report for the third time. Answers come back incomplete, your team follows up, and some teams start routing around intake entirely. ## How conversational intake works ### 01 The security team's front door Route the business to the right request, without them needing to know how security works. Someone describes what they're building, buying, or changing in their own words. Clearly AI works out whether it needs a review and which ones: a threat model, vendor risk assessment, privacy impact assessment, AI risk review, a compliance evaluation, and more. One request can also start more than one review. [See every review type Clearly AI runs](https://clearly-ai.com/platform/workflows) ### 02 The right questions for the occasion A new AI vendor and a change to the checkout flow shouldn't get the same questionnaire. Clearly AI asks what matters for this request, skips what doesn't apply, and follows up only where the answer changes the assessment. Questions come in plain language, and when someone isn't sure what's being asked, they can ask and get an explanation. **Clearly AI** (APP, 10:02 AM) Will Fieldnote store call recordings, and for how long? **Sam Patel** (Sales Ops, 10:03 AM) What counts as storing? They stay in Fieldnote's app **Clearly AI** (APP, 10:03 AM) That counts. Fieldnote keeps recordings for 30 days by default. Will you keep that setting? ### 03 Never ask for what's already documented Before it asks anything, Clearly AI checks what already exists. The platform’s enterprise context graph connects linked design docs, tickets, repos, vendor documentation, and earlier requests and reviews. Requesters don’t retype their design doc or re-upload evidence you already have on file. They only answer the gaps that need attention. [See how the enterprise context graph works](https://clearly-ai.com/platform/enterprise-context-graph) ![Enterprise context graph for the partner-portal service, linked to its design doc, the upstream identity-service, the Restricted partner-db data store, and policies AUTH-STD-04 and DATA-STD-03, with the context sent to the agent for "Add SSO login to partner-portal": identity-service, partner-db and AUTH-STD-04.](https://clearly-ai.com/shared/enterprise-context-for-agents.svg) ### 04 Security answers on demand Security engineers are the experts, which makes them magnets for every security and compliance question in the company. Clearly AI takes the first pass, answering from your internal knowledge so your team doesn't have to. - **Fewer interruptions for your engineers** Clearly AI answers repeat questions from your policies, past tickets, and precedents, so engineers can focus on harder reviews - **Security requirements, earlier** Developers can ask what's required while they're still designing, not at review time - **Visibility into what's being asked** The chat dashboard shows what people ask most and where your docs have gaps [See how Clearly AI tunes to your policies](https://clearly-ai.com/platform/quality) ![Clearly AI dashboard showing how many security questions the company asked this month and where answers are missing](https://clearly-ai.com/conversational-intake/security-answers-diagram.svg) ### 05 Structured intake, without the form Clearly AI fills out your Jira or ServiceNow intake ticket using the conversation and the docs it found. It waits until every answer is in before opening the ticket, so nothing gets submitted half-done and nobody has to chase follow-ups. Your fields and tracking stay exactly as they are. The sources behind each answer are kept in Clearly AI for anyone who needs to check them downstream. The business never has to fill out the form. [See integrations](https://clearly-ai.com/integrations) A Slack thread collects Fieldnote’s 30-day call-recording retention answer, which fills in an intake review and Jira ticket SEC-1482. **Thread # security-requests** - **Clearly AI** (APP, 10:04 AM): One more thing. None of Fieldnote’s documents cover this: how long will Fieldnote keep call recordings? - **Priya Nair** (Sales Ops, 10:04 AM): 30 days, then they’re deleted automatically. **Intake review (SEC-1482)** - Vendor: Fieldnote (From conversation) - Data types: Customer call recordings, transcripts (From conversation) - Users: Sales team, Sales workspace (From conversation) - SSO: SAML SSO supported (From SOC 2 report) - AI model provider: Third-party LLM, no training on customer data (From DPA) - Data retention: 30 days, then deleted automatically (From conversation) **Jira SEC-1482: Fieldnote vendor + AI risk review** - Vendor: Fieldnote - Data types: Customer call recordings, transcripts - Users: Sales team, Sales workspace - SSO: SAML SSO supported - AI model provider: Third-party LLM, no training on customer data - Data retention: 30 days, then deleted automatically ## Meet the business where they already work People ask in the tools they already use, like Slack and Microsoft Teams. Teams that want a dedicated front door can share the Clearly AI web portal. Give it your own name and branding, so it feels like part of your security program, not another vendor tool. Every request lands in the same queue and runs against the same review templates. ![Requests from Slack, Microsoft Teams, and an Acme Security Desk portal powered by Clearly AI, all flowing into one Clearly AI intake queue.](https://clearly-ai.com/conversational-intake/channels-diagram-v2.svg) ## Less time answering questions. More of what ships, reviewed. - **90%** Reduction in review turnaround time - **4x** Review capacity with the same headcount. - **From 10 to 100%** Product coverage ![Ericsson](https://clearly-ai.com/home/figma/logo-ericsson.svg) > “As soon as we started using Clearly AI, we saw an immediate reduction in the amount of time that not only my team was spending on the reviews, but that the business owners were actually spending having to give us the answers for the assessments.” > > — Ashley Haynes, Senior Director of Privacy, Trust and AI Governance, Ericsson Enterprise Wireless Solutions [Read the customer story](https://clearly-ai.com/customer-stories/ericsson) ![Four Ericsson colleagues working together around a table in a bright office.](https://clearly-ai.com/platform/figma/ericsson-team.jpg) _FAQ_ ## Answers to your top questions ### What is conversational security intake? Conversational intake replaces a long security questionnaire with a short conversation. The requester describes what they're building, buying, or changing, and Clearly AI asks only the questions that matter for that request. It then routes the request and creates a structured intake ticket for the security team. [Learn more about automating intake](https://clearly-ai.com/platform/security-intake). ### Where can the business use Clearly AI's conversational intake? In Slack, Microsoft Teams, or the Clearly AI web portal. Requests from every surface land in the same intake queue. [See all integrations](https://clearly-ai.com/integrations). ### Can we brand the assistant as our own? Yes. You can give Clearly AI's conversational intake your own name and branding, so the business sees it as part of your security program. It runs on the same Clearly AI platform, policies, and review templates behind the scenes. ### Does conversational intake replace our Jira or ServiceNow intake forms? No. It fills them out. Clearly AI completes your existing intake ticket in Jira or ServiceNow from the conversation and related documentation, and only creates it once every required answer is in. You keep your structure and tracking, and the business never completes the form themselves. ### How does Clearly AI know which review a request needs? It works it out from the conversation and the context it gathers. Clearly AI routes each request to the review types your team runs, like threat models, vendor risk assessments, privacy impact assessments, AI risk reviews, and compliance evaluations. A single request can start more than one. [Explore review workflows](https://clearly-ai.com/platform/workflows). ### Will the business be asked for information we already have? No. Before asking, Clearly AI checks linked design docs, tickets, repos, vendor documentation, and earlier requests and reviews through its [enterprise context graph](https://clearly-ai.com/platform/enterprise-context-graph). It only asks about what isn't already documented. ### Can Clearly AI answer security questions that don't need a review? Yes. Clearly AI answers security and compliance questions, like whether a vendor is approved for a use case, whether a design aligns with policy, or what's required to pass a review. Answers are grounded in your internal knowledge: security policies in tools like Archer, historical ServiceNow tickets, past product change reviews, and prior review precedents. Developers learn what's required earlier, and your security engineers spend less time fielding repeat questions. ### Can the security team see what people are asking? Yes. Clearly AI admins can see a chat dashboard of the questions people ask most and where your documentation has gaps. It shows you which policies need clarifying and what's worth documenting next. [Learn how Clearly AI tunes to your policies](https://clearly-ai.com/platform/quality). ## Make intake the easy part and a fast review. See how a short conversation becomes a complete, routed intake ticket. - [Contact Enterprise Sales](https://clearly-ai.com/demo) - [See integrations](https://clearly-ai.com/integrations) ## Learn more - [Secure everything that ships](https://clearly-ai.com) - [We built the tool we wished we had](https://clearly-ai.com/about-us) - [One platform. From intake to remediation.](https://clearly-ai.com/platform) - [Know everything that needs a review. Skip the 300-question form.](https://clearly-ai.com/platform/security-intake) - [Ask only what matters. Get it right the first time.](https://clearly-ai.com/platform/conversational-intake) - [Every finding, tracked to a decision](https://clearly-ai.com/platform/resolve/risk-registry) - [Show leadership and auditors exactly what security reviewed](https://clearly-ai.com/platform/resolve/reporting) - [Security reviews you can stand behind, every time](https://clearly-ai.com/platform/quality) - [Threat models built from the tools you already use](https://clearly-ai.com/integrations) - [Threat models that know about today's attacks](https://clearly-ai.com/platform/threat-intelligence) - [Automate every step around the review](https://clearly-ai.com/platform/workflows) - [Threat models your teams can work on together](https://clearly-ai.com/platform/collaboration) - [Understand the system before the review starts](https://clearly-ai.com/platform/enterprise-context-graph) - [Trust, security, and deployment](https://clearly-ai.com/platform/trust-security-and-deployment) - [Every plan reviewed. Every risky change threat modeled.](https://clearly-ai.com/platform/ide-and-mcp) - [Verify what actually shipped](https://clearly-ai.com/platform/control-and-remediation-verification) - [A current threat model for everything that ships](https://clearly-ai.com/solutions/continuous-threat-modeling) - [Prove every product that ships meets your security bar](https://clearly-ai.com/solutions/product-security-assurance) - [Privacy reviews your team can stake decisions on](https://clearly-ai.com/solutions/privacy) - [Every vendor reviewed against your standards](https://clearly-ai.com/solutions/third-party-risk) - [Review every design before it's built](https://clearly-ai.com/solutions/design-and-architecture-reviews) - [Secure the AI you build, buy, and code with](https://clearly-ai.com/solutions/ai-agentic-security) - [Every regulation you answer to. 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Okay, privacy is different from security. Now what?](https://clearly-ai.com/blog/part-2-okay-privacy-is-different-from-security-now-what) - [How AI is rewiring our product engineering workflow](https://clearly-ai.com/blog/how-ai-is-rewiring-our-product-engineering-workflow) - [Good Data Scientists and Bad Outcomes, Part 1: What's the difference between security and privacy work?](https://clearly-ai.com/blog/good-data-scientists-and-bad-outcomes-what-s-the-difference-between-security-and-privacy-work) - [Why I Joined Clearly AI](https://clearly-ai.com/blog/why-vp-marketing-joined-clearly-ai) - [Skip the Marketing: Clearly AI for Technical People](https://clearly-ai.com/blog/clearly-ai-technical-explanation) - [Clearly AI Raises $8.4M Seed Round to Scale Product Security](https://clearly-ai.com/blog/seed-round) - [Why We Started Clearly AI](https://clearly-ai.com/blog/why-we-started-clearly-ai) - [Applying AI to Threat Modeling - Where AI Thrives, Survives, and Dies](https://clearly-ai.com/blog/applying-ai-to-threat-modeling) - [Why We Build in Public](https://clearly-ai.com/blog/why-we-build-in-public) - [Solving the Threat Modeling Bottleneck with AI Workflows](https://clearly-ai.com/blog/solving-the-threat-modeling-bottleneck-with-ai-workflows) - [Clearly AI Named Finalist in the 2025 Okta Startup Challenge](https://clearly-ai.com/blog/clearly-ai-named-finalist-in-the-2025-okta-startup-challenge) - [Security, SOC 2, & Startups](https://clearly-ai.com/blog/security-soc-2-startups) - [Building Reliable AI Systems for Security and Privacy Reviews](https://clearly-ai.com/blog/building-reliable-ai-systems-for-security-and-privacy-reviews) - [How to Automate Security and Privacy Reviews with Clearly AI](https://clearly-ai.com/blog/how-to-automate-security-and-privacy-reviews-with-clearly-ai) - [One Year of Clearly AI](https://clearly-ai.com/blog/one-year-of-clearly-ai) - [Navigating EU RED Compliance: Meeting the August 2025 Deadline](https://clearly-ai.com/blog/navigating-eu-red-compliance-meeting-the-august-2025-deadline) - [The AI Engineer Cheat Sheet](https://clearly-ai.com/blog/the-ai-engineer-cheat-sheet) - [Intelligent Vendor Risk Assessments](https://clearly-ai.com/blog/intelligent-vendor-risk-assessments) - [Clearly AI wins the AWS Bedrock Builder's Challenge](https://clearly-ai.com/blog/clearly-ai-wins-the-aws-bedrock-builder-s-challenge) - [Reviews, reviews, reviews!](https://clearly-ai.com/blog/reviews-reviews-reviews) - [Halfway through YC](https://clearly-ai.com/blog/halfway-through-yc) - [llms.txt — site overview for LLMs](https://clearly-ai.com/llms.txt) - [llms-full.txt — full site content for LLMs](https://clearly-ai.com/llms-full.txt) - [sitemap.xml — all public routes](https://clearly-ai.com/sitemap.xml) - [Documentation](https://docs.clearly-ai.com/docs) [Canonical page](https://clearly-ai.com/platform/conversational-intake)