Overview

Advanced Data Protection Mode gives you control over where your AI conversations are processed and how long AI providers retain your data. When enabled, all conversations use EU-based AI processing with zero data retention. When disabled, conversations use US-based AI providers with 30-day data retention.

Who This Is For

This feature is for:

  • Organizations with strict EU data residency requirements

  • Compliance teams subject to GDPR or EU privacy regulations

  • Consultants handling highly sensitive client data

  • Users who want maximum privacy and zero AI provider data retention

  • Anyone concerned about data sovereignty and cross-border data transfers

How Advanced Data Protection Works

Two Processing Modes

Advanced Data Protection OFF (Default Mode)

  • AI Providers: xAI (Grok) and OpenAI models

  • Processing Location: United States

  • Data Retention by AI Providers: 30 days

  • Use Case: Standard compliance work where EU-only processing is not mandatory

  • Privacy Commitment: API data is NOT used for AI model training

Even in default mode, your conversation data stored in ISMS Copilot's database remains in the EU (Frankfurt, Germany) and follows your configured retention period. The 30-day retention applies only to the AI provider's temporary processing cache.

Advanced Data Protection ON (EU-Only Mode)

  • AI Provider: Mistral AI (EU-based)

  • Processing Location: European Union (100% EU processing)

  • Data Retention by AI Provider: Zero (no retention agreement)

  • Use Case: Maximum privacy, EU data sovereignty requirements, highly sensitive data

  • Privacy Guarantee: No data retention by AI provider; processed in real-time only

When Advanced Data Protection is enabled, your conversations are processed exclusively in the EU by Mistral AI with zero data retention. The AI provider does not store conversation data even temporarily—it's processed in real-time and immediately discarded.

What Changes Between Modes

Aspect

Default Mode (OFF)

Advanced Protection (ON)

AI Provider

xAI/OpenAI (US-based)

Mistral AI (EU-based)

Processing Location

United States

European Union

AI Provider Data Retention

30 days (temporary cache)

Zero (no retention)

Your Database Storage

EU (Frankfurt) - user-controlled retention

EU (Frankfurt) - user-controlled retention

AI Model Training

NOT used for training

NOT used for training

Plan Availability

All users (Free + Premium)

All users (Free + Premium)

Regardless of which mode you choose, ISMS Copilot NEVER uses your data to train AI models. Your conversations and uploaded documents remain confidential. The difference is where processing occurs (US vs EU) and how long the AI provider temporarily retains data (30 days vs zero).

How to Enable Advanced Data Protection

Prerequisites

  • Active ISMS Copilot account (Free or Premium)

  • No special permissions required—available to all users

Compatibility

  • Plans: All plans (Free, Individual, Team)

  • User Roles: All authenticated users

  • Feature Status: Production (January 2025)

Steps to Enable

  1. Click the user icon (top-right corner of the screen)

  2. Select Settings from the dropdown menu

  3. In the left sidebar, click the Data Protection tab (shield icon)

  4. Scroll to the Advanced Data Protection section

  5. Toggle the switch to ON (enabled position)

    • You'll see confirmation text: "When mode is ON, AI processors don't retain any data."

  6. Click the Save Settings button at the bottom of the dialog

Expected result: A success toast notification appears confirming "Settings updated successfully." All new conversations will now use Mistral AI with EU-only processing and zero data retention.

The toggle change takes effect immediately after saving. Your next message in any conversation will automatically route to Mistral AI instead of the default US-based models.

How to Disable (Return to Default Mode)

  1. Click the user iconSettings

  2. Navigate to the Data Protection tab

  3. Toggle the Advanced Data Protection switch to OFF

    • Confirmation text: "When mode is OFF, AI processors retain data for 30 days."

  4. Click Save Settings

Expected result: New conversations will use xAI/OpenAI models with US processing and 30-day retention.

Verify Your Protection Mode

Check Current Setting

  1. Open SettingsData Protection tab

  2. Look at the Advanced Data Protection toggle position:

    • ON (right position): EU-only processing (Mistral), zero retention

    • OFF (left position): US processing (xAI/OpenAI), 30-day retention

  3. Review the descriptive text below the toggle to confirm the active mode

There is no visual indicator in the chat interface itself showing which mode is active. You must check the Settings dialog to verify your current protection mode.

Important Limitations

Not Retroactive

The setting only affects NEW messages:

  • Conversations sent before enabling Advanced Data Protection were already processed by the previous AI provider

  • Changing the setting does NOT retroactively change how past messages were processed

  • Only messages sent AFTER toggling the setting will use the new processing mode

If you have existing conversations with sensitive data and want to ensure EU-only processing going forward, enable Advanced Data Protection before continuing those conversations. Past messages in those threads were already processed according to your previous setting.

Account-Wide Setting

  • Scope: The setting applies to ALL your conversations across all workspaces

  • No per-workspace control: You cannot use EU processing for some workspaces and US processing for others

  • No per-message control: Every new message uses the currently active mode

Settings Must Be Saved

  • Toggling the switch alone does NOT activate the change

  • You MUST click "Save Settings" to apply the new mode

  • If you close the Settings dialog without saving, your toggle change will be lost

  • No confirmation prompt when closing unsaved settings

Always click "Save Settings" after changing Advanced Data Protection mode. Closing the dialog without saving will discard your changes and keep the previous setting active.

When to Use Each Mode

Use Advanced Data Protection ON (EU-Only) When:

  • EU data residency is mandatory: Your organization or client requires all data processing to occur within the EU

  • Handling highly sensitive data: Compliance audits, security incidents, confidential client information

  • GDPR strict interpretation: You want to minimize cross-border data transfers

  • Zero retention requirement: Your policies prohibit ANY data retention by third-party AI providers

  • Public sector or regulated industries: Government, healthcare, financial services with strict data sovereignty rules

  • Client contracts require it: Specific contractual obligations for EU-only processing

EU-only mode is ideal for consultants working with European clients who have strict GDPR compliance requirements or data sovereignty mandates. It provides the strongest privacy guarantees available.

Use Default Mode OFF (US Processing) When:

  • EU-only processing is not required: Your work doesn't have specific geographic processing restrictions

  • General compliance work: Standard policy drafting, risk assessments, documentation

  • 30-day retention is acceptable: Temporary AI provider retention doesn't conflict with your policies

  • Performance considerations: You prefer the default AI models for specific use cases

Data Retention Clarification

Two Separate Retention Concepts

1. ISMS Copilot Database Retention (User-Controlled)

  • What it is: Your conversation history stored in ISMS Copilot's EU database

  • Location: Frankfurt, Germany (AWS EU-Central-1)

  • Control: YOU control this via Settings → Data Retention Period (1 day to 7 years or forever)

  • Applies to both modes: This setting works the same regardless of Advanced Data Protection mode

2. AI Provider Retention (What Advanced Data Protection Controls)

  • What it is: How long the AI service (xAI/OpenAI/Mistral) keeps a copy of your messages during processing

  • Default Mode (OFF): xAI/OpenAI retain data for 30 days in their processing cache

  • Advanced Protection (ON): Mistral has ZERO retention—data is processed in real-time and immediately discarded

  • Purpose: AI providers use temporary retention for abuse monitoring and service improvement (NOT training)

Think of it this way: Your ISMS Copilot retention setting controls your permanent conversation history in the EU database. Advanced Data Protection controls whether the AI provider temporarily keeps a copy during processing (30 days vs zero).

Combined Retention Example

Scenario: Consultant with 90-day ISMS Copilot retention + Advanced Data Protection ON

Storage Location

Retention Period

Purpose

ISMS Copilot Database (EU)

90 days

Your conversation history for reference

Mistral AI Provider (EU)

Zero (no retention)

Real-time processing only

Result: Your conversation is available in ISMS Copilot for 90 days (your setting), but Mistral AI never retains a copy—it's processed once and discarded immediately.

GDPR and Privacy Implications

Advanced Data Protection and GDPR Compliance

Data Controller Responsibilities

  • You (the user) remain the data controller for any personal data you input into ISMS Copilot

  • ISMS Copilot and the AI provider act as data processors

  • You must have legal basis to process personal data before uploading it

  • Advanced Data Protection helps you meet GDPR data residency and minimization principles

Advanced Data Protection mode helps you comply with EU data residency requirements, but it does NOT replace your obligation to have a legal basis for processing personal data. Always ensure you have appropriate consent or legal grounds before uploading sensitive information.

Data Processing Agreement (DPA) Implications

Default Mode (OFF):

  • Data processors include: ISMS Copilot (EU), xAI (US), OpenAI (US)

  • Cross-border data transfer: YES (EU to US for AI processing)

  • Standard Contractual Clauses may apply for EU-US transfers

  • AI provider 30-day retention must be documented in your RopA

Advanced Protection (ON):

  • Data processors include: ISMS Copilot (EU), Mistral AI (EU)

  • Cross-border data transfer: NO (100% EU processing)

  • No US data transfer mechanisms needed

  • Simpler GDPR compliance documentation

  • Zero AI provider retention strengthens data minimization compliance

Update Your Register of Processing Activities (RopA)

If you enable Advanced Data Protection, update your RopA to reflect:

  • Sub-processor change: Mistral AI (EU) instead of xAI/OpenAI (US)

  • Data location: 100% EU processing (no US transfer)

  • Retention period: Zero retention by AI provider

  • Transfer mechanisms: None required (EU-only processing)

See our Register of Processing Activities article for guidance on documenting AI provider changes.

Best Practices

For Compliance Consultants

  • Enable by default for EU clients: Turn on Advanced Data Protection when working with European organizations

  • Disclose in client contracts: Inform clients that you use EU-based AI with zero retention

  • Document in DPAs: Include Mistral AI as a sub-processor in your data processing agreements

  • Client-specific toggling: Switch modes based on each client's data residency requirements

  • Verify before sensitive work: Always check your current setting before handling highly confidential data

Create a checklist for new client onboarding that includes verifying Advanced Data Protection mode is correctly configured based on the client's data residency requirements.

For Organizations

  • Establish company policy: Decide whether to mandate Advanced Data Protection for all users

  • Train your team: Ensure all users understand the difference and know how to toggle the setting

  • Update compliance documentation: Reflect the chosen mode in your ISMS, privacy policies, and RopA

  • Regular audits: Periodically verify users are using the correct mode for your compliance requirements

For Highly Sensitive Data

  • Always enable Advanced Data Protection when working with:

    • Security incident investigations

    • Personal data of EU residents

    • Confidential audit findings

    • Proprietary business information

    • Healthcare or financial data

  • Consider anonymization: Even with zero retention, anonymize sensitive identifiers before uploading

  • Combine with short retention: Use Advanced Data Protection + short ISMS Copilot retention (e.g., 30 days) for maximum privacy

Troubleshooting

Settings Not Saving

Symptom: Toggle switch reverts to previous position after closing Settings dialog

Likely cause: You didn't click "Save Settings" button

Resolution:

  1. Open Settings → Data Protection tab

  2. Toggle Advanced Data Protection to desired position

  3. Click "Save Settings" at the bottom of the dialog

  4. Wait for "Settings updated successfully" toast notification

  5. Close the dialog

Unsure Which Mode Is Active

Symptom: You don't know whether Advanced Data Protection is currently enabled

Resolution:

  1. Click user icon → Settings

  2. Navigate to Data Protection tab

  3. Check the toggle position and descriptive text

  4. ON = EU-only (Mistral), zero retention

  5. OFF = US (xAI/OpenAI), 30-day retention

Past Conversations Still Showing

Symptom: After enabling Advanced Data Protection, you're concerned about conversations sent before the change

Explanation: This is expected behavior—Advanced Data Protection is NOT retroactive

What happened:

  • Conversations sent before enabling were already processed by xAI/OpenAI (US, 30-day retention)

  • Those messages remain in the AI provider's 30-day retention window

  • Only NEW messages after enabling use Mistral (EU, zero retention)

If this is a concern:

  • Wait 30 days after enabling—past messages will be purged from xAI/OpenAI cache

  • For immediate privacy: Delete old conversations in ISMS Copilot to remove them from your own database

  • Start fresh conversations in new workspaces for maximum privacy assurance

Save Failed Error

Symptom: Error toast: "Failed to update settings"

Likely causes:

  • Network connectivity issue

  • Temporary server problem

  • Session expired

Resolution:

  1. Check your internet connection

  2. Refresh the page and log in again if prompted

  3. Try toggling and saving again

  4. If problem persists, contact support through Help Center

Frequently Asked Questions

Does Advanced Data Protection affect my existing conversations?

No. The setting only affects NEW messages sent after you enable it. Past conversations were already processed according to your previous setting and cannot be retroactively changed.

Can I use different modes for different workspaces?

No. Advanced Data Protection is an account-wide setting. When enabled, ALL new messages across ALL workspaces use EU-only processing. You cannot selectively apply it to specific workspaces.

Is there a performance difference between the two modes?

Both modes deliver high-quality AI responses. Specific performance characteristics may vary slightly between AI models (xAI/OpenAI vs Mistral), but both are optimized for compliance work. The choice should be driven by privacy and data residency requirements, not performance.

Does this setting affect my ISMS Copilot data retention period?

No. Your ISMS Copilot data retention setting (configured separately in Settings → Data Protection → Data Retention Period) continues to work the same way regardless of Advanced Data Protection mode. That setting controls how long YOUR conversation history is stored in the EU database.

Will I be notified if the AI provider changes?

ISMS Copilot will notify users at least 30 days before making material changes to AI providers or data processing arrangements. Check your email and in-app notifications for updates.

Does Advanced Data Protection cost extra?

No. Advanced Data Protection is available to all users at no additional cost, regardless of whether you're on a Free or Premium plan.

If I toggle this frequently, does it cause problems?

You can toggle Advanced Data Protection as often as needed without causing issues. Each new message will use whichever mode was active when you clicked "Save Settings" before sending that message. However, frequent switching makes it harder to track which messages were processed by which provider.

What happens to uploaded files?

Uploaded files (PDF, DOCX, XLSX) are stored in ISMS Copilot's EU-based storage regardless of Advanced Data Protection mode. The AI provider processes file content according to the active mode (US with 30-day retention vs EU with zero retention), but the original files remain in EU storage.

What's Next

Getting Help

For questions about Advanced Data Protection:

  • Review the Trust Center for detailed privacy and security documentation

  • Contact support through the Help Center menu for assistance with settings

  • Check the Status Page if you experience issues saving settings

  • Include "Advanced Data Protection" in your support request for priority routing

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