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    Home»Retention»Best Practices for Creating an Internal AI Use Policy
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    Best Practices for Creating an Internal AI Use Policy

    spicycreatortips_18q76aBy spicycreatortips_18q76aJuly 8, 2025No Comments6 Mins Read
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    Best Practices for Creating an Internal AI Use Policy
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    AI and agentic AI adoption are accelerating throughout industries, and executives are feeling the strain — from boards, buyers, and stakeholders — to soundly undertake these instruments for effectivity and innovation. However the actuality is many staff are already utilizing AI instruments of their day-to-day work, usually with out clear tips or oversight. A latest Slack examine underscores this level: Day by day AI utilization by desk staff has soared 233% over the past six months. And staff who use AI every day are 64% extra productive and 81% extra happy with their job than colleagues not utilizing AI. One other Slack survey discovered that with out the required coaching and steerage, staff might not absolutely capitalize on the efficiencies gained from AI.

    I’ve suggested many organizations and prospects on this challenge. Numerous firms try to determine create an inner AI use coverage for his or her group, however there’s no common blueprint. That’s why we’re sharing steerage right here—to assist firms develop and implement inner AI use insurance policies that each allow staff to work sooner and smarter, whereas additionally defending their group from threat.

    Creating considerate inner steerage on AI use wasn’t only a compliance transfer — it was a management second. We wished to mannequin what accountable use seems like in follow whereas enabling our crew to leverage the absolute best instruments for innovating.

    Jeremy Wight, Chief Know-how Officer, CareMessage

    Key advantages & issues when creating an inner AI use coverage

    A robust inner AI use coverage should stability innovation with accountable use. Listed below are some key focus areas to contemplate when crafting tips:

    • Safety & knowledge safety: AI instruments can inadvertently expose delicate knowledge, making knowledge leakage and unauthorized entry main dangers. Insurance policies ought to outline clear boundaries on what knowledge can be utilized in AI programs and guarantee accepted instruments with encryption and entry controls are in place. 
    • Regulatory compliance: Regulatory oversight of AI is quickly evolving. Corporations should guarantee their inner AI utilization at minimal aligns with the rising variety of AI authorized necessities, together with the assorted U.S. state-level AI legal guidelines and the European Union AI Act. Some laws prohibit sure AI use circumstances, require human oversight in AI determination making, in addition to mandate bias assessments and transparency measures. A well-structured inner AI coverage helps organizations keep forward of compliance necessities by offering sensible steerage for workers.
    • Alignment with firm values: Inner AI tips must also mirror the group’s moral commitments and company rules. For instance, many firms hyperlink their inner AI use insurance policies with different inner requirements corresponding to codes of conduct. At Salesforce, we’re led by our values, together with our Trusted AI rules , which additionally maintain true for the agentic AI period. We use these rules to information each our exterior and inner AI coverage growth, tailoring our worker steerage to be as sensible and user-friendly as doable. Defining inner AI use insurance policies inside firm values additionally fosters belief amongst staff and prospects alike.

    4 steps to develop inner AI tips 

    The simplest AI use insurance policies don’t simply deal with what staff can’t do —they supply clear steerage on what they ought to do. Right here’s a sensible four-step framework for creating inner AI tips:

    1. Assess present AI use and interact cross-functional groups

    Organizations ought to consider how staff are already utilizing AI of their every day work. Conducting an inner evaluation will present perception into current and doable future AI adoption, serving to establish potential threat areas, in addition to areas of alternative. Participating authorized, safety, human sources, procurement, and engineering groups within the drafting course of ensures the coverage is complete and considers compliance, safety, moral implications, and past. This may assist organizations know the place to offer extra detailed sensible steerage for areas of heavy use in addition to these more likely to brush up in opposition to authorized and moral necessities. Examples embody utilizing AI to assist employment choices, the usage of AI-generated movies, photos and voice in advertising, or any cases the place AI is interacting with delicate firm or buyer knowledge.

    2. Present actionable steerage for workers

    A well-structured AI coverage ought to encourage protected experimentation by highlighting accepted and even inspired use circumstances, instruments, and workflows. Corporations ought to present AI instruments that securely connect with inner knowledge sources and perform duties whereas sustaining privateness. For instance, the instrument I take advantage of every day is Slack AI, with which I not solely can  safely question Einstein to edit my written work merchandise and ideate, but additionally discover, summarize, and manage all of the necessary firm data that lives inside Slack. Agentforce in Slack additional expands my capability by scheduling crew conferences, answering questions for my crew, and way more. Offering AI instruments with built-in guardrails may help guarantee staff observe protected and moral AI practices with out pointless friction.

    3. Set up ongoing monitoring and iteration

    AI insurance policies should stay dynamic as expertise and world laws evolve. Organizations ought to set a cadence for normal coverage updates to mirror new AI capabilities, regulatory modifications, and rising dangers. Implementing a structured suggestions loop that permits staff to offer enter on AI utilization challenges also can  assist refine the rules over time. Whereas procurement groups play a job in evaluating AI instruments earlier than adoption, firms ought to prioritize working with trusted distributors who put money into safety and accountable AI growth on their behalf.

    4. Present sources and coaching for workers

    Organizations ought to set up clear channels the place staff can discover solutions to AI-related questions, corresponding to an inner AI Q&A agent. Moreover, directing staff to sources, corresponding to AI coaching on Trailhead, our free solely studying platform, and dedicating time for upskilling and studying will guarantee workforces are prepared for this new period of people working along with AI. Investing in schooling fosters confidence in utilizing AI instruments responsibly whereas reinforcing the corporate’s AI governance framework.

    Take the following step towards accountable AI use

    As AI adoption grows, organizations should proactively outline accountable AI use for workers with a view to reap the benefits of the alternatives this expertise has to supply. A well-crafted AI coverage ensures compliance, protects knowledge, and provides staff the boldness to make use of AI ethically and successfully throughout the group.

    Now’s the time to create or overview inner AI use insurance policies, discover Salesforce and Slack AI instruments designed with built-in belief and safety, and put money into worker coaching by means of sources like Trailhead, the free on-line studying platform from Salesforce.

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