Balancing Trust and Control
AI Merge Recommendations never override your rules and never merge on their own; they suggest, and an admin still makes the final call. You choose which fields get an AI recommendation at all, field by field, so a rule and an AI suggestion can sit side by side. Use a rule where you want a deterministic outcome and AI where context matters more. For example, an admin might keep a simple rule for account ownership, using the earliest created date, while letting AI judge which job title to keep in the master record when a duplicate has more than one on file.
What Happens to My Data?
When you enable AI Merge Recommendations, Plauti sends the relevant record data to a third-party AI provider over a secure connection. The provider analyzes the selected records together and returns field-by-field recommendations. It does not store or persist your data outside your environment.
Using the feature requires signing a Data Processing Agreement (DPA), which sets out that the data handling is lawful, transparent, secure, and compliant with applicable privacy laws. Access is limited to organizations that have signed the DPA. Every AI suggestion stays visible for review, and nothing changes in your data until you confirm it.
The Future of Smart Deduplication
AI Merge Recommendations are a first step. Plauti plans to extend them from proposals into automation, so clean data needs less manual work over time.