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Credal Product Information

Credal | The Secure AI Agent Platform is an enterprise-grade platform for building custom AI agents (copilots) that operate on your data and tools. It enables secure data access, governance, and deployment of AI copilots inside existing workflows, with strong emphasis on permissions, auditability, and compliance. The platform supports multi-model backends (OpenAI, Anthropic, Google, etc.), real-time data syncing, and plug-and-play integrations to accelerate development of enterprise RAG (Retrieval Augmented Generation) applications while safeguarding sensitive information.


What you can build with Credal

  • Custom AI copilots that access your data sources, tools, and APIs
  • Retrieval Augmented Generation (RAG) apps with secure permissions and auditing
  • Enterprise-grade copilots for IT operations, security, sales, HR, and more
  • Systems that automatically redact PII/PHI before crossing boundaries to third-party modules
  • Deployments on cloud or on-premise with SOC 2, GDPR, and CCPA compliance

How it works

  1. Connect data sources and tools. Use built-in connectors or custom data integrations to pull data from your systems.
  2. Define access controls and policies. Configure granular permissions, SSO, and audit trails to control who can do what.
  3. Create copilots via a point-and-click or code approach. Build AI agents that can perform tasks, answer questions, or automate workflows.
  4. Deploy and monitor. Run copilots in your environment with full security, compliance, and observability.

The platform emphasizes data security, access control, and real-time permission syncing across systems, ensuring no leakage of sensitive information to models or third parties.


Core Features

  • Custom AI Copilots: Build and deploy AI agents tailored to your data, tools, and processes
  • Retrieval Augmented Generation (RAG): Secure search and chat across your data with real-time syncing
  • Data Connectors: Pre-built connectors to common platforms (Slack, GSuite, Notion, Microsoft, Salesforce, Confluence, etc.) and custom data sources
  • Permissions & Access Control: Granular, configurable access controls with real-time permission caching and SSO integration
  • Auto Redaction: PII/PHI redaction before passing data to third-party modules with reversible restoration
  • Compliance & Audit: Full audit logging for prompts, data, and responses; SOC 2 Type 2, GDPR, and CCPA compliant
  • Secure Deployment: Cloud or on-premise deployment options to fit your security posture
  • Data Governance: Inherit, sync, and enforce permissions across source systems
  • API & Copilots UI: Simple REST API to build and deploy copilots; pre-built UI frameworks for rapid UI development
  • Observability & Integration: Works with monitoring tools (Splunk, Prometheus, Datadog) and supports configurable ETL pipelines

Use Cases

  • IT & Operations: Copilots for incident response, knowledge bases, and internal IT support
  • Engineering: Code assistants, data access copilots, and DevOps automation
  • Sales & CRM: Customer data-enabled copilots for insights and outreach
  • HR & People: Policy adherence copilots, onboarding assistants, and people analytics
  • Security & Compliance: Policy enforcement, data redaction, and audit-ready activity dashboards

Security, Compliance, and Data Handling

  • Real-time, granular access controls with SSO and policy enforcement
  • Auto redaction of sensitive data before sharing with external modules
  • Comprehensive audit capabilities covering prompts, data, and responses
  • SOC 2 Type 2, GDPR, and CCPA compliant platform
  • Support for on-premise deployments and secure cloud options

API, Integrations, and Customization

  • Simple REST API for building and deploying Copilots
  • Out-of-the-box connectors to popular apps and the ability to create custom connectors
  • Platform-ready for embedding copilots into existing workflows and interfaces
  • Documentation and examples to accelerate development

How to Use Credal (Overview)

  • Connect data sources and tools you want copilots to access
  • Define permissions, data handling policies, and redaction rules
  • Create a Copilot with your desired capabilities using the UI or code
  • Deploy in your preferred environment and monitor usage and compliance

Safety and Legal Considerations

  • Ensure appropriate permissions and data governance when accessing sensitive data
  • Use redaction and audit trails to prevent leakage of private information
  • Comply with applicable laws and corporate policies when deploying AI copilots