For IT and enterprise AI teams
Connect the inboxes and file locations your teams use, control what each system or AI assistant can read and review the requests and deliveries made through those connections.
Current supplier profile
Delivery remains scheduled for 18 October.
- Supplier
- Cedar Works
- Internal price
- £12,400
Selected AI context
- Supplier
- Cedar Works
- Delivery date
- 18 October
- Internal price
- Excluded
The assistant receives the chosen supplier and delivery details.
Connection owners
Assign owners for connections, credentials and support
Give each account connection, credential and shared view a clear owner. Choose who can configure access and processing, and include backups and operational support when you host Polytrace yourself.
Check where each source connector and model provider sends or stores data. Self-hosting Polytrace does not by itself determine how those external providers handle it.
Client access and failed deliveries
Give each application the data it needs
Choose the emails, documents, fields and original files each connected application can read. A planning integration can receive delivery dates while an AI assistant works with a selected set of supplier questions.
Use AI context to share read-only information with an assistant and review its requests. The connection guide covers supported clients and credentials.
See how recent the shared information is
Choose current reads, scheduled refreshes or saved snapshots for each view. Capture, extraction and refresh times show how recent the information is; delivery history helps the connection owner review attempts and retries.
Preview access with the application’s own credentials, set retrieval limits and revoke tokens when access is no longer needed. Keep the owner of the connection and receiving system involved in changes.
Views and support contacts
Give teams a reusable view of the work
Provide the saved list or shared view people should use for their recurring task. Keep its configuration owner and support contact available as teams and accounts change.
Use the implementation guide to set up the first workflow and the buyer’s guide to agree the result it should deliver.
Connect one team’s information to the application that needs it
See the returned fields and files with the connection’s credentials, choose its update mode and review recorded requests or deliveries.