BEST SUITED FOR
✓ SME owners & managers✓ Customer service leads✓ Marketing teams✓ CRM & operations managers✓ Anyone handling customer data
AI SAFE™
PROFESSIONAL PRACTICE GUIDE
Managing AI Across Your Team
Whether your team is using ChatGPT, Microsoft Copilot, Claude, AI meeting assistants or AI features built into everyday software, the way people work is already changing.
The question isn't simply whether your employees are using AI. It's whether your organisation has introduced it with clear expectations, practical safeguards and responsible oversight.
WHY THIS IS DIFFERENT
AI doesn't just change technology. It changes how people work.
Whether AI is used to draft emails, summarise meetings, analyse documents or support everyday decision-making, your organisation remains responsible for how those tools are introduced and used.
Most businesses don't realise how quickly AI becomes part of everyday working practices:
ChatGPT and AI assistants
Meeting transcription tools
Microsoft Copilot and Google Workspace AI
AI features built into business software
Personal AI accounts used for work
Many organisations begin using these capabilities through individual employees, software updates and everyday workflows, rather than a formal AI project—which means AI often becomes embedded before clear expectations, governance or oversight are in place.
This guide has been written specifically for that gap.
YOUR AI SAFE™ PATHWAY
Every profession guide follows the same structure
01
Understand
Learn how AI, data protection and organisational responsibilities apply across your workforce.
02
Implement
Introduce practical policies, approved AI tools and consistent ways of working.
03
Evidence
Keep the records needed to demonstrate responsible AI use across your organisation.
04
Stay Current
Build on the foundations through AI Safe™ legal updates and Emerging Risk Intelligence.
WHERE CUSTOMER-FACING AI APPEARS ACROSS YOUR TEAM
This guide covers AI across everyday working practices
01
Everyday AI Assistants
Using ChatGPT, Microsoft Copilot, Claude and similar tools responsibly at work.
02
Meetings & Collaboration
Managing AI transcription, recording and note-taking tools appropriately.
03
HR & People Management
Understanding AI in recruitment, workforce management and employee oversight.
04
Business Software
Managing AI capabilities introduced through Microsoft 365, Google Workspace, CRM platforms and other business systems.
BUILD PRACTICAL CAPABILITY
This guide helps you answer questions such as:
Do we know which AI tools our people are actually using?
Have we explained what information should never be entered into AI?
Are contractors expected to follow the same standards as employees?
Could we demonstrate that everyone has received clear AI guidance?
Do we have a consistent process for approving new AI tools?
WHAT’S INCLUDED
What you'll be able to do
— Introduce practical AI governance across your workforce
— Set clear expectations for employees and contractors using AI
— Identify every AI tool being used across your organisation
— Create an approved AI Tool Register for business use
— Provide staff with consistent guidance on responsible AI use
— Apply AI safely within recruitment and people management
— Review and improve your team's AI practices over time
— Start implementing from day one, with a Week One plan
The AI Safe™ Starter Pack is included — this guide builds directly on top of it.
INCLUDED IN YOUR IMPLEMENTATION PACK
Supporting evidence, not the headline
AI Acceptable Use Policy
Contractor AI Clause
Staff AI & Data Notice
AI Tool Audit
Policy Sign-Off Log
Quarterly AI Review Checklist
Completed worked examples
These are how the capability gets built, not what you're buying.
Learn how to operate well — not just how to avoid a mistake.
HOW AI SAFE™ FITS TOGETHER
This guide forms part of the wider AI Safe™ system
AI Safe™ Starter
The foundation
Profession Guide
Managing AI Across Your Team
Legal & Governance
Evidence & defensibility
Emerging Risk Intelligence
Ongoing capability
Learn how to operate well — not just how to avoid a mistake.
ESSENTIAL
Using AI in Customer Relationships
Everything you need to introduce customer-facing AI with greater confidence, including practical guidance, ready-to-use templates and a clear week-one implementation plan.
£67
ENHANCED
SME Compliance Bundle
Everything most SMEs need to introduce AI responsibly—covering customer-facing AI, workforce AI and the legal frameworks that support confident decision-making.
£149
ENHANCED
Both SME Professional Practice Guides
Covers both sides of everyday AI use in a growing business—customer-facing AI and internal workforce AI—giving you a consistent approach across your organisation.
£129
COMPLETE
Full AI Safe™ Suite
The complete AI Safe™ implementation system, bringing together every guide, legal framework, template and governance resource needed to build responsible AI practices across your business
£229