# Generate documents. Understand files. > Generate documents from Salesforce data and understand files with OCR, extraction, summaries, and document Q&A. ## Product - [Product: AI for Salesforce Documents and Files](https://www.idialogue.app/content/product/index.md): Generate Salesforce documents and understand files with eSignatures, intelligent document processing, OCR, and customer-facing Experiences. - [Product - Document Generation](https://www.idialogue.app/content/product/document-content-processing.md): Turn Salesforce context into proposals, quote explainers, agreements, SOWs, and handoff documents using approved templates, AI-assisted authoring, and human review. - [Product - ESignatures](https://www.idialogue.app/content/product/esignatures.md): Prepare Salesforce documents for signer and countersigner workflows inside iDialogue Document Rooms. - [Product - Intelligent Document Processing](https://www.idialogue.app/content/product/intelligent-document-processing.md): Read, summarize, question, and extract information from Salesforce Files with OCR, semantic file processing, and governed agent workflows. - [Product - Image OCR](https://www.idialogue.app/content/product/image-ocr.md): Use optical character recognition to prepare readable text from Salesforce images, scans, receipts, business cards, and PDFs. - [Product - Experiences & Document Rooms](https://www.idialogue.app/content/product/customer-experience.md): Publish approved customer content and assemble documents, members, invitations, activity, and eSignatures around Salesforce workflows. - [Product - Platform & Architecture](https://www.idialogue.app/content/product/ai-agent-runtime.md): See how Salesforce records and Files connect to selected AI and processing services through configured iDialogue agents, skills, tools, and workflows. - [Product - Document Workflow Memory](https://www.idialogue.app/content/product/ai-memory.md): Preserve scoped workflow context so recurring Salesforce sales document work can continue without repeated setup. - [Product - Usage and Workflow Visibility](https://www.idialogue.app/content/product/analytics-observability.md): Monitor document workflow usage, credit consumption, review activity, and quality signals as Salesforce document generation scales. - [Product - Salesforce Context Builder](https://www.idialogue.app/content/product/data-context-builder.md): Assemble account, opportunity, quote, product, and supporting Salesforce context before generating sales documents. - [Product - Knowledge and Retrieval](https://www.idialogue.app/content/product/knowledge-retrieval.md): Retrieve approved language, product facts, policies, and source content for Salesforce sales document workflows. - [Product - Templates and Workflows](https://www.idialogue.app/content/product/orchestration-workflows.md): Turn repeatable Salesforce sales document work into guided template workflows with review steps and controlled sharing. - [Product - Sales Agents](https://www.idialogue.app/content/product/sales-agents.md): Pre-built Salesforce sales agents that support document-driven sales processes with prospecting, enrichment, quote configuration, data cleanup, qualification, and checklists. - [Product - Content Governance](https://www.idialogue.app/content/product/security-governance.md): Govern templates, approved language, permissions, review steps, and audit trails for Salesforce sales document workflows. ## Solutions - [iDialogue Solutions for Salesforce Documents and Files](https://www.idialogue.app/content/solutions.md): Assemble document generation, eSignatures, intelligent document processing, OCR, agents, and Experiences for Salesforce workflows. - [Sales Cloud Documents](https://www.idialogue.app/content/solutions/sales/index.md): Generate, review, sign, share, and understand Salesforce sales documents and account files. - [Expense & Receipt Processing](https://www.idialogue.app/content/solutions/expense-tracking/index.md): Use receipt OCR, configured extraction, human review, and Salesforce actions to support expense intake workflows. - [AI for RevOps](https://www.idialogue.app/content/solutions/ai-revops/index.md): Connect Salesforce document generation, file intelligence, agreements, and governed agent workflows for Revenue Operations. - [CPQ & Quote Documents](https://www.idialogue.app/content/solutions/cpq/index.md): Turn Salesforce quote and Opportunity context into review-ready proposals, quote explainers, agreements, and Deal Rooms. - [Revenue Cloud Documents](https://www.idialogue.app/content/solutions/revenue-cloud/index.md): Configure document generation and file-analysis workflows around verified Salesforce Revenue Cloud data and processes. - [Customer Onboarding](https://www.idialogue.app/content/solutions/customer-onboarding/index.md): Assemble Salesforce handoff documents, uploaded-file understanding, checklists, invitations, and customer next steps. - [Resume Intake & Review](https://www.idialogue.app/content/solutions/hr-resume-management/index.md): Read uploaded resumes, prepare summaries and configured extraction, and support human-reviewed Salesforce workflows. - [iDialogue Solutions for Salesforce Documents and Files](https://www.idialogue.app/content/solutions/index.md): Document generation and intelligent document processing solution paths for Salesforce teams. ## Pricing - [Pricing and Plans](https://www.idialogue.app/content/pricing.md): Usage-based iDialogue pricing for Salesforce document generation, intelligent document processing, OCR, file analysis, and customer-facing experiences. ## Trust - [Trust Center](https://www.idialogue.app/content/trust/index.md): Plain-language answers about model training, dialogue continuity, Salesforce authority, data handling, and assurance evidence for iDialogue. - [Security & Data Handling](https://www.idialogue.app/content/trust/security-data-handling.md): Plain-language guidance for dialogue history, task inputs, secure repository artifacts, Salesforce outcomes, and operational records. - [AI & Agent Governance](https://www.idialogue.app/content/trust/ai-agent-governance.md): How iDialogue limits agent authority through Salesforce identity, enabled capabilities, approvals, monitoring, and accountable records. - [Compliance & Policies](https://www.idialogue.app/content/trust/compliance/index.md): Public policies, contractual safeguards, Salesforce review evidence, security scanning evidence, and framework references for iDialogue. ## Resources - [Resources](https://www.idialogue.app/content/resources/index.md): Learning, support, coding-agent guides, examples, releases, security, and architecture resources for Salesforce document workflows. - [iDialogue Academy](https://www.idialogue.app/content/academy/index.md): Generative AI for Salesforce training paths for consultants, admins, developers, architects, and leaders. - [Agent Gallery](https://www.idialogue.app/content/agent-gallery/index.md): Extend document-driven Salesforce sales processes with pre-built agents for prospecting, enrichment, quote configuration, and governed workflow support. - [Support](https://www.idialogue.app/content/support/index.md): Technical setup, configuration, troubleshooting, and platform references for iDialogue. - [Install iDialogue for Salesforce](https://www.idialogue.app/content/start/index.md): Install iDialogue for Salesforce, complete Quick Start, and prepare your first sales document workflow. - [Build with iDialogue using Coding Agents](https://www.idialogue.app/content/build/index.md): Use Codex or Claude Code with iDialogue public behavioral references, Apex examples, and Salesforce configuration records. - [Releases and Roadmap](https://www.idialogue.app/content/releases.md): Product release highlights, installation references, and roadmap themes for iDialogue. ## Pages - [About iDialogue](https://www.idialogue.app/content/company.md): iDialogue company overview, leadership background, and historical press highlights. - [Contact iDialogue](https://www.idialogue.app/content/contact.md): Contact iDialogue for demos, product questions, implementation planning, and general inquiries. - [Generate documents. Understand files.](https://www.idialogue.app/content/index.md): Generate documents from Salesforce data and understand files with OCR, extraction, summaries, and document Q&A. - [NPSP Document Solutions](https://www.idialogue.app/content/npsp.md): Generative AI and document workflows for Salesforce Nonprofit Success Pack, including year-end receipts and donor engagement. - [Professional Services](https://www.idialogue.app/content/services.md): Training, implementation, and support services for deploying Salesforce sales document generation and sharing workflows. - [Document Templates for Salesforce](https://www.idialogue.app/content/templates.md): Pre-built Salesforce document templates for sales document generation, review, sharing, and eSignature workflows. ## Agents - [Data Context Definition (DCD)](https://www.idialogue.app/content/agents/DataContextDefinition.md): Agents perform optimally when their context consists of 3 major components: - [Dialogue Script](https://www.idialogue.app/content/agents/DialogueScript.md): Dialogue Script (also referred to as dlog script or agent script) is the Markdown-first DSL that powers iDialogue’s agent system prompts. It lets authors compose reusable instructions enriched with dynamic tool manifests, reusable prompt fragments, and future context directives without leaving Markdown. - [OpenAI Priority Service Tier](https://www.idialogue.app/content/agents/OpenAI_Premier_Service_Level.md): Q: What is the advantage of enabling the OpenAI Priority Service Tier? - [System Agents](https://www.idialogue.app/content/agents/SystemAgents.md): System agents are iDialogue-managed agents that keep key Salesforce admin experiences current while still allowing local customization when needed. - [Account Executive Brief Agent](https://www.idialogue.app/content/agents/account-executive-brief.md): Generate a review-ready account brief from Salesforce context for internal planning and customer-ready document workflows. - [Account Intelligence](https://www.idialogue.app/content/agents/account-intelligence.md): Prepare structured account context that can support Salesforce sales document generation and review. - [Agent Optimizer](https://www.idialogue.app/content/agents/agent-optimizer.md): Review and tune prompts, instructions, skills, and memory rules with a packaged System Agent. - [Apollo.io CRM Enrichment](https://www.idialogue.app/content/agents/apollo-crm-enrichment.md): Enrich existing Salesforce Leads, Contacts, and Accounts with Apollo.io data using safe review-before-write workflows. - [Apollo.io Prospector Agent](https://www.idialogue.app/content/agents/apollo-prospector-agent.md): Build net-new Account and Contact prospect lists from Apollo.io, dedupe against Salesforce, and write only approved records. - [Checklist Builder](https://www.idialogue.app/content/agents/checklist-builder.md): Generate tailored execution checklists and action plans from account, opportunity, and project context. - [DAF Attribution Agent](https://www.idialogue.app/content/agents/daf-attribution-agent.md): Help nonprofit Salesforce teams reconcile donor-advised fund gifts, match households, discover NPSP payment records, and apply approved attribution updates. - [Data Context Builder](https://www.idialogue.app/content/agents/data-context-builder.md): Bootstrap Salesforce data context definitions for templates and agents with a packaged System Agent. - [Data Loader](https://www.idialogue.app/content/agents/data-loader.md): Load records from files and extract structured data from documents with guided mapping and validation. - [Deal Desk Copilot](https://www.idialogue.app/content/agents/deal-desk-copilot.md): Prepare review-ready deal guidance and quote explainer context for complex Salesforce opportunities. - [Inbound Email Handler](https://www.idialogue.app/content/agents/inbound-email-handler.md): Let Salesforce users and trusted allow-list senders update Salesforce records from email, with attachment-aware processing. - [Lead Assignment Agent](https://www.idialogue.app/content/agents/lead-assignment.md): Automatically route leads to the best owner using territory, capacity, and priority rules. - [Product Bundle Assistant](https://www.idialogue.app/content/agents/product-bundle-assistant.md): Configure reusable product bundles for one-click Quote provisioning. - [Quick Quote](https://www.idialogue.app/content/agents/quick-quote.md): Generate quick 1-2 page quote explainer drafts from an Opportunity layout without building every proposal by hand. - [Word Doc Merge Assistant](https://www.idialogue.app/content/agents/word-doc-merge-assistant.md): Help Salesforce admins review Word templates, check merge tags, validate FrontMatter mappings, and troubleshoot document merge issues. ## Articles - [Using Salesforce CPQ Context in Sales Document Workflows](https://www.idialogue.app/content/articles/migrating-salesforce-cpq-sbqq-using-ai.md): How Salesforce CPQ context can support proposal, quote explainer, and sales document generation without replacing CPQ. ## Build Admin - [Customize an iDialogue Agent in Agent Studio](https://www.idialogue.app/content/build/admin/customize-agent-studio.md): Customize an installed iDialogue agent through the browser, then verify its settings, instructions, skills, and runtime behavior. - [Install an Agent from Agent Gallery](https://www.idialogue.app/content/build/admin/install-agents.md): Install an iDialogue agent from Agent Gallery and verify it in Agent Studio using a browser-first Salesforce Admin workflow. ## Build Developer - [Call an iDialogue Agent from Apex with rooms.AIAgent](https://www.idialogue.app/content/build/developer/apex-ai-agent.md): Use the rooms.AIAgent managed-package class to start or continue an interactive iDialogue chat from subscriber Apex. - [Manage rooms__AIModel__c Agent Configuration Records](https://www.idialogue.app/content/build/developer/manage-agent-records.md): Namespaced Salesforce record and code examples for rooms__AIModel__c agents, prompts, Quick Starts, skills, and Data Context Definitions. ## Build Flows - [Run Agent Action (AI) Flow Reference](https://www.idialogue.app/content/build/flows/run-agent.md): Configure the iDialogue Run Agent Action in Salesforce Flow, including inputs, outputs, execution modes, record and file context, dialogue continuation, and recovery. ## Connections - [Apollo.io Connection](https://www.idialogue.app/content/connections/apollo.md): Governed Apollo.io connection setup for account and contact enrichment. - [Geoapify Connection](https://www.idialogue.app/content/connections/geoapify.md): Governed Geoapify connection setup for geocoding and location services. - [GitHub Connection](https://www.idialogue.app/content/connections/github.md): Governed GitHub connection setup for iDialogue development and metadata agents. - [Connections](https://www.idialogue.app/content/connections/index.md): Connection catalog for iDialogue Agent Skills and external service integrations. - [OpenAI Connection](https://www.idialogue.app/content/connections/openai.md): How iDialogue-managed and customer-provided OpenAI connections support governed AI experiences. - [Perplexity Search Connection](https://www.idialogue.app/content/connections/perplexity-search.md): Governed Perplexity Search connection setup for web search agents. - [Salesforce Peering Connection](https://www.idialogue.app/content/connections/salesforce-peering.md): Governed Salesforce org-to-org connection setup for iDialogue agents. - [Smarty API Connection](https://www.idialogue.app/content/connections/smarty-api.md): Governed Smarty API connection setup for address verification agents. - [Stripe Connection](https://www.idialogue.app/content/connections/stripe.md): Governed Stripe connection setup for payment and billing agents. - [Twilio Connection](https://www.idialogue.app/content/connections/twilio.md): Governed Twilio connection setup for iDialogue messaging agents. ## Legal - [iDialogue — End User License Agreement (EULA)](https://www.idialogue.app/content/legal/eula.md): Governing Law: Contra Costa County, California - [iDialogue — Partner Application Description (PAD)](https://www.idialogue.app/content/legal/partner_application_description.md): For Salesforce ISVForce Program Compliance - [Privacy Policy](https://www.idialogue.app/content/legal/privacy.md): Privacy notice describing data collection, usage, sharing, retention, security, and user rights. - [iDialogue — Terms & Conditions (T&Cs)](https://www.idialogue.app/content/legal/terms_and_conditions.md): Effective Date: Upon customer acceptance ## News - [Salesforce Headless 360 Architecture](https://www.idialogue.app/content/news/salesforce-headless-360-idialogue-agents.md): Understand Salesforce’s Headless 360 architecture and how pre-built iDialogue agents operate using API-first CRM access with no infrastructure required. ## Skills - [Analyze Image Skill](https://www.idialogue.app/content/skills/AnalyzeImage.md): Use AI Image Understanding to analyze Salesforce image files with prompt-directed OCR, classification, description, and extraction. - [Attach File Skill](https://www.idialogue.app/content/skills/AttachFile.md): Use the Attach File skill to save generated charts, markdown, HTML, and plain-text files directly onto the current Salesforce record. - [Dispatch Agent Skill](https://www.idialogue.app/content/skills/DispatchAgent.md): Configure an Agent Router to fork work to a named specialist Agent in a separate background Dialogue. - [Generate PDF Skill](https://www.idialogue.app/content/skills/GeneratePDF.md): Use the Generate PDF skill to turn agent-created HTML or Markdown into a downloadable PDF. Pair it with Render Chart when your agent needs chart-based reports, summaries, and customer-ready documents. - [Intelligent Document Processing Skills](https://www.idialogue.app/content/skills/IntelligentDocumentProcessing.md): Add Salesforce File skills to an iDialogue agent so it can semantically read ContentVersion documents, read exact text source, and create new file versions. - [Read Salesforce File Skill](https://www.idialogue.app/content/skills/ReadFile.md): Use the Read Salesforce File skill to let an iDialogue agent read Salesforce ContentVersion files as semantic markdown or exact editable text source. - [Render Chart Skill](https://www.idialogue.app/content/skills/RenderChart.md): Use the Render Chart skill to create line and bar charts from explicit business data. Pair it with Generate PDF when your custom agent needs chart-based reports, summaries, and downloadable artifacts. - [Render Image Skill](https://www.idialogue.app/content/skills/RenderImage.md): Use the Render Image skill to create generated PNG images for Salesforce records, PDF reports, and reusable visual assets in custom agent workflows. - [Verify Address Skill](https://www.idialogue.app/content/skills/VerifyAddress.md): Use the Verify Address skill to verify and standardize US addresses and review Smarty deliverability signals. ## Solutions Account Agreements - [Account Agreement Drafts from Salesforce](https://www.idialogue.app/content/solutions/account-agreements/index.md): Generate review-ready account agreement drafts, intake packets, and commercial document starters from Salesforce context. ## Solutions Account Based Revenue Foundation - [Account Context for Salesforce Sales Documents](https://www.idialogue.app/content/solutions/account-based-revenue-foundation/index.md): Prepare the Salesforce account, contact, opportunity, and quote context needed for reliable sales document generation. ## Solutions Aviation - [Solutions - Aviation](https://www.idialogue.app/content/solutions/aviation/index.md): Aviation use cases for Salesforce-based sales packets, service summaries, and customer-ready handoff documents. ## Solutions Competitive Deal Briefs - [Competitive Deal Brief Drafts](https://www.idialogue.app/content/solutions/competitive-deal-briefs/index.md): Prepare review-ready competitive context and deal brief drafts from Salesforce and approved knowledge sources. ## Solutions Customer Service - [Solutions - Customer Service Reference](https://www.idialogue.app/content/solutions/customer-service/index.md): Secondary customer service examples kept discoverable while the public site focuses on Salesforce sales document generation. ## Solutions Financial Services - [Solutions - Financial Services](https://www.idialogue.app/content/solutions/financial-services/index.md): Financial services use cases for governed Salesforce sales document generation, review, and sharing. ## Solutions Guided Quote Assistance - [Guided Quote Support for Salesforce Documents](https://www.idialogue.app/content/solutions/guided-quote-assistance/index.md): Collect quote inputs and prepare quote explainers from Salesforce context without replacing CPQ. ## Solutions Healthcare - [Solutions - Healthcare](https://www.idialogue.app/content/solutions/healthcare/index.md): Healthcare-oriented Salesforce document workflows for governed summaries, proposals, and handoff packets. ## Solutions Industries - [Solutions - Industries](https://www.idialogue.app/content/solutions/industries/index.md): Industry-oriented Salesforce sales document generation and sharing patterns for teams implementing iDialogue. ## Solutions Manufacturing - [Solutions - Manufacturing](https://www.idialogue.app/content/solutions/manufacturing/index.md): Manufacturing use cases for Salesforce-based proposals, quote explainers, SOW drafts, and partner-ready sales packets. ## Solutions Marketing - [Solutions - Marketing Reference](https://www.idialogue.app/content/solutions/marketing/index.md): Legacy marketing-oriented examples kept as secondary resources while the public site focuses on Salesforce sales document generation. ## Solutions Professional Services - [Solutions - Professional Services](https://www.idialogue.app/content/solutions/professional-services/index.md): Professional services workflows for generating SOW drafts, proposal packets, kickoff summaries, and client-ready handoff documents from Salesforce. ## Solutions Project Management - [Project Management Handoff Documents](https://www.idialogue.app/content/solutions/project-management/index.md): Prepare project kickoff and handoff documents from Salesforce context for teams that use TaskRay or similar delivery tools. ## Solutions Proposals Sales Documents - [Proposals and Sales Documents for Salesforce](https://www.idialogue.app/content/solutions/proposals-sales-documents/index.md): Generate customer-ready proposals, quote explainers, SOW drafts, and sales packets from Salesforce context. ## Solutions Renewals Expansion - [Renewal and Expansion Document Drafts](https://www.idialogue.app/content/solutions/renewals-expansion/index.md): Prepare review-ready renewal summaries, expansion packets, and account update documents from Salesforce context. ## Solutions Service Support - [Solutions - Service and Support Reference](https://www.idialogue.app/content/solutions/service-support/index.md): Secondary service and support examples kept discoverable while the primary site focuses on Salesforce sales document generation. ## Solutions Technology - [Solutions - Technology](https://www.idialogue.app/content/solutions/technology/index.md): Technology sector workflows for generating proposals, quote explainers, SOW drafts, and customer-ready sales packets from Salesforce. ## Start - [Configuring the iDialogue External Client App Manager](https://www.idialogue.app/content/start/external-client-app-manager.md): - Package Name: iDialogue Connection - Subscriber Package Version ID: 04tPj00000B5Ql7IAF - Package Version: iDialogue Connection@1.0.2-1 - Production Install URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tPj00000B5Ql7IAF - Sandbox Install URL: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tPj00000B5Ql7IAF ## Support - [HTML PDF Document Templates](https://www.idialogue.app/content/support/html-pdf-document-templates.md): Generate record-attached PDF files from HTML or Pebble templates in Salesforce Flow. - [Reauthorize Your Salesforce Connection](https://www.idialogue.app/content/support/reauthorize-connection.md): Quickly reauthorize your iDialogue Salesforce connection after the May 2026 OAuth security update. - [Prepare to Reauthorize Your Salesforce Connection](https://www.idialogue.app/content/support/salesforce-oauth-security-update-pkce-refresh-token-rotation.md): Salesforce OAuth security updates including PKCE and ## Support AgentBuilder - [Dialogue Script Cards](https://www.idialogue.app/content/support/agentBuilder/dialogue-script-cards.md): A Salesforce Admin guide to building guided iDialogue agent experiences with buttons, lists, visual cards, forms, and pricing grids. ## Support Agents - [Email Assistant for Salesforce](https://www.idialogue.app/content/support/agents/email-assistant-salesforce.md): Configure Salesforce Email Services to send inbound email records to an iDialogue Agent. ## Support Billing - [Background Agents](https://www.idialogue.app/content/support/billing/background-agents.md): How long-running background agents are monitored, stopped, and billed in iDialogue. ## Support Checklists - [Checklist File Archive and Restore](https://www.idialogue.app/content/support/checklists/checklist-file-archive-and-restore.md): Configure Salesforce Screen Flows to archive checklist files from Salesforce storage and restore them later. ## Support DocBuilder Templates - [Document Builder Template Tags](https://www.idialogue.app/content/support/docBuilder/templates/document-builder-template-tags.md): Understand Data Merge template tags, Data Context Definitions, formatting filters, loops, and current date values in Document Builder. ## Support Events - [iDialogue Platform Event Reference](https://www.idialogue.app/content/support/events/index.md): Use the iDialogue Platform Event fields to route Salesforce Flows and inspect event context. - [iDialogue Platform Event Types](https://www.idialogue.app/content/support/events/types.md): Review the baseline iDialogue platform event types and the fields commonly used by each type. ## Support Idp - [Handle Salesforce Files with OCR and Run Agent](https://www.idialogue.app/content/support/idp/process-salesforce-files-with-run-agent.md): Use a Salesforce file-attachment Flow and one Run Agent action to process an attached file with an iDialogue agent. ## Support It - [Preparati a riautorizzare la tua connessione Salesforce](https://www.idialogue.app/content/support/it/salesforce-oauth-security-update-pkce-refresh-token-rotation-it.md): Aggiornamenti di sicurezza OAuth Salesforce che includono PKCE e ## Support Request - [Submit a Support Request](https://www.idialogue.app/content/support/request/index.md): Submit a support case directly to iDialogue Support using the Salesforce Web-to-Case form. ## Support Skills - [All iDialogue Skills and Tools](https://www.idialogue.app/content/support/skills/all.md): Agent-facing reference for choosing iDialogue Skills, also known as OpenAI Responses API tools or functions, including inputs, outputs, cautions, and estimated credit usage. - [Skills Catalog](https://www.idialogue.app/content/support/skills/index.md): Human-readable catalog of supported iDialogue Skills, mirrored from the skill_types.json source of truth. ## Support Ui - [Room Viewer](https://www.idialogue.app/content/support/ui/room-viewer.md): Learn how Salesforce Admins can add the iDialogue Room Viewer Lightning Web Component to Lightning record pages for mobile sales teams and flow-generated quote rooms. ## Trust Compliance - [Data Retention Policy](https://www.idialogue.app/content/trust/compliance/data-retention.md): Public data retention principles for files, generated artifacts, dialogue history, knowledge, provider processing, operational records, and financial records. - [Encryption Policy](https://www.idialogue.app/content/trust/compliance/encryption.md): Public encryption and key-management control objectives for iDialogue data in transit, storage, credentials, and backups. - [OpenAI Data Processing Addendum](https://www.idialogue.app/content/trust/compliance/openai-data-processing-addendum.md): Public summary and redacted copy of the executed Data Processing Addendum between Pacific Apps, Inc. and OpenAI. - [Privacy & Data Protection Policy](https://www.idialogue.app/content/trust/compliance/privacy-data-protection.md): Public privacy and data protection principles for Pacific Apps, Inc., provider of iDialogue. - [Risk Assessment Policy](https://www.idialogue.app/content/trust/compliance/risk-assessment.md): Public security, privacy, AI, provider, and operational risk assessment principles for iDialogue. - [Third-Party Security Policy](https://www.idialogue.app/content/trust/compliance/third-party-security.md): Public due diligence, contracting, access, monitoring, and offboarding principles for iDialogue service providers and Connections. - [Vulnerability Management Policy](https://www.idialogue.app/content/trust/compliance/vulnerability-management.md): Public vulnerability identification, prioritization, remediation, verification, and disclosure expectations for iDialogue.