Tools and Selection Considerations
Available tools using Large Language Model / Conversational AI technology as of Aug. 27, 2023.
|Easy for experimentation
Knowledge base [KB] limited to internet content as of 2021;
Verify security settings to protect client confidentiality
|ChatGPT Plus fee-based
|KB uses current internet content (with plugins)
|Microsoft Bing [based on ChatGPT]
|KB uses current internet content. Allows you to use voice and upload images
Heavy investment in catch-up to ChatGPT
Likely to have future integration with Gmail & other Google tool sets
|Requires registration, but not currently available for users on Google Workspace for Nonprofit domains [ie @scorevolunteer.org]; use your personal email address to register
Zoom AI Companion
Free on SCORE Zoom accounts
Tool Selection Considerations
- Ease of Use
- Privacy & client information confidentiality
As of July 19, 2023 SCORE HQ has suspended the use of Otter.ai and disconnected it from SCORE Zoom accounts. This was done primarily due to data privacy concerns, and the spread of the application to other users within meetings who did not consent to recordings.
For all resources and tools, SCORE volunteers should not be sharing client data with any third-party vendors unless the client has opted-in or provided written consent. If a mentor does get written consent from a client and uploads that consent to the client profile on Engage, then they can use the tool accordingly.
**Volunteers should always follow SCORE's best practice guide, Best Practice Guide for Recording Meetings – Support Center (score.org) and announce that the meeting transcript is being recorded at the start of the meeting.**
In case of questions or to request an exception to using Otter.ai or similar tools, please contact email@example.com.