Workiva Support Center

Workiva AI offers a wide range of advanced models from industry-leading providers. Your Organization Admin can enable or disable individual AI model providers as required by internal policy, but we generally recommend enabling every model that is permitted by your business.

Available AI model providers 

You can learn more about each AI provider and its capabilities at the links below.

Microsoft:

• Services in audit scope
• AI principles
• Data privacy and security
• Responsible AI practices

Google

• AI principles
• Data governance

AWS:

• Responsible AI policy
• Service terms
   

Set a preferred AI provider

Workiva AI users can select a preferred model from the options approved by their organization. Workiva AI will default to this provider when possible, but may switch to a different one when it is not the best model for the job being done.

Because different AI models perform better at certain types of work, Workiva AI automatically routes to the best available model, with a focus on optimizing for speed, accuracy, and quality. 

To set a preferred provider:

1. Click the three-dot menu at the top of a Workiva AI chat, and select Open settings.

2. Select a preferred AI provider.

   

Your changes will save automatically.

Note: When switching providers in the middle of a chat, the "old" provider may still be used until a new chat session is started. You can start a new chat session by refreshing your browser or opening the three-dot menu at the top of the chat window and selecting "Clear chat."