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Prerequisites and Optional Features

Things you should know so that you get the most value from the SurePath AI service.

Updated over 5 months ago

Direct traffic to SurePath AI

  • This is REQUIRED

SurePath AI operates like a proxy. To make the service work you will need to forward traffic from your clients to our SaaS platform.

We have developed many ways of doing this. The methods and instructions can be found here: https://help.surepath.ai/en/collections/11740645-traffic-integration

User Login (SSO)

  • This is RECOMMENDED

SurePath AI tracks usage and provides logs based on the end user. To do this we typically require an SSO login. You do have the option of MagicLink, but the user experience isn't as good.

SurePath AI can integrate with many SSO environments. The methods and instructions can be found here: https://help.surepath.ai/en/collections/11740667-how-to-documents

Directory Services Sync

  • This is RECOMMENDED

SurePath AI access to resources based on the Group associate of users in your Directory Services. By syncing specific directory groups, you can manage access from your Directory environment without having to add a new tool. SurePath does allow group creation in the UI, but the administrative work required for a typical organization would be burdensome.

SurePath AI can do SCIM sync with most Directory Services vendors. The methods and instructions can be found here: https://help.surepath.ai/en/articles/10034271-setup-directory-sync-all-vendors

Optional Features

The following features are not required to use Access control and Sensitive Data detection, they are however required for other components of the full SurePath AI solution.

Private GenAI Portal

  • This is RECOMMENDED

One of the following is required to provide the backend of the private GenAI portal with an LLM. The services will be billed directly to your organization. SurePath AI cannot set up or manage these accounts on your behalf. You will need at least one of the follow:

Data Sources (RAG)

  • This is OPTIONAL however it's REQUIRED for RAG services

Data Sources provide the backing for all RAG implementations in the private GenAI portal. To implement this you will need the following:

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