Skip to main content

Private AI

Private AI built for regulated industries

Astro is RocketDocs' private generative AI engine. It runs inside our environment, drafts responses using only your approved knowledge base, and never sends your data to a third-party model provider. For financial services, healthcare, life sciences, and enterprise tech teams, this is an AI architecture built to hold up under audit.

Why private AI matters

Why private AI matters for regulated industries

Most response management platforms added generative AI by calling an external model provider's API. When Loopio, Responsive, or Qvidian's AI Assist drafts a response, that request is processed on a third-party model provider's infrastructure, not on the vendor's own. We built RocketDocs differently. RocketDocs runs its own private AI, with a dedicated document store for each customer. Your data is never sent to public AI providers and never used to train any model.

For regulated teams, that is a non-starter. Compliance review boards reject it. Procurement teams flag it. Customer security questionnaires explicitly disallow it.

RocketDocs solves this by running our own model in our own environment. No third-party LLM provider sees your data. The generative AI that drafts your responses is private by design, not by configuration toggle.

How Astro works

A three-layer approach. Generative AI is the last resort, not the first response.

Astro uses a three-layer AI approach. Each layer handles different types of questions, applied in priority order.

01

Exact-match autofill

Astro starts by looking for direct matches in your approved content library. Questions that have been answered before, with content that has been reviewed and approved, are filled in automatically. This is the fastest, most accurate path. No AI guessing involved.

02

Context-aware similarity search

When an exact match is not available, Astro uses similarity search to find the closest approved answer. This catches the cases where the question has been asked before in slightly different language. The library answers, not the model, drive the response.

03

Private generative AI

For questions with no match in the approved library, Astro drafts a response using private generative AI that runs inside the RocketDocs environment. Every draft is flagged for human review and carries source citations.

Architecture

Why we run our own AI

Most response platforms send your content to a third-party model provider to generate an answer. RocketDocs does not. The AI runs inside our own certified environment, on a document store dedicated to your organization.

  • Runs in our environment: the AI operates inside RocketDocs' SOC 2 Type II and ISO 27001 certified infrastructure
  • Dedicated document store: each customer's content is isolated, never pooled with another customer's
  • No cross-customer training: your data is not used to train the model, full stop
  • Traceable by design: every answer carries source citations viewable in LaunchPad, and every action is logged immutably

Where your data lives

All customer data stays inside the RocketDocs environment

All customer data lives inside the RocketDocs environment. Encryption at rest uses AES-256. Encryption in transit uses TLS 1.2 or higher. Access is controlled through SSO, role-based permissions, and immutable audit trails. No data is ever sent to OpenAI, Anthropic, Google, or any other external model provider.

  • AES-256 encryption at rest, TLS 1.2 or higher in transit
  • SSO and role-based access controls
  • Immutable audit trail across every Astro action
  • No external model provider in the data path

Astro vs. third-party AI

Astro vs. third-party AI

Here is what private AI changes in practice.

  • Data residency: Your knowledge base and responses stay inside the RocketDocs environment. Third-party AI sends data through external providers.
  • Audit trail: Every Astro action is logged in your audit trail. Third-party AI logs are managed by the model provider, not by you.
  • Compliance: Astro is designed to support SOC 2, ISO 27001, HIPAA-equivalent controls, and 21 CFR Part 11 expectations. Third-party AI complicates each of these reviews.
  • Customer data isolation: Your data trains nothing. Astro responses are generated only from your approved content. No cross-customer model exposure.

Astro where your team already works

Astro where your team already works

Astro runs in three places: the RocketDocs platform, the LaunchPad add-in inside Microsoft Word and Excel, and as a chatbot inside Microsoft Teams. Sales reps, SMEs, and support teams query your approved content library in natural language without leaving the document they are working in. Astro returns answers with source citations, so the team always knows where the information came from. Permissions follow the user, so each person only sees content they are authorized to access.

  • Available in the platform, in Microsoft Word and Excel, and inside Microsoft Teams
  • Natural-language queries without leaving the document you are working in
  • Every answer returned with source citations, viewable in LaunchPad
  • Same private AI engine, same audit trail, same compliance posture at every access point

Compliance posture

Built for compliance from day one

Astro is not generative AI added to a legacy platform. It is generative AI engineered into a response management platform whose customers have always required a high compliance bar. The architecture decisions, the audit trail integration, the permission model, and the data flow controls were designed together.

  • SOC 2 Type II and ISO 27001 certified
  • AES-256 encryption at rest, TLS 1.2 plus in transit
  • Workflow patterns aligned to 21 CFR Part 11 expectations
  • HIPAA-equivalent controls for content handling
  • Granular permissions enforced at the content record, project, and user level

What customers say

Trusted by the teams whose responses cannot be wrong

4.2/5 on G2
Our project load has consistently increased year over year for many years. I tie our ability to keep meeting that, without hiring more people, to RocketDocs.
Annie ReddRFP Manager, American Century Investments
Things that could have taken a half an hour can now take possibly a minute. It is absolutely a massive time saver in keeping hundreds and hundreds of answers ready to go for us to use.
Phil MarionSenior Manager, Sales Advancement, Q2
Not only are sales representatives creating better proposals, but they’re also doing it in a fraction of the time it used to take, which frees them up to spend more time in front of customers or to pursue more sales opportunities.
Jamie NinnemanLead, Global Bid and Proposal Management Team, SAP

FAQ

Frequently asked questions

What model does Astro use?

RocketDocs runs its own private AI, with a dedicated document store for each customer. Your data is never sent to public AI providers and never used to train any model. No third-party model provider sits in the data path, and none has access to your prompts, your responses, or your content library.

Does Astro use OpenAI, Anthropic, or any other third-party AI provider?

No. Astro does not route customer data through OpenAI, Anthropic, Google, or any other external model provider. The generative AI that drafts your responses runs inside the RocketDocs environment.

Will my data be used to train the model?

No. Your data is never sent to public AI providers and never used to train any model. Not ours, not anyone else's.

How accurate is Astro?

Astro is built to prioritize accuracy over creativity. Approved content is always preferred to generated content. Similarity search is preferred to generation. Generation is the last resort and every generated response is flagged for human review. This three-layer architecture means most responses come from your reviewed library, not from the model.

What happens when Astro does not know the answer?

Astro never invents an answer. When the question cannot be matched, similarity-searched, or generated from your knowledge base, the question is left blank and routed for SME input through the standard workflow. There is no hallucination on missing information.

Is Astro available on mobile?

Yes. Astro is accessible through the RocketDocs platform, the Microsoft Teams app, and any device that supports Microsoft 365. Mobile-responsive interfaces are supported across all access points.

How does Astro handle confidential or restricted content?

Permissions enforced at the content record level apply to Astro queries. If a user does not have access to a piece of content, Astro will not return it in a response, surface it in a similarity search, or use it as context for a generative draft.

Is the AI audit-ready for regulated industries?

Yes, and the evidence is in the answer trail rather than the model. Every Astro response carries source citations back to the approved content it drew from. Citations are viewable in LaunchPad, so a reviewer can trace any answer to its origin. Every action is captured in an immutable audit log with timestamp and approver. The full architecture is documented in the AI Security Policy, available under NDA through the Trust Center. That is a stronger audit position than a response generated by a third-party API you cannot inspect or log.

Free resource

Score your AI readiness

Score your AI readiness. Five questions on data privacy, content governance, traceability, and audit readiness for AI-assisted proposal work.

--
out of 100
Answer to begin
Question 1 of 5 · Current AI Usage

How is your team using AI for proposals today?

Question 2 of 5 · Content Governance

Where does your approved proposal content live?

Question 3 of 5 · AI Traceability

If AI drafts a response, can you trace it back to an approved source?

Question 4 of 5 · Audit Readiness

If a customer asked to see how a specific response was produced, could you show them?

Question 5 of 5 · Data Privacy

When your team uses AI, where is your data processed?

Ready to see Astro in action?

A specialist will walk you through how Astro handles a real questionnaire from your industry, with the data flow, audit trail, and permission model demonstrated end to end.