Protecto vs SearchUnify

Make an informed decision with our comprehensive comparison. Discover which RAG solution perfectly fits your needs.

Priyansh Khodiyar's avatar
Priyansh KhodiyarDevRel at CustomGPT.ai

Fact checked and reviewed by Bill Cava

Published: 01.04.2025Updated: 25.04.2025

In this comprehensive guide, we compare Protecto and SearchUnify across various parameters including features, pricing, performance, and customer support to help you make the best decision for your business needs.

Overview

When choosing between Protecto and SearchUnify, understanding their unique strengths and architectural differences is crucial for making an informed decision. Both platforms serve the RAG (Retrieval-Augmented Generation) space but cater to different use cases and organizational needs.

Quick Decision Guide

  • Choose Protecto if: you value industry-leading 99% accuracy retention
  • Choose SearchUnify if: you value g2 leader for 21 consecutive quarters (5+ years) in enterprise search - exceptional market validation vs newer rag startups

About Protecto

Protecto Landing Page Screenshot

Protecto is ai data guardrails & privacy protection for llms. Protecto is an AI-driven data privacy platform that secures sensitive data in LLM and RAG applications without compromising accuracy. It offers intelligent tokenization, PII/PHI masking, and compliance automation, achieving 99% accuracy retention while protecting privacy. Founded in 2021, headquartered in United States, the platform has established itself as a reliable solution in the RAG space.

Overall Rating
87/100
Starting Price
Custom

About SearchUnify

SearchUnify Landing Page Screenshot

SearchUnify is ai-powered unified enterprise search and knowledge management. Enterprise cognitive search platform with proprietary Federated RAG (FRAG™) architecture, 100+ pre-built connectors, and mature Salesforce integration. G2 Leader for 21 consecutive quarters (5+ years). Parent company Grazitti Interactive (founded 2008) maintains SOC 2 Type 2 + ISO 27001 + HIPAA compliance. BYOLLM flexibility supports OpenAI, Azure, Google Gemini, Hugging Face, custom models. Critical gaps: NO WhatsApp/Telegram messaging, NO public pricing (AWS Marketplace: $0.01-$0.025/request), NO Zapier integration. Enterprise search heritage vs RAG-first positioning. Founded in 2008 (Grazitti), SearchUnify product launched ~2012, headquartered in Panchkula, India / San Jose, CA, USA, the platform has established itself as a reliable solution in the RAG space.

Overall Rating
84/100
Starting Price
Custom

Key Differences at a Glance

In terms of user ratings, both platforms score similarly in overall satisfaction. From a cost perspective, pricing is comparable. The platforms also differ in their primary focus: Data Privacy versus Enterprise Search. These differences make each platform better suited for specific use cases and organizational requirements.

⚠️ What This Comparison Covers

We'll analyze features, pricing, performance benchmarks, security compliance, integration capabilities, and real-world use cases to help you determine which platform best fits your organization's needs. All data is independently verified from official documentation and third-party review platforms.

Detailed Feature Comparison

logo of protecto
Protecto
logo of searchunify
SearchUnify
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CustomGPTRECOMMENDED
Data Ingestion & Knowledge Sources
  • Plugs straight into enterprise data stacks—think databases, data lakes, and SaaS platforms like Snowflake, Databricks, or Salesforce—using APIs.
  • Built for huge volumes: asynchronous APIs and queuing handle millions (even billions) of records with ease.
  • Focuses on scanning and flagging sensitive info (PII/PHI) across structured and unstructured data, not classic file uploads.
  • File Formats: PDF, DOC, DOCX, PPT, PPTX, CSV, TXT, XSL with 35+ content parsers
  • 12MB Size Limit: Upper limit per document field - may constrain large PDF processing vs unlimited competitors
  • Website Crawling: Public and gated sites (excluding CAPTCHA-protected), configurable depth, JavaScript-enabled, sitemap support (.txt/.xml), custom HTML selectors
  • YouTube Integration: Channel, playlist, video-level indexing with caption/subtitle extraction - transcript-based search returns timestamped audio segments
  • Cloud Storage: Google Drive, SharePoint, Dropbox, Box, OneDrive, Azure Blob Storage
  • NO Notion Integration: Notable absence from cloud storage connectors vs competitors supporting Notion knowledge bases
  • Sync Frequency: 15-minute intervals to manual on-demand crawls
  • Real-Time Sync: Webhook-based for Box, Docebo, Higher Logic Vanilla, Help Scout
  • CRM/Support: Salesforce, ServiceNow, Zendesk, Dynamics 365, Help Scout with bi-directional data flow
  • Collaboration: Slack, MS Teams, Confluence, Jira for internal knowledge aggregation
  • CMS Platforms: Adobe Experience Manager, MindTouch, MadCap Flare, Joomla
  • LMS Systems: Docebo, Absorb LMS, LearnUpon, Saba Cloud for training content
  • Video Platforms: YouTube, Vimeo, Wistia, Vidyard with transcript extraction
  • Universal Content API: Custom connector development for unsupported platforms
  • Lets you ingest more than 1,400 file formats—PDF, DOCX, TXT, Markdown, HTML, and many more—via simple drag-and-drop or API.
  • Crawls entire sites through sitemaps and URLs, automatically indexing public help-desk articles, FAQs, and docs.
  • Turns multimedia into text on the fly: YouTube videos, podcasts, and other media are auto-transcribed with built-in OCR and speech-to-text. View Transcription Guide
  • Connects to Google Drive, SharePoint, Notion, Confluence, HubSpot, and more through API connectors or Zapier. See Zapier Connectors
  • Supports both manual uploads and auto-sync retraining, so your knowledge base always stays up to date.
Integrations & Channels
  • No end-user chat widgets here—Protecto slots in as a security layer inside your AI app.
  • Acts as middleware: its APIs sanitize data before it ever hits an LLM, whether you’re running a web chatbot, mobile app, or enterprise search tool.
  • Integrates with data-flow heavyweights like Snowflake, Kafka, and Databricks to keep every AI data path clean and compliant.
  • Native Search Clients: Salesforce Service Console/Communities, ServiceNow, Zendesk Support/Help Center, Khoros Aurora/Classic, Slack
  • Marketplace Presence: Salesforce AppExchange (Summit Partner status), ServiceNow Store, Microsoft AppSource
  • Embedding Options: JavaScript widget deployment, custom React/Handlebars components (Khoros), native widgets (Salesforce/ServiceNow consoles)
  • SearchUnifyGPT™ Answer Box: LLM-generated answers displayed above traditional search results with inline citations
  • Webhooks: Real-time sync and SUVA virtual assistant integration with external applications
  • RESTful API: OAuth 2.0 authentication with v2-prefixed endpoints and Swagger documentation per instance
  • CRITICAL: CRITICAL GAPS - NO Consumer Messaging: NO WhatsApp, Telegram, or similar consumer platform integrations - enterprise support channels only
  • CRITICAL: NO Zapier Integration: Significant gap for no-code workflow automation - competitors offer 7,000-8,000+ app connections
  • Enterprise Focus: Deep Salesforce, ServiceNow, Zendesk integration vs consumer-facing omnichannel deployment
  • Embeds easily—a lightweight script or iframe drops the chat widget into any website or mobile app.
  • Offers ready-made hooks for Slack, Zendesk, Confluence, YouTube, Sharepoint, 100+ more. Explore API Integrations
  • Connects with 5,000+ apps via Zapier and webhooks to automate your workflows.
  • Supports secure deployments with domain allowlisting and a ChatGPT Plugin for private use cases.
  • Hosted CustomGPT.ai offers hosted MCP Server with support for Claude Web, Claude Desktop, Cursor, ChatGPT, Windsurf, Trae, etc. Read more here.
  • Supports OpenAI API Endpoint compatibility. Read more here.
Core Chatbot Features
  • Doesn’t generate responses—it detects and masks sensitive data going into and out of your AI agents.
  • Combines advanced NER with custom regex / pattern matching to spot PII/PHI, anonymizing without killing context.
  • Adds content-moderation and safety checks to keep everything compliant and exposure-free.
N/A
  • Reduces hallucinations by grounding replies in your data and adding source citations for transparency. Benchmark Details
  • Handles multi-turn, context-aware chats with persistent history and solid conversation management.
  • Speaks 90+ languages, making global rollouts straightforward.
  • Includes extras like lead capture (email collection) and smooth handoff to a human when needed.
Customization & Branding
  • No visual branding needed—Protecto works behind the curtain, guarding data rather than showing UI.
  • You can tailor masking rules and policies via a web dashboard or config files to match your exact regulations.
  • It’s all about policy customization over look-and-feel, ensuring every output passes compliance checks.
  • Theme Editor: Visual chat widget customization without code
  • Color Configuration: Background, text, conversation bubbles, user input areas with full palette control
  • Typography: Font style selection across all chat elements
  • Icons: Uploadable custom avatars, close icons, skip icons, bot launcher images
  • Messaging: Custom greetings, bot names (12-24 characters), inactivity messages
  • White-Labeling: Supported through custom branding elements (explicit 'white-label' documentation not found)
  • Domain Restrictions: Platform-specific deployment configurations and role-based content permissions
  • Visual Search Tuning: Boost or downgrade document rankings without code via admin UI
  • NLP Manager: Synonym, acronym, keyword configuration via visual interface
  • Temperature Controls: Per-persona, use case, and audience type creativity adjustment for LLM responses
  • Fully white-labels the widget—colors, logos, icons, CSS, everything can match your brand. White-label Options
  • Provides a no-code dashboard to set welcome messages, bot names, and visual themes.
  • Lets you shape the AI’s persona and tone using pre-prompts and system instructions.
  • Uses domain allowlisting to ensure the chatbot appears only on approved sites.
L L M Model Options
  • Model-agnostic: works with any LLM—GPT, Claude, LLaMA, you name it—by masking data first.
  • Plays nicely with orchestration frameworks like LangChain for multi-model workflows.
  • Uses context-preserving techniques so accuracy stays high even after sensitive bits are masked.
  • BYOLLM Architecture: Bring Your Own LLM flexibility avoiding vendor lock-in
  • Partner-Provisioned: Claude via Amazon Bedrock (14-day trial), OpenAI Service
  • Self-Provisioned OpenAI: GPT models via API key with full configuration control
  • Azure OpenAI Service: Complete endpoint configuration for enterprise Azure deployments
  • Google Gemini: Integration for Google's multimodal LLM capabilities
  • Hugging Face: Open-source model support for custom or community models
  • In-House Custom Models: Support for proprietary inference models and custom deployments
  • Multiple LLM Connections: Connect multiple providers simultaneously with activation toggles
  • Fallback Mechanisms: Automatic failover when primary LLMs become inaccessible
  • Temperature Controls: Adjust creativity by persona, use case, audience type for each LLM
  • CRITICAL: NO Automatic Model Routing: No intelligent selection based on query characteristics - manual configuration required vs competitors with query complexity-based routing
  • Taps into top models—OpenAI’s GPT-5.1 series, GPT-4 series, and even Anthropic’s Claude for enterprise needs (4.5 opus and sonnet, etc ).
  • Automatically balances cost and performance by picking the right model for each request. Model Selection Details
  • Uses proprietary prompt engineering and retrieval tweaks to return high-quality, citation-backed answers.
  • Handles all model management behind the scenes—no extra API keys or fine-tuning steps for you.
Developer Experience ( A P I & S D Ks)
  • REST APIs and a Python SDK make scanning, masking, and tokenizing straightforward.
  • Docs are detailed, with step-by-step guides for slipping Protecto into data pipelines or AI apps.
  • Supports real-time and batch modes, complete with examples for ETL and CI/CD pipelines.
  • Three Official SDKs: JavaScript/Node.js (su-sdk on NPM), Python (searchunify on PyPI), Java (Maven artifact)
  • JavaScript/Node.js SDK: HTTP/2 support, async clients, non-blocking I/O for high-performance applications
  • Python SDK: Full API coverage with 22+ analytics methods for data analysis and reporting
  • Java SDK: Non-blocking I/O, high concurrency, data marshaling for enterprise Java applications
  • RESTful API v2: Swagger documentation at each instance with v2-prefixed endpoints
  • API Categories: Search (/v2_search/), Content Source management (/v2_cs/), Analytics (/api/v2/)
  • OAuth 2.0 Authentication: Password grant and client credentials with 4-hour access tokens, 14-day refresh tokens
  • MCP (Model Context Protocol) Support: su-mcp library for Claude Desktop and similar LLM tooling integration
  • Documentation Quality: Solid core API coverage with curl examples and authentication guides
  • CRITICAL: CRITICAL GAPS - Rate Limits: Specific limits require community documentation access - transparency gap vs competitors with public rate limit tables
  • CRITICAL: NO API Versioning Policy: No documented deprecation policy - potential breaking change risk
  • CRITICAL: LIMITED Cookbook Examples: Basic code samples but not comprehensive practical examples vs competitors with extensive cookbook libraries
  • Ships a well-documented REST API for creating agents, managing projects, ingesting data, and querying chat. API Documentation
  • Offers open-source SDKs—like the Python customgpt-client—plus Postman collections to speed integration. Open-Source SDK
  • Backs you up with cookbooks, code samples, and step-by-step guides for every skill level.
Performance & Accuracy
  • Context-preserving masking keeps LLM accuracy almost intact—about 99 % RARI versus 70 % with vanilla masking.
  • Async APIs and auto-scaling keep latency low, even at high volume.
  • Masked data still carries enough context so model answers stay on point.
  • Near Real-Time Analytics: Data refreshes within 120 seconds of capture for dashboard metrics
  • FRAG™ Hallucination Mitigation: 3-layer architecture (Federation, Retrieval, Augmented Generation) specifically designed to reduce false information
  • Vector Search Integration: Semantic similarity and keyword matching combined for improved retrieval accuracy
  • Multi-Repository Context: Documentation, forums, LMS unified for 360-degree enterprise context
  • User Feedback Loops: Continuous improvement through response validation and audit mechanisms
  • Fallback Generation: Maintains service during LLM downtime with alternative response mechanisms
  • Customer Results: Accela 99.7% support cost savings, Cornerstone OnDemand 98% self-service resolution, Syntellis 263% self-service success improvement
  • YouTube Timestamp Search: Transcript-based retrieval returns exact audio segments for precise video content location
  • Delivers sub-second replies with an optimized pipeline—efficient vector search, smart chunking, and caching.
  • Independent tests rate median answer accuracy at 5/5—outpacing many alternatives. Benchmark Results
  • Always cites sources so users can verify facts on the spot.
  • Maintains speed and accuracy even for massive knowledge bases with tens of millions of words.
Customization & Flexibility ( Behavior & Knowledge)
  • Fine-tune masking with custom regex rules and entity types as granular as you need.
  • Role-based access lets privileged users view unmasked data while others see safe tokens.
  • Update masking policies on the fly—no model retraining required—to keep up with new regs.
  • Visual Search Tuning: Boost or downgrade document rankings via admin UI without coding
  • NLP Manager: Synonym, acronym, keyword configuration per language through visual interface
  • Temperature Controls: Per-persona, use case, audience type creativity adjustment for LLM responses
  • Multi-LLM Support: Connect multiple providers simultaneously with activation toggles and failovers
  • Custom Slots: Lead capture field configuration for SUVA conversations
  • Custom HTML Selectors: Precise website crawling targeting specific content elements
  • Configurable Crawl Depth: Control how deeply websites are indexed for knowledge base
  • Sync Frequency Options: 15-minute intervals to manual on-demand for different update requirements
  • RBAC Customization: Super Admin, Admin, Moderator tiers with configurable permissions
  • Custom User Attributes: Organization-specific analytics dimensions for tailored reporting
  • Lets you add, remove, or tweak content on the fly—automatic re-indexing keeps everything current.
  • Shapes agent behavior through system prompts and sample Q&A, ensuring a consistent voice and focus. Learn How to Update Sources
  • Supports multiple agents per account, so different teams can have their own bots.
  • Balances hands-on control with smart defaults—no deep ML expertise required to get tailored behavior.
Pricing & Scalability
  • Enterprise pricing tailored to data volume and throughput, with a free trial to test the waters.
  • Scales to millions or billions of records—cloud or on-prem—priced around volume and usage.
  • Ideal for large orgs with heavy data-protection needs; volume discounts and custom contracts keep costs sane.
  • NO Public Pricing: Website requires custom enterprise quotes - transparency gap vs competitors with published tiers
  • AWS Marketplace Revealed Pricing: Up to 100K searches/month $0.025/request, up to 200K $0.015/request, up to 300K $0.01/request
  • Unlimited Content Sources: Flat subscription pricing with no per-connector fees
  • Free Trials: Available without credit card requirement for evaluation
  • Annual Escalation: User reviews note "guaranteed price increase every year" - budget unpredictability concern
  • 7-14 Day Deployment: Using pre-built connectors for implementation timeframe
  • Multi-Geographic AWS: Automatic backups across regions for data redundancy
  • Enterprise Consulting: Assess, Advise, Engage packages for implementation support
  • Startup to Enterprise: Platform scales from small teams to large organizations
  • Runs on straightforward subscriptions: Standard (~$99/mo), Premium (~$449/mo), and customizable Enterprise plans.
  • Gives generous limits—Standard covers up to 60 million words per bot, Premium up to 300 million—all at flat monthly rates. View Pricing
  • Handles scaling for you: the managed cloud infra auto-scales with demand, keeping things fast and available.
Security & Privacy
  • Privacy-first: spots and masks sensitive data before any LLM sees it, meeting GDPR, HIPAA, and more.
  • End-to-end encryption, tight access controls, and audit logs lock down the pipeline.
  • Deploy wherever you need—public cloud, private cloud, or entirely on-prem—for full residency control.
  • SOC Certifications: SOC 1 Type 2, SOC 2 Type 2, SOC 3 from parent company Grazitti Interactive
  • ISO 27001:2013: Information Security Management System compliance
  • ISO 27701:2019: Privacy Information Management System certification
  • HIPAA Compliant: Healthcare data protection requirements met
  • GDPR Compliant: Acts as data processor with EU data protection compliance
  • Single-Tenant Architecture: Customer data isolation preventing cross-tenant information leakage
  • AES-256 Encryption: Data at rest protection with industry-standard encryption
  • TLS 1.3 in Transit: Latest transport layer security for data transmission
  • SSO Integration: SAML 2.0 with Okta, Azure AD, OneLogin, CyberArk, Google Workspace
  • FRAG Security: Sensitive data removal before third-party LLM transmission, response analysis preventing leakage, zero-retention policies for LLM interactions
  • Detailed Audit Trails: Prompts and responses logged for compliance with 30-day retention
  • RBAC: Super Admin, Admin, Moderator roles with configurable permissions and activity tracking
  • Admin Logs: 30-day retention with CSV export for compliance and security review
  • Protects data in transit with SSL/TLS and at rest with 256-bit AES encryption.
  • Holds SOC 2 Type II certification and complies with GDPR, so your data stays isolated and private. Security Certifications
  • Offers fine-grained access controls—RBAC, two-factor auth, and SSO integration—so only the right people get in.
Observability & Monitoring
  • Audit logs and dashboards track every masking action and how many sensitive items were caught.
  • Hooks into SIEM and monitoring tools for real-time compliance and performance stats.
  • Reports RARI and other metrics, alerting you if something looks off.
  • 30+ Pre-Built Metrics: Comprehensive analytics across search performance, conversion tracking, content gap analysis
  • Search Performance: Query trends, content source indexing status, click position tracking, Salesforce case creation, SearchUnifyGPT feedback
  • Conversion Tracking: Full user journey sessions, case deflection rates, popular documents, discussions-to-articles identification
  • Content Gap Analysis: Unsuccessful searches, no-click/no-result sessions, high-conversion results not on page one, content length insights
  • Near Real-Time Refresh: Data updates within 120 seconds of capture for analytics dashboards
  • SUVA Metrics: Deflection rate, handover rate, abandonment rate, average response time, CSAT scores, LLM token usage tracking
  • Actionable Insights: AI-generated plain-English recommendations from analytics data vs dashboards requiring manual interpretation
  • Custom User Attributes: Organization-specific analytics dimensions for tailored reporting
  • Admin Activity Logs: User activity tracking, configuration changes, feature usage with 30-day retention and CSV export
  • Comes with a real-time analytics dashboard tracking query volumes, token usage, and indexing status.
  • Lets you export logs and metrics via API to plug into third-party monitoring or BI tools. Analytics API
  • Provides detailed insights for troubleshooting and ongoing optimization.
Support & Ecosystem
  • High-touch enterprise support—dedicated managers and SLA-backed help for big deployments.
  • Rich docs, API guides, and whitepapers show best practices for secure AI pipelines.
  • Active in industry partnerships and thought leadership to keep the ecosystem strong.
  • SearchUnify Academy: Free self-paced training with certifications covering cognitive search fundamentals, search tuning, content source configuration, platform administration
  • Swagger Documentation: Per-instance API documentation with curl examples and authentication guides
  • Community Forum: User forum and knowledge base access for peer support
  • Enterprise Support Channels: Phone, email, chat support for enterprise customers
  • Implementation Consulting: Assess, Advise, Engage packages for deployment assistance
  • Dedicated Account Management: Enterprise tier with assigned account managers
  • 97-98% G2 Satisfaction: "Ease of Doing Business With" rating from customer reviews
  • Guided Workflows: Contextual help suggestions for admin onboarding and platform navigation
  • Visual Admin Interface: OAuth flows handled through UI, pre-built templates, drag-and-drop components
  • Supplies rich docs, tutorials, cookbooks, and FAQs to get you started fast. Developer Docs
  • Offers quick email and in-app chat support—Premium and Enterprise plans add dedicated managers and faster SLAs. Enterprise Solutions
  • Benefits from an active user community plus integrations through Zapier and GitHub resources.
Additional Considerations
  • Laser-focused on secure RAG—keeps sensitive data out of third-party LLMs while preserving context.
  • On-prem option is a big win for highly regulated sectors needing total isolation.
  • The proprietary RARI metric proves you can mask aggressively without wrecking model accuracy.
  • Enterprise-First Platform: Designed for large organizations with complex, federated knowledge ecosystems - may be overwhelming for small businesses seeking simple chatbot solutions
  • Implementation Complexity: While pre-built connectors accelerate deployment (7-14 days), proper configuration of 100+ sources, FRAG™ architecture, and SUVA agents requires thoughtful planning and technical expertise
  • Learning Curve for Advanced Features: Temperature controls, NLP Manager, visual search tuning, and multi-LLM configuration provide powerful customization but require understanding of AI/RAG concepts for optimal utilization
  • Cost Structure Opacity: Lack of public pricing transparency creates evaluation friction - potential customers must engage sales for quotes, making competitive comparison difficult without significant time investment
  • Annual Price Escalation Risk: User reviews consistently mention "guaranteed price increase every year" - organizations should factor long-term budget growth into ROI calculations and contract negotiations
  • Integration Gaps for Modern Workflows: Missing Zapier (7,000+ app ecosystem), Notion (popular knowledge base), and consumer messaging platforms (WhatsApp, Telegram) limit use cases vs competitors with broader integration catalogs
  • Limited Customization for External Use: Platform optimized for internal employee support and customer self-service portals - not designed for white-labeled external chatbot products or complex conversational commerce applications
  • Cloud-Only Deployment Constraint: Organizations requiring air-gapped environments, on-premise data residency, or hybrid cloud architectures cannot use SearchUnify (vs competitors like Cohere offering private deployment options)
  • Document Size Limitations: 12MB per document field may constrain processing of large technical manuals, legal documents, or comprehensive training materials vs competitors with unlimited document ingestion
  • Manual LLM Configuration Required: No automatic model routing based on query complexity - IT teams must manually configure which LLM handles which scenarios vs intelligent routing competitors
  • API Documentation Transparency Gaps: Rate limits require community access, no public API versioning policy, limited cookbook examples compared to developer-first platforms with comprehensive API documentation and sandbox environments
  • Best For: Large enterprises with Salesforce-centric operations, organizations with 100+ fragmented knowledge sources, regulated industries requiring SOC 2/HIPAA/GDPR compliance, teams prioritizing federated search accuracy over rapid deployment simplicity
  • NOT Ideal For: Small businesses with limited budgets, startups needing rapid prototyping without sales engagement, organizations requiring consumer messaging platform support, teams seeking white-labeled external chatbot products, companies needing air-gapped/on-premise deployment
  • Slashes engineering overhead with an all-in-one RAG platform—no in-house ML team required.
  • Gets you to value quickly: launch a functional AI assistant in minutes.
  • Stays current with ongoing GPT and retrieval improvements, so you’re always on the latest tech.
  • Balances top-tier accuracy with ease of use, perfect for customer-facing or internal knowledge projects.
No- Code Interface & Usability
  • No drag-and-drop chatbot builder—Protecto provides a tech dashboard for privacy policy setup and monitoring.
  • UI targets IT and security teams, with forms and config panels rather than wizard-style chatbot tools.
  • Guided presets (e.g., HIPAA Mode) speed up onboarding for enterprises that need quick compliance.
  • 97-98% G2 Usability Satisfaction: Consistently high ratings for "Ease of Doing Business With"
  • Visual Content Source Configuration: OAuth flows handled through admin UI without manual setup
  • Pre-Built Templates: Knowbler for KCS-aligned knowledge articles with structured creation workflows
  • Drag-and-Drop Components: Salesforce Console search client components for visual customization
  • NLP Manager: Synonym, acronym, keyword configuration without coding requirements
  • Visual Search Tuning: Boost or downgrade document rankings via UI sliders and controls
  • Theme Editor: Chat widget customization (colors, fonts, icons, messaging) without CSS knowledge
  • SUVA Agent Builder: Visual configuration for up to 5 virtual agents per instance
  • Analytics Dashboard: Point-and-click metric exploration with AI-generated Actionable Insights
  • Guided Workflows: Step-by-step contextual help for common admin tasks
  • Offers a wizard-style web dashboard so non-devs can upload content, brand the widget, and monitor performance.
  • Supports drag-and-drop uploads, visual theme editing, and in-browser chatbot testing. User Experience Review
  • Uses role-based access so business users and devs can collaborate smoothly.
Competitive Positioning
  • Market position: Enterprise data security middleware specializing in PII/PHI masking for AI applications, not a chatbot platform but a security layer protecting RAG systems
  • Target customers: Regulated industries (healthcare, finance, government) needing GDPR/HIPAA/PCI compliance, enterprises using third-party LLMs with sensitive data, and organizations requiring on-premises deployment with complete data isolation
  • Key competitors: Presidio (Microsoft), Private AI, Nightfall AI, and custom data masking implementations using traditional DLP tools
  • Competitive advantages: Context-preserving masking maintaining 99% RARI (vs. 70% vanilla masking), asynchronous APIs handling millions/billions of records at scale, model-agnostic middleware working with any LLM (GPT, Claude, LLaMA), on-prem/private cloud deployment for strict data residency, proprietary RARI metric proving accuracy preservation, and integration with enterprise data stacks (Snowflake, Databricks, Kafka)
  • Pricing advantage: Enterprise pricing based on data volume and throughput with volume discounts; higher cost than general RAG platforms but essential for compliance; best value comes from preventing regulatory fines and enabling safe LLM adoption in regulated industries
  • Use case fit: Critical for regulated industries processing sensitive data (healthcare PII/PHI, financial records, government data), organizations using third-party LLMs that can't guarantee data isolation, and enterprises requiring context-preserving masking to maintain LLM accuracy while ensuring compliance (GDPR, HIPAA, PCI DSS)
  • Market Position: Enterprise cognitive search leader with RAG enhancement vs pure-play RAG startups
  • 5+ Years Market Leadership: G2 Leader 21 consecutive quarters in Enterprise Search - exceptional validation vs newer RAG platforms
  • IDC/Forrester Recognition: IDC MarketScape 2024 Major Player (Knowledge Management), Forrester Wave Q3 2021 Strong Performer (Cognitive Search)
  • FRAG™ Differentiator: Proprietary 3-layer federated architecture specifically designed for enterprise hallucination mitigation vs generic RAG implementations
  • 100+ Connector Advantage: Dramatically reduced integration effort vs platforms requiring custom connector development for enterprise systems
  • Salesforce Strength: Summit Partner status with native Service Console/Communities clients, drag-and-drop components, AppExchange - unmatched depth vs API-only Salesforce integrations
  • YouTube Capability: Transcript-based timestamped search rare among RAG platforms - strong for video training content
  • BYOLLM Flexibility: Claude, OpenAI, Azure, Google Gemini, Hugging Face, custom models vs vendor lock-in from single-provider platforms
  • Enterprise Security: SOC 1/2/3 + ISO 27001/27701 + HIPAA + GDPR with single-tenant architecture competitive with Cohere, Progress enterprise offerings
  • vs. CustomGPT: SearchUnify enterprise search platform + RAG vs likely more developer-first RAG API - different target markets
  • vs. Cohere: SearchUnify 100+ connectors + no-code usability vs Cohere superior AI models + air-gapped deployment
  • vs. Progress: SearchUnify FRAG™ + Salesforce depth vs Progress REMi quality monitoring + open-source NucliaDB
  • vs. Chatling/Jotform: SearchUnify enterprise cognitive search vs SMB no-code chatbot tools - fundamentally different scales
  • CRITICAL: Pricing Transparency Gap: NO public pricing vs competitors with published tiers - requires sales engagement and annual escalation clauses
  • CRITICAL: Consumer Messaging Absent: NO WhatsApp, Telegram, Zapier vs omnichannel competitors - enterprise support channels only
  • CRITICAL: Cloud-Only Limitation: NO on-premise/air-gapped deployment vs Cohere's private deployment options for highly regulated industries
  • Market position: Leading all-in-one RAG platform balancing enterprise-grade accuracy with developer-friendly APIs and no-code usability for rapid deployment
  • Target customers: Mid-market to enterprise organizations needing production-ready AI assistants, development teams wanting robust APIs without building RAG infrastructure, and businesses requiring 1,400+ file format support with auto-transcription (YouTube, podcasts)
  • Key competitors: OpenAI Assistants API, Botsonic, Chatbase.co, Azure AI, and custom RAG implementations using LangChain
  • Competitive advantages: Industry-leading answer accuracy (median 5/5 benchmarked), 1,400+ file format support with auto-transcription, SOC 2 Type II + GDPR compliance, full white-labeling included, OpenAI API endpoint compatibility, hosted MCP Server support (Claude, Cursor, ChatGPT), generous data limits (60M words Standard, 300M Premium), and flat monthly pricing without per-query charges
  • Pricing advantage: Transparent flat-rate pricing at $99/month (Standard) and $449/month (Premium) with generous included limits; no hidden costs for API access, branding removal, or basic features; best value for teams needing both no-code dashboard and developer APIs in one platform
  • Use case fit: Ideal for businesses needing both rapid no-code deployment and robust API capabilities, organizations handling diverse content types (1,400+ formats, multimedia transcription), teams requiring white-label chatbots with source citations for customer-facing or internal knowledge projects, and companies wanting all-in-one RAG without managing ML infrastructure
A I Models
  • Model-Agnostic Middleware: Works with any LLM - GPT-4, Claude, LLaMA, Gemini, or custom models without requiring changes
  • Pre-Processing Layer: Masks sensitive data before it reaches LLM - not tied to specific model provider or architecture
  • LangChain Integration: Works with orchestration frameworks for multi-model workflows and complex AI pipelines
  • Context-Preserving Masking: Advanced algorithms maintain data utility for LLMs while protecting sensitive information (99% RARI vs 70% vanilla masking)
  • No Model Lock-In: Security layer independent of LLM choice - switch providers without changing Protecto configuration
  • Universal Compatibility: Designed for heterogeneous AI environments using multiple LLM providers simultaneously
  • BYOLLM (Bring Your Own LLM) Architecture: Avoid vendor lock-in with flexible model selection
  • Partner-Provisioned LLMs: Claude via Amazon Bedrock (14-day trial), OpenAI GPT models with managed service
  • Self-Provisioned OpenAI: Connect your own OpenAI API key with full configuration control (GPT-4, GPT-3.5-turbo, etc.)
  • Azure OpenAI Service: Complete endpoint configuration for enterprise Azure deployments with data residency control
  • Google Gemini: Integration for Google's multimodal LLM capabilities and competitive pricing
  • Hugging Face Models: Open-source model support for custom or community models (Llama, Falcon, etc.)
  • Custom In-House Models: Support for proprietary inference models and custom deployments
  • Multiple LLM Connections: Connect multiple providers simultaneously with activation toggles and automatic failover
  • Temperature Controls: Adjust creativity by persona, use case, and audience type for each LLM
  • No Automatic Model Routing: Manual configuration required vs competitors with query complexity-based routing
  • Primary models: GPT-5.1 and 4 series from OpenAI, and Anthropic's Claude 4.5 (opus and sonnet) for enterprise needs
  • Automatic model selection: Balances cost and performance by automatically selecting the appropriate model for each request Model Selection Details
  • Proprietary optimizations: Custom prompt engineering and retrieval enhancements for high-quality, citation-backed answers
  • Managed infrastructure: All model management handled behind the scenes - no API keys or fine-tuning required from users
  • Anti-hallucination technology: Advanced mechanisms ensure chatbot only answers based on provided content, improving trust and factual accuracy
R A G Capabilities
  • NOT A RAG PLATFORM: Protecto is data security middleware, not a retrieval-augmented generation platform
  • RAG Protection Layer: Detects and masks PII/PHI in documents before they enter RAG indexing pipelines
  • Real-Time Sanitization: Intercepts data flowing to/from RAG systems ensuring sensitive information never reaches vector databases or LLMs
  • Context Preservation: Maintains semantic meaning and relationships for accurate RAG retrieval despite masking sensitive data
  • Query-Time Security: Also masks sensitive data in user queries before RAG retrieval to prevent data leakage
  • Response Filtering: Post-processes RAG responses to ensure no masked PII/PHI appears in final outputs
  • Integration Point: Sits between data sources and RAG platforms as security middleware layer
  • FRAG™ (Federated RAG) Architecture: Proprietary 3-layer framework specifically designed for hallucination mitigation in enterprise knowledge retrieval
  • Federation Layer: Constructs 360-degree enterprise context by unifying data across all 100+ connected sources simultaneously
  • Retrieval Layer: Filters responses using keyword matching, semantic similarity, and vector search for comprehensive result accuracy
  • Augmented Generation Layer: Produces responses using neural networks with temperature-controlled creativity balancing accuracy and natural language
  • Vector Search Integration: Semantic embedding-based retrieval combined with traditional keyword matching
  • Hybrid Search: Reciprocal rank fusion combines dense and sparse retrieval for best-of-both-worlds accuracy
  • Multi-Repository Context: Documentation, forums, LMS, CRM, support tickets unified for comprehensive answer grounding
  • SUVA "World's First Federated RAG Chatbot": Analyzes 20+ attributes (customer history, similar cases, past resolutions) across federated enterprise sources
  • Hallucination Mitigation: 3-layer FRAG architecture with sensitive data removal before LLM transmission and response analysis preventing leakage
  • User Feedback Loops: Continuous improvement through response validation and audit mechanisms
  • Fallback Generation: Maintains service during LLM downtime with alternative response mechanisms
  • Core architecture: GPT-4 combined with Retrieval-Augmented Generation (RAG) technology, outperforming OpenAI in RAG benchmarks RAG Performance
  • Anti-hallucination technology: Advanced mechanisms reduce hallucinations and ensure responses are grounded in provided content Benchmark Details
  • Automatic citations: Each response includes clickable citations pointing to original source documents for transparency and verification
  • Optimized pipeline: Efficient vector search, smart chunking, and caching for sub-second reply times
  • Scalability: Maintains speed and accuracy for massive knowledge bases with tens of millions of words
  • Context-aware conversations: Multi-turn conversations with persistent history and comprehensive conversation management
  • Source verification: Always cites sources so users can verify facts on the spot
Use Cases
  • Healthcare AI: HIPAA-compliant patient data analysis, clinical decision support, medical records processing with PHI masking
  • Financial Services: PCI DSS compliance for payment data, financial records analysis, customer service chatbots with sensitive data
  • Government & Defense: Classified information protection, citizen data privacy, secure AI deployment with strict data residency
  • Enterprise CPG: Safe LLM adoption for consumer packaged goods companies processing customer data at scale
  • Customer Support: Secure analysis of support tickets, emails, and transcripts containing PII for AI-powered insights
  • Data Analytics: Reviews ingestion with consumer PII, financial identifiers, and brand names masked for LLM analysis
  • Multi-Agent Workflows: Global enterprises managing data access across multiple AI agents with role-based visibility
  • Claims Processing: Insurance provider PHI protection for accurate, efficient claims processing with privacy-preserving RAG
  • Enterprise Customer Support: SUVA virtual assistant deflects support tickets with federated knowledge across all enterprise systems (99.7% cost savings at Accela)
  • Salesforce Service Cloud Enhancement: Native Service Console and Communities integration for unified knowledge search within Salesforce workflows
  • Multi-System Knowledge Unification: Consolidate fragmented knowledge across 100+ systems (CRM, LMS, forums, documentation, SharePoint, etc.)
  • Employee Self-Service: Internal help desks and HR portals with federated search across all internal knowledge sources
  • Customer Community Portals: Self-service communities with SearchUnifyGPT™ answers and traditional search results side-by-side
  • Training & LMS Search: Unified search across Docebo, Absorb LMS, YouTube transcripts, and documentation for training content discovery
  • Contact Center Optimization: Agent Helper provides real-time knowledge suggestions during live support interactions to improve resolution times
  • Case Deflection: 98% self-service resolution (Cornerstone OnDemand) reducing support ticket volume and operational costs
  • Customer support automation: AI assistants handling common queries, reducing support ticket volume, providing 24/7 instant responses with source citations
  • Internal knowledge management: Employee self-service for HR policies, technical documentation, onboarding materials, company procedures across 1,400+ file formats
  • Sales enablement: Product information chatbots, lead qualification, customer education with white-labeled widgets on websites and apps
  • Documentation assistance: Technical docs, help centers, FAQs with automatic website crawling and sitemap indexing
  • Educational platforms: Course materials, research assistance, student support with multimedia content (YouTube transcriptions, podcasts)
  • Healthcare information: Patient education, medical knowledge bases (SOC 2 Type II compliant for sensitive data)
  • Financial services: Product guides, compliance documentation, customer education with GDPR compliance
  • E-commerce: Product recommendations, order assistance, customer inquiries with API integration to 5,000+ apps via Zapier
  • SaaS onboarding: User guides, feature explanations, troubleshooting with multi-agent support for different teams
Security & Compliance
  • GDPR Compliance: Pre-configured policies, audit trails, and reporting for EU data protection regulation
  • HIPAA Compliance: Pre-built HIPAA policies, audit logs, BAA support, and PHI masking adhering to Safe Harbor standards
  • PCI DSS Compliance: Payment card data protection with context-preserving tokenization
  • PDPL Compliance: Pre-configured for Saudi Arabia Personal Data Protection Law
  • DPDP Compliance: India Digital Personal Data Protection Act support with regional policies
  • End-to-End Encryption: TLS in transit, encryption at rest for complete data protection pipeline
  • Role-Based Access Control: Privileged users can view unmasked data while others see safe tokens
  • Comprehensive Audit Logs: Every masking decision captured (what, when, why) for regulatory verification
  • Deployment Flexibility: SaaS, VPC, or on-prem options for strict data residency requirements
  • Zero Data Egress: On-prem deployment option ensures sensitive data never leaves organizational boundaries
  • SOC Certifications: SOC 1 Type 2, SOC 2 Type 2, SOC 3 from parent company Grazitti Interactive
  • ISO 27001:2013: Information Security Management System compliance for enterprise data protection
  • ISO 27701:2019: Privacy Information Management System certification for global privacy requirements
  • HIPAA Compliant: Healthcare data protection requirements met for medical organizations
  • GDPR Compliant: Acts as data processor with EU data protection compliance and Standard Contractual Clauses
  • Single-Tenant Architecture: Customer data isolation preventing cross-tenant information leakage
  • AES-256 Encryption: Data at rest protection with industry-standard encryption
  • TLS 1.3 in Transit: Latest transport layer security for data transmission
  • SSO Integration: SAML 2.0 with Okta, Azure AD, OneLogin, CyberArk, Google Workspace for centralized identity management
  • FRAG Security: Sensitive data removal before third-party LLM transmission, response analysis preventing leakage, zero-retention policies for LLM interactions
  • Detailed Audit Trails: Prompts and responses logged for compliance with 30-day retention and CSV export
  • RBAC: Super Admin, Admin, Moderator roles with configurable permissions and activity tracking
  • Encryption: SSL/TLS for data in transit, 256-bit AES encryption for data at rest
  • SOC 2 Type II certification: Industry-leading security standards with regular third-party audits Security Certifications
  • GDPR compliance: Full compliance with European data protection regulations, ensuring data privacy and user rights
  • Access controls: Role-based access control (RBAC), two-factor authentication (2FA), SSO integration for enterprise security
  • Data isolation: Customer data stays isolated and private - platform never trains on user data
  • Domain allowlisting: Ensures chatbot appears only on approved sites for security and brand protection
  • Secure deployments: ChatGPT Plugin support for private use cases with controlled access
Pricing & Plans
  • Enterprise Pricing: Custom quotes based on data volume and throughput requirements
  • Free Trial Available: Test platform capabilities before commitment with hands-on evaluation
  • Volume-Based Discounts: Pricing scales with usage - better rates for higher data volumes
  • Pricing Factors: Number of records processed, API call volume, deployment model (cloud/on-prem), support level
  • Cost Justification: Prevents regulatory fines (GDPR €20M, HIPAA $1.5M) and enables safe LLM adoption in regulated industries
  • ROI Focus: Investment in compliance infrastructure vs cost of data breaches and regulatory penalties
  • Transparent Billing: Usage-based with predictable costs for budget planning at enterprise scale
  • No Public Pricing: Contact sales for custom quotes tailored to organizational needs and scale
  • No Public Pricing: Website requires custom enterprise quotes - transparency gap vs competitors with published tiers
  • AWS Marketplace Pricing (Revealed): Up to 100K searches/month at $0.025/request, up to 200K at $0.015/request, up to 300K at $0.01/request
  • Unlimited Content Sources: Flat subscription pricing with no per-connector fees for 100+ pre-built integrations
  • Free Trials: Available without credit card requirement for evaluation and proof-of-concept
  • Annual Price Escalation: User reviews note "guaranteed price increase every year" - budget unpredictability concern
  • 7-14 Day Deployment: Using pre-built connectors for rapid implementation timeframe
  • Multi-Geographic AWS: Automatic backups across regions for data redundancy and disaster recovery
  • Enterprise Consulting: Assess, Advise, Engage packages for implementation support and best practices guidance
  • Scalability: Platform scales from small teams to large organizations without architectural changes
  • Standard Plan: $99/month or $89/month annual - 10 custom chatbots, 5,000 items per chatbot, 60 million words per bot, basic helpdesk support, standard security View Pricing
  • Premium Plan: $499/month or $449/month annual - 100 custom chatbots, 20,000 items per chatbot, 300 million words per bot, advanced support, enhanced security, additional customization
  • Enterprise Plan: Custom pricing - Comprehensive AI solutions, highest security and compliance, dedicated account managers, custom SSO, token authentication, priority support with faster SLAs Enterprise Solutions
  • 7-Day Free Trial: Full access to Standard features without charges - available to all users
  • Annual billing discount: Save 10% by paying upfront annually ($89/mo Standard, $449/mo Premium)
  • Flat monthly rates: No per-query charges, no hidden costs for API access or white-labeling (included in all plans)
  • Managed infrastructure: Auto-scaling cloud infrastructure included - no additional hosting or scaling fees
Support & Documentation
  • Enterprise-Grade Support: Dedicated account managers and SLA-backed assistance for large deployments
  • Comprehensive Documentation: REST API guides, Python SDK docs, step-by-step integration guides for data pipelines
  • Whitepapers & Best Practices: Security frameworks, compliance guides, and secure AI pipeline architectures
  • Integration Guides: Detailed documentation for Snowflake, Databricks, Kafka, LangChain, CrewAI, and model gateways
  • SIEM Integration: Hooks into security information and event management tools for real-time compliance monitoring
  • Professional Services: Implementation assistance, custom policy configuration, and security workflow design
  • Industry Partnerships: Active thought leadership and collaboration with compliance standards organizations
  • Training Resources: Guided presets (HIPAA Mode, GDPR Mode) for rapid onboarding and deployment
  • SearchUnify Academy: Free self-paced training with certifications covering cognitive search fundamentals, search tuning, content source configuration, platform administration
  • Swagger Documentation: Per-instance API documentation with curl examples and authentication guides at each deployment
  • Three Official SDKs: JavaScript/Node.js (su-sdk on NPM), Python (searchunify on PyPI), Java (Maven artifact) with comprehensive method coverage
  • MCP (Model Context Protocol) Support: su-mcp library for Claude Desktop and similar LLM tooling integration
  • Community Forum: User forum and knowledge base access for peer support and best practices sharing
  • Enterprise Support Channels: Phone, email, chat support for enterprise customers with SLA guarantees
  • Implementation Consulting: Assess, Advise, Engage packages for deployment assistance and optimization
  • Dedicated Account Management: Enterprise tier with assigned account managers and quarterly business reviews
  • 97-98% G2 Satisfaction: "Ease of Doing Business With" rating from customer reviews indicating strong relationship management
  • Guided Workflows: Contextual help suggestions for admin onboarding and platform navigation
  • Documentation hub: Rich docs, tutorials, cookbooks, FAQs, API references for rapid onboarding Developer Docs
  • Email and in-app support: Quick support via email and in-app chat for all users
  • Premium support: Premium and Enterprise plans include dedicated account managers and faster SLAs
  • Code samples: Cookbooks, step-by-step guides, and examples for every skill level API Documentation
  • Open-source resources: Python SDK (customgpt-client), Postman collections, GitHub integrations Open-Source SDK
  • Active community: User community plus 5,000+ app integrations through Zapier ecosystem
  • Regular updates: Platform stays current with ongoing GPT and retrieval improvements automatically
Limitations & Considerations
  • NOT A RAG PLATFORM: Security middleware only - requires separate RAG/LLM infrastructure for complete AI solution
  • NO Chat UI: Technical dashboard for IT/security teams, not end-user chatbot interface
  • NO No-Code Builder: Configuration requires technical understanding - not wizard-style setup for non-technical users
  • Enterprise-Only Pricing: Higher cost than general RAG platforms but essential for compliance - best for regulated industries
  • Developer Integration Required: APIs and SDKs need coding expertise to integrate into existing data pipelines
  • Deployment Complexity: On-prem setup requires infrastructure planning and ongoing management vs simple SaaS
  • Additional Infrastructure: Organizations still need separate LLM, vector DB, and RAG platform beyond Protecto security layer
  • Use Case Specificity: Designed for sensitive data protection - unnecessary overhead for non-regulated use cases
  • Performance Overhead: Real-time masking adds latency - sub-second but requires consideration in high-throughput systems
  • Best For: Regulated industries (healthcare, finance, government) where compliance is non-negotiable, not general-purpose RAG applications
  • No Public Pricing Transparency: Requires sales engagement for quotes - budget planning difficulty vs published pricing tiers
  • Guaranteed Annual Price Increases: User reviews note year-over-year price escalation clauses - long-term budget unpredictability
  • No Consumer Messaging Platforms: Missing WhatsApp, Telegram, Facebook Messenger native integrations - enterprise support channels only
  • No Zapier Integration: Significant gap for no-code workflow automation - competitors offer 7,000-8,000+ app connections
  • Cloud-Only Deployment: No on-premise or air-gapped deployment options - may disqualify certain regulated industries
  • No Automatic Model Routing: Manual LLM configuration required vs intelligent query-based routing in competitors
  • 12MB Document Size Limit: Upper limit per document field may constrain large PDF processing vs unlimited competitors
  • No Notion Integration: Notable absence from cloud storage connectors vs competitors supporting Notion knowledge bases
  • Rate Limits Not Public: Specific API rate limits require community documentation access - transparency gap
  • No API Versioning Policy: Undocumented deprecation policy - potential breaking change risk for integrations
  • Limited API Cookbook Examples: Basic code samples but not comprehensive practical examples vs competitors with extensive libraries
  • Managed service approach: Less control over underlying RAG pipeline configuration compared to build-your-own solutions like LangChain
  • Vendor lock-in: Proprietary platform - migration to alternative RAG solutions requires rebuilding knowledge bases
  • Model selection: Limited to OpenAI (GPT-5.1 and 4 series) and Anthropic (Claude, opus and sonnet 4.5) - no support for other LLM providers (Cohere, AI21, open-source models)
  • Pricing at scale: Flat-rate pricing may become expensive for very high-volume use cases (millions of queries/month) compared to pay-per-use models
  • Customization limits: While highly configurable, some advanced RAG techniques (custom reranking, hybrid search strategies) may not be exposed
  • Language support: Supports 90+ languages but performance may vary for less common languages or specialized domains
  • Real-time data: Knowledge bases require re-indexing for updates - not ideal for real-time data requirements (stock prices, live inventory)
  • Enterprise features: Some advanced features (custom SSO, token authentication) only available on Enterprise plan with custom pricing
Core Agent Features
  • Multi-Agent Data Access Control: Manages data access across multi-agent workflows - global enterprises use Protecto for fine-grained identity-based access enforcement
  • Role-Based Agent Security: Control who sees what at inference time - sales agents can't access support data, analysts see anonymized aggregates, supervisors unmask when authorized
  • LangChain Agent Integration: Works with LangChain agents, CrewAI frameworks, and model gateways for comprehensive agentic workflow protection
  • Agent Context Sanitization: Detects and masks PII/PHI in agent prompts, retrieved context, and responses - prevents sensitive data exposure in multi-step agent reasoning
  • SecRAG for Agents: Integrates role-based access control (RBAC) directly into retrieval process - every context chunk checked for user authorization before agent access
  • Real-Time Agent Security: Pre-processing layer sanitizes data before reaching agents, post-processing filters agent outputs - dual protection at inference time
  • Agentic Workflow Compliance: High-throughput workloads like RAG and ETLs protected with context-preserving masking - agents maintain accuracy despite security layer
  • Agent Tool Protection: Secures data flowing through agent tools (function calls, external APIs, database queries) - comprehensive pipeline security
  • Identity-Based Unmasking: Privileged agents/users can view unmasked data when authorized - granular control over sensitive information access
  • Agent Audit Trails: Comprehensive logging of what data each agent accessed, when, and why - regulatory compliance for agentic systems
  • Context-Preserving for Agents: 99% RARI (vs 70% vanilla masking) ensures agent reasoning accuracy despite security - semantic meaning maintained
  • NOT Agent Orchestration: Protecto secures agent workflows but doesn't orchestrate agents - requires separate framework (LangChain, CrewAI) for agent coordination
  • SUVA Virtual Assistant: "World's First Federated RAG Chatbot" analyzing 20+ attributes (customer history, similar cases, past resolutions)
  • Multi-Turn Conversation: Context retention across sessions with conversation memory
  • Lead Capture: Custom slots and in-chat case creation for lead generation
  • Human Handoff: Seamless escalation to Salesforce, Zendesk, Khoros with full conversation history transfer
  • Intent Recognition: Unsupervised ML with NER entity extraction and sentiment analysis
  • Voice Capabilities: Speech-to-Text and Text-to-Speech integration
  • 35+ Languages: Native handling for Arabic, German, French, Mandarin Chinese with extended support via translation CSV
  • Up to 5 Virtual Agents: Per instance deployable across internal and customer-facing portals
  • Temperature Controls: Adjust response creativity by persona, use case, and audience type
  • SearchUnifyGPT™: LLM answers with inline citations above traditional search results
  • Custom AI Agents: Build autonomous agents powered by GPT-4 and Claude that can perform tasks independently and make real-time decisions based on business knowledge
  • Decision-Support Capabilities: AI agents analyze proprietary data to provide insights, recommendations, and actionable responses specific to your business domain
  • Multi-Agent Systems: Deploy multiple specialized AI agents that can collaborate and optimize workflows in areas like customer support, sales, and internal knowledge management
  • Memory & Context Management: Agents maintain conversation history and persistent context for coherent multi-turn interactions View Agent Documentation
  • Tool Integration: Agents can trigger actions, integrate with external APIs via webhooks, and connect to 5,000+ apps through Zapier for automated workflows
  • Hyper-Accurate Responses: Leverages advanced RAG technology and retrieval mechanisms to deliver context-aware, citation-backed responses grounded in your knowledge base
  • Continuous Learning: Agents improve over time through automatic re-indexing of knowledge sources and integration of new data without manual retraining
R A G-as-a- Service Assessment
  • Platform Type: NOT RAG-AS-A-SERVICE - Protecto is data security middleware, not retrieval-augmented generation platform
  • Core Focus: Enterprise data protection layer for RAG systems - detects and masks PII/PHI before data reaches LLMs or vector databases
  • Security Middleware: Sits between data sources and RAG platforms as security layer - not alternative to RAG platforms (CustomGPT, Vectara, Nuclia)
  • RAG Protection Layer: Protects RAG pipelines by sanitizing documents before indexing, queries before retrieval, and responses before delivery
  • Context-Preserving RAG: Maintains semantic meaning for accurate RAG retrieval despite masking - 99% RARI vs 70% vanilla masking accuracy
  • Integration Point: Integrates with existing RAG platforms (LangChain, CrewAI, model gateways) - complementary not competitive to RaaS platforms
  • Comparison Category Mismatch: Invalid comparison to RAG-as-a-Service platforms - fundamentally different product category (security vs knowledge retrieval)
  • Best Comparison Category: Data security platforms (Presidio, Private AI, Nightfall AI) or DLP tools, NOT RAG platforms
  • Use Case Fit: Organizations using third-party RaaS platforms (CustomGPT, Nuclia) who need additional security layer for regulated data
  • Stack Position: Protecto (security layer) + CustomGPT/Vectara/Nuclia (RAG platform) + OpenAI/Anthropic (LLM) = complete secure RAG solution
  • SecRAG Offering: While Protecto markets "RAG-as-a-Service", this refers to secure RAG infrastructure services - not turnkey RAG platform like CustomGPT
  • Platform Recommendation: Should be compared to security tools, not listed alongside RAG platforms - prevents buyer confusion about product category
  • Platform Type: ENTERPRISE COGNITIVE SEARCH PLATFORM with RAG capabilities - NOT RAG-first product positioning
  • Market Heritage: 5+ years enterprise search leadership (G2 Leader 21 consecutive quarters) with RAG added as enhancement vs built RAG-first
  • FRAG™ Architecture: Proprietary Federated RAG specifically designed for enterprise knowledge unification and hallucination mitigation
  • Developer Access: Three official SDKs (JavaScript, Python, Java) + RESTful API + MCP support provide programmatic control
  • 100+ Connectors: Pre-built integrations dramatically reduce RAG implementation effort vs API-only platforms requiring custom connectors
  • BYOLLM Flexibility: Supports Claude, OpenAI, Azure, Google Gemini, Hugging Face, custom models - avoid vendor lock-in
  • Enterprise Feature Set: SOC 2 + ISO 27001/27701 + HIPAA compliance, single-tenant architecture, 30+ analytics metrics, Salesforce Summit Partner integration
  • Comparison Validity: Architectural comparison to CustomGPT.ai is VALID but highlights different priorities - SearchUnify enterprise search platform with RAG vs likely more developer-first RAG API from CustomGPT
  • Use Case Fit: Large enterprises with fragmented knowledge across 100+ systems (Salesforce-centric orgs especially), organizations prioritizing enterprise security/compliance, teams needing mature analytics and no-code usability
  • NOT Ideal For: Developers seeking lightweight API-first RAG, SMBs without enterprise platform ecosystem, consumer-facing chatbot deployments (WhatsApp/Telegram absent)
  • Platform Type: TRUE RAG-AS-A-SERVICE PLATFORM - all-in-one managed solution combining developer APIs with no-code deployment capabilities
  • Core Architecture: Serverless RAG infrastructure with automatic embedding generation, vector search optimization, and LLM orchestration fully managed behind API endpoints
  • API-First Design: Comprehensive REST API with well-documented endpoints for creating agents, managing projects, ingesting data (1,400+ formats), and querying chat API Documentation
  • Developer Experience: Open-source Python SDK (customgpt-client), Postman collections, OpenAI API endpoint compatibility, and extensive cookbooks for rapid integration
  • No-Code Alternative: Wizard-style web dashboard enables non-developers to upload content, brand widgets, and deploy chatbots without touching code
  • Hybrid Target Market: Serves both developer teams wanting robust APIs AND business users seeking no-code RAG deployment - unique positioning vs pure API platforms (Cohere) or pure no-code tools (Jotform)
  • RAG Technology Leadership: Industry-leading answer accuracy (median 5/5 benchmarked), 1,400+ file format support with auto-transcription, proprietary anti-hallucination mechanisms, and citation-backed responses Benchmark Details
  • Deployment Flexibility: Cloud-hosted SaaS with auto-scaling, API integrations, embedded chat widgets, ChatGPT Plugin support, and hosted MCP Server for Claude/Cursor/ChatGPT
  • Enterprise Readiness: SOC 2 Type II + GDPR compliance, full white-labeling, domain allowlisting, RBAC with 2FA/SSO, and flat-rate pricing without per-query charges
  • Use Case Fit: Ideal for organizations needing both rapid no-code deployment AND robust API capabilities, teams handling diverse content types (1,400+ formats, multimedia transcription), and businesses requiring production-ready RAG without building ML infrastructure from scratch
  • Competitive Positioning: Bridges the gap between developer-first platforms (Cohere, Deepset) requiring heavy coding and no-code chatbot builders (Jotform, Kommunicate) lacking API depth - offers best of both worlds
Federated R A G ( F R A G™) Architecture ( Core Differentiator)
N/A
  • Proprietary 3-Layer Framework: Specifically designed for hallucination mitigation in enterprise knowledge retrieval
  • Federation Layer: Constructs 360-degree enterprise context by unifying data across all 100+ connected sources simultaneously
  • Retrieval Layer: Filters responses using keyword matching, semantic similarity, and vector search for comprehensive result accuracy
  • Augmented Generation Layer: Produces responses using neural networks with temperature-controlled creativity balancing accuracy and natural language
  • Vector Search Integration: Semantic embedding-based retrieval combined with traditional keyword matching for best-of-both-worlds accuracy
  • Prompt Optimization: Local retrieval enhances prompts with relevant context from federated sources before LLM submission
  • Multi-Repository Context: Documentation, forums, LMS, CRM, support tickets unified for comprehensive answer grounding
  • User Feedback Loops: Continuous improvement through response validation and audit mechanisms
  • Fallback Generation: Maintains service during LLM downtime with alternative response mechanisms
  • SUVA "World's First Federated RAG Chatbot": Analyzes 20+ attributes (customer history, similar cases, past resolutions) across federated enterprise sources
  • Competitive Advantage: Most RAG platforms focus on single-source or simple multi-source retrieval - FRAG™ explicitly designed for complex enterprise federation
N/A
100+ Pre- Built Connectors ( Differentiator)
N/A
  • Dramatically Reduced Integration Effort: Out-of-box connectors vs custom development required by many RAG platforms
  • CRM/Support Systems: Salesforce, ServiceNow, Zendesk, Dynamics 365, Help Scout with bi-directional sync
  • Collaboration Platforms: Slack, MS Teams, Confluence, Jira for internal knowledge aggregation
  • Cloud Storage: Google Drive, SharePoint, Dropbox, Box, OneDrive, Azure Blob Storage
  • CMS Platforms: Adobe Experience Manager, MindTouch, MadCap Flare, Joomla, WordPress
  • LMS Systems: Docebo, Absorb LMS, LearnUpon, Saba Cloud for training content unification
  • Video Platforms: YouTube, Vimeo, Wistia, Vidyard with transcript extraction
  • Vector Databases: Pinecone, Qdrant, MongoDB Atlas, Milvus for advanced RAG architectures
  • Universal Content API: Custom connector development framework for unsupported platforms
  • 7-14 Day Deployment: Pre-built connectors enable rapid implementation vs months of custom integration development
  • Maintenance Burden Shift: SearchUnify maintains connector compatibility vs customer responsibility for custom integrations
N/A
Salesforce Summit Partner Integration ( Differentiator)
N/A
  • Summit Partner Status: Highest Salesforce partnership tier indicating deep technical integration and strategic relationship
  • Native Service Console Client: Embedded search within Salesforce agent workspace with full context awareness
  • Native Communities Client: Customer-facing portal search integrated seamlessly into Salesforce Communities/Experience Cloud
  • Drag-and-Drop Components: Visual Salesforce Console customization without coding for search placement and configuration
  • AppExchange Availability: Official Salesforce marketplace listing with customer reviews and streamlined deployment
  • Salesforce Case Creation: SUVA chatbot creates support cases directly in Salesforce with full conversation history attachment
  • Bi-Directional Data Flow: Search results link to Salesforce records, updates sync back to SearchUnify knowledge base
  • Analytics Integration: Case deflection tracking tied to Salesforce case creation metrics for ROI measurement
  • Competitive Advantage: Most RAG platforms offer basic Salesforce API integration - SearchUnify provides native UX-level integration as Summit Partner
N/A
You Tube Transcript- Based Search ( Differentiator)
N/A
  • Channel, Playlist, Video-Level Indexing: Comprehensive YouTube content ingestion at multiple organizational levels
  • Caption/Subtitle Extraction: Automatic transcript extraction from YouTube videos without manual downloads
  • Timestamped Search Results: Queries return exact audio segments with timestamps linking to relevant video moments
  • Training Video Search: Enables precise location of procedures, explanations, demonstrations within hours of video content
  • LMS Integration: Combined with Docebo, Absorb LMS, LearnUpon, Saba Cloud for unified training content search across video and documents
  • Rare Capability: Most RAG platforms require manual transcript uploads or external transcription services - SearchUnify handles end-to-end YouTube workflow
  • Use Case Strength: Organizations with extensive video training libraries (product demos, customer education, employee onboarding)
N/A
Multi- Lingual Support
N/A
  • SUVA 35+ Languages: Native support for Arabic, German, French, Mandarin Chinese with extended configuration
  • Translation CSV Configuration: Extended language support including Bengali, Bulgarian, Catalan, Croatian, Czech, Danish, Dutch, Finnish, Greek, Hebrew, Hindi, Hungarian, Indonesian, Italian, Japanese, Korean, Latvian, Lithuanian, Malay, Norwegian, Polish, Portuguese, Romanian, Russian, Serbian, Slovak, Slovenian, Swedish, Thai, Turkish, Ukrainian, Vietnamese
  • Multilingual NLP: Synonym, acronym, keyword configuration per language via NLP Manager
  • Cross-Language Search: Federated retrieval capabilities across language boundaries
  • Global Enterprise Support: Designed for multinational organizations with diverse language requirements
N/A
Deployment & Infrastructure
N/A
  • Cloud-Only SaaS: Hosted on AWS infrastructure with multi-geographic automatic backups
  • Single-Tenant Architecture: Customer data isolation preventing cross-tenant information leakage
  • Multi-Geographic AWS: Redundant backups across regions for data protection and disaster recovery
  • Native Widget Deployment: Salesforce Service Console/Communities, ServiceNow, Zendesk Support/Help Center, Khoros Aurora/Classic, Slack
  • JavaScript Widget: Embeddable search and chat widgets for custom web deployments
  • API-Based Deployment: RESTful endpoints with OAuth 2.0 for custom application integration
  • Marketplace Availability: Salesforce AppExchange, ServiceNow Store, Microsoft AppSource for streamlined procurement
  • 7-14 Day Deployment: Using pre-built connectors for rapid implementation timeframes
  • CRITICAL: NO On-Premise Option: Cloud-only deployment may disqualify air-gapped enterprise requirements
  • CRITICAL: NO Hybrid Deployment: Cannot combine cloud processing with on-premise data storage
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Customer Base & Case Studies
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  • Accela: 99.7% support cost savings with SUVA chatbot deflecting cases and providing instant answers
  • Cornerstone OnDemand: 98% self-service resolution rate using SearchUnify federated search across LMS and support content
  • Syntellis: 263% self-service success improvement consolidating knowledge sources with FRAG™ architecture
  • Enterprise Customer Base: Large organizations across healthcare, finance, technology, education sectors
  • Salesforce-Centric Orgs: Summit Partner status attracts Salesforce Service Cloud customers seeking deep integration
  • Parent Company Scale: Grazitti Interactive 1,000+ employees, founded 2008, bootstrapped and profitable
  • Market Recognition: G2 Leader 21 consecutive quarters, IDC MarketScape Major Player, Forrester Strong Performer, Info-Tech Gold Medalist
  • 97-98% G2 Satisfaction: "Ease of Doing Business With" rating from customer reviews indicates strong relationship management
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Final Thoughts

Final Verdict: Protecto vs SearchUnify

After analyzing features, pricing, performance, and user feedback, both Protecto and SearchUnify are capable platforms that serve different market segments and use cases effectively.

When to Choose Protecto

  • You value industry-leading 99% accuracy retention
  • Only solution preserving context while masking
  • 3000+ enterprise customers already secured

Best For: Industry-leading 99% accuracy retention

When to Choose SearchUnify

  • You value g2 leader for 21 consecutive quarters (5+ years) in enterprise search - exceptional market validation vs newer rag startups
  • Proprietary FRAG™ architecture specifically designed for hallucination mitigation with 3-layer federation, retrieval, augmented generation
  • 100+ pre-built connectors dramatically reduce integration effort - Google Drive, Salesforce, ServiceNow, Zendesk, Slack, MS Teams, YouTube, Adobe AEM

Best For: G2 Leader for 21 consecutive quarters (5+ years) in Enterprise Search - exceptional market validation vs newer RAG startups

Migration & Switching Considerations

Switching between Protecto and SearchUnify requires careful planning. Consider data export capabilities, API compatibility, and integration complexity. Both platforms offer migration support, but expect 2-4 weeks for complete transition including testing and team training.

Pricing Comparison Summary

Protecto starts at custom pricing, while SearchUnify begins at custom pricing. Total cost of ownership should factor in implementation time, training requirements, API usage fees, and ongoing support. Enterprise deployments typically see annual costs ranging from $10,000 to $500,000+ depending on scale and requirements.

Our Recommendation Process

  1. Start with a free trial - Both platforms offer trial periods to test with your actual data
  2. Define success metrics - Response accuracy, latency, user satisfaction, cost per query
  3. Test with real use cases - Don't rely on generic demos; use your production data
  4. Evaluate total cost - Factor in implementation time, training, and ongoing maintenance
  5. Check vendor stability - Review roadmap transparency, update frequency, and support quality

For most organizations, the decision between Protecto and SearchUnify comes down to specific requirements rather than overall superiority. Evaluate both platforms with your actual data during trial periods, focusing on accuracy, latency, ease of integration, and total cost of ownership.

📚 Next Steps

Ready to make your decision? We recommend starting with a hands-on evaluation of both platforms using your specific use case and data.

  • Review: Check the detailed feature comparison table above
  • Test: Sign up for free trials and test with real queries
  • Calculate: Estimate your monthly costs based on expected usage
  • Decide: Choose the platform that best aligns with your requirements

Last updated: December 11, 2025 | This comparison is regularly reviewed and updated to reflect the latest platform capabilities, pricing, and user feedback.

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Priyansh Khodiyar's avatar

Priyansh Khodiyar

DevRel at CustomGPT.ai. Passionate about AI and its applications. Here to help you navigate the world of AI tools and make informed decisions for your business.

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