Active membership supplies account and role context.
Account-scoped reads and writes use the authenticated session plus row-level security.
06
Retention and removal
LeadVynx does not publish an automatic retention window or instant-erasure promise. Stored information follows the account relationship, applicable instructions and legal requirements.
Technical evidence
Knowledge entries can be archived so they stop informing visitor replies.
No general self-service lead, conversation or account deletion workflow is currently exposed.
The Privacy Policy explains the factors that govern retention and requests.
BUILT AROUND CLEAR BOUNDARIES
Security is not one feature. It is a series of controlled decisions.
01
Data boundaries
Every account-owned record carries workspace context. Database rules and server queries use that context to keep customer records separated.
02
Controlled access
Dashboard access starts with authentication then resolves an active account membership before customer information is shown.
03
Minimal exposure
Private service and AI credentials remain in server code. Public errors avoid returning internal keys or message content.
04
Bounded requests
Public assistant routes validate context, limit payloads and apply durable rate, idempotency and provider-budget guards.
WORKSPACE ISOLATION
Every workspace has its own boundary.
Select a sample workspace to see the account context that travels with its records. The diagram explains the verified data model and does not show live customer data.
Northline Fitness
Account boundary active
18 conversations
7 leads
24 sources
3 authorised members
Other workspaceCross-workspace route blocked
Technical evidence
Tenant-owned tables include account_id and use row-level security policies based on authenticated account membership. Widget requests resolve the website account on the server before writing visitors, conversations or messages.
ACCESS AND RESPONSIBILITY
Protection works best when access stays intentional.
LeadVynx protects
Authenticated dashboard routes
Account-scoped database access
Server-side private credentials
Validated public assistant requests
Workspace owners control
Who receives authorised account access
Business knowledge and assistant instructions
Website installation context
Review of active knowledge entries
Every user protects
Login credentials
Access from shared devices
Information entered into LeadVynx
Important decisions made from AI output
TECHNICAL CONTROLS
The details behind the promise.
Each item below is tied to code, database policy or deployed application behaviour that was reviewed for this page.