How We Handle Your Data & Access

YOUR BUSINESS
STAYS YOURS.

Good advice means learning a lot about how your business runs, and hands-on help sometimes means access to the tools you already use — your inbox, your CRM, your spreadsheets. Here's exactly how we handle your information and any access you give us, what we do with it during an engagement, and what happens once the engagement is done.

For Business Owners & Operators
HOW WE HANDLE ACCESS
Confidentiality
Everything we learn about your business during discovery and everything we touch while working with you is treated as confidential by default and used only for your engagement. We're happy to sign a mutual NDA before any detailed discovery call.
Credential Access
Where a workflow needs to connect to a tool you use (email, CRM, calendar, spreadsheets), we connect using the least access necessary — scoped API access or a dedicated integration account, never your personal login where it can be avoided. Credentials are never stored in plaintext.
Data During The Build
Where possible, workflows are built and tested against sample or anonymized data before they ever touch real customer information. Real data is only used once you've reviewed and approved the workflow's behavior.
No Cross-Client Reuse
Your workflow, your data, and anything specific to your business is never reused, shown, or repurposed for another client. Each engagement is self-contained.
AI Models We Use
Workflows are built on top of established AI providers under terms that prohibit using your data to train their models. We choose the provider and model that fits the workflow, and we're transparent with you about which one that is.
Access After Launch
During the support period, we retain the access needed to monitor and maintain the workflow. If you'd like to revoke our access at any point after that — or at the end of the engagement — we'll walk you through disconnecting each credential.
Questions
If you have a specific security or data-handling question that isn't answered here — including requests for a signed NDA or a data processing addendum for your engagement — email security@rgxsystems.com and we'll work through it with you directly.
Privacy Policy → Terms of Service → security@rgxsystems.com
Every engagement is its own workspace

Nothing about your build — your data, your credentials, your workflow logic — is shared across clients. Each engagement is handled independently, from discovery through support.

Credentials are never stored in plaintext

Any credentials or access tokens needed to connect your tools are encrypted and scoped to the minimum access required for the workflow to function.

Sample data before real data

Wherever it's practical, we build and test against sample or anonymized data first, so your real customer information isn't exposed until you've approved how the workflow behaves.

Your data isn't used to train anything

The AI providers we build on operate under terms that prohibit using your data to train their models. Your business information stays your business information.

WHAT WE WILL NEVER DO
  • ✗ Reuse your data, workflow, or business details for another client
  • ✗ Store credentials in plaintext
  • ✗ Touch real customer data before you've approved the workflow
  • ✗ Use your data to train a model
  • ✗ Start work before scope and access are agreed with you
  • ✗ Hold your workflow hostage if you want to walk away
  • ✗ Access your systems outside the scope you've approved
  • ✗ Disappear after launch without a support plan
QUESTIONS ABOUT HOW WE WORK?

Email us at security@rgxsystems.com — we respond to every inquiry.

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