Synseus Intelligence — Chrome Extension Privacy Policy

What the Extension Does

The Synseus Intelligence Chrome Extension detects when you are viewing a contact or opportunity record in Wealthbox or Redtail CRM and opens a side panel that loads synseus.com/panel. The panel does not yet display practice intelligence.

Data We Collect

The extension collects:

• CRM context signals — the URL path and CRM provider (Wealthbox or Redtail) are read to determine which panel to surface.
• Usage count — a local counter stored in chrome.storage.local tracks how many times the panel has been opened.
• DOM signal detection — the extension scans visible page text for keywords (succession, retirement, meeting, prospect, AUM amounts) to enrich the panel context. This scan is performed locally in your browser. The result is passed as a URL parameter to the Synseus panel.

Data We Do Not Collect

• Your CRM credentials or login information
• Any data from pages outside Wealthbox and Redtail

How the Panel Works

The side panel is an iframe loading synseus.com/panel. Authentication uses your existing Synseus session cookie — the extension does not store or transmit your Synseus credentials.

Contact

Questions about this privacy policy: [email protected]