@adminide-stack/yantra-help-browser 12.0.16-alpha.27 → 12.0.16-alpha.29

package/lib/templates/content/data-subject-privacy/data-access.md

@@ -1,100 +1,90 @@
-# Data Access
+# Data Access Requests
 
-Requesting access to your personal data.
+You have the right to access all personal data Yantra holds about you. Here's how to request it and what you'll receive.
 
-## What Data You Can Access
+---
 
-### Personal Information
+## Self-Service Export (Recommended)
 
-- **Account Data**: Account information and profile data
-- **Usage Data**: How you use Yantra services
-- **Search History**: Your search queries and history
-- **Interaction Data**: Your interactions with the platform
+The fastest way to access your data is through the in-app export tool:
 
-### Technical Data
+1. Go to **Settings > Privacy > Export Data**.
+2. Select the categories you want:
 
-- **Device Information**: Information about your devices
-- **Location Data**: Location information (if collected)
-- **IP Addresses**: IP address information
-- **Log Data**: System logs and technical data
+| Category         | What's included                                               |
+| ---------------- | ------------------------------------------------------------- |
+| Account data     | Name, email, profile photo, settings                          |
+| Search history   | All queries with timestamps and results                       |
+| Conversations    | Full AI conversation threads                                  |
+| Saved items      | Collections, bookmarks, saved searches                        |
+| Integration data | Connected tool configurations (no third-party credentials)    |
+| Billing data     | Invoice history, plan changes, payment method (last 4 digits) |
+| Activity log     | Login history, feature usage, actions taken                   |
 
-## How to Request Data Access
+3. Click **Request Export**.
+4. You'll receive an email with a download link within 24 hours.
+5. The export is a ZIP file containing JSON and CSV files.
 
-### Request Process
+> **Security:** The download link expires after 7 days and requires re-authentication to access.
 
-1. **Submit Request**: Submit data access request
-2. **Identity Verification**: Verify your identity
-3. **Request Processing**: Process your request
-4. **Data Preparation**: Prepare your data
-5. **Data Delivery**: Deliver requested data
+---
 
-### Request Methods
+## Formal Data Access Request (DSAR)
 
-- **Online Form**: Use online request form
-- **Email Request**: Send email request
-- **Support Ticket**: Create support ticket
-- **Phone Request**: Call support team
+If you prefer a formal process or need data not available through self-service:
 
-## Data Format Options
+### How to submit
 
-### Available Formats
+Email **privacy@yantra.ai** with:
 
-- **JSON Format**: Machine-readable JSON format
-- **CSV Format**: Spreadsheet-compatible CSV format
-- **PDF Format**: Human-readable PDF format
-- **XML Format**: Structured XML format
+- Subject line: "Data Access Request"
+- Your registered email address
+- Description of the specific data you're requesting (if not "everything")
+- Your preferred delivery format (JSON, CSV, or PDF)
 
-### Data Organization
+### Verification
 
-- **Categorized Data**: Data organized by category
-- **Chronological Order**: Data in chronological order
-- **Searchable Format**: Searchable data format
-- **Compressed Files**: Compressed for large datasets
+To protect your privacy, we verify your identity before processing:
 
-## Processing Timeline
+- For requests from your registered email: minimal verification (confirmation reply).
+- For requests from a different email: we'll ask you to verify ownership of the account.
 
-### Standard Timeline
+### Timeline
 
-- **Request Acknowledgment**: Within 24 hours
-- **Processing Time**: Up to 30 days
-- **Data Preparation**: Additional time for preparation
-- **Delivery**: Data delivery within timeline
+| Step                  | Duration                                      |
+| --------------------- | --------------------------------------------- |
+| Acknowledgment        | Within 2 business days                        |
+| Identity verification | 1–3 business days                             |
+| Data compilation      | 5–15 business days                            |
+| Delivery              | Within 30 days of request (legal requirement) |
 
-### Expedited Processing
+---
 
-- **Urgent Requests**: Expedited processing available
-- **Emergency Access**: Emergency access procedures
-- **Priority Handling**: Priority handling for urgent cases
-- **Faster Timeline**: Reduced processing time
+## What You'll Receive
 
-## Data Delivery
+Your data package includes:
 
-### Delivery Methods
+- **Human-readable summaries** (CSV/PDF) for quick review
+- **Machine-readable data** (JSON) for programmatic use or portability
+- **Metadata** — timestamps, data categories, retention periods
+- **Explanation document** — describes what each data field means
 
-- **Secure Download**: Secure download link
-- **Email Delivery**: Email with encrypted attachment
-- **Physical Media**: Physical media delivery
-- **Cloud Storage**: Cloud storage delivery
+---
 
-### Security Measures
+## Limitations
 
-- **Encryption**: Data encrypted during delivery
-- **Secure Links**: Time-limited secure links
-- **Access Control**: Controlled access to data
-- **Audit Trail**: Complete audit trail
+Some data may be excluded or redacted:
 
-## Data Interpretation
+- **Third-party data** — Data held by integration partners (e.g., Slack messages, GitHub commits) is not included; request it from those providers directly.
+- **Anonymized data** — Data that has been irreversibly anonymized and can no longer be linked to you.
+- **Legal holds** — Data subject to legal proceedings may be flagged but not deleted per your request.
 
-### Understanding Your Data
+---
 
-- **Data Dictionary**: Explanation of data fields
-- **Format Guide**: Guide to data formats
-- **Sample Data**: Sample data for reference
-- **Support Resources**: Resources for understanding data
+## After Receiving Your Data
 
-### Data Analysis
+Once you have your data, you can:
 
-- **Usage Patterns**: Understanding usage patterns
-- **Privacy Insights**: Privacy-related insights
-- **Data Relationships**: Relationships between data
-- **Trend Analysis**: Analysis of data trends
+- **Review** for accuracy — if anything is wrong, request a [correction](/help-center/data-subject-privacy/privacy-requests).
+- **Port** to another service — use the JSON export with compatible tools.
+- **Delete** data you no longer want Yantra to hold — see [Privacy Requests](/help-center/data-subject-privacy/privacy-requests).

package/lib/templates/content/data-subject-privacy/data-portability.md

@@ -1,123 +1,97 @@
 # Data Portability
 
-Exporting your data for portability.
+You have the right to receive your personal data in a structured, machine-readable format and transfer it to another service.
 
-## What is Data Portability
+---
 
-### Definition
-
-- **Data Export**: Export your personal data
-- **Machine Readable**: Data in machine-readable format
-- **Structured Format**: Well-structured data format
-- **Complete Data**: Complete dataset export
-
-### Benefits
-
-- **Service Switching**: Switch between services
-- **Data Backup**: Backup your personal data
-- **Data Analysis**: Analyze your own data
-- **Data Control**: Maintain control over your data
-
-## Portable Data Types
-
-### Account Data
-
-- **Profile Information**: Personal profile data
-- **Account Settings**: Account configuration
-- **Preferences**: User preferences and settings
-- **Contact Information**: Contact details
-
-### Usage Data
-
-- **Search History**: Complete search history
-- **Saved Searches**: All saved searches
-- **Collections**: Research collections
-- **Interaction Data**: Platform interactions
-
-### Content Data
+## Export Formats
 
-- **Personal Notes**: Personal notes and annotations
-- **Uploaded Files**: Files you've uploaded
-- **Generated Content**: Content you've created
-- **Shared Content**: Content you've shared
+| Format       | Use case                                                 | Contents                                          |
+| ------------ | -------------------------------------------------------- | ------------------------------------------------- |
+| **JSON**     | Import into other AI/search tools, developer workflows   | Structured data with full metadata                |
+| **CSV**      | Open in Excel, Google Sheets, or database tools          | Tabular data (search history, citations, billing) |
+| **BibTeX**   | Academic bibliography managers (Zotero, Mendeley, LaTeX) | Citation data only                                |
+| **Markdown** | Documentation tools (Notion, Obsidian, GitHub)           | Conversations and research reports                |
+| **PDF**      | Offline reading, archival, printing                      | Formatted documents with styling                  |
 
-## Export Process
+---
 
-### Request Process
+## What's Portable
 
-1. **Submit Request**: Submit data portability request
-2. **Identity Verification**: Verify your identity
-3. **Data Collection**: Collect all your data
-4. **Data Processing**: Process and format data
-5. **Data Delivery**: Deliver portable data
+| Data type              | JSON | CSV | Markdown | PDF |
+| ---------------------- | ---- | --- | -------- | --- |
+| Account profile        | Yes  | Yes | —        | Yes |
+| Search history         | Yes  | Yes | —        | Yes |
+| Conversations          | Yes  | —   | Yes      | Yes |
+| Saved collections      | Yes  | Yes | Yes      | Yes |
+| Source citations       | Yes  | Yes | BibTeX   | Yes |
+| AI employee memory     | Yes  | —   | —        | —   |
+| Preferences & settings | Yes  | —   | —        | —   |
+| Billing history        | Yes  | Yes | —        | Yes |
 
-### Export Options
+---
 
-- **Full Export**: Complete data export
-- **Selective Export**: Export specific data types
-- **Custom Format**: Custom data format
-- **Multiple Formats**: Export in multiple formats
+## How to Export
 
-## Export Formats
+### Quick export (specific items)
 
-### Standard Formats
+1. Open any search result, conversation, or collection.
+2. Click **Export** or the **⋯** menu > **Export**.
+3. Choose your format and click **Download**.
 
-- **JSON**: JavaScript Object Notation
-- **CSV**: Comma-separated values
-- **XML**: Extensible Markup Language
-- **SQL**: Structured Query Language
+### Full data export
 
-### Specialized Formats
+1. Go to **Settings > Privacy > Export Data**.
+2. Select data categories to include.
+3. Choose format(s) — you can select multiple.
+4. Click **Request Export**.
+5. Download link delivered via email within 24 hours.
 
-- **RSS/Atom**: Feed formats
-- **iCalendar**: Calendar format
-- **vCard**: Contact format
-- **OPML**: Outline format
+### API export
 
-## Data Structure
+For programmatic access:
 
-### Organized Data
+```
+GET /v1/export?categories=searches,conversations&format=json&from=2024-01-01
+```
 
-- **Hierarchical Structure**: Well-organized hierarchy
-- **Metadata**: Complete metadata included
-- **Relationships**: Data relationships preserved
-- **Timestamps**: Complete timestamp information
+See [API Overview](/help-center/scope-api/api-overview) for authentication details.
 
-### Data Quality
+---
 
-- **Data Integrity**: Ensure data integrity
-- **Completeness**: Complete dataset
-- **Accuracy**: Accurate data export
-- **Consistency**: Consistent data format
+## Importing to Other Services
 
-## Import to Other Services
+### Common migration paths
 
-### Compatibility
+| From Yantra        | To              | How                                                |
+| ------------------ | --------------- | -------------------------------------------------- |
+| Search collections | Notion          | Export as Markdown, import via Notion's importer   |
+| Citations          | Zotero/Mendeley | Export as BibTeX, import into bibliography manager |
+| Conversations      | Obsidian        | Export as Markdown files, drop into Obsidian vault |
+| Research reports   | Google Docs     | Export as PDF or Markdown, upload to Drive         |
 
-- **Standard Formats**: Use standard data formats
-- **API Integration**: API-based data transfer
-- **Direct Import**: Direct import capabilities
-- **Migration Tools**: Migration assistance tools
+### Data structure
 
-### Supported Services
+JSON exports follow a documented schema:
 
-- **Competing Services**: Import to competing services
-- **Personal Storage**: Import to personal storage
-- **Analysis Tools**: Import to analysis tools
-- **Backup Services**: Import to backup services
+```json
+{
+  "export_version": "1.0",
+  "exported_at": "2026-02-28T12:00:00Z",
+  "account": { "id": "...", "email": "...", "name": "..." },
+  "searches": [ { "query": "...", "timestamp": "...", "results": [...] } ],
+  "conversations": [ { "id": "...", "messages": [...] } ]
+}
+```
 
-## Timeline and Support
+Full schema documentation is available in the [API Reference](https://docs.yantra.ai/api/export-schema).
 
-### Processing Timeline
+---
 
-- **Request Processing**: Up to 30 days
-- **Data Preparation**: Additional preparation time
-- **Delivery**: Secure delivery
-- **Follow-up**: Follow-up support
+## Retention After Export
 
-### Support Resources
+Exporting your data does not delete it from Yantra. To remove data after exporting:
 
-- **Documentation**: Export documentation
-- **Format Guides**: Format specification guides
-- **Sample Data**: Sample export data
-- **Technical Support**: Technical support assistance
+- **Clear specific data** — Settings > Privacy > Clear Data
+- **Delete your account** — Settings > Account > Delete Account
+- **Submit a deletion request** — See [Privacy Requests](/help-center/data-subject-privacy/privacy-requests)

package/lib/templates/content/data-subject-privacy/privacy-requests.md

@@ -1,91 +1,95 @@
 # Privacy Requests
 
-How to submit privacy-related requests.
+Exercise your data protection rights with formal privacy requests. This guide covers access, correction, deletion, and restriction requests.
 
-## Types of Privacy Requests
+---
 
-### Data Access Requests
+## Types of Requests
 
-- **Personal Data Access**: Request access to your personal data
-- **Data Portability**: Export your data in portable format
-- **Data Categories**: Request specific categories of data
-- **Processing Information**: Information about data processing
+| Request type                           | What it does                                          | Legal basis        |
+| -------------------------------------- | ----------------------------------------------------- | ------------------ |
+| **Access (DSAR)**                      | Receive a copy of all personal data we hold about you | GDPR Art. 15, CCPA |
+| **Correction**                         | Fix inaccurate or incomplete personal data            | GDPR Art. 16       |
+| **Deletion ("Right to be Forgotten")** | Permanently delete your personal data                 | GDPR Art. 17, CCPA |
+| **Restriction**                        | Limit how your data is processed                      | GDPR Art. 18       |
+| **Portability**                        | Receive your data in a machine-readable format        | GDPR Art. 20       |
+| **Objection**                          | Object to specific processing activities              | GDPR Art. 21       |
 
-### Data Correction Requests
+---
 
-- **Data Accuracy**: Correct inaccurate personal data
-- **Data Updates**: Update outdated information
-- **Data Completion**: Complete incomplete data
-- **Data Verification**: Verify data accuracy
+## How to Submit a Request
 
-### Data Deletion Requests
+### Self-service (fastest)
 
-- **Right to Erasure**: Request deletion of personal data
-- **Data Minimization**: Remove unnecessary data
-- **Consent Withdrawal**: Withdraw consent for data processing
-- **Account Deletion**: Complete account deletion
+Most requests can be handled directly in the app:
 
-## How to Submit Requests
+| Action                 | Where                                     |
+| ---------------------- | ----------------------------------------- |
+| Export your data       | Settings > Privacy > Export Data          |
+| Clear search history   | Settings > Privacy > Clear Search History |
+| Clear conversations    | Settings > Privacy > Clear Conversations  |
+| Delete your account    | Settings > Account > Delete Account       |
+| Adjust data processing | Settings > Privacy (toggle controls)      |
 
-### Online Request Form
+### Formal request
 
-1. **Access Request Form**: Go to privacy request form
-2. **Select Request Type**: Choose type of privacy request
-3. **Provide Details**: Provide required information
-4. **Submit Request**: Submit your privacy request
-5. **Track Progress**: Monitor request progress
+For requests that can't be handled via self-service, or if you prefer a formal process:
 
-### Required Information
+1. Email **privacy@yantra.ai** with:
+    - Subject line: the type of request (e.g., "Deletion Request")
+    - Your registered email address
+    - Specific description of what you're requesting
+2. You'll receive an acknowledgment within **2 business days**.
+3. We may ask for identity verification to protect your privacy.
+4. The request will be fulfilled within **30 days** (as required by law).
 
-- **Identity Verification**: Verify your identity
-- **Request Details**: Specify what you're requesting
-- **Contact Information**: Provide contact information
-- **Supporting Documents**: Submit supporting documents
+---
 
-## Request Processing
+## Processing Timeline
 
-### Processing Timeline
+| Step                         | Timeline                             |
+| ---------------------------- | ------------------------------------ |
+| Acknowledgment               | Within 2 business days               |
+| Identity verification        | 1–3 business days (if needed)        |
+| Request fulfillment          | Within 30 calendar days              |
+| Extension (complex requests) | Up to 60 additional days with notice |
 
-- **Acknowledgment**: Request acknowledgment within 24 hours
-- **Processing Time**: 30 days for standard requests
-- **Complex Requests**: Up to 60 days for complex requests
-- **Extension Notice**: Notification if extension needed
+---
 
-### Verification Process
+## What Happens After Deletion
 
-- **Identity Verification**: Verify your identity
-- **Request Validation**: Validate request details
-- **Documentation Review**: Review supporting documents
-- **Processing Decision**: Make processing decision
+When a deletion request is fulfilled:
 
-## Request Outcomes
+| Data type              | What happens                                             |
+| ---------------------- | -------------------------------------------------------- |
+| Account data           | Permanently removed                                      |
+| Search history         | Permanently removed                                      |
+| Conversations          | Permanently removed                                      |
+| Connected integrations | OAuth tokens revoked, configurations deleted             |
+| Billing records        | Retained for 7 years (legal/tax requirement), anonymized |
+| Anonymized data        | Not deleted (can no longer be linked to you)             |
+| Backup data            | Purged within 30 days of primary deletion                |
 
-### Approved Requests
+---
 
-- **Data Access**: Provide requested data
-- **Data Correction**: Correct inaccurate data
-- **Data Deletion**: Delete requested data
-- **Confirmation**: Confirm completion
+## Special Cases
 
-### Denied Requests
+### Enterprise accounts
 
-- **Denial Reasons**: Explain denial reasons
-- **Appeal Process**: Information about appeals
-- **Alternative Options**: Suggest alternatives
-- **Legal Rights**: Information about legal rights
+If you're on an Enterprise plan, your organization's admin may have data retention policies that override individual deletion requests. Contact your organization's data protection officer for guidance.
 
-## Privacy Rights
+### Legal obligations
 
-### Your Rights
+We may retain certain data when legally required (e.g., financial records for tax compliance, data subject to legal holds). In such cases, we'll inform you of the specific data retained and the legal basis.
 
-- **Right to Access**: Access your personal data
-- **Right to Rectification**: Correct inaccurate data
-- **Right to Erasure**: Delete your personal data
-- **Right to Portability**: Export your data
+### Third-party data
 
-### Additional Rights
+Yantra can only delete data we hold directly. For data held by integration partners (Slack, GitHub, etc.), submit requests to those providers directly.
 
-- **Right to Object**: Object to data processing
-- **Right to Restrict**: Restrict data processing
-- **Right to Withdraw**: Withdraw consent
-- **Right to Complain**: Complain to supervisory authority
+---
+
+## Contact
+
+- **Data Protection Officer:** privacy@yantra.ai
+- **General support:** support@yantra.ai
+- **Supervisory authority:** If you're unsatisfied with our response, you have the right to lodge a complaint with your local data protection authority.