Workspace settings

Control inboxes, delegated access, AI targeting, and scan depth.

Add workspace

Connected and delegated inboxes

Personal mail plus company-owned accounts

Demo
InboxOwnerAccessStatus
No live inboxes yetAdd one abovePersonal or company-ownedReady

Scan rules

Data depth

Roles and hierarchy

Who sees what

SalesOwn leads, drafts, drips, and assigned CRM records.
Sales ManagerRolls up direct reps and shared inboxes.
Sales DirectorCompares teams, regions, and response gaps.
VP of SalesSees org-level forecast exposure and recovery motion.
CEOSees companywide revenue leakage and recovered business.

AI targeting and compliance

Find relevant emails without oversharing sensitive data

HIPAA-aware design
Metadata-first targetingLeadLeak can score sender, recipient, age, thread state, and routing before reading full body content.
Minimum necessary textWhen body analysis is needed, send only the smallest excerpt required for classification.
Redaction layerNames, medical terms, phone numbers, and identifiers can be masked before AI processing.
Compliant model pathHIPAA customers should use a BAA-covered infrastructure path or private model deployment.

Data sync model

Sync only what LeadLeak needs to act

Recommended architecture
Active inbox connection Use Gmail/Microsoft APIs where possible, with IMAP as a fallback for mailboxes that need it.
Selective cloud data Store normalized CRM records, thread IDs, labels, scores, draft state, and minimum required excerpts.
Scoped visibility Users see their own records, delegated inboxes, and downline hierarchy data only.
Retention controls Delete raw excerpts after they are no longer needed, while preserving audit-safe CRM outcomes.