Plan your implementation¶

This guide helps you plan a structured rollout of Dxtra based on your role, compliance priorities, and timeline. Whether you are a business owner getting started solo or a team rolling out privacy compliance across an organization, the steps below give you a clear path from sign-up to a fully operational privacy program.

Implementation phases¶

A typical Dxtra implementation follows four phases. The first two happen on day one; the remaining phases unfold over your first week.

Phase 1: Account setup (Day 1, ~15 minutes)¶

Create your account and complete the Data Controller profile questionnaire. This gives Dxtra's AI engine the context it needs to generate your privacy program.

Phase 2: AI generation (Day 1, ~60 minutes)¶

After you complete the questionnaire, Dxtra's AI engine generates your complete privacy program. You receive an email and in-app notification when generation is complete.

What gets generated:

• Privacy notices (full, overview, and quick-look formats)
• Cookie and tracking policies
• Data Protection Impact Assessments (DPIAs)
• Data processing agreements
• Retention policies
• Breach response plans
• Consent templates and forms
• Transparency Center content
• Processing purpose descriptions with legal basis mapping

Phase 3: Review and configuration (Days 1–3)¶

This is the most important phase. Review the AI-generated documents, configure your operational settings, and prepare for publication.

Priority order for review:

1. Privacy notices — review the full, overview, and quick-look privacy notices for accuracy. Approve or edit each one.
2. Assessments — review your DPIAs, Transfer Impact Assessments, and Legitimate Interest Assessments.
3. Processing purposes — verify that each purpose has the correct legal basis, data categories, and retention periods.
4. Data processors — onboard your third-party processors (Stripe, Google Analytics, Mailchimp, etc.) using the pre-built integrations.
5. Consent forms — review and customize the generated consent templates for your use cases (marketing, analytics, CCPA opt-out).
6. Breach response plan — review the generated plan and confirm your notification workflows.

Phase 4: Publish and integrate (Days 3–7)¶

Once you have reviewed and approved your documents, publish your Transparency Center and integrate Dxtra with your existing systems.

1. Publish your Transparency Center — choose a custom subdomain (e.g., privacy.yourbusiness.com) or embed as a web component on your site.
2. Deploy the Tag Manager — add the Tag Manager script to your website for privacy-first analytics with consent enforcement.
3. Connect integrations — link your CRM, email marketing, e-commerce, and analytics tools to automate data subject preference propagation.
4. Set up rights request handling — configure your DSRR workflow with deadline tracking (GDPR one month, CCPA 45 days).
5. Invite team members — add your DPO, compliance team, and developers with role-based access.

Implementation by role¶

Different roles focus on different parts of the platform. Use the table below to identify which phases and capabilities are most relevant to you.

Business Owner¶

You are responsible for the overall privacy posture of your organization. Focus on the end-to-end flow: setup, review, and publication.

Developer¶

You are responsible for technical integration — API, Tag Manager, Transparency Center embedding, and webhooks.

Data Protection Officer¶

You are responsible for compliance configuration, assessment review, and rights request oversight.

Agency Partner¶

You manage privacy compliance for multiple clients. Focus on multi-tenant setup and repeatable workflows.

Integration planning¶

Dxtra integrates with your existing tools to automate compliance workflows. Plan your integrations based on what your organization uses.

Pre-built integrations¶

Custom integrations¶

For systems not covered by pre-built integrations, Dxtra offers two options:

• Webhooks — receive real-time events from Dxtra (consent changes, rights requests, breach notifications) at your endpoint via conduit.dxtra.ai, with HMAC-SHA256 signature validation
• Custom Functions — deploy serverless code that runs within the Dxtra platform for bespoke integration logic

Timeline summary¶

What to read next¶

• Business Owner Quickstart — step-by-step guide to your first 10 minutes
• Developer Quickstart — API credentials, GraphQL, Tag Manager, and embeds
• DPO Quickstart — assessment review, compliance configuration, and rights oversight
• Key concepts — terminology and concepts used throughout the documentation