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Data Storage Privacy Settings

By default, we store these potentially sensitive data related to your calls, including:
  • Call logs
  • Transcriptions
  • Call recordings
  • Caller id for inbound call
  • Callee id for outbound call
  • Knowledge base retrieved contents logs
  • dynamic variables
  • metadata

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How to Manage Data Storage

You can opt out of sensitive data storage at any time:
  1. Navigate to your agent
  2. Under Security & Fallback Settings → Data Storage Settings, select:
    • Everything — store transcripts, recordings, and logs
    • Everything except PII — store content, excluding PII when possible
    • Basic Attributes Only — store only metadata (no transcripts/recordings/logs)
Privacy settings showing Data Storage Settings options

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What Happens When You Change Storage Settings

When you opt out:
  • You will continue to receive webhook events, where you can access the transcript, call recording, and other sensitive data in it
    • The call recording link will expire after 10 minutes upon receiving the webhook
  • Everything: All artifacts (transcripts, recordings, logs) are stored
  • Everything except PII: Artifacts are stored with PII excluded when possible
  • Basic Attributes Only: No transcripts/recordings/logs are stored; if you query the call with the get call API later, you will not get these fields

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PII scrubbing

When you choose “Everything except PII”, you can configure which personally identifiable information (PII) is removed from transcripts and recordings after the call completes.
  • Categories you can scrub:
    • person_name
    • address
    • email
    • phone_number
    • ssn
    • passport
    • driver_license
    • credit_card
    • bank_account
    • password
    • pin
    • medical_id
    • date_of_birth
PII scrubbing configuration
Example of PII scrubbing result
Notes:
  • PII configuration is defined on the agent. Per-call storage behavior can still be limited via data_storage_setting inherited onto the call.