Data and privacy
Configure your voice agent with information that is appropriate for callers and collect only the information needed for the intended action.
Business content
Section titled “Business content”Business Profile and Knowledge should contain approved customer-facing facts. Do not add passwords, private keys, payment-card data, private customer records, or employee-only procedures.
Caller information
Section titled “Caller information”Booking and message taking may require identity and callback details. Keep optional intake focused on the action. Avoid requesting sensitive information when a staff follow-up can collect it through an approved process.
Attachments and support
Section titled “Attachments and support”Review files before attaching them in Support. Remove unrelated customer information, credentials, and internal-only material.
Access
Section titled “Access”Limit workspace access to people who should manage the voice agent and review calls. Sign out of shared devices and use the available account security controls.
For current legal terms, use the Privacy Policy and Terms of Use links provided by RevSystems.