The Four Main Privacy Layers
| Layer | What it controls | Main doc |
|---|---|---|
| Notice | What the caller hears before or during the conversation | Announcements |
| Storage | What the platform stores and for how long | Data Retention Settings |
| Caller choice | Whether the caller can stop recording mid-call | Recording Opt-Out |
| Public transparency | What callers and visitors can read about how your agents handle their data | Trust Center |
Why This Matters
Most privacy failures happen at the boundaries:- a call is recorded but callers were not prepared for it
- retention settings do not match the public policy
- a widget is live, but the privacy links are missing or unclear
- a team exports or forwards data without checking what is actually stored
Start With The Policy You Actually Want
Before changing the UI, decide:- do you want to store recordings, transcripts, both, or neither?
- do some agents need stricter rules than the account default?
- do callers need an explicit way to opt out of recording?
- do public web visitors need a visible Trust Center before they interact?
Common Privacy Patterns
Standard customer-service workflow
Standard customer-service workflow
Typical setup:
- pre-call notice enabled
- transcripts and recordings stored with defined retention
- public Trust Center enabled for widget traffic
- recording opt-out enabled when required by policy or jurisdiction
Data-minimization workflow
Data-minimization workflow
Typical setup:
- short notice with clear disclosure
- reduced retention windows
- some data types set to Do not store
- public Trust Center aligned to the stricter policy
High-sensitivity or regulated workflow
High-sensitivity or regulated workflow
Typical setup:
- explicit announcement before the agent starts listening
- tight retention rules or no recording storage
- recording opt-out enabled when recordings exist
- clear internal review process for exports and webhook consumers
How The Controls Fit Together
1. Announcements set the caller expectation
Use Announcements when callers should hear a notice before the agent begins listening. This is the right place to explain:- that the conversation may be recorded
- why it is being recorded
- what the caller can do if they do not want recording
2. Retention decides what stays in the system
Use Data Retention Settings to control:- whether transcripts are stored
- whether recordings are stored
- how long analytics artifacts remain available
- whether expiry leads to deletion or anonymization
3. Recording Opt-Out handles live caller objections
Use Recording Opt-Out when recordings are enabled and callers may reasonably ask for recording to stop. If recordings are already set to Do not store, this control becomes less relevant because the recording is not kept in the first place.4. Trust Center explains your public-facing posture
Use the Trust Center to publish:- privacy policy links
- subprocessors information
- retention posture
- transparency material for website visitors
Widgets Need Extra Care
For widget-based conversations, align these three things:- the widget consent and privacy copy
- the public Trust Center page
- the actual retention and recording behavior behind the widget
Privacy Review Checklist Before Launch
- Confirm whether transcripts and recordings are stored.
- Confirm whether the agent-level retention overrides match the account default you intended.
- If recordings are enabled, decide whether callers should hear a notice and whether they can opt out.
- If a widget is public, confirm the Trust Center and policy links are live.
- Check which downstream systems receive conversation data through exports or webhooks.
- Run a real test conversation and confirm the behavior matches the policy you plan to publish.
Common Mistakes
Publishing a strict policy but leaving permissive retention settings live
Publishing a strict policy but leaving permissive retention settings live
The strongest public privacy copy does not help if the actual settings still store more than your policy says.
Forgetting about downstream consumers
Forgetting about downstream consumers
Webhooks, exports, and internal review workflows can extend the privacy footprint beyond the voice call itself. Review the full flow, not only the agent tab.
Only testing happy-path consent
Only testing happy-path consent
Also test what happens when a caller asks not to be recorded, stays silent during the notice, or abandons the interaction early.
Next Steps
Announcements
Configure the notice callers hear before the conversation begins
Data Retention Settings
Set agent-level storage and expiry rules
Recording Opt-Out
Let callers stop recording during a live conversation
Trust Center
Align your public privacy posture with the actual system behavior